The earnings call reveals several negative indicators: decreased revenue guidance, lower adjusted EBITDA, and a significant tariff impact. The Q&A highlights uncertainties in cash flow and leverage, with management avoiding clear guidance on dividends. Despite some positive developments in orders and demand, the overall sentiment is cautious due to declining margins and backlog, as well as a competitive pricing environment. Given the market cap, the stock is likely to experience a negative reaction in the range of -2% to -8%.