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Tariff Cost & EPS Impact Calculator

Model how import exposure, pass-through, and mitigation affect earnings.
Company-absorbed annual cost
$105.0M
Gross tariff cost
$262.5M
Estimated EPS impact
-$0.21

Use an effective tariff rate tied to actual product classification and origin. Policy announcements alone do not establish company exposure.

A headline tariff rate does not translate one-for-one into company earnings. This model applies a tariff to the imported share of cost of goods, then reduces the burden for pricing pass-through and mitigation to estimate absorbed cost and EPS impact.

Formula reviewed 2026-08-022 primary sourcesMethodology and disclosures →

How this tariff cost & eps impact calculator works

The calculator applies the effective tariff to imported COGS, removes the portion passed to customers, applies a separate mitigation rate, and divides the remaining cost by diluted shares.

Formula

Absorbed cost = COGS × import share × tariff rate × (1 − pass-through) × (1 − mitigation)

Country of origin, exemptions, inventory timing, transfer pricing, contracts, retaliation, demand elasticity, and tax effects can materially change the outcome.

Primary specifications

Before you use the result

Assumptions

  • • Imported COGS and tariff classification are estimated consistently.
  • • Pass-through does not reduce demand or volume in the modeled period.
  • • Mitigation is separate from customer pricing and does not create offsetting costs.

Quick start

  1. 1. Estimate exposed COGS from filings and supply-chain evidence.
  2. 2. Use applicable effective tariff rates rather than headline maximums.
  3. 3. Stress pass-through, volume loss, sourcing changes, timing, and currency offsets.

Frequently asked questions

Who pays a tariff?

The importer generally pays the duty initially, but the economic burden can be shared through supplier concessions, customer pricing, lower margins, or lower volumes.

Why use imported COGS instead of revenue?

Tariffs apply to covered imported goods, so the cost base is a closer starting point than total sales.

Does pass-through preserve profit?

Not necessarily. Higher prices can reduce demand, change mix, or provoke competitive responses.

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Go deeper

Investing glossaryUnderstand the conceptsStock researchApply it to real names

The tariff rate is public. Company exposure is not obvious.

Members get the filing, supply-chain, pricing-power, margin, policy, catalyst, and risk evidence behind the sensitivity.

Read the company impact thesis →

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