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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.

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.

Jones Lang LaSalle, Inc.

JLL2025-08-06Real Estate ServicesGlobal
Negative

the overall good performance for our industry in the second quarter that despite all those disruptions and noise and drama... the trading environment for us was actually a good trading environment.

Revenue Impact
Deceleration in growth due to geopolitical and trade policy pressures affecting larger transaction volumes.
Operations
Increased caution among clients leading to delays in decision-making for significant capital projects.

Fortinet

FTNT2025-08-06CybersecurityGlobal
Neutral

Despite ongoing uncertainty surrounding tariffs and the global economic outlook, we have not experienced a negative impact on our business.

Revenue Impact
The company has not seen any negative impacts from tariffs, indicating that current revenue growth is stable despite external economic factors.

RB Global

RBA2025-08-06AutomotiveNorth America
Negative

the tariffs sort of piece of it interest rates and what's going to happen with it, you go back and forth? Are they going to stay? Are they going to come down?

Cost Impact
Uncertainty around tariffs is affecting operational decisions and creating caution among partners.
Revenue Impact
Trade policy uncertainty is influencing customer behavior, leading to a cautious posture.

Trimble

TRMB2025-08-06TechnologyGlobal
Neutral

With the latest information to date, there is no change to the tariff impact on our cost of goods at approximately $10 million per quarter in the Field Systems segment.

Cost Impact
Tariffs are impacting costs by approximately $10 million per quarter, but surcharges have been implemented to offset this.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.