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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.

The TJX Companies, Inc.

TJX2025-08-20RetailNorth America
Neutral

Importantly, we are very pleased with our mitigation strategies, which allowed us to offset the tariff pressure we saw in the second quarter.

Cost Impact
Higher tariff costs were partially offset through effective mitigation strategies.
Revenue Impact
Despite higher tariffs, the company maintained robust sales performance and profit margins.
Guidance Impact
The company assumes that current tariff levels will remain unchanged for the remainder of the year, allowing for continued planning without drastic changes to pricing strategies.
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The Estée Lauder Companies

EL2025-08-20Consumer GoodsGlobal
Negative

We expect tariff-related headwinds to impact profitability by approximately $100 million.

Financial Impact
Tariffs are expected to negatively impact profitability by approximately $100 million.
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Analog Devices

ADI2025-08-20TechnologyGlobal
Negative

we are mindful of the continued uncertainty facing customers with respect to tariffs and are monitoring the impacts closely.

Guidance Impact
Ongoing uncertainty related to tariffs is affecting the company's outlook and planning.
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Lowe's Companies, Inc.

LOW2025-08-20Home Improvement RetailNorth America
Neutral

We have done, in my estimation, an excellent job of working cross-functionally relative to looking for diversification. I mean, right now, roughly 60% of the goods we source are coming out of the US.

Cost Impact
Increased sourcing from the US to mitigate tariff implications on imported goods.
Supply Chain
Reducing dependency on single countries for sourcing to ensure price competitiveness and supply stability.
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Target Corporation

TGT2025-08-20RetailNorth America
Negative

Addressing these challenges has required close coordination between our merchandising, supply chain, stores and finance teams.

Cost Impact
Tariff-related costs have put pressure on the company's profitability due to increased inventory costs and purchase order cancellation costs.
Revenue Impact
While tariffs have affected pricing strategies, Target has managed to limit direct price increases to consumers to maintain value perception.
Supply Chain
The company has made extensive revisions to product plans and sourcing strategies to mitigate tariff impacts.
Financial Impact
The tariff environment is expected to create short-term pressure on the P&L, affecting overall financial performance this year.
Guidance Impact
Despite tariff pressures, guidance for EPS remains intact, indicating management's confidence in overcoming these challenges.
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Alcon

ALC2025-08-20HealthcareGlobal
Negative

We incurred $27 million of tariff-related charges during the second quarter. Based on tariff rates as of August 11, we now expect a full year impact of approximately $100 million to cost of sales.

Cost Impact
Tariff-related charges are expected to increase costs by approximately $100 million for the year.
Guidance Impact
The increase in tariffs has led to adjustments in revenue guidance and expectations for future profitability.
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Keysight Technologies

KEYS2025-08-19TechnologyGlobal
Negative

We estimate the new tariff rates will increase our tariff exposure by approximately $75 million annually.

Cost Impact
The increased tariff rates will raise the company's annual tariff expenses.
Guidance Impact
The company is factoring in the impact of tariffs into their revenue guidance.
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The Home Depot, Inc.

HD2025-08-19RetailNorth America
Neutral

Over 50% of our products are sourced domestically and wouldn't be subject to any tariffs.

Cost Impact
Tariff rates are significantly higher today than they were previously, leading to modest price movements in some categories.
Pricing Strategy
The company aims to maintain the best value for customers despite tariff pressures by taking a portfolio approach to pricing.
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Medtronic

MDT2025-08-19Medical TechnologyGlobal
Negative

As a result, tariffs are now expected to be approximately $185 million for fiscal 2026.

Cost Impact
Tariffs are projected to add significant costs to operations, affecting overall profitability.
Guidance Impact
The forecast adjustments for EPS growth were made considering the impact of tariffs.
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Amer Sports

AGD2025-08-19Sports and Outdoor EquipmentGlobal
Neutral

We are very confident that our fundamental business momentum, diverse global footprint, clean balance sheet and strong brand portfolio with pricing power will give us significant flexibility to manage through a variety of tariff scenarios.

Financial Impact
Expect negligible tariff impact to consolidated results despite higher tariffs than assumed.
Guidance Impact
Raising full year revenue and EPS expectations despite slightly higher tariff impact.
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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.