Tariff Quote Watch: Ametek Delivers Price Rises to Tackle Tariffs, Also Changes Sourcing November 4, 2019 Ametek has used price increases as its main strategy for offsetting U.S. tariffs on Chinese exports. CEO David Zapico has indicated price increases added two percentage points to profit margins in 3Q, while the impact of tariffs and cost inflation only deducted 1.5 points. Zapico has also stat... Read more →
Panjiva Daily: Why Trump has reheated the tariff rhetoric; corporate reactions to tariffs May 7, 2019 The surprise from the Trump administration’s new tariff threats is that China talks are failing, not that tariffs are going up – a rising trade deficit isn’t helping. Corporations are talking less about tariffs in their conference calls, outside of electrical engineering. Also: Under Armour’s ... Read more →
Tariff Quote Watch: Electrical Engineers’ Tariff Worries Getting Charged Up May 6, 2019 With nearly two-fifths of companies having reported 1Q earnings it’s clear from management comments that trade policy is being mentioned less than in the prior quarter. In aggregate 21.5% of calls since Apr. 1 included a mention of tariffs or Brexit, down from 23.3% in three months to Mar. 31.... Read more →
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