Latest Tariffs News

Emerson delivered a stronger fiscal 2026 finish, with fourth-quarter sales up 7%, GAAP earnings per share up 24% and free cash flow up 9%. The industrial automation group also raised its dividend and outlined roughly 5% growth for fiscal 2027.

Stanley Black & Decker raised its 2026 earnings and free cash flow guidance after tariff refunds helped drive a sharp third-quarter profit recovery. Underlying organic growth improved, but the refund accounted for a substantial portion of the quarter’s earnings lift.

Arista Networks delivered third-quarter revenue well above its own guidance, with sales reaching US$3.66 billion and GAAP net income hitting US$1.56 billion. The networking specialist is now guiding to as much as US$4.0 billion in fourth-quarter revenue as it expands its AI infrastructure portfolio.

Expeditors delivered a sharp third-quarter acceleration, with revenue up 42% and diluted EPS up 62% as air and ocean volumes strengthened. Demand from AI infrastructure customers helped drive growth, but constrained capacity and Asian port disruption remain material risks.

Ball’s operating performance strengthened in the third quarter, with comparable EPS, operating earnings and global shipments all higher year on year. But a US$475 million noncash pension settlement charge pushed the aluminum packaging group to a US$94 million GAAP loss and cash generation remains thin.

Keurig Dr Pepper delivered a sharp third-quarter sales and adjusted earnings lift, helped by the newly acquired JDE Peet’s coffee business and a US$99 million tariff refund. The company reaffirmed its 2026 targets while carrying substantial acquisition-related debt and integration work.

Henry Schein has raised its 2026 adjusted earnings and EBITDA outlook after a quarter of stronger sales, led by US dental merchandise volumes. The result also included a tariff refund benefit, making the quality of earnings an important part of the story.

Apple closed fiscal 2026 with record quarterly revenue of US$114.5 billion, 14% diluted EPS growth and an all-time Services sales high. The result was helped by tariff refunds, while the company’s next test will be converting its latest product cycle into sustained growth.

Estée Lauder delivered a sharp rebound in fiscal 2027’s first quarter, with sales, margins and earnings all improving materially. The beauty group has lifted its full-year outlook, although quarterly free cash flow remained negative and the plan still depends on sustained momentum in China, travel retail and fragrance.

Comet Ridge has completed its Santos buyout, giving it full ownership and operatorship of the 677 PJ Mahalo Gas Hub resource base. The prize is greater control over a staged gas project, but $11.4 million of cash and incomplete funding arrangements leave a narrow runway ahead of a targeted mid-2027 investment decision.

Gowing Bros has reported a $3.49 million FY2026 net loss, with Surf Hardware International remaining deeply loss-making and shopping centre values falling by $3 million. The diversified investment group maintained a fully franked 3 cents per share final dividend as cash declined and borrowings increased.

Syrah Resources delivered a stronger Balama quarter and began ramping Vidalia’s US anode-material facility towards commercial sales. But higher cost guidance, negative operating cash flow and unresolved loan defaults leave the balance sheet as the central risk.