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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.

BMO Financial Group

BMO2025-08-26Financial ServicesNorth America
Neutral

In recent months, some trade-related risks to the North American economy have eased, though the final outcome is unclear and geopolitical challenges persist.

Cost Impact
The uncertainty around tariffs and trade policies contributes to a cautious credit environment, influencing the bank's outlook on provisions for credit losses.
Guidance Impact
Uncertainty from trade policies has been factored into the bank's guidance, impacting their overall performance expectations.
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Ross Stores

ROST2025-08-21RetailGlobal
Negative

Included in this year's second quarter earnings is an approximate $0.11 per share negative impact from tariff-related costs.

Cost Impact
Tariff-related costs negatively impacted operating margins and earnings per share.
Guidance Impact
Forecasting a negative tariff cost of approximately $0.07 to $0.08 for Q3 and $0.04 to $0.06 for Q4, impacting overall earnings guidance.
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Walmart Inc.

WMT2025-08-21RetailNorth America
Negative

With regard to our US pricing decisions given tariff-related cost pressures, we're doing what we said we would do. We're keeping our prices as low as we can for as long as we can.

Cost Impact
Tariff-related cost pressures have led to increased costs for Walmart, affecting pricing strategies.
Revenue Impact
The impact of tariffs has influenced consumer behavior and sales, particularly in discretionary categories.
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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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🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.