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Exposure · country

30 public companies told the SEC they depend on Mexico.

If Mexico is disrupted, these are the companies that said, in their own filings, it could hurt them — a deterministic read, every line cited. Some may be in your portfolio.

    • Approximately 55% of our finished products are manufactured in Mexico, a country that periodically experiences heightened civil unrest or may experience trade disputes with the U.S., both of which could cause a disruption of the supply of products to or from these facilities.

    • As of October 31, 2025, we had 1,969 employees, of which 293 were in the U.S. and 1,676 were in Mexico.

    • our production capacity for guacamole products is consolidated in a single manufacturing plant in the state of Michoacán, Mexico. Any significant production disruptions at this manufacturing site could result in a limitation of the availability of some or all our guacamole products.

    • We have production facilities in the U.S., Mexico, New Zealand, and Italy and employees in various countries, and our products are sold in numerous countries.

    • The Company manufactures Tablo consoles, and a substantial majority of Tablo cartridges, at its manufacturing facility in Tijuana, Mexico which it operates in collaboration with its outsourced business administration ser

    • Approximately 60% of our uniforms and linens are manufactured in our two manufacturing plants in Mexico.

    • We have regional fabrication facilities in our main markets for clear aligners, which are located in Juarez, Mexico; Ziyang, China; and Wroclaw, Poland... We produce our handheld intraoral scanner wand, perform final scanner assembly and repair our scanners at our facilities in Ziyang, China and Petah Tikva, Israel and also perform final scanner assembly in Blonie, Poland and Juarez, Mexico.

    • Our exposure to currency exchange rate fluctuations is heightened due to the concentration of our manufacturing operations in Mexico.

    • The timing of payments made by Pemex to suppliers has historically often been later than contractual terms and this has impacted our liquidity and continues to do so.

    • We have a primary golf club assembly facility located in Monterrey, Mexico, and a limited golf club assembly facility located in Carlsbad, California.

    • As of September 30, 2025, and 2024, the Company had property, plant, and equipment with a net book value of $ 4,507,000 and $ 5,395,000 , respectively, located in Mexico. All other property, plant, and equipment is located within the United States.

    • significant disruption to our GMC operations, as a result of changes in customer sourcing strategies, trade agreements between Mexico and other jurisdictions, including the expected 2026 review of the United States-Mexico-Canada Agreement (USMCA), tariffs, compliance with customs regulations, exchange rate fluctuations between the U.S. dollar and the Mexican peso

    • the Company has significant exposure to fluctuations and devaluations of the Mexican peso and the health of the Mexican economy, which, in each case, may be negatively impacted by changes in U.S. trade treaties, including the United States

    • The Company leases and operates three manufacturing facilities in Juarez, Mexico and leases one manufacturing facility in Mexicali, Mexico.

    • For example, our factories in Mexico operate under the Mexican IMMEX program allowing us to import our raw materials tax- and duty-free as long as all of our manufactured products are exported. As a result, we are able to operate in Mexico at lower costs but must adhere to strict requirements.

    • Because all of our routes and scheduled service flights have their origin, destination or both at airports located in Mexico, we are highly impacted by local economic conditions.

    • Receivables from our primary customer in Mexico accounted for approximately 7 % and 8 % of our total receivables as of December 31, 2025 and December 31, 2024 , respectively. While we have experienced payment delays from our primary customer in Mexico, the amounts are not in dispute and we have not historically had, and we do not expect, any material write-offs due to collectability of receivables from this customer.

    • We derive a substantial portion of our revenue from our money remittance transactions from the United States to the LAC corridor, particularly Mexico, Guatemala, El Salvador, Honduras and the Dominican Republic, and we are exposed to certain political, economic and other uncertainties not encountered in U.S. operations.

    • potential tariffs on goods imported from Mexico where we manufacture a significant majority of our instruments and accessories that we sell;

    • avocados are sorted and packed at one of our four state-of-the-art packing facilities in Mexico, Peru, and California, or by co-packers in various locations.

    • We engage with global contract manufacturers who manufacture the majority of our products across a diverse network of manufacturing locations worldwide, including facilities for our products in Mexico and Malaysia. We also manufacture, assemble, customize, stage and integrate products in the U.S.

    • As of December 31, 2025, we had 1,580 employees in Mexico, including employees related to our two contact centers.

    • Mexico represents 67 %, 63 % and 65 % of Americas revenue for the years ended September 27, 2025, September 28, 2024 and September 30, 2023, respectively.

    • amendments to Mexico's Constitution and the 2025 Energy Laws have increased government control and participation in the energy sector and may create novel challenges for infrastructure development and operations. Obtaining or maintaining required approvals could result in higher costs or the imposition of conditions or restrictions on our operations. Further, noncompliance by us or certain of our customers with the terms of these approvals could result in their modification, suspension or rescission and subject us to reduced revenue, fines and penalties.

    • We are having ongoing discussions with the current administration to continue rolling out SCC's Mexican investments for $10.2 billion.

    • Substantially all of our products are manufactured at the facilities we own in the United States and Mexico. Many of the components used in our products are manufactured in our facility in Milwaukee, Wisconsin, which specializes in die casting, stamping and plating operations. We also operate in three production facilities in Juarez, Mexico.

    • Our major manufacturing operations are located in the Czech Republic, Malaysia, Mexico and the United States (the "U.S.").

    • a significant portion of our revenues involves the transportation of commodities to and from international markets, including Mexico, Canada, and Southeast Asia

    • Further, the Mexican government has taken actions adverse to our property and operations in Mexico. On May 5, 2022, Mexican government officials presented employees at our Calica operations in Quintana Roo, Mexico with arbitrary shutdown orders to immediately cease underwater quarrying and extraction operations.

    • Approximately 24% of our December 31, 2025 accounts receivables were related to our largest customer in Mexico, which comprised 5% of our revenue during the twelve months ended December 31, 2025.

    • On December 31, 2025, our principal manufacturing operations were carried on at 20 locations in four countries worldwide.