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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.

STERIS plc

STE2025-05-15HealthcareNorth America
Negative

Our fiscal 2026 outlook of $9.90 to $10.15 includes $30 million of tariff costs.

Cost Impact
The company anticipates $30 million in additional costs due to tariffs impacting earnings.

Stantec

STN2025-05-15Engineering and ArchitectureNorth America
Negative

Despite heightened market uncertainty driven by tariffs, policy shifts and regulatory changes, we remain confident in our ability to achieve our outlook for the year.

Financial Impact
Market uncertainty related to tariffs is affecting overall sentiment but not impacting current project execution.

IREN

IREN2025-05-14TechnologyGlobal
Positive

the hardware is scheduled for shipping from Southeast Asia and is scheduled to land well within the 90-day tariff pause for reciprocal duties. So that's a bit of a win.

Cost Impact
The company benefits from a 90-day tariff pause on hardware imports, potentially reducing costs associated with mining hardware procurement.

Boot Barn Holdings, Inc.

BOOT2025-05-14RetailNorth America
Negative

We expect the incremental cost of the tariffs to be approximately $8 million and the impact to the second half of fiscal '26.

Cost Impact
Incremental cost of tariffs estimated at $8 million affecting earnings.
Revenue Impact
Price increases expected due to tariffs may soften consumer demand.
Supply Chain
Efforts to mitigate tariffs include sourcing from countries with lower tariffs.

Nextracker

NXT2025-05-14Renewable EnergyGlobal
Neutral

We feel comfortable with our prudent outlook.

Guidance Impact
The company has taken a conservative approach to its guidance due to ongoing macroeconomic uncertainty regarding tariffs.
Cost Impact
Tariffs are anticipated to impact structural gross margins as the company navigates pricing and costs.

Ibotta

IBOT2025-05-14TechnologyGlobal
Negative

We’ve seen that with regard to general merchandise in particular, where they are more exposed to those kinds of supply chains abroad.

Cost Impact
Tariffs have created uncertainty in the supply chain for general merchandise, potentially leading to increased costs.

dLocal

DLO2025-05-14FinTechGlobal
Positive

the ongoing discussion around tariffs and the fragmentation of traditional trade models are creating opportunities for both emerging markets and for dLocal.

Strategy
The evolving global trade dynamics and discussions on tariffs are seen as opportunities for dLocal to enhance its engagement with emerging markets.

DXC Technology

DXC2025-05-14TechnologyGlobal
Negative

Despite near-term uncertainty over tariffs, we are clear on our strategy, confident in our team, and committed to executing with the discipline required for DXC to generate sustainable and profitable growth.

Guidance Impact
The company anticipates possible negative effects on revenue due to uncertainties related to tariffs.

Cisco

CSCO2025-05-14TechnologyGlobal
Negative

The impact of tariffs on our gross margin was favorable to what was estimated in the guidance we provided last quarter.

Cost Impact
Tariffs are affecting costs, but mitigation strategies have been implemented to manage their overall impact.
Guidance Impact
Future guidance assumes current tariffs and exemptions remain in place, affecting revenue projections.

Cellebrite

CLBT2025-05-14TechnologyNorth America
Neutral

While U.S. tariff policies remain fluid and require careful assessment in the event of any meaningful changes, we do believe that the current tariff of imports of our hydra to the U.S. will be deminimis to our overall cost of goods sold.

Cost Impact
Current tariffs are expected to have a minimal effect on overall costs.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.