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Anonymous
OEM - Sales
April 26, 2026 - 13:06

Been at my OEM for going on 11 years. The tariff situation has completely reshuffled our cost structure and yet every planning meeting I sit in still feels like we're waiting for someone in DC to flip a switch and make it go back to normal. We're still modeling scenarios like this is temporary. It's not. The Supreme Court ruling last week on IEEPA refunds was a nice headline but the Section 232 tariffs on steel, aluminum, and parts aren't going anywhere. Anyone else sitting in rooms where leadership is still in denial mode? How is your organization actually adapting, or are they?

Comments

Anonymous
Role
OEM - Sales
April 26, 2026 - 13:16

You nailed it. We got a deck last quarter showing three "scenarios" and scenario one was literally "tariffs resolved by Q3." That ship has sailed. The suppliers who figured this out six months ago are already ahead. Everyone else is scrambling.

OEMsider
OEM - Support
Lot Porter badge
Rank: 16
April 26, 2026 - 15:01
The problem is the planning cycle is 3–5 years out. Nobody wants to lock in a cost structure based on a political situation that could technically change. So you end up with this paralysis where nothing gets decided. Meanwhile the bean counters are just passing the pain downstream to suppliers and eventually the sticker price.
Anonymous
Role
OEM - Sales
April 27, 2026 - 23:11

I heard through the grapevine that at least two OEMs are quietly modeling a scenario where average transaction prices hold above $50k through 2028. That's not a tariff problem anymore, that's a structural affordability problem. And nobody wants to say it out loud.

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