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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.

Parker Hannifin Corporation

PH2025-08-07IndustrialGlobal
Positive

Our teams are doing a fantastic job managing tariffs and making sure that there's no impact to earnings per share.

Cost Impact
Pricing strategies and operational efficiencies have mitigated the effects of tariffs.
Operations
The company has adapted its supply chain strategies to manage tariffs effectively.

Gilead Sciences

GILD2025-08-07BiotechnologyGlobal
Neutral

We continue to expect the impact of known tariffs to be manageable in 2025.

Financial Impact
The company expects known tariffs to have a manageable effect on their business operations and financials.

Corpay

CPAY2025-08-07Financial ServicesNorth America
Neutral

While there is little incremental clarity on U.S. trade policy and tariffs, the global coverage and nature of our business is such that markets outside of North America are doing quite well and made up for some softness in North America.

Revenue Impact
Softness in North American markets due to tariff uncertainty has negatively impacted revenue performance.
Cost Impact
Companies are seeking risk management strategies to deal with tariff impacts, affecting operational costs.

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.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.