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.

Fresh Del Monte Produce

FDP2025-04-30AgricultureGlobal
Neutral

We have been mitigating this in a very friendly and cooperative way with our buyers.

Cost Impact
The company is working closely with buyers to manage the impact of existing tariffs without negatively affecting consumer prices.
View Full Transcript

eBay

EBAY2025-04-30E-commerceGlobal
Negative

Tariffs and changes to certain customer requirements in the U.S. have created significant uncertainty for small businesses while concerns over escalating prices for imported goods have weighed on consumer confidence.

Cost Impact
Increased costs and friction associated with tariffs affecting operations.
Guidance Impact
Wider-than-usual guidance ranges due to uncertainty from tariffs and trade policy changes.
View Full Transcript

Stanley Black & Decker

SWK2025-04-30Tools and HardwareNorth America
Negative

We are preparing ourselves for multiple demand scenarios this year.

Cost Impact
Higher input costs from tariffs will lead to price increases and require adjustments in supply chain.
Revenue Impact
The company anticipates a $0.75 headwind to adjusted EPS due to tariffs, impacting revenue growth.
Supply Chain
Substantial reduction of manufacturing footprint in China to mitigate tariff impact.
Operations
Implementation of price increases as a necessary response to current tariffs.
Financial Impact
Estimated gross annualized tariffs of $1.7 billion affecting the company's financial planning.
Guidance Impact
Adjusted earnings per share is expected to be lower due to tariff impacts and mitigation strategies.
View Full Transcript

Chefs' Warehouse

CHEF2025-04-30Food DistributionGlobal
Neutral

Even though we import a lot of specialty foods, it's still a small percentage of our overall business.

Cost Impact
Tariffs could lead to increased costs for imported specialty foods, but the company believes they can manage these costs effectively.
Supply Chain
The company has diversified its supply chain to mitigate risks associated with tariffs.
View Full Transcript

Connection

CNXN2025-04-30Information TechnologyNorth America
Negative

the threat of tariffs kind of moves up and down

Cost Impact
Increased costs due to inventory staging in anticipation of price increases from tariffs.
Revenue Impact
Some customers accelerated purchases to minimize the impact of tariffs, while others delayed due to uncertainty.
Supply Chain
Suppliers are struggling to navigate workload shifts to avoid tariffs quickly.
View Full Transcript

Evercore

EVR2025-04-30Financial ServicesGlobal
Negative

Currently, we are focused on sectors expected to be impacted by newly announced tariffs.

Strategy
The company is adjusting its focus and strategies based on the uncertainty created by new tariffs.
Operations
Increased caution among clients due to tariffs is affecting transaction levels and overall market activity.
View Full Transcript

Oshkosh Corporation

OSK2025-04-30ManufacturingGlobal
Negative

We estimate that the direct impact of tariffs, net of targeted mitigation actions could be about $1 per share.

Financial Impact
Estimated direct impact of tariffs on EPS guidance.
Operations
Proactive measures being taken to mitigate tariff impacts through cost actions.
View Full Transcript

GE HealthCare

GEHC2025-04-30HealthcareGlobal
Negative

the total impact of tariffs in our adjusted EPS guidance is $0.85.

Financial Impact
Tariffs are expected to negatively impact adjusted EPS by approximately $0.85 per share.
Guidance Impact
Adjusted EBIT is forecasted to be negatively impacted by approximately $475 million due to tariffs.
View Full Transcript

KLA Corporation

KLAC2025-04-30SemiconductorsGlobal
Negative

We expect global tariffs to have a roughly 100 basis point headwind to gross margin per quarter.

Financial Impact
Global tariffs are expected to reduce gross margins by approximately 100 basis points per quarter.
View Full Transcript

Lancaster Colony Corporation

LANC2025-04-30Food & BeverageGlobal
Neutral

we believe we have modest exposure to both [tariffs and make America healthy].

Cost Impact
The company has taken actions to strengthen its supply chain network and reduce overall landed costs.
View Full Transcript
Previous
1...154155156...200
Next
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.