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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.

Ovintiv

OVV2025-05-07EnergyNorth America
Neutral

Our business is not subject to any material impacts from the tariffs that have been announced to date.

Cost Impact
The company pre-purchased steel and tubular goods, avoiding exposure to tariffs.
Supply Chain
No significant supply chain exposure due to domestic sourcing of materials.

Safehold

SAFE2025-05-07Real EstateNorth America
Negative

the latest noise is tariffs which does impact transactions.

Cost Impact
Tariffs have caused some deals to be put on hold, impacting transaction timelines and potential costs.

Jack Henry & Associates, Inc.

JKHY2025-05-07Financial ServicesNorth America
Negative

Banks and credit unions are generally concerned about the impact of tariffs on their commercial clients, especially SMBs.

Revenue Impact
Concerns about tariffs affecting the financial health of commercial clients could lead to reduced spending on services.

The Mosaic Company

MOS2025-05-07AgricultureGlobal
Neutral

While trade continues to grab headlines, I can't emphasize enough that Mosaic is built for the long haul.

Strategy
Mosaic's strong market access and operational model are positioned to navigate uncertainties from global trade policies.
Revenue Impact
Potential shifts in trade flows due to tariffs may benefit Brazilian growers at the expense of U.S. growers.

Arcosa Inc.

ACA2025-05-07Construction MaterialsNorth America
Neutral

We primarily source our steel in the U.S. and our USMCA compliant products that are made in Mexico are exempt from tariffs.

Cost Impact
Tariffs on steel have not significantly impacted Arcosa due to their sourcing strategy and compliance.

The Andersons

ANDE2025-05-07AgribusinessNorth America
Negative

Global trade uncertainty resulting from threatened tariffs and port fees disrupted typical grain flows and negatively impacted commodity values.

Revenue Impact
Threatened tariffs and port fees reduced exports of wheat and sorghum, leading to lower commodity values.
Operations
Domestic demand challenges and trade flow uncertainties impacted the entire ag supply chain network.

Fortune Brands Innovations

FBIN2025-05-07ManufacturingNorth America
Neutral

We expect to fully offset the anticipated $200 million of 2025 tariff impact through a combination of supply chain opportunities, cost-out activities, and strategic pricing actions across all of our channels and brands.

Cost Impact
The company is implementing cost-out activities to mitigate tariff impacts.
Revenue Impact
Strategic pricing actions are expected to help offset the revenue loss due to tariffs.
Supply Chain
The company is leveraging its strong U.S. manufacturing footprint to mitigate tariff exposure.
Guidance Impact
The company has not provided detailed full-year financial guidance due to uncertainty around consumer demand influenced by tariffs.

Suncor Energy

SU2025-05-07EnergyNorth America
Negative

there was obviously a lot of uncertainty around the impact of U.S. tariffs

Cost Impact
Uncertainty surrounding tariffs may affect cost structures and operational planning.

Arista Networks

ANET2025-05-06NetworkingGlobal
Negative

We are absorbing whatever tariffs we do have to deal with from China and other things.

Financial Impact
The uncertainty around tariffs is affecting gross margin expectations, leading to cautious guidance.
Cost Impact
Tariffs are contributing to increased costs that may need to be passed on to customers.
Guidance Impact
The company is maintaining a careful outlook for the fiscal year due to tariff uncertainties.

Energy Transfer

ET2025-05-06EnergyGlobal
Neutral

we do not expect any material impacts to cost of the project from tariff announcements.

Cost Impact
No material impact on project costs due to tariffs.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.