EarningsCall.ai
Login

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.

Mastercard Incorporated

MA2025-05-01Financial ServicesGlobal
Negative

Consumer and business sentiment has weakened primarily due to concerns surrounding the impact from tariffs and geopolitical tensions.

Revenue Impact
Weakened consumer and business sentiment could lead to reduced transaction volumes, affecting revenue.
Cost Impact
Increased costs related to managing the impacts of tariffs on international transactions.

BioMarin Pharmaceutical Inc.

BMRN2025-05-01PharmaceuticalsGlobal
Neutral

We are analyzing potential exposure and mitigation tactics under multiple scenarios.

Cost Impact
Potential future pharmaceutical tariffs could affect pricing and supply chain costs, though currently the impact is immaterial.
Strategy
BioMarin is preparing to manage potential tariff impacts through global supply chain strategies and inventory management.

TC Energy

TRP2025-05-01EnergyNorth America
Neutral

We don't take volumetric or commodity price risk on our pipeline projects, and so in the near term, there's no impact.

Cost Impact
Tariffs may apply inflationary pressure on raw materials.

Dolby Laboratories

DLB2025-05-01TechnologyGlobal
Negative

Given the variability in potential outcomes, we are revising our revenue range...if lack of certainty drags on or even escalates further, that would point to the mid to low end of our range.

Revenue Impact
Potential reduction in revenue guidance due to uncertainty caused by tariffs and trade barriers.
Supply Chain
Manufacturers are considering adjustments in supply chains based on tariff impacts.

California Water Service Group

CWT2025-05-01UtilitiesNorth America
Neutral

the potential for tariff effects on a lot of the goods and services we use during our construction projects means that tight management of controllable expenses remains a priority

Cost Impact
Increased costs due to tariffs on materials required for construction projects.

Teleflex Inc.

TFX2025-05-01Medical DevicesGlobal
Negative

If it were not for the impact of tariffs enacted since the issuance of our previous guidance, we project full year results for 2025 would fall within our previously stated guidance ranges.

Cost Impact
Tariffs are expected to impact the cost of goods sold by approximately $55 million in 2025.
Guidance Impact
The company adjusted its earnings per share guidance downward due to the impact of tariffs.

Dominion Energy

D2025-05-01EnergyNorth America
Negative

It's difficult to fully assess the impact tariffs may have to the project's final cost as actual costs incurred are dependent upon the tariff requirements and rates, if any, at the time of delivery of the specific component.

Cost Impact
The project incurred actual tariff costs of $4 million and is projected to see up to $500 million in cumulative tariff impacts by 2026.

Garrett Motion

GTX2025-05-01AutomotiveNorth America
Neutral

We are closely monitoring the situation arising from tariffs for imports into the US.

Cost Impact
The company has successfully passed through the impact of newly implemented tariffs to customers, indicating a proactive approach to mitigate cost increases.
Revenue Impact
Expected revenue impact from tariffs is around $60 million, which the company plans to pass through entirely.
Supply Chain
Limited exposure due to region-for-region manufacturing strategy; only a small portion of sales is affected by tariffs on imports.

SPX Technologies

SPXC2025-05-01Industrial TechnologyNorth America
Negative

partially offset by the impact of the current tariff environment.

Financial Impact
The net impact of tariffs to our updated guidance is approximately $0.08 to $0.12 of adjusted EPS.
Cost Impact
Gross cost impact of tariffs is estimated to be in the low 20 million range, partially offset by price increases.

PBF Energy

PBF2025-05-01EnergyNorth America
Negative

there's now tariffs imposed on some of the feedstocks. So that increases costs and, reduces supply.

Cost Impact
Tariffs are increasing costs for feedstocks used in production.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.