I'm unsure what reading between the lines does here. Does the revelation that only some of cancelations is due to tariffs change the story beyond shifting a number from X to Y?
If it turns out that the number of contracts canceled is much less, then it changes the calculations completely.
If it turns out that this story is completely bogus and the "cancelled" contracts were already going to be canceled before the tariffs and the delayed contracts end up going through, then that means there was actually no effect.
I don't know how many contracts were cancelled, so I would have to consider the range of values between "the story is sensationalism" to "the story is accurate in its essence", and at this point I'm no better off than when I started.