Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
90% of Yum!'s development occurs outside the U.S., unlike many of our competitors, so our exposure to the impact of tariffs on the business is limited.
Tariffs are undoubtedly having an impact on Cummins, our suppliers, customers and end users, creating uncertainty over freight activity linked to the movement of goods and increasing costs.
the swirl of uncertainties that arrange from tariffs as tax policy has been being worked real time in the quarter and the like.
export sales volume disruptions created by tariff uncertainty during the second quarter.
the Midwest Premium pricing...has been indirectly impacted by recent U.S. tariff announcements, causing another substantial and unexpected spike in the second quarter.
the net impact of tariffs was around the top end of our estimated range for the quarter and is likely to be a more significant headwind to profitability in the second half of 2025.
We experienced an initial slowdown in customer projects when tariff levels were first announced... This pause was followed by accelerated ordering in June.
the cost of doing business is a direct subtraction from your profitability. The numbers this quarter were nothing short of extraordinary.
The impact of currently enacted and assumptions on announced tariffs on our business is slightly higher than our estimate as of our May guidance update.
the net tariff impact assumed in the second half of 2025 is currently estimated as a $20 million headwind