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.

PPG Industries

PPG2025-04-30ChemicalsNorth America, Global
Neutral

We are not immune to lower economic demand and continue to closely monitor customer order patterns and quickly adjust as necessary.

Cost Impact
The company may experience cost fluctuations due to tariffs, but they have mechanisms to adjust pricing.
Revenue Impact
Potential impacts on sales from project spending pauses in Mexico related to trade policy.
Supply Chain
The company is working with suppliers on alternative sourcing due to trade uncertainties.
Guidance Impact
Current guidance reflects estimates of trade-related impacts on overall demand.

Arch Capital

ACGL2025-04-30InsuranceGlobal
Negative

the potential impact of tariffs that increased uncertainty for many of our insured across the globe and raised inflationary risks for some of our businesses.

Cost Impact
Increased costs due to inflationary pressures stemming from tariffs.
Revenue Impact
Uncertainty caused by tariffs affecting the overall demand for insurance products.

Veralto Corporation

VLTO2025-04-30Water Quality and Industrial SolutionsGlobal
Neutral

We've implemented several countermeasures to help mitigate the impact of recent tariff hikes and enhance our operational flexibility.

Cost Impact
Tariffs are expected to impact approximately 3.5% of full year sales, prompting strategic pricing actions and supply chain adjustments.
Operations
The company is opening a new factory in Michigan to increase domestic manufacturing capabilities and reduce exposure to tariffs.
Guidance Impact
Adjusted EPS guidance considers the impacts of tariffs along with countermeasures to offset potential negative effects.

UMB Financial

UMBF2025-04-30Financial ServicesNorth America
Neutral

We are closely monitoring the impact of the evolving tariff situation and engaging regularly with our clients about potential impacts to their business.

Cost Impact
Clients are currently able to pass on costs associated with tariffs, but uncertainty may increase if the situation persists.
Supply Chain
As a supply-chain lender, the company is observing how tariffs affect their commercial customers' operations.

Sonoco

SON2025-04-30PackagingGlobal
Neutral

Our manufacturing network is designed to serve local markets, reducing our exposure to cross-border disruptions and tariff-related risks.

Operations
The company's manufacturing network is structured to minimize tariff-related risks.
Cost Impact
Working with customers to manage the impact of higher input costs driven by tariffs.

Mirion Technologies

MIR2025-04-30TechnologyGlobal
Neutral

We believe we are well positioned to weather the tariff storm impact.

Cost Impact
Tariffs may create a headwind of $7 million to $9 million for 2025, primarily affecting medical products sold into China.
Revenue Impact
Majority of nuclear and safety segment goods sold into China originate from Europe, thus not subject to current tariffs.

Regency Centers Corporation

REG2025-04-30Real Estate Investment Trust (REIT)North America
Neutral

The impact from tariffs is so unknown right now and uncertain.

Operations
Uncertainty surrounding tariffs could affect tenant operations, but the company feels well-positioned to manage potential impacts.

ONEOK

OKE2025-04-30EnergyGlobal
Neutral

It has not really impacted our project at all or even our contracting approach.

Revenue Impact
The potential for tariffs on LPGs has not affected the commercialization approach for the LPG export project.

First Commonwealth Financial Corporation

FCF2025-04-30Financial ServicesGlobal
Negative

The announcement of tariffs on almost every country has led to uncertainty and the concern that a trade war, if sustained, could lead to disruptions of global supply chains, renewed inflation and an economic slowdown.

Supply Chain
Concerns about potential disruptions in global supply chains due to tariff announcements.
Cost Impact
Increased costs for businesses that may need to pass on higher expenses resulting from tariffs.
Revenue Impact
Potential loan growth headwinds due to client stress from tariffs, impacting overall revenue.

Crane Company

CR2025-04-30ManufacturingGlobal
Neutral

We expect to offset the majority of the potential tariff impact through price and productivity.

Cost Impact
Tariffs are expected to add approximately $60 million to costs that the company plans to mitigate.
Guidance Impact
The guidance for 2025 remains subject to changes in trade policy and tariffs.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.