Trump’s trade war fallout deepens as firms warn of $15bn hit to 2025 profits

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Businesses spanning various sectors reported the latest pressure from US President Donald Trump’s ongoing tariff war, as big players like Caterplor and Marriott on Tuesday flagged up demand and increasing operational costs.

Writers’ global tariff tracker shows that global revenue companies that have reported revenue so far this quarter in this quarter.

Most of them come from industrial, manufacturing and automotive sectors, while the financial and technical sectors are less affected.

Trump has said that revenue is essential to resolving US trade imbalance and declining manufacturing power. He said that imports of imports will bring jobs and investments in the United States.

“I think we are just starting,” said Steve Susank, chief market analyst at the Green of Connecticut. “The revenue is still in the early stages, especially with major trade partners like Canada, China and India.”

On Tuesday, the revenue period explains various ways that trade policy is affecting companies, from increasing costs of imported materials, from increasing costs to metals, such as slipping into consumers, which has eliminated demand.

For example, the caterpillar affected the revenue 0.7 %, while the cost of its goods increased by 6.5 %, and the CEO Joe Credit told investors that in the second half of 2025, “profit is more likely for profit.”

The beer -maker Molson Corps said the second half of this year is expected to cost between $ 20 million and $ 35 million, leading to US Midwest AUPC1 due to tariff -powered tariffs.

The revenue on aluminum sent to the United States was doubled in June with the last 25 % duty imposed in March.

White House spokesman Kosh Desai said in a statement to Reuters that the president’s trade deals “unlocking the extraordinary market access to US exports to US exports are more than $ 32 trillion with a total of 1.2 billion people.”

Market flexibility

However, the markets are flexible, even when Trump’s policies continue to continue. He said on Tuesday that he would collect revenue on existing 25 % imported goods from India as part of a raid on the country on the purchase of oil from Russia.

When he released a wave of global prices, US Equity began to recover faster from his April after Trump was considered “day of independence”.

The S&P 500 targeted all -time heights at the back of strong income last month, led by the so -called Magnificant Seven, a group of tech companies have benefited from increasing investment in artificial intelligence.

According to LSEG data, out of 370 companies in the S&P 500, which is reported so far, 80.3 % have reported quarterly income above analysts’ estimates, their revenue growth rate is 11.9 %.

“We are knowing that some industries may be affected, but they can also get (new) markets open to those who have been closed in the past,” said Kim Fourst, chief investment officer of Bokia Capital Partners. We need some more quarters to see how it really ends. “

Several market strategies have warned that correction can be made, but they are widely hopeful about the market. Evercore ISI analysts believe that the market may decrease between 7 % and 15 % during the September -October period as growth slows down and inflation increases, although AI -picker bull rally should continue.

High components costs Taco Bell Parents in the profit of Yum Brands, which, like McDonald’s and other fast food chains, are inclined to budget friendly food deals to increase demand because American consumers retrieve food due to growing costs.

Hotel operator Marriott International reduced its 2025 forecast for softening the travel demand, while Agricultural Business Dev Archer Daniels Midland made the lowest profit in five years.

Although some market participants noted that tariff -led uncertainty is likely to continue this year, more than 100 global companies are withdrawing financial guidance or cutting financial guidance, others have long said, companies and investors will be able to see some green shoots.

“It seems that companies themselves are more hopeful about the view that the Liberation Day tariff Rear View is in the mirror,” said Ross May Field, an investment strategy analyst.

“Companies really have to be up to how they (prices) visit, but obviously there is no choice but to move some of the consumers. We see that the S&P margin revolves around the record altitude, and if it does not collide a bit in the coming circles.”