The U.S. Commerce Department initiated a national security investigation into medical equipment and devices on September 25, 2025. This action raises concerns about potential tariffs on products within the medical technology sector.
The investigation could lead to new trade policies or tariffs, which would directly impact companies that manufacture or import medical devices. Such measures could increase operational costs and disrupt supply chains for industry players like Enovis.
The potential for new tariffs introduces a significant element of uncertainty for the medical equipment and devices market. Companies will need to assess and prepare for possible financial and operational adjustments should new trade restrictions be implemented.
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