Tariffs top of mind for medtech firms this earnings season [Yahoo! Finance]
General Electric Company (GE)
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Source: Yahoo! Finance
As President Donald Trump's tariff policies continue to evolve, medtech investors will be focused on companies' plans to manage the impact on supply chains when they tune into first-quarter earnings calls starting this week. Stock prices for some of the sector's largest companies, such as GE Healthcare and Intuitive Surgical, have come under pressure amid fears about how Trump's trade wars will affect manufacturers' businesses. The tariff plans have brought concerns across industries about the repercussions for global trade. GE Healthcare and Medtronic were among more than 20 U.S. companies that participated in a roundtable meeting last week with China's Ministry of Commerce. Expect tariffs to be “highly topical” on first-quarter calls, where companies could discuss how to rejigger manufacturing to match geographies and reduce exposure to tariffs, Morningstar analyst Debbie Wang said in an email. Dates and times for the medical device industry's upcoming earnings calls. Thi
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