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.

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.
View Full Transcript

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.
View Full Transcript

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.
View Full Transcript

XPO Logistics

XPO2025-07-31TransportationNorth America
Negative

macro and tariff uncertainty did have a greater impact on weight per shipment for some of our small- to medium-sized customers.

Cost Impact
Tariff uncertainty negatively affected the weight per shipment, impacting revenue.
View Full Transcript

Masco Corporation

MAS2025-07-31Building MaterialsGlobal
Negative

We have worked diligently to address the impacts from additional tariffs through various mitigating actions, including cost savings initiatives, ongoing changes to our sourcing footprint and pricing where necessary.

Cost Impact
Increased costs due to tariffs are anticipated to affect the company's financials.
Guidance Impact
Financial guidance includes the impact of currently enacted tariffs net of mitigation efforts.
View Full Transcript

Howmet Aerospace

HWM2025-07-31AerospaceNorth America
Neutral

tariff drag for the second quarter was...below $5 million.

Cost Impact
Tariff-related costs were below $5 million, indicating a manageable impact on overall costs.
Revenue Impact
Tariff recovery is expected to improve as compensation from customers begins to align with incurred costs.
View Full Transcript

Ferrari

RACE2025-07-31AutomotiveNorth America
Positive

the second quarter was basically not impacted by the incremental tariff in the U.S. as we leverage the inventory already present in the country.

Cost Impact
The impact of tariffs was mitigated by existing inventory, reducing immediate cost pressures.
Guidance Impact
Confidence in financial guidance increased following the recent agreement on U.S. tariffs.
View Full Transcript

Stryker

SYK2025-07-31Medical DevicesGlobal
Negative

We now estimate a net impact from tariffs of approximately $175 million in 2025.

Financial Impact
The estimated tariff impact is expected to affect the overall financial performance, contributing to costs and potentially affecting margins.
View Full Transcript

Carvana

CVNA2025-07-31AutomotiveNorth America
Positive

Non-GAAP retail GPU increased by $195... partially offset by a positive impact of approximately $100 in Q2 2024 from selling additional loans.

Revenue Impact
Tariff-related impacts contributed positively to retail GPU, indicating improved revenue potential.
View Full Transcript

eBay

EBAY2025-07-31E-commerceGlobal
Neutral

the impact of tariffs was more muted than we anticipated.

Cost Impact
Some pressure on direct shipped inventory from Greater China following tariff increases.
Revenue Impact
Growth in average selling prices due to higher tariffs on replenished inventory.
Supply Chain
Disruption to direct shipments from Greater China after the elimination of the de minimis exemption.
View Full Transcript
Previous
1...848586...200
Next
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.