Risk factors

New risks address trade-policy uncertainty and the execution of major uranium-capacity expansions in Piketon and Oak Ridge.

A new $1.0 billion repurchase authorization adds risk that announced buybacks may not happen or deliver expected stockholder value.

Privacy rules now emphasize cybersecurity, data localization and restrictions on cross-border data access.

MGM recorded a $256 million non-cash impairment, writing off all goodwill at its Empire City reporting unit.

New risks highlight tariffs on pharmaceutical ingredients and foreign manufacturing, plus geopolitical and economic shocks that could disrupt suppliers and regulatory agencies.

The ADS data-center contract adds major construction, financing, customer-concentration and return risks tied to new generation and transmission assets.

Portfolio rent concentration shifted: six retail lines now generate 63.0% of base rent, up from 57.3% across five lines.

The ERC disclosure now warns that the OBBB retroactively moved the filing deadline to January 31, 2024, potentially preventing Insperity from correcting rejected claims.

NXP800 is omitted from several development-risk descriptions; one of two candidates is now in active development.

Risk 8 no longer mentions limited insurance coverage or rising premiums, focusing instead on higher claims costs and claim increases.

Money-movement services face heightened oversight of fraud, transaction monitoring, resilience and third-party dependencies.

Tariffs are newly tied to lower customer volumes and weaker demand for Ryder’s services.