EarningsCall.ai
Login

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.

Avantor

AVTR2025-08-01Life SciencesGlobal
Neutral

we were able to fully offset the dollar impact of tariffs on cost of goods sold through targeted pricing actions and sourcing agility.

Cost Impact
Tariffs led to increased costs in goods sold, which were offset by pricing strategies.

Ingersoll Rand

IR2025-08-01ManufacturingNorth America
Neutral

the dilutive impact of tariff pricing matching tariff costs for one-for-one

Cost Impact
Tariff-related pricing adjustments are being made to match increased costs, leading to a neutral effect on overall revenue and EBITDA.
Revenue Impact
Reduction in revenue projections attributed to changes in tariff-related pricing assumptions.

The Clorox Company

CLX2025-08-01Consumer GoodsGlobal
Negative

we expect higher costs from tariffs to be around $40 million.

Cost Impact
Projected increase in costs due to tariffs.

Ameren Corporation

AEE2025-08-01UtilitiesNorth America
Positive

We feel good about the tariff that we filed, and we're working through that.

Strategy
The company is engaging with data center developers regarding expansion opportunities influenced by their proposed tariff.

Mettler-Toledo

MTD2025-08-01ManufacturingGlobal
Negative

If the tariffs stay at 39% on Switzerland, this would negatively impact yesterday's EPS guidance for this year by approximately $0.40.

Financial Impact
The increase in tariffs on Swiss imports is expected to decrease EPS guidance by $0.40.
Cost Impact
Incremental tariff costs are estimated to be approximately $95 million on an annualized basis.

Quanta Services

PWR2025-08-01InfrastructureNorth America
Neutral

If you see tariffs and if you look at what we've done in supply chain, all the things that we've done in supply chain are U.S. based on purpose.

Supply Chain
The company has adjusted its supply chain strategy to be U.S.-based in response to tariffs, which ensures more control over costs.
Operations
Tariffs have led to discussions with clients about sourcing capabilities and project timeliness, impacting operations strategically.

Illumina

ILMN2025-08-01BiotechnologyGlobal
Negative

Tariffs had a partial impact this quarter with a net impact of approximately 110 basis points on our gross margin in Q2.

Cost Impact
The tariffs negatively affected gross margin by approximately 110 basis points.

Pilgrim's Pride

PPC2025-08-01Food ProductionGlobal
Positive

Our trading partners continue to navigate tariffs. To date, there have been no significant disruptions other than China.

Revenue Impact
Potential benefits to U.S. chicken when a trade agreement is reached between these countries.

GFL Environmental Inc.

GFL2025-08-01Waste ManagementNorth America
Negative

We believe the current tariff environment and broader economic uncertainty are limiting activity levels of many of our industrial customers having a flow-through impact on volumes, especially in our roll-off collection.

Revenue Impact
Tariffs are affecting the activity levels of industrial customers, leading to reduced revenue from roll-off collection services.
Volume Impact
The uncertainty surrounding tariffs is contributing to lower volume expectations in industrial sectors.

Apple

AAPL2025-07-31TechnologyGlobal
Negative

For the June quarter, we incurred approximately $800 million of tariff-related costs.

Cost Impact
Increased operating costs due to tariffs impacting overall gross margin.
Guidance Impact
Estimated additional $1.1 billion in tariff-related costs for the September quarter assuming no changes in tariff rates.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.