Our full-year charge in terms of tariffs is lower than we thought a quarter ago. Cost savings, we're on track to deliver the $310 million we talked about last quarter, but we are realizing those quicker, and that's helping us with some of the uplift to our outlook here. In terms of our capital returns, you'll see in our note we talked about buying between $100 million and $150 million of shares in the third quarter. We continue to make progress getting USMCA compliance, which reduces the sort of headwind both from an on-charge point of view, but also the margin deterioration that we see.
Our outlook, our recovery rate is now up in the upper 80%. Lastly, in terms of the balance of the year outlook, I'd say the light demand or the light truck demand remains relatively stable. Nonetheless, the fact that we've got a better outlook in terms of tariffs, quicker realization of cost recovery, we are taking our full-year guide up $15 million at the midpoint. I would note that within our guidance, we do have some volume catch-up factored in here, JLR.
We factored in the lower commercial vehicle outlook here in North America in line with estimates out there. This reflects recoveries in currency benefits, offsetting the impact of lower demand. Adjusted EBITDA came in at $162 million, an improvement of $51 million year over year. Our margin expanded by 260 basis points to 8.5%, driven by cost-saving actions and operational efficiencies that help mitigate the profit impact of lower sales and tariffs.
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