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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.

Qiagen

QGEN2025-05-08HealthcareGlobal
Negative

We continue to maintain our guidance... factoring also the discussion around tariffs in the world.

Financial Impact
Ongoing discussions or debates around tariffs are factored into revenue growth guidance.

GXO Logistics

GXO2025-05-08LogisticsGlobal
Negative

the complexity related to potential tariffs has created a new array of challenges for our customers, including rising costs, a need to rapidly react to changing prices and fluctuating inventory levels.

Cost Impact
Rising costs due to the complexities introduced by potential tariffs affecting customer operations.

GoodRx

GDRX2025-05-08HealthcareGlobal
Neutral

I want to acknowledge the ongoing uncertainty in the macroeconomic environment driven by factors that could influence our business, including regulatory and policy changes, shifting consumer sentiment, tariffs and evolving government initiatives.

Guidance Impact
Tariffs are one of several macroeconomic factors influencing the revenue outlook for the year.

Copa Holdings

CPA2025-05-08AviationGlobal
Neutral

We're not seeing that right now. Our deliveries are going to be what we have communicated.

Operations
Uncertainty about aircraft deliveries due to tariffs affecting American carriers.

H&P

HP2025-05-08EnergyGlobal
Negative

there are some noteworthy headwinds facing the industry, stemming from several factors, including OPEC+ production increases and U.S. tariff initiatives that have created global economic uncertainty.

Cost Impact
The tariffs are contributing to increased cost pressures in the industry.
Guidance Impact
Uncertainty around tariffs is affecting the company's guidance and market outlook.

Coherent

COHR2025-05-07TechnologyGlobal
Neutral

The impact of tariffs to our business in the current quarter is not expected to be significant.

Cost Impact
Tariffs are not expected to significantly impact costs due to the company's resilient and flexible supply chain.
Operations
The company has a global manufacturing footprint that allows adaptation to tariff changes without significant disruption.

Blue Bird

BLBD2025-05-07AutomotiveNorth America
Negative

Let me be clear, these unprecedented tariffs have a real effect on our business and they will drive our prices up.

Cost Impact
Increased costs due to tariffs, particularly affecting EV components from China.
Revenue Impact
Tariffs are leading to price increases for customers, which may affect sales volume.
Operations
Decision to prioritize ICE buses over EVs due to high tariff exposure on EVs.
Guidance Impact
Lowered expectations for EV units due to tariff-related challenges.

Carvana

CVNA2025-05-07AutomotiveNorth America
Neutral

If tariffs drive up car prices, all else constant, that's bad.

Cost Impact
Potential increase in costs due to tariffs affecting vehicle prices.
Revenue Impact
Higher car prices may negatively impact sales volume.

Flex

FLEX2025-05-07ManufacturingNorth America
Neutral

tariffs are a pass-through cost... we do procure raw materials from China and other countries that may still be impacted by higher tariff, so this does add costs that we will ultimately pass-through.

Cost Impact
Increased costs from procuring raw materials affected by higher tariffs, which are expected to be passed through to customers.
Supply Chain
Working with customers to develop durable tariff mitigation strategies due to the complex trade environment.
Operations
Navigating customer transitions towards North American manufacturing capacities as a response to tariffs.

Uber

UBER2025-05-07TransportationGlobal
Neutral

we’re off to a strong start this year against a dizzying backdrop of headlines on trade and economic policy.

Strategy
The company is navigating challenges related to trade and economic policy, impacting strategic decisions.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.