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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.

Tapestry

TPR2026-05-07Consumer GoodsGlobal
Negative

We do not anticipate a material direct impact to our business at this time.

Financial Impact
The tariffs and duties presented a negative headwind of approximately 180 basis points to gross margin.

Monster Beverage Corporation

MNST2026-05-07BeverageNorth America
Neutral

During the first quarter of 2026, the impact of tariffs and the increase in the price of aluminum on our operating results was modest.

Cost Impact
Tariffs increased the cost of aluminum cans, affecting overall operating costs slightly.

Toast

TOST2026-05-07TechnologyNorth America
Negative

we're absorbing higher tariff costs.

Cost Impact
The company is facing increased costs due to tariffs, but has the scale to absorb these costs while maintaining healthy payback periods.

Airbnb

ABNB2026-05-07HospitalityNorth America
Negative

When tariff uncertainty led to fewer people traveling to the U.S. last year, they came to Airbnb and found somewhere else to go.

Revenue Impact
Tariff uncertainty negatively affected travel to the U.S., impacting revenue from that market.

Curtiss-Wright

CW2026-05-07Aerospace & DefenseGlobal
Neutral

the team's ability to successfully navigate global macroeconomic pressures, mitigate the impact of tariffs and identify opportunities to drive pricing and cost containment initiatives

Cost Impact
The company is actively managing the effects of tariffs and finding ways to contain costs.

CF Industries Holdings, Inc.

CF2026-05-07AgricultureGlobal
Negative

Egypt moved to apply a $90 per metric ton duty on nitrogen fertilizer exports.

Cost Impact
The imposition of export duties by Egypt increases the cost for global buyers and tightens supply.
Revenue Impact
Export restrictions and tariffs from countries like China and Egypt limit potential revenue opportunities in international markets.

Eversource Energy

ES2026-05-07UtilitiesNorth America
Negative

We are disappointed with FERC’s actions in this proceeding, and while we will continue to protect our right to a fair rate of return on invested capital...

Financial Impact
The FERC decision lowered Eversource Energy's future after-tax earnings by approximately $70 million for 2026.
Guidance Impact
Adjusted guidance for 2026 non-GAAP earnings due to the impact of the FERC ROE decision.

Snap Inc.

SNAP2026-05-06TechnologyMiddle East
Negative

an approximately $20 million to $25 million impact from the geopolitical headwinds in the Middle East experienced during March.

Revenue Impact
The company experienced a significant revenue loss due to geopolitical tensions affecting their operations in the Middle East.

Axon

AXON2026-05-06TechnologyGlobal
Negative

Incorporated in this guidance is continued tariffs inflationary component costs inclusive of memory and product mix shift from continued platform solutions growth as well as software and services.

Cost Impact
Tariffs are contributing to inflationary cost pressures on components, affecting overall cost structure.

CDW

CDW2026-05-06TechnologyNorth America
Negative

reported growth was 3%, reflecting difficult year-over-year comparisons driven by tariff-related pull-ins in the prior year

Revenue Impact
Tariff-related pull-ins affected year-over-year revenue comparisons, leading to a lower reported growth.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.