There are in. They are out. They are back in. They are out. Rinse and repeat how many times since liberation day? How can any company plan materials, products and IR&D with so much uncertainty in the federal government. Honeywell outsourced like gangbusters in the 90's and 2000's. How's that gonna play out? I see massive layoffs at Honeywell to offset the "TT" tariff tax.
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Muh big huge MAGA cap a bouncin' on top o' muh haid. Duelling banjos.
@1mp Spot on! The current system is broke
Not an Elon fan but he is right that the US needs new political parties. Red or Blue you are actually voting for the same entity. Its just yet another scam. Like American wrestling, they create characters, naratives and dramas to distract you.
The cancer known as Trumpism must be eradicated.
Annnnnnnnd now the big beautiful break up. How soon until RED hats turn on either clown?
Any bets on if they are in today or out? We love China now apparently...
You put the tariffs in. You take the tariffs out and spin all about! It's the TACO tariff shuffle...
Since Friday OJ increased and reduced the Tariffs once again. Ok, I think he's just trying to irritate everyone.
@ac Parts are also subject to tariff. Think of all the stuff sent to Mexico, Czech Republic, China, Taiwan just to name a few places.
Musk says it only impacts non billionaires
@ac Forge? 🥴
We were told in the early 00s that AlliedSignal/Honeywell would now be offshoring jobs because " that's outside of US is where the growth of CUSTOMERS are". So equipment was shipped to Mexico, software development went to India and China was next.
Tariffs shouldn't factor into CapEx nor Raw Materials on Honeywell's Profit/Loss Statement nor the Balance Sheet.
Only the stuff that gets imported to US will be tariffed. What exactly does HON send to US as a finished good that is sold here?
honeywell products underperform peers in on time delivery, field reliability, cost per feature, and problem resolution time.
metrics from customer perspective look flat going back 20 years.
point being -- do not kid yourself.
schedule before quality culture existed before outsourcing.
@OP MAybe a 15 to 20% reduction across the board except REVGOG's. The sacred golden goose for HW.