Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
we have still some clients waiting a bit before investing to understand where tariffs will finish with.
the tariff is designed to meet the needs of our very large load customers while protecting all of our other customers.
We have previously outlined the risks to our full year outlook that were present and emerging in April, such as tariffs, interest rate cuts and builder sentiment.
We expect tariffs to be a net headwind of about $2 billion this year.
we've continued to pare back some of our fleet in that example. And then just in general, our cost per mile, we've seen improvement this year in.
while the broader environment continues to be marked with uncertainty related to tariffs, we are seeing strong demand for our products driven by AI
From a macro standpoint, fluid trade policies continue to create uncertainty, making planning activities more difficult for our over 83,000 customers around the world.
While tariffs have had an impact on our cost, we don't view them as material to our overall business.
During the quarter, the cost impact from tariffs was not significant.
the current expectation based on the latest is an impact of approximately 100 bps this year linked to the tariffs