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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.

Ryder System, Inc.

R2025-04-23TransportationNorth America
Neutral

our exposure is relatively limited and I would say minimal.

Cost Impact
While there are concerns about tariffs impacting pricing, the company believes their exposure is limited due to compliance with USMCA.

Amphenol Corporation

APH2025-04-23ElectronicsGlobal
Negative

To the extent that there are some impacts of these tariffs, is there some pressure to some of our general managers that, they have to work with customers, to find a way to pass that on?

Cost Impact
Increased costs due to tariffs leading to pressure on pricing strategies.
Revenue Impact
Potential need to pass on tariff-related price increases to customers may impact revenue dynamics.

PROG Holdings

PRG2025-04-23RetailNorth America
Negative

Inflation, tariff concerns, and broader uncertainty, including the potential for a recession, are creating additional pressure on both our direct-to-consumer and retail partner channels.

Cost Impact
Tariff concerns are causing uncertainty and impacting consumer spending power.
Revenue Impact
Higher prices due to tariffs could potentially reduce demand and affect overall sales.

M/I Homes

MHO2025-04-23Real EstateNorth America
Negative

There's been so much uncertainty and so much volatility just within the economy in general, but that's translated itself to demand as well week-to-week.

Cost Impact
Potential future impacts from tariffs could increase costs, affecting margins.

Virtu Financial, Inc.

VIRT2025-04-23Financial ServicesGlobal
Positive

We had some really good days in our precious and non-precious metals business because of the fear of tariffs which came to be.

Revenue Impact
Increased trading activity and volatility in precious metals due to concerns over tariffs contributed positively to revenue.

Taylor Morrison

TMHC2025-04-23HomebuildingNorth America
Negative

Despite these headwinds, it's worth highlighting that our first quarter's pace was still solidly ahead of our pre-COVID historic average.

Cost Impact
Increased costs attributed to metals and aluminum tariffs affecting construction materials.
Operations
Higher competitive pressures leading to increased incentives for spec homes.

Boston Scientific

BSX2025-04-23Medical DevicesGlobal
Negative

we forecast an approximate $200 million impact in 2025.

Financial Impact
The company expects an approximate $200 million headwind from tariffs that they plan to offset through increased sales and discretionary spending reductions.

Otis Worldwide Corporation

OTIS2025-04-23ManufacturingNorth America
Negative

If tariffs on our Chinese imports continue at current levels for the remainder of the year, we expect a negative impact of approximately $45 to $75 million to our operating profit in 2025 inclusive of our mitigation efforts.

Financial Impact
Anticipated negative impact on operating profit due to tariffs on products and components imported from China.

Renasant Corporation

RNST2025-04-23Financial ServicesGlobal
Neutral

We continue to have ongoing conversations with each of our opportunities, each of our customers to see what the impact of them individually is because each one is going to be a little bit different.

Operations
Ongoing assessment of customer exposure to tariffs and potential economic impacts.
Strategy
Developing contingency plans based on the assessment of tariff impacts.

Veritex Holdings

VBTX2025-04-23BankingNorth America
Negative

the combination of the key factors in the economic forecast weighting gives Veritex a very conservative allowance result.

Financial Impact
Economic uncertainty from tariffs has affected the company's conservative approach to financial allowances.
🔔Tracking Started: This page tracks tariff commentary from NYSE and NASDAQ companies with market capitalization above $10 billion, beginning April 2, 2025.