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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.

CF Industries

CF2025-08-07AgricultureNorth America
Negative

the tariffs... delayed imports or even cut imports into North and into United States for Q2.

Revenue Impact
Delays in imports due to tariffs affected revenue generation.

Texas Pacific Land Corporation

TPL2025-08-07EnergyNorth America
Negative

Tariff uncertainty and OPEC's decision to reduce voluntary cuts were significant factors contributing towards slumping oil prices.

Cost Impact
Tariff uncertainty has contributed to lower oil prices, impacting the company's revenue.
Revenue Impact
Declining oil prices due to tariffs led to reduced activity by operators, affecting overall revenue generation.

Realty Income

O2025-08-07Real EstateGlobal
Neutral

we want it to be as accurate as possible. And we felt like it was important for us to move the bottom end by $0.02, but yet leave the top end where it is.

Guidance Impact
The uncertainty in trade policies has led to a conservative approach in adjusting financial guidance and expectations.

Energy Transfer

ET2025-08-07EnergyNorth America
Negative

we're including tariff which seemed to change daily, but any kind of tariff impact on that.

Cost Impact
Tariff fluctuations are expected to affect the costs associated with project development and EPC contracts.

Corteva Agriscience

CTVA2025-08-07AgricultureGlobal
Neutral

Our supply chain teams have been hard at work well in advance of this.

Supply Chain
Corteva has improved its resiliency and multi-sourcing to navigate tariff challenges.

Lineage Logistics

N/A2025-08-07LogisticsGlobal
Negative

tariff impacts and a general sense of uncertainty helped by our customers and are leading to reduced expectations around the balance of the year inventory build.

Cost Impact
Tariffs are contributing to elevated customer inventory carrying costs, impacting overall operational costs.
Guidance Impact
The uncertainty surrounding tariffs has led to a reduction in AFFO per share guidance.

STERIS plc

STE2025-08-07HealthcareGlobal
Negative

Included in that number is approximately $9 million of tariff impact, which primarily impacted our Healthcare segment.

Financial Impact
Increasing tariffs are expected to raise costs by approximately $45 million, affecting overall earnings guidance.
Cost Impact
Additional tariffs on metals have increased costs significantly, impacting pricing and margins.

Rockwell Automation

ROK2025-08-06Industrial AutomationNorth America
Neutral

the net impact from tariffs, which was minimal in the quarter.

Cost Impact
Tariffs contributed to pricing adjustments but did not significantly affect earnings.
Revenue Impact
About 1 point of sales growth in Q3 was attributable to tariff-based pricing.
Guidance Impact
Expectations for future sales growth were slightly increased due to tariff-related price increases.

Owens Corning

OC2025-08-06Building MaterialsNorth America
Neutral

Overall, for the company, there was minimal impact from tariffs on our financial results in Q2.

Cost Impact
The company is managing tariff exposure through sourcing and supply chain adjustments, mitigating potential costs.
Revenue Impact
While the gross tariff exposure is approximately $50 million, the net impact is reduced to around $10 million due to mitigation efforts.

McKesson

MCK2025-08-06HealthcareGlobal
Neutral

What we know about tariffs is represented in the guidance that we have provided to you.

Financial Impact
Tariffs may introduce some uncertainty but are already considered in financial guidance.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.