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Companies are assuming tariffs will be a ‘disturbance’ to earnings, but they don’t know how much
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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.
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About the Author
Tomi Kilgore is MarketWatch’s deputy investing and corporate news editor and is based in New York. You can follow him on Twitter @TomiKilgore.
Weston Blasi is a reporter. You can follow him on Twitter @WestonBlasi.
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