We Think Deluxe's (NYSE:DLX) Solid Earnings Are Understated
Square 9 and Deluxe Announce Strategic Partnership to Deliver Complete Invoice-to-Payment Automation
Institutions: BMW Group's performance appears unaffected amid the tariff storm.
According to Bernstein's Research Reports, BMW Group's performance appears unshaken amidst the tariff storm faced by the auto industry. Bernstein stated that this German luxury auto manufacturer exceeded profit expectations in the first quarter, despite revenue falling short of expectations. Bernstein noted that BMW Group also reiterated its annual performance forecast, which takes into account certain tariff impacts, but it is anticipated that the effects of tariffs will lessen and ease in the second half of the year. Bernstein's Analysts stated: "Only a few auto manufacturers considered the impact of tariffs in their initial performance expectations, and BMW Group is one of them."
BMW maintains its performance outlook for 2025 but warns that USA tariffs may impact it this quarter.
German luxury Auto Manufacturer BMW confirmed on Wednesday that it is maintaining its performance outlook for 2025 and stated that it expects certain auto import tariffs in the USA to be reduced starting in July. However, it warned that these tariff measures will have a "significant" impact on its Business in the second quarter. BMW's Chief Financial Officer Walter Mertl stated in the quarterly Earnings Reports conference call, "Geopolitical and macroeconomic uncertainty has reached a level rarely seen before," and noted that the company is "closely monitoring" the impact on Consumer confidence. Most of BMW’s competitors, including Mercedes-Benz, Ford, and
BMW confirms the performance expectations for 2025, anticipating that some Autos tariffs will begin to decrease starting in July.
German luxury Auto Manufacturers BMW Group confirmed its performance expectations for 2025 on Wednesday, anticipating that some automotive import tariffs will begin to decline starting in July, which reflects an optimistic outlook for the Industry. Most of BMW's competitors, including Mercedes-Benz, Ford, and Stellantis, have lowered or withdrawn their performance forecasts for 2025, stating that it is difficult to provide appropriate guidance given the significant impact of import tariffs in the USA, the world's second-largest automotive market. Meanwhile, BMW stated that its outlook for 2025 provided in March remains valid, which has taken into account all tariffs announced to date, and is expected.
Trump downplays the tariff negotiations: "We don't need to sign an agreement."
"Everyone asks, 'When will you sign the agreement, when, when exactly?'" Trump complained during a meeting with Canadian Prime Minister Mark Carney at the White House. "We don’t need to sign an agreement; they need to sign the agreement with us. They want to enter our market share, and we don’t want their market share." Trump stated. After weeks of indicating that various countries were requesting bilateral trade negotiations with the USA, the President and his team have yet to announce any formal agreements or frameworks. "I hope they... stop asking how many agreements you will sign this week," Trump said.
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