These 20 Companies Are Being Rocked by Trump’s Tariffs

Current U.S. tariff rates are comparable to those seen during the Great Depression, and many earnings calls this season have turned into a guessing game over which familiar brand will warn that its margins are about to be flattened by an import tax. The market has fully recovered from the decline this spring, but there are dangers ahead due to a deadline on Russia regarding secondary tariffs and slow-moving trade talks with other key U.S. trading partners.

These tariffs can significantly increase the input costs of companies. Most U.S. companies have a considerable amount of imports coming in, and producing them domestically would not be worthwhile. For example, tariffs on Vietnam are pressuring apparel and footwear companies. Producing them in the U.S. would put their price tags on par with luxury items.

As such, many companies can either raise prices or take a significant margin hit. Suppliers in tariff-hit countries are taking some of the burden, but it's usually in the mid-single digits.

The market does not expect these tariffs to be short-lived. The strategy seems to be that tariffs will generate revenue for the government, which in turn will replenish the lost revenue from the One Big Beautiful Bill's extended tax cuts.

MyInvestingNews has curated this slideshow to look into 20 big-name companies that are at risk.

• Sector: Retail
• Tariff Exposure: China (125% threat)
• Impact Synopsis: Forecast a potential $0.20 reduction in annual EPS from the highest threatened China tariff

• Sector: Industrials
• Tariff Exposure: Broad Universal and China Tariffs
• Impact Synopsis: Forecast a negative EPS impact of 10-20 cents due to broad exposure across its global operations

• Sector: Retail
• Tariff Exposure: Universal (10%), China (30%)
• Impact Synopsis: Estimated a net operating income hit of up to $150 million while attempting to absorb costs

• Sector: Industrials
• Tariff Exposure: Steel/Aluminum (50%)
• Impact Synopsis: Paradoxically harmed by steel tariffs

• Sector: Industrials
• Tariff Exposure: Steel/Aluminum (50%), Retaliatory Tariffs
• Impact Synopsis: Forecast a Q2 cost increase of up to $350 million from higher material costs and lost export sales

• Sector: Industrials
• Tariff Exposure: Steel/Aluminum (50%), Retaliatory Tariffs
• Impact Synopsis: Braced for a $500 million annual impact from higher steel costs passed on to farmers

• Sector: Automotive
• Tariff Exposure: Steel/Aluminum (50%), Autos/Parts (25%)
• Impact Synopsis: Reported a $1.1 billion net tariff impact in Q2 alone, with a full-year exposure of $4-5 billion

• Sector: Automotive
• Tariff Exposure: Steel/Aluminum (50%), Autos/Parts (25%)
• Impact Synopsis: Forecast a $1.5 billion annual cost increase due to integrated supply chain disruption and material costs

• Sector: Automotive
• Tariff Exposure: Steel/Aluminum (50%), Autos/Parts (25%)
• Impact Synopsis: Suffered a $2.7 billion H1 loss, citing direct tariff costs and halting production at North American plants

• Sector: Aerospace
• Tariff Exposure: Chinese Retaliatory Tariffs (25%), Aluminum (50%)
• Impact Synopsis: Faced outright refusal of aircraft deliveries from Chinese customers and a $5 billion annual cost burden

• Sector: Technology
• Tariff Exposure: China (30%+)
• Impact Synopsis: Raised GPU prices by up to 15% to offset tariff costs on components sourced from China. Some restrictions were eased recently, but it still hurts

• Sector: Retail
• Tariff Exposure: Universal (10%), China (30%)
• Impact Synopsis: Warned of "meaningful" profit pressure in Q1 due to tariff uncertainty and its effect on discretionary spending

• Sector: Retail
• Tariff Exposure: China (20%+), Universal (10%)
• Impact Synopsis: Lowered full-year revenue guidance due to a complex matrix of tariffs on its electronics assortment

• Sector: Retail
• Tariff Exposure: Universal (10%), China (30%)
• Impact Synopsis: Stated it was "impossible to absorb" the costs and announced inevitable price increases for consumers

• Sector: Retail
• Tariff Exposure: China (30%), Direct Threat (100%)
• Impact Synopsis: Announced price increases on toys and was directly threatened by the President with a 100% tariff

• Sector: Technology
• Tariff Exposure: China (30%), Direct Threat (25%)
• Impact Synopsis: Highly exposed, accelerated production shift to India/Vietnam, and faced direct threats of a 25% tariff on all products

• Sector: Automotive
• Tariff Exposure: EU Retaliatory Tariffs (56%), Steel/Aluminum (50%)
• Impact Synopsis: Faced punitive EU tariffs that incentivized moving production overseas. This resulted in U.S. job losses

• Sector: Agriculture
• Tariff Exposure: Mexican Retaliatory Tariffs
• Impact Synopsis: Hit by retaliation in a key export market for pork. This forced it to find alternative global buyers

• Sector: Agriculture
• Tariff Exposure: Global Trade Disruption, Retaliatory Tariffs
• Impact Synopsis: Business model disrupted by volatile commodity flows and retaliatory tariffs in key markets

• Sector: Agriculture
• Tariff Exposure: Chinese Retaliatory Tariffs
• Impact Synopsis: Suffered a 52% plunge in Q1 operating profit in its core division due to Chinese tariffs on soybeans