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.

Riot Platforms

RIOT2025-05-01Cryptocurrency MiningGlobal
Neutral

Riot is in a good position for a number of years now dating back to 2023 when we entered into a long-term miner purchase agreement with MicroBT out of the U.S. production facilities, that's really helped insulate us from tariffs...

Cost Impact
Tariffs are creating challenges for some miners in terms of growth plans and costs associated with importing equipment.
Revenue Impact
Increased costs due to tariffs may slow down the overall growth rate of Bitcoin mining operations, potentially impacting revenue.

Belden

BDC2025-05-01ManufacturingNorth America
Neutral

We have taken a number of mitigating actions, including sourcing changes and pricing adjustments to offset the tariff impact.

Cost Impact
Mitigating actions such as sourcing changes and price adjustments to counteract the effects of tariffs.
Revenue Impact
Expecting the net impact of tariffs to be roughly zero or neutral in the second quarter due to effective management strategies.

Eli Lilly and Company

LLY2025-05-01PharmaceuticalsGlobal
Negative

The announced tariffs currently in effect do not materially change Lilly's 2025 financial outlook. However, the expansion of tariffs in other geographies or increases in retaliatory tariffs would have a negative effect on Lilly and for our industry.

Financial Impact
Expansion of tariffs could negatively affect financial outlook and operations.
Supply Chain
Potential increases in retaliatory tariffs may disrupt supply chain strategies.

Arthur J. Gallagher & Company

AJG2025-05-01InsuranceGlobal
Neutral

Our daily revenue indications ... are not showing any significant changes in our customers’ business activity from the prospect of tariffs.

Revenue Impact
No significant change in customer activity due to tariffs.

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.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.