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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.

SBA Communications

SBAC2025-04-28TelecommunicationsGlobal
Neutral

We have not experienced nor do we foresee any direct impacts from the current tariff policies.

Cost Impact
The company does not anticipate any direct cost increases due to tariffs.

BankUnited

BKU2025-04-28Financial ServicesGlobal
Neutral

the probabilities of what can happen is much wider than 90 days ago. So there are a lot of moving parts here... we don't know exactly where we're going to land with tariffs at the end of the day.

Guidance Impact
The uncertainty around tariffs may affect projections for future loan pipelines and overall guidance.
Operations
Operational strategies might need adjustment depending on how tariffs impact the economy and client behavior.

Alliance Resource Partners LP

ARLP2025-04-28EnergyNorth America
Negative

The trade policy uncertainty makes actual cost, sales opportunities and pricing very hard to predict.

Cost Impact
Tariff increases for steel and aluminum have caused increased costs that are factored into guidance.
Revenue Impact
Uncertainty in trade policies affects the predictability of revenue generation and sales opportunities.
Supply Chain
Potential supply chain interruptions due to tariffs may impact operations.

InMode

INMD2025-04-28Medical AestheticsNorth America
Negative

With U.S. tariffs at their current levels of 10%, we anticipate an impact of approximately 2% to 3% on our gross margins.

Cost Impact
The tariffs are expected to negatively affect gross margins due to increased costs associated with imports.

Rambus

RMBS2025-04-28TechnologyGlobal
Neutral

As of today, there is no direct impact on our operations on tariffs.

Supply Chain
Monitoring potential indirect impacts of tariffs on the product space and supply chain dynamics.
Operations
Engagement with customers and suppliers regarding the evolving tariff situation.

Sanmina

SANM2025-04-28ManufacturingGlobal
Negative

While tariffs may have an impact on our customers' demand, any changes in tariff costs are passed through our customers.

Cost Impact
Tariff costs may be passed to customers, potentially affecting demand and long-term customer relationships.
Operations
The company is working with customers to navigate uncertainties related to tariffs and exploring options for manufacturing location adjustments.

Amkor Technology

AMKR2025-04-28SemiconductorsGlobal
Neutral

We are closely monitoring the tariffs and trade regulations.

Supply Chain
Potential disruptions to customers' supply chains and demand swings for consumer-driven end products.
Cost Impact
Possible increases in costs if customers ask to move programs to mitigate tariffs.

Domino's Pizza

DPZ2025-04-28Food & BeverageNorth America
Neutral

In our US business, we source most of our food products from within the country. So, we're not expecting tariffs to have a material impact on our operating profit.

Cost Impact
Limited exposure to tariffs as most food products are sourced domestically.
Guidance Impact
Expecting no material impact on revenue or growth guidance due to tariff concerns.

Cadence

CDNS2025-04-28TechnologyGlobal
Neutral

At this point, we don't believe that given our diversified supply chain, the tariffs will have effect on our hardware business.

Cost Impact
Company is monitoring tariffs but believes their diversified supply chain mitigates any significant cost impact.

F5 Inc.

FFIV2025-04-28TechnologyNorth America
Neutral

we have low tariff exposure across our systems business as the majority of our finished goods are USMCA compliant and are therefore duty free on import into The United States from our Mexico based contract manufacturing facility.

Cost Impact
Estimated FY 25 tariff-related costs will be in the low single-digit millions, which F5 expects to offset through ongoing efficiency gains.
Supply Chain
No material impacts to lead times or availability expected due to a resilient and diversified global supply chain.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.