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Tariff talk is heating up again this earnings season as companies sound the alarm on trade-related uncertainty.
Stellantis (STLA) suspended its 2025 guidance, citing tariff uncertainty, while GE Healthcare (GEHC) cut its outlook due to global trade pressures.
Stanley Black & Decker (SWK) says it's weighing pricing changes and Ford (F) earnings on Monday will also be closely watched.
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We continue to be on tariff watch this earning season. So let's round up some of the latest that we are seeing, the latest commentary. Another automaker changing its outlook today. That is Stellantis, which is suspending its 2025 financial guidance. The company citing quote tariff related uncertainties for that suspension. The global head of investor relations at Stellantis avoiding multiple questions about tariffs on the earnings call, but he did say quote, in terms of what's likely to happen over time related to the tariffs, that's outside the scope of this call. We'll also be keeping a close eye on Ford. That company will report its first quarter earnings on Monday. GE Healthcare also mentioned tariffs on its earnings call. The company cutting guidance this morning amid the global trade environment. The CEO saying on the call that a conservative estimate on the total US China tariff impact is about 75%. And tariffs in focus with Stanley Black and Decker as well. CEO Don Allen saying the company is exploring all options to mitigate the tariff impact. Allen elaborating further on the earnings call saying quote, while we don't know the full picture of how tariffs will impact the US economy or demand in our categories, we are preparing ourselves for multiple demand scenarios this year, and they are planning to raise some prices.
