Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
the overall market environment remains essentially unsettled, and there is still uncertainty persisting regarding future administration policies affecting the biopharmaceutical industry.
The second quarter net impact of $1.1 billion was slightly lower than we had expected due to the timing of certain indirect tariff costs.
We want to be balanced in our guidance for the second half given the uncertainty that we've seen, you know, around, you know, what's gonna happen with tariffs.
we do not currently anticipate a material impact on our business from recently introduced or discussed tariffs.
Tariffs also remain a variable in this outlook.
the direct impact of the current tariffs is immaterial to NXP's financials.
The announced Section 232 steel tariffs, these developments are expected to positively impact demand for lower carbon emission U.S.-produced steel.
Certainly, tariffs are top of mind for all of us.
the tariffs obviously, on our test business is relatively small. I think we said last quarter, it's in the $10 million to $15 million range.
We are now at the point where OEE is improving on a consistent basis... but we expect margin expansion of 150 to 200 basis points and are increasing both the lower and higher end of our EPS range, which is a $0.33 increase at the midpoint, $0.23 of that coming from operational performance offset by $0.10 of FX and tariff impact.