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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.

APi Group

APG2025-05-01Construction and EngineeringNorth America
Neutral

I truly believe that APi is a Safe Harbor in the tariff storm.

Cost Impact
Tariffs have impacted material costs, particularly for pipe prices in North America.
Revenue Impact
The company expects to pass along most material cost increases arising from tariffs to customers.

ATI

ATI2025-05-01Aerospace and DefenseGlobal
Neutral

We recognize this is top of mind for many. While the headlines continue to shift, we remain confident in our view that ATI is uniquely positioned to navigate the evolving tariff and trade landscape.

Cost Impact
Tariffs represent approximately $50 million in annual cost exposure prior to offset, but mitigation efforts are expected to minimize overall financial impact.
Guidance Impact
Despite tariff-related uncertainties, the company maintains its full year 2025 guidance for adjusted EBITDA and free cash flow.

Alnylam Pharmaceuticals

ALNY2025-05-01BiotechnologyGlobal
Neutral

As it relates to the tariffs that are now in place, we do not see a material impact on our business and believe we can absorb any resulting cost increases within our existing 2025 financial guidance.

Cost Impact
The company believes it can absorb any potential cost increases from existing tariffs without significant impact on operations.
Guidance Impact
The company maintains its financial guidance for the year despite the uncertainties surrounding potential new pharma tariffs.

DTE Energy

DTE2025-05-01EnergyNorth America
Neutral

Obviously, we’ll see how all this plays out, and we are closely monitoring the situation.

Cost Impact
Tariff exposure is manageable at 1% to 2% of our capital plan.

IDACORP

IDA2025-05-01UtilitiesNorth America
Neutral

We've reviewed countries of origin for our supplies, the potential impacts and alternative plans to mitigate those impacts.

Cost Impact
Monitoring tariffs on battery storage assets as several projects are in progress.

CNH Industrial

CNHI2025-05-01Agriculture EquipmentNorth America
Negative

We are actively engaged in robust scenario planning around the tariffs, while recognizing that long-term decision-making is difficult when the policies shift so rapidly.

Cost Impact
The company expects to implement price adjustments to mitigate tariff impacts and share costs with suppliers.
Revenue Impact
Tariffs may negatively affect equipment demand and pricing power, particularly if farmers delay purchases due to uncertainty.
Guidance Impact
Full year guidance has been widened to account for potential demand drops and tariff implications.

Blueprint Medicines

BPMC2025-05-01BiotechnologyGlobal
Neutral

with our intellectual property being domiciled in the US and our low cost of goods, we are insulated from potential biopharmaceutical tariffs and do not anticipate any material impact on our business.

Cost Impact
The company does not expect any material financial impact due to tariffs, indicating insulation from cost increases.

Walker & Dunlop, Inc.

WD2025-05-01Real EstateNorth America
Negative

the existing and potentially higher tariffs, making owning existing assets even more attractive.

Strategy
Tariffs are seen as a macro backdrop that presents challenges for business and influence investor sentiment.

Granite

GVA2025-05-01ConstructionNorth America
Neutral

Concern over tariffs has been a major source of uncertainty. Granite like all companies, is not immune to the direct and indirect impacts of tariffs.

Cost Impact
Expected increases in equipment and parts costs due to tariffs.
Operations
Monitoring tariffs and adjusting strategies to mitigate negative impacts.

A10 Networks

ATEN2025-05-01TechnologyGlobal
Neutral

Overall, we are seeing caution in the spending pattern more so than a complete freeze.

Strategy
Customers are cautious about future investments due to uncertainties in tariffs and trade policy.
Cost Impact
Potential tariff impacts may lead to future negotiations with customers regarding pricing adjustments.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.