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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.

AMETEK

AME2025-07-31Industrial TechnologyGlobal
Positive

Our businesses responded quickly and developed tariff response plans to mitigate the impacts.

Operations
Developed and executed comprehensive plans to mitigate the impact of tariffs through pricing adjustments, supply chain modifications, and manufacturing localization.
Financial Impact
Implemented targeted pricing initiatives which resulted in direct benefits in the second quarter.
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ICE

ICE2025-07-31Financial ServicesGlobal
Positive

the resolution to the tariffs and trade discussions that have been going on... is going to continue to create a long tailwind for the growth of natural gas globally

Revenue Impact
Potential increase in revenue from LNG sales as trade agreements are established.
Cost Impact
Ability to leverage U.S. gas exports may minimize costs associated with energy sourcing.
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KLA Corporation

KLAC2025-07-31Semiconductor EquipmentGlobal
Negative

We forecasted a 50 to 100 basis point impact from announced global tariffs.

Financial Impact
The gross margin is expected to be negatively affected by the tariffs, causing a headwind to overall profitability.
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S&P Global

SPGI2025-07-31Financial ServicesGlobal
Negative

the issuance environment was negatively impacted by global trade and tariff uncertainty, especially in April.

Revenue Impact
The tariff-related concerns led to considerable volatility in the debt capital markets, negatively affecting Billed Issuance.
Guidance Impact
The uncertainty from tariffs contributed to a cautious outlook for financing conditions and revenue growth expectations.
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ResMed

RMD2025-07-31HealthcareGlobal
Positive

we've been closely monitoring the global trade environment and the evolving regulatory landscape in both Washington, Brussels and Beijing.

Strategy
ResMed is focused on navigating and adapting to global tariff changes while continuing to grow its business.
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Coinbase

COIN2025-07-31TechnologyGlobal
Neutral

We saw shifting macro conditions, including trade policy considerations and recession concerns, impact risk assets broadly.

Revenue Impact
Trade policy considerations affected overall market performance, which in turn impacted Coinbase's trading volume.
Cost Impact
Increased operational costs due to compliance with changing trade policies.
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First Solar

FSLR2025-07-31Renewable EnergyNorth America
Negative

We've updated our guidance to reflect the expected impact of the most recent proposed tariffs.

Cost Impact
Anticipated production cost impact from tariffs is approximately $70 million.
Revenue Impact
Forecasts indicate $80 million to $130 million in tariffs on finished goods imports, which may dilute earnings.
Financial Impact
Increased logistics costs due to tariffs are projected to total between $100 million to $400 million for the full year.
Guidance Impact
Guidance incorporates the anticipated implementation of recently negotiated tariffs affecting sales volumes and margins.
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Builders FirstSource

BLDR2025-07-31Building MaterialsNorth America
Negative

we have factored in the duties and increases into our guidance for the lumber side.

Cost Impact
Increased tariffs on Canadian lumber are expected to raise costs associated with lumber procurement.
Revenue Impact
Higher lumber costs may lead to increased prices passed to customers, potentially affecting sales volumes.
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Aptiv

APTV2025-07-31AutomotiveGlobal
Negative

Our current guidance reflects our exposure to tariffs based on trade policy as it currently stands and does not include the impact of tariffs that have not yet been implemented, including the copper tariffs that were announced overnight.

Financial Impact
Potential for increased costs due to new tariffs impacting margins and financial forecasts.
Guidance Impact
Updated guidance takes into account uncertainty surrounding consumer demand affected by evolving trade policies.
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Kimco Realty

KIM2025-07-31Real Estate Investment Trust (REIT)North America
Neutral

Lenders also acted cautiously due to the potential tariff impacts.

Strategy
The company has adapted its investment strategy in response to market volatility and uncertainty related to tariffs.
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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.