Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
Unfortunately, the tariff policies as written today have created an environment that disadvantages Polaris for our U.S. manufacturing footprint.
the bottom line is that we believe tariffs impacts are manageable.
we do estimate with what we know so far an impact in 02/2025 of 50 to 200 bps on the COGS.
The pharmaceutical industry is currently navigating a complex global landscape, shaped by rapidly evolving trade and tariff policies.
the dynamic tariff landscape could impact pockets of our systems' cost structure as well as consumer sentiment in our markets.
We monitor closely developments out of Washington and evaluate internally through our enterprise risk management framework, how various scenarios may impact our operations.
We estimate that approximately 56% of our new vehicle units in Q1 were produced in America and would be shielded from the tariffs.
We do not expect a meaningful tariff impact in 2025, as most of our upcoming aircraft deliveries are assembled in the United States.
Currently, LPG has not been excluded from the Chinese part tariffs, but admittedly, the situation is fluid.
We are seeing some impact mainly on areas like applicators, a little bit on pigment and extenders, a little bit on industrial resins is where we're seeing it.