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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.

MPS

MPS2025-05-01SemiconductorGlobal
Neutral

We start to emphasize, you have a local manufacturing for local customers.

Supply Chain
The company has diversified its manufacturing outside of China to adapt to the changing tariff landscape.
Strategy
The company is focusing on local manufacturing and supply chains to meet customer demands amid tariffs.

Trinity Industries Inc.

TRN2025-05-01TransportationNorth America
Neutral

Currently, we expect minimal direct cost pressures from current policy proposals.

Revenue Impact
We've seen an impact to demand and subsequently revenue due to macroeconomic uncertainty.

Cable One

CABO2025-05-01TelecommunicationsNorth America
Neutral

We expect the impact of any tariffs to be manageable and we are well positioned to carry out our previously outlined plan for total CapEx in the low 300s for the full year.

Cost Impact
The company anticipates that tariffs will have a manageable effect on their expenses.

Sirius XM

SIRI2025-05-01MediaNorth America
Neutral

We do not expect any material tariff-related impact to our subscriber results this year.

Cost Impact
Any tariff exposure is largely indirect and limited to components sourced by automakers or their suppliers.
Revenue Impact
Potential reductions in new car sales could be offset by increased used car sales, maintaining subscriber levels.

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