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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.

GE Healthcare

GEHC2025-10-29HealthcareGlobal
Negative

This included approximately $0.16 of tariff impact.

Financial Impact
Tariffs impacted adjusted EPS by approximately $0.45 for the year.
Cost Impact
Adjusted EBIT margin was down due to the impact of tariffs, which was approximately $95 million.
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PPG Industries

PPG2025-10-29ChemicalsGlobal
Negative

As a result of the tariffs enacted, we are expecting low single-digit inflation for the year.

Cost Impact
Tariffs are contributing to low single-digit inflation expectations, which may increase costs.
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Veralto Corporation

VRT2025-10-29Environmental ServicesNorth America
Neutral

Our pricing adjustments related to tariffs that were implemented in the second quarter, along with higher volumes of marking and coding equipment-related consumables and Esko software solutions.

Cost Impact
Tariffs have led to strategic pricing adjustments to offset cost increases.
Revenue Impact
Higher prices were implemented to mitigate tariff impacts, contributing to revenue growth.
Operations
Operational changes were made to enhance manufacturing utility and mitigate tariff effects.
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Equity Residential

EQR2025-10-29Real Estate Investment Trust (REIT)North America
Negative

general macroeconomic uncertainty remains as a result of tariffs, lower job growth and more recently, the government shutdown.

Guidance Impact
The uncertainty from tariffs makes forecasting demand challenging.
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Southern Copper Corporation

SCCO2025-10-29MiningNorth America
Neutral

The recent U.S. tariff policy changes have thus far had a limited impact on our results.

Financial Impact
Limited impact on overall financial performance due to tariff policy changes.
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Teradyne

TER2025-10-29TechnologyGlobal
Negative

many environmental challenges have occurred during my tenure such as significant government regulations, COVID, tariffs...

Cost Impact
Tariffs have increased costs associated with materials and operations.
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Tenet Healthcare

THC2025-10-28HealthcareGlobal
Neutral

we've been able to manage that fairly well due to both our sourcing optimization exercises

Cost Impact
Management has successfully optimized sourcing and vendor contracts to mitigate tariff-related costs.
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Ares Capital Corporation

ARCC2025-10-28FinanceGlobal
Neutral

Our focus on investing in the highest quality credits continues to support strong fundamental credit metrics.

Supply Chain
The company mitigates risks associated with tariffs through its portfolio's focus on domestic service-oriented businesses.
Operations
Greater clarity on tariffs is contributing to a healthier market backdrop for M&A transactions.
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Ecolab

ECL2025-10-28ChemicalsGlobal
Positive

Pricing accelerated to 3% this quarter, driven by the full implementation of our trade surcharge and continued value pricing that's working really well.

Revenue Impact
The trade surcharge has positively contributed to pricing and revenue growth.
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Logitech

LOGI2025-10-28TechnologyNorth America
Neutral

We were able to offset the entire impact of tariffs.

Cost Impact
Tariffs had a negative impact of approximately 150 basis points on gross margin, which was completely offset by pricing actions and cost reductions.
Financial Impact
Despite tariff pressures, Logitech maintained gross margins through price increases and operational efficiencies.
Guidance Impact
The outlook for Q3 reflects expectations of unchanged tariff levels and continued mitigation strategies.
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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.