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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.

AbbVie

ABBV2025-04-25PharmaceuticalsGlobal
Neutral

Any related impact from these tariffs as well as other potential new or reciprocal tariffs have not been contemplated in our guidance.

Guidance Impact
The company has not included potential impacts of forthcoming tariffs in their financial guidance.
Operations
The company is preparing for a number of potential scenarios and expects to implement mitigation strategies based on future policy details.

Healthpeak Properties, Inc.

PEAK2025-04-25Real EstateNorth America
Negative

we foresee de minimis impact from tariffs.

Cost Impact
Estimated 2% to 6% increase in construction costs due to tariffs.

Principal Financial Group

PFG2025-04-25Financial ServicesGlobal
Neutral

we are closely monitoring the evolving trade policy landscape and its potential impact, our current assessment is minimal exposure to industries most likely to be directly affected by tariffs.

Operations
The company is evaluating the impact of trade policy changes but currently sees minimal exposure.

Phillips Edison & Company

PECO2025-04-25Real EstateNorth America
Neutral

It's too early to tell what impact tariffs could have on PECO or our neighbors.

Guidance Impact
Management is cautious about potential future impacts of tariffs but affirms current guidance.
Operations
The company believes it is relatively insulated from potential tariff disruption due to its focus on necessity-based goods.

Glacier Bancorp

GBCI2025-04-25Financial ServicesNorth America
Neutral

We're just not hearing a lot of distress over pricing moving way outside of what they can handle.

Cost Impact
Customers anticipate rising costs due to tariffs but feel they can manage them.

First Financial Bancorp

FFBC2025-04-25Financial ServicesNorth America
Neutral

With respect to tariffs, we do not yet know their impact and remain in close contact with our clients to assist them through any uncertainty.

Operations
The company is monitoring the potential impacts of tariffs on client costs and demand, indicating a proactive approach to support clients.

Eastman

EMN2025-04-25ChemicalsGlobal
Negative

The revision that we've given you from $50 to $75 million of revenue now versus the higher rate is purely an end market estimation of the impact of tariffs.

Revenue Impact
Tariffs have led to reduced sales forecasts due to decreased consumer demand for products manufactured in China.
Supply Chain
Tariffs are causing delays in product launches as companies cannot import products from China without incurring higher costs.
Operations
Operational challenges due to economic tensions and tariff disputes are slowing product engagement and inventory management.

SouthState Corporation

SSB2025-04-25Financial ServicesNorth America
Neutral

Now like all of you, we're trying to figure out the impact of tariffs on the growth trajectory for the rest of the year.

Guidance Impact
The company is assessing the potential impacts of tariffs on loan segments and capital projects, indicating a wait-and-see approach.

Minerals Technologies Inc.

MTX2025-04-25MaterialsNorth America, Europe
Negative

the volume reduction was due to three different but related items: inventory adjustments in anticipation of continued economic uncertainty, a wait-and-see approach by customers who are now subject to tariffs on their end products

Revenue Impact
Lower customer order volumes due to uncertainty regarding tariff impacts have resulted in reduced sales.
Supply Chain
Customers adjusted their orders and inventories in response to anticipated tariffs, leading to disruptions in normal order patterns.

Byline Bancorp

BY2025-04-25Financial ServicesNorth America
Neutral

We’ve been pretty active on that front, Nate. And so far, I think it’s fair to say most clients are taking kind of like a wait and see approach.

Operations
Clients are adopting a cautious stance, affecting their CapEx and investment decisions due to uncertainties around tariffs.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.