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Fisher & Paykel Healthcare Faces Rising Costs Amid New US Tariffs

5:50pm on Sunday 1st of June, 2025 AEST Healthcare
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Fisher & Paykel Healthcare Faces Rising Costs Amid New US Tariffs

5:50pm on Sunday 1st of June, 2025 AEST
Key Points
  • New US tariffs: 25% on Mexico/Canada imports, 10% on China
  • 45% of manufacturing volume in Mexico, 60% of US supply from Mexico
  • No material net profit impact expected for FY2025
  • Cost increases likely in FY2026, delaying gross margin target by 2-3 years
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