Dafinchi AI

Crown Holdings, Inc.

CCK

Industrial

3w

Impact of Tariffs on Business Operations and Guidance

Potential tariff exposure estimated at approximately $25 million, with $10 million direct and $15 million indirect impacts.
Guidance has been revised to include tariff effects, indicating ongoing concern about tariff impacts.
Management emphasizes that tariffs may influence consumer and industrial activity, but expects limited direct impact on beverage and European markets.

Simpson Manufacturing Co., Inc.

SSD

Industrial

2w

Impact of Recent Tariffs on Pricing and Margins

Simpson implemented targeted price increases on June 2, 2025, in response to rising input costs and recent trade policy actions.
Tariffs on steel and related metals announced in early June could prompt additional pricing actions.
Tariff-related costs offset some of the price increases, resulting in a modest negative impact on gross margin.
Management is evaluating further pricing strategies to counteract potential tariff impacts, aiming to maintain margins.

Mettler-Toledo International Inc.

MTD

Industrial

2w

Impact of U.S. Tariffs on Swiss Imports and Guidance Revision

U.S. administration announced a significant increase in tariffs on Swiss imports to 39%, which would negatively impact FY2025 EPS guidance by approximately $0.40.
The gross impact of tariffs on the company is estimated at around $95 million annually, with efforts underway to fully offset these costs by next year.
Management emphasized ongoing mitigation actions and confidence in their ability to offset tariff impacts, despite the dynamic and uncertain trade environment.

Cleveland-Cliffs Inc.

CLF

Industrial

3w

Impact and Enforcement of Section 232 Tariffs on US Steel Industry

Section 232 tariffs increased from 25% to 50% on June 4, supporting the domestic steel industry.
Management emphasizes the importance of strict enforcement without exemptions to sustain the industry.
Tariffs have contributed to multi-year lows in flat-rolled steel and light vehicle imports, benefiting sectors like automotive.
The company advocates for continued enforcement to prevent unfair foreign competition, especially from Canada, which remains a significant concern.

PCAR

Industrial

3w

Impact of Tariff Policies and Section 232 Investigation on Business Outlook

Management highlighted the ongoing uncertainty around tariff structures, especially related to Section 232 investigation for medium and heavy trucks.
They estimate a potential tariff impact of around $75 million in Q3, with variability depending on tariff developments.
Clarity on tariffs and trade policies could significantly benefit PACCAR and its customers, potentially leading to market strengthening.
The investigation phase could conclude sooner than the maximum 270 days, possibly within 60 days, influencing market confidence and pricing strategies.

Ardagh Metal Packaging S.A.

AMBP

Industrial

3w

Resilience and Growth in Beverage Can Market Despite Macroeconomic Uncertainty

Global shipments increased by 5% in Q2 2025, with 18% adjusted EBITDA growth, ahead of guidance.
Strong volume growth driven by Americas, benefiting from innovation and share gains.
Minimal impact expected from tariff measures announced, indicating resilience of beverage can demand.