Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We're seeing a very modest, call it less than 5% impact to potential build costs when it comes to digital.
Our sourcing is primarily from domestic suppliers. Deploying our performance playbook, we intend to offset tariff-related cost pressures and inflation.
the potential for continued volatility and unintended consequences of trade policy
we believe the potential tariff impacts are manageable, and within our non-GAAP gross margin guidance range of a low to mid 80% for the full year.
At current tariff rates, we have the potential to incur up to $100 million to $125 million of incremental net tariff costs in 2025.
It is important to understand TechnipFMC's limited exposure to the recently announced tariffs.
we haven't seen a tariff impact in terms of anything moving amongst our North American operations.
Approximately $200 million of expected cost from tariffs implemented to date primarily between the US and China.
If the price of handsets rises significantly with tariffs, would it be your anticipation that you would increase your subsidies accordingly, or would you expect to pass those higher costs on to customers?
We've seen a steep drop-off in our travel and accident business... and I think that's probably related to tariffs.