Stanley Black & Decker reported a mixed 2025, highlighting strong margin improvement and cash flow but facing volume declines. As the company navigates tariff impacts and executes strategic divestitures, its 2026 outlook hinges on brand revitalization and disciplined cost management.
Brunswick Corporation posted revenue and profit above Wall Street forecasts for Q4, yet its stock faced investor skepticism. While CEO David Foulkes pointed to stabilizing boating participation and strong segment execution, analyst questions during the earnings call revealed lingering concerns over retail-to-wholesale conversion, tariff impacts, and macroeconomic pressures.
As the S&P 500 hovers near record highs, a confluence of factors—stretched valuations, the economic impact of tariffs, and the uncertainty of midterm elections—points to heightened volatility and potential downturns in 2026, historical analysis suggests.
Contrary to widespread economic predictions, aggressive U.S. tariff policies have not stalled growth, forcing a reassessment of trade shock models and policy impacts.
Despite tariff pressures impacting costs and shipment timing, Twin Disc reports resilient demand in marine and defense sectors, driving a record $175.3 million backlog. The company outlines mitigation strategies and sees defense as a key long-term growth pillar.
Levi Strauss & Co. reported fourth-quarter results that edged past Wall Street forecasts despite nearly flat year-over-year sales, driven by robust direct-to-consumer performance and international expansion. Analysts on the earnings call focused on the sustainability of margin growth, cost pressures, and the company's strategic pivot beyond its denim core.
Despite broader retail sector challenges, Simon Property Group reports strong fourth-quarter earnings, driven by rising rents and active leasing. CEO David Simon outlines strategic opportunities arising from the Saks Global restructuring while flagging ongoing concerns over the impact of tariffs on mid-tier retailers.
An analysis of President Trump's recent op-ed claims reveals significant discrepancies between his portrayal of tariff success and official trade figures, price impact studies, and the nuanced reality of their implementation.
Oshkosh Corporation reported full-year revenue of $10.4 billion and adjusted EPS of $10.79 for 2025. While projecting sales growth to approximately $11 billion in 2026, the company cautioned about near-term softness in its industrial access equipment segment and a significant $200 million tariff impact.
New data reveals tariffs imposed on key materials like steel and aluminum pushed nonresidential construction costs up 3.2% in 2025, with economists warning of continued pressure and broader impacts on equipment prices in the year ahead.
Despite posting quarterly results that beat analyst expectations, KLA Corporation's stock plunged Friday as investors focused on management warnings about component shortages, tariff impacts, and operational constraints.
Amazon's stock, which underperformed the market in 2025, braces for another challenging year as persistent tariffs drive up costs and pressure price-sensitive shoppers, CEO Andy Jassy warns.
NEW DELHI (Reuters) – India and the United States have outlined a clear path to sign a comprehensive trade agreement in March, a move that will trigger reciprocal tariff reductions and unlock billions in bilateral commerce, particularly in aerospace and energy, Trade Minister Piyush Goyal announced.
A year after the implementation of sweeping tariffs on imports, small business owners in the Fayetteville area describe a sustained squeeze on profits, with some dipping into personal savings to stay afloat amidst rising costs and complex supply chains.
While posting a record $175.3 million backlog, Twin Disc's Q2 profitability was pressured by tariff-related shipment delays and one-time operational costs. Management outlines mitigation strategies as defense and industrial segments show robust growth.
Under sharp questioning from Rep. Sean Casten, Scott Bessent, a key economic advisor to the Trump campaign, walked back his past written assertion that tariffs are 'inflationary,' correcting his testimony from earlier in the same hearing.
In a congressional hearing, Treasury Secretary Scott Bessent retracted his earlier warning that tariffs are inflationary, citing current economic growth and moderating price pressures despite a year of trade measures.
A recent bilateral trade deal has slashed Canada's tariff on Chinese electric vehicles from 100% to 6.1%, creating a potential beachhead for China's auto industry in North America amidst ongoing regional trade tensions.
Even if the Supreme Court strikes down Trump's emergency tariffs, the administration has alternative legal tools ready to impose similar import taxes, potentially leaving businesses and consumers with continued high costs.
Whirlpool's fourth-quarter earnings fell short of expectations, with management pointing to a 'difficult' year ahead. A $300 million tariff hit and a multi-decade low in U.S. home sales pressured North American results, even as new products gained market share. Analysts zeroed in on margin sustainability and cost-cutting plans during the call.
