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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.

Agilent Technologies Inc.

A2026-02-25Life Sciences and DiagnosticsAmericas
Negative

we saw softness in academia and government that challenged our cell analysis and genomics results... operating margin was down 50 basis points year-over-year on increased tariff expenses

Cost Impact
Increased tariff expenses are negatively affecting operating margins.
Revenue Impact
Tariff-related uncertainties are causing customers to slow purchasing decisions.

TJX Companies, Inc.

TJX2026-02-25RetailGlobal
Neutral

Our full year guidance assumes that we will be able to offset the tariff pressure on our business this year.

Guidance Impact
The company is monitoring tariff changes and assumes they can offset any negative impacts in their financial guidance.

BMO Financial Group

BMO2026-02-25Financial ServicesNorth America
Negative

Given these factors, we continue to anticipate a softer economic environment in Canada.

Guidance Impact
Ongoing trade issues and uncertainty are expected to contribute to a softer economic outlook.

Lowe's Companies

LOW2026-02-25RetailGlobal
Neutral

the tariff policy is fluid. We're currently reviewing all the new rules like everyone else.

Cost Impact
Higher tariffs are affecting inventory costs, but the company remains confident in its ability to manage these changes.

Lineage, Inc.

LIN2026-02-25Cold Storage and LogisticsGlobal
Negative

We are seeing lower import/export volumes related to the shifting tariff announcements during the second half of the year.

Revenue Impact
Lower import/export volumes affected revenue due to changing tariffs.
Operations
Tariffs contribute to operational challenges as customers adjust their strategies in response.

Owens Corning

OC2026-02-25Building ProductsNorth America
Negative

The market environment has been challenging for Doors, with lower housing starts and softer discretionary R&R activity pressuring demand with the added disruption from tariffs.

Cost Impact
Tariffs have increased costs, particularly affecting the Doors business due to continued inflation.
Revenue Impact
The pressure from tariffs has negatively affected pricing and overall revenue in the Doors segment.

Axon

AXON2026-02-25TechnologyGlobal
Negative

Adjusted gross margin came in at 61.1%, down sequentially due to the impact of tariffs and increased mix from Platform Solutions.

Cost Impact
Tariffs have negatively affected gross margins.
Financial Impact
Increased expenses linked to tariffs are expected to affect overall financial performance.

Alcon Inc.

ALC2026-02-25HealthcareGlobal
Negative

During the quarter, we continued to see an increasingly competitive IOL market... we incurred $91 million of tariff-related charges in 2025.

Cost Impact
Tariffs contributed to a decrease in gross margin due to increased costs associated with imports.
Financial Impact
The company recognized $67 million in cost of sales due to tariffs, impacting overall profitability.
Guidance Impact
The outlook assumes an average tariff rate of approximately 15% for imports into the U.S. for the remainder of the year.

HP Inc.

HPQ2026-02-24TechnologyGlobal
Neutral

We are evaluating the impact of including the announcement of new tariffs in the last few days. Right now, we do not expect to be negatively impacted by the subsequent developments following the court decision.

Financial Impact
Potential changes in costs due to new tariffs, but currently expected to have no negative impact.
Operations
Continued engagement with the administration on trade matters to navigate cost environments.

Home Depot

HD2026-02-24RetailNorth America
Neutral

We're mostly done with tariff-related pricing actions as it relates to the impacts back to April.

Cost Impact
The company has adjusted prices in response to tariffs, but is nearing completion of these pricing actions.
Revenue Impact
Pricing actions due to tariffs have had a mid-single digit impact on overall pricing.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.