Companies are assuming tariffs will be a ‘disturbance’ to earnings, but they don’t know how much
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President Donald Trump addresses a joint session of Congress at the U.S. Capitol on Tuesday.
Photo: Getty Images
If there’s one thing consumer-facing companies know about the tariffs President Donald Trump has implemented, it’s that they will hurt earnings. But from what they’ve been saying, they really have no idea by how much.
One of the prevailing themes of the latest earnings-reporting season is that fourth-quarter results were pretty strong, with per-share profits for S&P 500 companies seeing the fastest growth — more than 18% from a year ago — in three years, according to FactSet data.
