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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.

Revvity

RVTY2026-05-05HealthcareChina
Negative

The health care market in China, particularly diagnostics, has faced persistent policy-induced headwinds that have dramatically impacted both customer demand and pricing dynamics.

Cost Impact
Significant investments required to localize manufacturing and supply chains to address the challenging market environment.
Revenue Impact
Divestiture of the immunodiagnostics business in China represents a loss of approximately 4.5% of previously expected revenue.
Strategy
Strategic decision to focus resources on higher potential return initiatives instead of struggling markets affected by policy changes.

American Electric Power

AEP2026-05-05UtilitiesNorth America
Positive

We have made solid progress on tariff structures, and we will continue to work with our regulators and stakeholders to make sure large load customers pay their cost to serve and provide cost relief to our residential customers.

Revenue Impact
New tariff structures for large load customers aim to ensure they cover the costs associated with their energy needs, which helps stabilize revenue.
Cost Impact
Tariff structures are designed to protect existing customers by ensuring that large load customers contribute their fair share towards infrastructure investments.

Revvity

RVTY2026-05-05HealthcareChina
Negative

the health care market in China, particularly diagnostics, has faced persistent policy-induced headwinds that have dramatically impacted both customer demand and pricing dynamics.

Revenue Impact
The divestiture of the immunodiagnostics business in China was necessitated by a challenging market environment, leading to a reduction in expected revenue.
Cost Impact
Substantial investments required for localizing manufacturing and supply chains to comply with policies in China were deemed unsustainable.
Strategy
The decision to divest reflects a strategic shift to focus resources on higher return areas, reducing exposure to a pressured market.

Waters Corporation

WAT2026-05-05Life SciencesGlobal
Positive

We've successfully neutralized the impact of tariffs on our legacy Waters business.

Cost Impact
The company implemented strategies to mitigate tariff costs which positively influenced their financial performance.

Pinterest, Inc.

PINS2026-05-04TechnologyNorth America
Negative

We are continuing to see pressure from our largest retail advertisers...largely driven by ad platform and product improvements.

Revenue Impact
Large retailers faced headwinds due to tariff-related margin pressures.

Vertex Pharmaceuticals Incorporated

VRTX2026-05-04PharmaceuticalsGlobal
Neutral

On the subject of tariffs, we do not expect any material impact to the income statement in 2026.

Financial Impact
There is no expected material impact from tariffs on financial performance.

Estée Lauder

EL2026-05-01BeautyGlobal
Negative

These net benefits helped to offset headwinds from incremental tariffs and inflation.

Cost Impact
The company faced headwinds from increased tariffs, impacting overall cost structure.

LyondellBasell

LYB2026-05-01PetrochemicalsGlobal
Negative

The events of the past 2 months have transformed the global cost curve for petrochemicals and created a massive gap in supply for LYB's essential products.

Cost Impact
Higher energy and raw material costs are impacting profitability as prices increase in response to geopolitical tensions.
Supply Chain
Logistics disruptions and decreased exports from the Middle East are creating supply gaps that affect production capabilities.

Colgate-Palmolive

CL2026-05-01Consumer GoodsNorth America
Negative

North America incurs the vast majority of them, and obviously, higher raw material costs.

Cost Impact
Tariffs are significantly impacting gross profit margins in North America.

Dominion Energy, Inc.

D2026-05-01EnergyNorth America
Neutral

We are also taking a mark on that, which is we are awaiting some additional interpretive guidance from the agencies.

Cost Impact
Potential costs related to updated steel and aluminum tariffs, estimated to be around $200 million.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.