Navigating the Tariff Landscape Together
Last Updated: 11/13/2025
We remain committed to keeping you informed as the tariff landscape continues to shift. Our team conducts monthly reviews and will communicate any relevant changes, ensuring we take proactive steps to minimize potential impacts wherever possible.
What’s Happening Now:
As of October 2025, the U.S. has expanded its tariff actions beyond reciprocal duties to include proposed measures on pharmaceuticals and medical devices. While some policies remain paused for negotiations, others are moving forward under Section 232 investigations and pending Supreme Court review of IEEPA-based tariffs. These changes aim to strengthen domestic manufacturing and address national security concerns. Here are the key highlights:
- Tariff rates vary by country, aiming to align U.S. duties with those of key trading partners; China’s rates remain unchanged under a temporary pause, while unnamed countries continue under current lower rates until new policies are implemented.
- 100% tariff on branded, patented pharmaceuticals announced September 25, now paused while negotiations continue; generics and products from companies investing in U.S. manufacturing remain exempt.
- Section 232 investigation underway on PPE, medical consumables, and devices (including insulin pumps and glucose monitors); comment period closes October 17, with potential tariffs as early as summer 2026.
- Supreme Court hearing in November on legality of tariffs under IEEPA; ruling will not affect Section 232-based tariffs.
Our Continued Commitment:
We continue to take proactive steps to minimize the impact of tariffs on your operations:
- Diversifying Our Portfolio: Less than 20% of our product portfolio is sourced from China, and we continue to expand sourcing from other regions.
- Supplier Partnerships: We’re leaning on the strength of our long-standing supplier partnerships to help absorb cost pressures and reduce the impact on you as much as possible.
- Strategic Inventory Planning: We’ve made strategic investments to increase inventory on high-volume items in order to delay the impact of cost increases for as long as possible.
- Advocacy: We are actively working with policymakers to represent EMS needs and we remain an advocate on behalf of EMS in the Section 232 investigations affecting medical devices and equipment.
- Customer Support: For your convenience, we’ve proactively identified and priced a selection of suitable replacement products, ensuring you have readily available alternatives that meet your needs without delay.
- Transparency: We’ll continue to share key updates and, when relevant, your Account Manager will reach out directly about product or pricing changes that affect you.
- Fair Pricing Approach: Our pricing may adjust up or down as tariff conditions change.
Looking Ahead:
We want to reassure you that no tariff-related price increases were implemented through June 2025, and we have taken every available measure to delay any impact for as long as possible.
When price adjustments are made, rest assured we will follow these steps:
- Limited Scope: These adjustments will affect only a small portion of our product portfolio. The majority of our offering remains unchanged.
- Realized Cost Increases Only: We will only pass along increases where we have incurred actual cost changes—primarily due to tariffs.
- Advance Notice: We will provide as much advanced notice of price increases as possible.