Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.
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.
we estimate that this will cost us between 20 and 40 basis points of margin in the second half.
It does appear that the administration's focus is on fair trade... businesses have had now a couple of months to think through the impact on their business, on their supply chains and other things.
Unfortunately -- rather fortunately, the fundamentals to drive higher deal activity and a pickup in loan demand remain intact, and we feel well positioned to capture the opportunity and to deliver good results.
we're still forecasting high single-digit growth and absorbing the impact of tariffs, which we now expect to be just $200 million of impact.
a risk-off patch posture, adopted by investors responding to tariff-driven market uncertainty at the beginning of the quarter.
while tariffs are not yet certain, I think the market and most businesses have a much better read on how they'll manage in a narrower range of outcomes.