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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.

West Pharmaceutical Services

WST2026-04-23PharmaceuticalsGlobal
Negative

we are working to offset these costs through various means as we have with tariffs and other inflationary costs.

Cost Impact
Tariffs contribute to increased operational costs, prompting the company to implement strategies for cost mitigation.

Blackstone

BX2026-04-23Investment ManagementGlobal
Negative

we've experienced... the tariff announcements in 2025

Financial Impact
Geopolitical events including tariffs have created a volatile market backdrop affecting investment strategies.

Pool Corp

POOL2026-04-23Building SuppliesGlobal
Negative

Last year, when we talked about the impact from the tariffs, we did have an incremental 1% that we added to pricing for the forecast for the year.

Cost Impact
Increased pricing due to tariff-related costs.

Keurig Dr Pepper

KDP2026-04-23BeveragesNorth America
Negative

Our results will also reflect our decision to prioritize investment spending as we set up the business for separation despite the inflationary backdrop.

Cost Impact
Higher green coffee costs and tariffs impacted profitability in Q1.
Financial Impact
Overall, profitability was also impacted by the pod shipment decline and increased marketing spending.

Snap-on Inc.

SNA2026-04-23Industrial ToolsGlobal
Negative

the quarter included 50 basis points of headwinds from currency and the impacts from tariffs and rising material costs

Cost Impact
Higher tariffs contributed to a decline in gross margin, reflecting increased material costs.
Financial Impact
Tariffs impacted operating expenses and margins, leading to a decrease in overall profitability.

NextEra Energy

NEE2026-04-23EnergyGlobal
Positive

We proactively secured supply to support both FPL and Energy Resources development plans, including the development of our national data center hub footprint.

Cost Impact
Securing supply through 2029 mitigates potential trade impacts on costs.
Revenue Impact
The projects with Japan are structured as capital-light opportunities, enabling fee streams with aligned incentives.

Carlisle Companies

CSL2026-04-23Building ProductsNorth America
Negative

Last year's first quarter benefited from approximately $15 million of tariff-related order pull forward from Canadian customers, which did not repeat this year.

Revenue Impact
The absence of prior tariff-related orders led to a revenue shortfall in the current quarter.

Dover

DOV2026-04-23IndustrialNorth America
Neutral

We kind of go 360 degrees and come out in the same spot at the end of the day.

Cost Impact
Input costs impacted by tariffs, but overall effects balanced out.
Strategy
Strategic advantage due to domestic manufacturing versus importers.

Dow Inc.

DOW2026-04-23ChemicalsGlobal
Negative

The conflict in the Middle East has created constraints that are clearly evident in the near term.

Supply Chain
Significant disruptions in supply chains due to ongoing conflicts, impacting logistics and feedstock availability.
Cost Impact
Higher global oil and naphtha prices will steepen the global cost curve, increasing production costs.

Thermo Fisher Scientific

TMO2026-04-23Life SciencesGlobal
Negative

This includes approximately 80 basis points of headwind from tariffs and related FX versus the prior year.

Cost Impact
Tariffs are causing an increase in costs, impacting margins.
Revenue Impact
Tariffs are contributing to lower sales growth in certain segments.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.