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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.

Sempra

SRE2025-05-08UtilitiesNorth America
Neutral

We expect those diversified sources to help us better manage and mitigate tariff risks.

Cost Impact
Efforts to diversify supply sources and engage suppliers for domestic production to reduce tariff exposure.
Supply Chain
Monitoring supply chain risks and exploring new sources of supply to minimize impacts from tariffs.

OUTFRONT Media

OUT2025-05-08AdvertisingNorth America
Neutral

we've actually seen it really in the range of postponements.

Revenue Impact
Postponements in advertising spending due to tariffs have affected categories such as automotive and CPG.

Pacira BioSciences

PCRX2025-05-08BiopharmaceuticalsGlobal
Neutral

we do not expect material impact on our operations. Recognizing this is an evolving situation, we are closely monitoring developments and committed to minimizing any potential impact on the business.

Operations
The company does not foresee a significant effect on its operations from potential tariffs but is monitoring the situation.

TEGNA Inc.

TGNA2025-05-08MediaNorth America
Negative

Q2 is slightly worse from an AMS perspective than what we saw in Q1... that may be impacted by the tariffs and the overall trading policies.

Revenue Impact
Anticipated headwinds arising from macro environment due to tariffs affecting advertising revenue.

Synaptics Inc.

SYNA2025-05-08TechnologyGlobal
Neutral

At present, the direct impact of existing and proposed tariff policies to Synaptics is minimal.

Financial Impact
While direct financial impacts from tariffs are currently minimal, there is uncertainty regarding potential indirect impacts on future demand and supply chain.

ACM Research

ACMR2025-05-08Semiconductor EquipmentGlobal
Neutral

In this new period, we think the strategy we set forth many years ago... becomes even more important for our future success.

Strategy
The company is focusing on establishing R&D and production in key countries and minimizing tariff impacts by sourcing parts locally.

Yelp

YELP2025-05-08TechnologyGlobal
Neutral

We continue to keep an eye on inflation and potential tariff related supply chain disruptions, but we believe that the product positioning and attribution capabilities help advertisers really justify that spend.

Cost Impact
Potential tariffs may increase costs, but the company believes its product positioning mitigates the impact.
Revenue Impact
Advertisers are cautious due to macro uncertainties which include potential tariffs, affecting their spending decisions.

Peloton Interactive

PTON2025-05-08Consumer ProductsGlobal
Negative

Peloton and Precor branded equipment are currently subject to a 25% tariff on their aluminum content.

Cost Impact
The tariffs increase the cost of materials, impacting overall profitability.
Financial Impact
Expected to create a roughly $5 million free cash flow headwind in Q4 due to tariffs.

US Foods Holding Corp

USFD2025-05-08Food DistributionNorth America
Neutral

We are monitoring the evolving situation and staying closely connected with our suppliers to source alternative products where appropriate.

Cost Impact
Imported products account for a small portion of our business likely subject to some level of tariffs.

Coinbase

COIN2025-05-08TechnologyGlobal
Negative

Macro uncertainty including around global trade policy may contribute to softer crypto trading markets and lower asset prices as we enter the second quarter.

Revenue Impact
Global trade policy uncertainty is expected to negatively affect crypto trading volumes and prices, impacting overall revenue.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.