Tariff Quote Watch: Altra Industrial, Haldex cut China exposure as tariff worries wane February 20, 2020 Corporate preoccupations with trade policy have declined in conference calls regarding the Q4 results season. That’s come in the face of the phase 1 U.S.-China trade deal and increasing preoccupations with COVID-19 coronavirus. Panjiva’s analysis of 4,451 conference calls since Jan. 1 shows 21... Read more →
Tariff Quote Watch: Altra Shifts Duty Costs to Buyers, May Need to Tap Other Sources February 22, 2019 Altra Industrial reported 4Q net income that was 6.4% below expectations. That came despite price increases which CEO Carl Christenson stated had “successfully offset input cost increases” including tariffs. In 2019 the firm is nonetheless “monitoring potential secondary impacts from the tarif... Read more →
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