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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.

Amazon.com

AMZN2025-07-31E-commerceGlobal
Neutral

There continues to be a lot of noise about the impact that tariffs will have on retail prices and consumption.

Cost Impact
Uncertainty around tariff settlements may lead to higher costs for Amazon or its suppliers.
Revenue Impact
Despite the potential for increased costs, there has not been a significant decline in demand or price increases observed so far.
Guidance Impact
Tariffs are factored into guidance with uncertainty regarding their future impact on sales and operations.
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Cameco Corporation

CCJ2025-07-31Nuclear EnergyGlobal
Neutral

Geopolitical and trade-related developments may continue to introduce short-term uncertainty.

Strategy
The company emphasizes resilience in navigating challenges posed by geopolitical and trade uncertainties.
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Xylem

XYL2025-07-31Water TechnologyGlobal
Negative

We're navigating tariff uncertainty, inflation and speculation about the impact of trade policy on demand.

Cost Impact
Tariff-related costs have been a concern, but pricing actions have helped to offset them.
Financial Impact
Although strong performance continues, there is an expected slightly dilutive impact on margins due to tariffs.
Guidance Impact
Current guidance assumes existing tariff structures will remain in place, with contingencies for potential volatility.
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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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🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.