Tariff Quote Watch: Rotork Joins 60% of Engineers Talking Tariff, Brexit Risks — Panjiva
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Tariff Quote Watch: Rotork Joins 60% of Engineers Talking Tariff, Brexit Risks

Brexit 68 China 1758 Industrials - Capital Goods 265 Tariff Quote Watch 91 Tariffs 1169 U.S. 3297 United Kingdom 194

A transcript analysis of conference calls held by firms discussing calendar 4Q earnings shows 24.0% of companies have discussed issues surrounding either Brexit or tariffs more broadly. At the sector level the lowest level of mentions was in healthcare, at 8.1% of companies, rising to 46.2% for the industrials sector. Within the industrials the figure rises to 55.9% of electrical and 60.3% of mechanical engineering firms. Typical of the latter is flow-control device manufacturer Rotork whose Finance Director, Jonathan Davis, has flagged that inventory build ahead of Brexit and U.S. tarif...

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