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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.

Moody's Corporation

MCO2026-02-18Financial ServicesGlobal
Neutral

we experienced tariff-driven uncertainty that resulted in a market-driven air pocket early in 2025

Revenue Impact
Market conditions were affected negatively at the beginning of 2025 due to tariff-related uncertainties.
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Allegion

ALLE2026-02-17Security and Access SolutionsAmericas
Negative

If inflation were to remain higher, the business has proven our ability to manage inputs and drive the necessary pricing as you saw in 2025.

Cost Impact
Higher inflation driven by tariffs affected input costs, impacting margin rates.
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RB Global

RBA2026-02-17AutomotiveNorth America
Negative

We're in such a unique environment with tariffs and interest rates and everything that has been going on externally.

Operations
Tariffs are creating uncertainty in the operational environment, affecting market dynamics.
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CNH Industrial

CNHI2026-02-17Agricultural EquipmentNorth America
Negative

the tariff headwind is expected to grow from 110 basis points in 2025 to about 210 to 220 in 2026

Cost Impact
Tariffs are increasing costs significantly, impacting overall profitability.
Financial Impact
Gross tariff costs had a 225 basis point impact on EBIT margin for the year.
Guidance Impact
Forecasting ag EBIT margin to be between 4.5% to 5.5% due to tariff impacts.
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Medtronic

MDT2026-02-17HealthcareGlobal
Negative

Tariffs impacted the business $93 million or 110 basis points, in line with forecast.

Financial Impact
Tariffs are expected to contribute approximately $185 million impact to COGS for fiscal '26.
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Genuine Parts Company

GPC2026-02-17AutomotiveNorth America
Neutral

We expect total GPC sales growth to be in the range of 3% to 5.5%. Our outlook assumes that market growth will be roughly flat and that the benefit from pricing, including inflation and tariffs, will be approximately 2%.

Revenue Impact
Tariffs are expected to contribute approximately 1% to revenue growth.
Cost Impact
Normalized tariff landscape led to a low single-digit increase in cost of goods sold.
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Watsco, Inc.

WSO2026-02-17HVACGlobal
Neutral

those were two markets that certainly had some influence with geopolitical issues and tariffs and the like.

Revenue Impact
Geopolitical issues and tariffs influenced international market performance.
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Ingersoll Rand Inc.

IR2026-02-13Industrial EquipmentGlobal
Negative

year-over-year margin pressure primarily driven by tariff impacts and intentional commercial investments for growth.

Financial Impact
Tariff-related expenses negatively affected margins, leading to increased costs.
Operations
Operational adjustments were made in response to tariff pressures.
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Twilio Inc.

TWLO2026-02-12TechnologyNorth America
Negative

the incremental fees to reduce our full-year 2026 non-GAAP gross margin by roughly 170 basis points

Cost Impact
Increased carrier fees are expected to lower the non-GAAP gross margin due to pass-through revenue.
Revenue Impact
Incremental pass-through revenue from U.S. carrier fees anticipated to impact overall revenue guidance.
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Rivian

RIVN2026-02-12AutomotiveNorth America
Positive

we do anticipate seeing a reduction in terms of our tariffs per unit.

Cost Impact
Reduction in tariff costs per unit will positively affect overall production costs.
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🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.