Tariffs Aren’t Hitting Earnings—Yet. That Might Not Last.
1. GM estimates $5 billion loss due to tariffs this year. 2. Only half of imports currently face tariffs, with more potential added. 3. Most companies have managed tariff impacts without major earnings disruption. 4. Corporate margins remain high, shielding consumers from price increases. 5. Long-term tariff effects and clarity on trade policy remain uncertain.