Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We noted the constantly changing tariff schedules during this period, which we believe contributed to uncertainty for customers.
we've seen noticeably lower export sales with the global trade tensions overhanging the market.
the tariff uncertainty does -- we believe, has been holding back some of the buying by many customers throughout the space.
the U.S. economy is persevere through considerable trade-related uncertainty and resulting market volatility in recent months.
Many of the industrial markets we serve continue to face challenges with uncertainty around tariffs, trade, interest rates and the overall direction of the economy.
In the second half, we do have tariffs increasing a little bit in the second half, but that's all built in the guide.
We estimate that we will see about a 50 basis point ongoing impact from tariffs.
We started seeing the impact of tariffs in our P&L. Sequentially, the cost of tariffs increased around $300 million...
We're a bit cautious because of the near-term pull-ins perhaps as a consequence of various tariff scenarios.
We now expect the impact of 2025 tariffs to be roughly half of our expectations in April to a range of $25 million to $35 million, reflecting more favorable reciprocal tariff rates and our mitigation efforts.