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Tariff Impact Tracker from Earnings Calls

Track how companies discuss tariffs and trade policies in their earnings calls, and understand their impact across different industries and regions.

Nova Limited

NVMI2025-05-08Semiconductor EquipmentGlobal
Negative

Despite a more complex global trade environment, our second quarter outlook indicates that business conditions are maintaining positive momentum.

Cost Impact
The new tariffs could reduce gross margins by approximately 30 to 50 basis points.

AvePoint, Inc.

AVPT2025-05-08SoftwareGlobal
Neutral

companies around the world grapple with tariff uncertainty and the impact on their business as well as on the global economy.

Strategy
The company is positioning itself to navigate the uncertainties caused by tariffs that may affect its customers and the overall economic landscape.

MDU Resources Group

MDU2025-05-08EnergyNorth America
Neutral

I don't see that as something that would derail the projects as we look at it today.

Cost Impact
Current tariffs on materials may slightly affect project costs, but can be planned for.

Ligand Pharmaceuticals

LGND2025-05-08BiopharmaceuticalGlobal
Neutral

if tariffs were to be expanded more broadly into pharmaceutical products, we do not expect a material impact to our Captisol business or to Ligand more broadly.

Cost Impact
Potential for increased costs if tariffs on pharmaceutical products were enacted.
Revenue Impact
No significant expected impact on revenue from the Captisol business due to potential tariffs.

CleanSpark

CLSK2025-05-08Cryptocurrency MiningGlobal
Positive

Thanks to proactive procurement, CleanSpark is well-insulated from near-term tariff risks.

Cost Impact
The company has positioned itself to mitigate potential cost increases from tariffs through proactive procurement of necessary equipment.
Strategy
The company sees opportunities to acquire smaller miners at attractive valuations due to tariff pressures impacting their ability to afford next-generation hardware.

NCR Voyix

NCR2025-05-08TechnologyNorth America
Negative

The current run rate of tariff-related cost is between $8 million and $12 million for the balance of year or up to $20 million if all suppliers implemented surcharges.

Cost Impact
Tariff-related costs are expected to significantly impact overall expenses this year.

Suburban Propane Partners

SPH2025-05-08EnergyNorth America
Neutral

Therefore, we believe that for the time being, we are substantially insulated from the impact of tariffs.

Cost Impact
The company is largely insulated from tariffs as it sources most products domestically.
Revenue Impact
Potential uncertainty with Chinese demand could lead to changes in domestic propane prices.

Vital Farms

VITL2025-05-08Food ProductionNorth America
Negative

Just like everyone in our industry, we expect to be affected by the recently announced tariffs.

Cost Impact
Anticipated cost impacts on business due to tariffs.
Price Increase
Announced a modest, low double-digit percentage price increase for shell egg products to offset anticipated tariff impacts.
Operations
Increased costs related to imported packaging and farm equipment due to tariffs.

Microchip Technology

MCHP2025-05-08SemiconductorsGlobal
Neutral

we haven't seen any impact of tariffs...

Cost Impact
Changes in tariff regulation may affect costs associated with production and supply chain management.
Revenue Impact
Potential uncertainty in customer orders due to tariff discussions, but current demand signals are not indicative of tariff-related pull-ins.

Sensata Technologies

ST2025-05-08IndustrialsNorth America
Negative

The direct and indirect effects from tariffs are the primary issue impacting us, our customers and our end markets today.

Cost Impact
Tariffs imposed on products from Mexico have increased costs that must be managed or passed on to customers.
Revenue Impact
Expected revenue drop due to reduced production volumes in North America caused by tariff uncertainties.
Operations
Disruptions in operations and logistics as the company adjusts its supply chain management due to tariff impacts.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.