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"Margin Math A $1.2 Trillion Expense Propagates Through Supply Chains In 2025"

Companies face $1.2 trillion in unexpected 2025 costs as margins compress 64 basis points globally, per S&P Global's analysis of 15,000 analysts. Tariffs, supply chain issues, and ending de minimis exemptions drive costs up while earnings fall.

Companies face mounting cost pressures in 2025, with margin expectations contracting by 64 basis points—over $1.2 trillion in added global supply chain expenses. Revenues have risen, but earnings forecasts fell, forcing firms to absorb costs and pass portions to consumers.

This white paper reveals:

· How supply chain partnerships amplify resilience and risk, with firms facing "headwinds" 10% more likely to see margin compression
· The impact of closing the de minimis trade exemption, doubling container costs
· Regional divergence, with Canadian firms stable while Latin America and MEA face sharper declines

Explore how tariffs and supply chain shifts reshape profitability through 2027.

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