Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
We expect tariffs to remain largely pass-through costs with strong contractual protections in place.
The S&P 500 falling 14% amid collapsing investor sentiment due to tariffs, policy uncertainty and geopolitical instability.
the impact of potential tariffs on construction materials
We don't expect any impact to the guidance we have provided for 2025, and we are taking the necessary cost and pricing actions in that regard.
We continue to expect tariffs to be neutral at the EPS level as we shared with you in Q1.
We are starting to see a few green shoots out there... that they were shifting some of their production from Asia into Mexico, and we've got a strong service product coming out of Mexico.
questions remain around the next steps and impact of tariffs.
We are factoring in non-tariffs as they are written, assuming any moratoria means a later revision to higher rates, net of all of our mitigation options.
Free cash flow during the quarter was $243 million despite a nearly $35 million headwind from tariffs.
the ongoing tariff uncertainty