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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.

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.

Builders FirstSource

BLDR2025-05-01Building MaterialsNorth America
Negative

We estimate a tariff cost impact of $175 million to $250 million annually.

Cost Impact
Significant estimated annual costs due to tariffs affecting imported products and potential supplier impacts.

Amgen

AMGN2025-05-01BiotechnologyGlobal
Neutral

I recognize there's a lot of uncertainty at the moment related to tariffs and taxes.

Financial Impact
The company acknowledges potential impacts from tariffs and taxes on its operations but emphasizes its ability to adapt.
Guidance Impact
The guidance includes the estimated impact of implemented tariffs, indicating sensitivity to trade policy changes.

Amicus Therapeutics

FOLD2025-05-01BiotechnologyGlobal
Neutral

Through prudent operations and planning, we were able to effectively neutralize exposure to any potential tariffs this year.

Cost Impact
The company has implemented strategies to minimize the financial impact of tariffs on its operations.

Aptiv

APTV2025-05-01AutomotiveNorth America
Neutral

We prioritize being close to our customers. And over the last several years, we’ve worked to establish a localized supply chain and cost-effective manufacturing footprint.

Cost Impact
We are working to mitigate the tariff impact by further optimizing our supply chain and identifying additional localization opportunities.
Revenue Impact
Any remaining tariff amount that cannot be mitigated will continue to be passed on to our customers.
Supply Chain
Established a localized supply chain to minimize trade exposure.

Quanta Services

PWR2025-05-01Infrastructure ServicesNorth America
Neutral

we believe the terms and conditions in our contracts limit our exposure to direct cost increases associated with the currently implemented tariffs.

Cost Impact
The company has addressed potential impacts of tariffs within their guidance and contract terms.
Supply Chain
Quanta is adjusting its supply chain by making strategic advanced purchases and collaborating with customers on cost optimization.

AGCO

AGCO2025-05-01Agricultural EquipmentGlobal
Negative

Tariffs are creating significant demand uncertainty and increased cost for us.

Cost Impact
Increased costs due to tariffs, affecting overall profitability.
Revenue Impact
Projected revenue loss due to tariff-related pricing actions and potential order reductions.
Guidance Impact
Current financial outlook includes the impact of tariffs, necessitating monitoring for further changes.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.