Tariff Impacts? Chatting with Bridget™ AI about Q1 Results

There has been quite a bit of volatility in the capital markets over the last few months, with proposed trade policies and tariffs from the US administration sending stocks on a wild ride as the full impact of the decisions become clear.

Most of the proposed tariffs were announced in the beginning of April, and this set off a flurry of activity as different countries reacted to the proposals and US officials later froze some of the planned tariff increases. Whatever the final results of these decisions, many companies are taking steps to navigate the new reality.

Part of that is addressing the potential impact of tariffs in their financial statements and earnings calls. As the Q1 2025 earnings season draws to a close, it’s worth looking at how companies addressed the tariff issue in their financial reports and analyst conference calls.

Just recently, the way the tariff issue can impact a company became clear as HP warned that tariffs will negatively impact earnings, leading to a drop in its stock price. That’s just one example.

But for investors, trying to understand the tariff issue is complicated as it’s such a large subject impacting so many sectors and companies. It’s also a perfect example of the way insightful analysis and guidance can help investors navigate challenging macro economic conditions.

So we turned to our own expert, Bridget™, our AI chat for investment intelligence, to explore the issue and demonstrate the way AI-driven insighta can provide the information investors need to help them make more informed decisions.

We recently unveiled major improvements to Bridget, significantly expanding the range of questions that can be answered and expanding the number of sources and topics the platform supports. So let’s see what Bridget has to say.

*Note: Responses from Bridget below have been edited for length. Also see our important disclaimer about these insights at the end of this post.

Chatting with Bridget™ about Tariff Impacts

First, we wanted to gain a high level understanding of how tariffs are impacting the market

Q: What sectors face tariff impacts?

Bridget:

Based on recent news reports and various information sources:

• • Automotive: New 25% tariffs on imported autos and parts could raise US vehicle prices by an average of 11.4%, potentially adding $2,500-$5,000 to the cost of lowest-priced American cars and up to $20,000 for imported models.

  • Electronics: Major tariffs affecting products from China (34%), Taiwan, and South Korea, impacting items like Apple iPhones and televisions.

  • Apparel and Footwear: Significant price increases expected with tariffs of 34% on China, 46% on Vietnam, and 37% on Bangladesh, affecting major retailers like Walmart and Target.

  • Furniture: With 30-40% of US furniture being imported, major suppliers China and Vietnam are facing substantial tariffs.

  • Food and Beverages: Coffee imports (80% from Latin America) facing 10% tariffs on Brazilian and Colombian beans; chocolate imports from countries like Cote d’Ivoire (21% tariff) and Ecuador (10% tariff) also affected.

  • Alcoholic Beverages: European Union wines facing 20% tariff; UK products including Scottish whisky facing 10% duty.

  • Entertainment: Movies threatened with 100% tariffs (as of May 4, 2025).

This provided a valuable high level view, but what about specific companies?

Q: What companies mentioned tariffs in their recent earnings?

Bridget: 

Based on recent news reports and various information sources:

• • Ford Motor Co. mentioned tariffs in their recent earnings, expecting up to $1.5 billion in lost net profits due to tariffs.
  • 3M reported an expected tariff hit of up to $850 million in their earnings.
  • Deere & Co. detailed a $500 million impact from tariffs in their recent financial report.
  • Johnson & Johnson disclosed an expected tariff charge of $400 million in their earnings.
  • General Motors (GM) suspended their 2025 earnings guidance and reported tariff exposure between $4 billion and $5 billion.
  • Air Canada lowered their annual profit forecast for 2025 due to tariffs and slowing demand.

Additionally, it’s worth noting that 91% of S&P 500 firms mentioned tariffs in their earnings calls over the last two months, indicating widespread impact across various sectors.

Here we see some companies in the sectors mentioned previously, so it presents an opportunity to dive deeper. Let’s explore a bit more about what Ford had to say in its recent earnings report.

Q: What did Ford say about tariffs in its recent earnings report?

Bridget:

Based on recent news reports and various information sources:

• • Ford expects a significant $2.5 billion tariff impact in 2025. The company plans to offset $1 billion of this impact through internal measures.

  • Due to tariff-related uncertainty, Ford has suspended its financial guidance for the full year 2025.

  • In Q1 2025, Ford managed to reduce its tariff impact of approximately $200 million by 35% through various mitigation strategies.

  • The company is implementing measures to reduce tariff costs, including using bond carriers to transport vehicles from Mexico to Canada to avoid U.S. tariffs.

As you can see, with just a few questions we already gained a clearer understanding of how companies might be negatively impacted by tariffs and also explored the impact on a specific company in more detail. But what about the opposite approach, that is looking for sectors and companies that may have a more limited exposure to tariffs. Let’s ask Bridget.

Q: What sectors face fewer tariff impacts?

Bridget:

Based on recent news reports and various information sources:

• • Technology and software: Digital products and cloud services face minimal direct tariff impact. Only hardware and electronics are more exposed to tariff-related disruptions.

  • Healthcare services: Hospitals, clinics, and telehealth providers rely little on imports, making them relatively shielded from tariff disruptions.

  • Financial services: Banks and investment firms may benefit from a stronger dollar and increased lending to domestic industries in the face of tariffs.

  • Food and beverage manufacturing: These industries tend to be more domestically oriented with shorter supply chains, making them less vulnerable to tariff disruptions.

Let’s try to find companies in the Healthcare services sector.

Q: Tell me about healthcare services companies with strong Q1 results.

Bridget:

Based on Bridgewise analysis the following companies are suggested:

• • Nutex Health Inc. [NasdaqCM:NUTX]: Operating in the Health Care sector, Nutex Health is a physician-led healthcare services company. Its last closing price was 159.95 USD with a market cap of 887.78M USD. Nutex Health’s Q1 2025 financial performance positions it in the top 10% of Health Care companies, with strong performance in Net Change in Cash and Cash & Cash Equivalents relative to peers. The company showed impressive revenue growth of 141.25% over the last twelve months. BridgeWise’s recommendation for Nutex Health Inc. is Buy.

  • Hims & Hers Health, Inc. [NYSE:HIMS]: A telehealth platform in the Health Care sector, Hims & Hers Health had a last closing price of 54.83 USD and a market cap of 12.27B USD. The company’s Q1 2025 financial performance places it in the top 30% of Health Care companies, with strong performance in EBITDA and Net Change in Cash. Hims & Hers Health reported a robust revenue growth of 85.99% over the last twelve months. BridgeWise’s recommendation for Hims & Hers Health, Inc. is Outperform.

  • Alignment Healthcare, Inc. [NasdaqGS:ALHC]: Operating in the Health Care sector, Alignment Healthcare provides Medicare Advantage plans. Its last closing price was 14.48 USD with a market cap of 2.86B USD. The company’s Q1 2025 financial performance positions it in the top 10% of Health Care companies, with strong performance in EBITDA and Return on Equity Ratio (ROE). Alignment Healthcare reported a solid revenue growth of 49.12% over the last twelve months. BridgeWise’s recommendation for Alignment Healthcare, Inc. is Buy.

Let’s dive more deeply into one of the companies.

Q: Tell me more about Hims and Hers Health.

Bridget:

• • Hims & Hers Health, Inc. [NYSE:HIMS] operates in the Health Care sector, specifically within the Health Care Equipment & Services industry. The company runs a telehealth platform connecting consumers to licensed healthcare professionals. As of May 23, 2025, its last closing price was 54.83 USD with a market capitalization of 12.27B USD.
  • Financially, Hims & Hers Health showed strong performance in Q1 2025. Revenues increased by 110.7% to 586.01M USD, while net income grew by 344.7% to 49.48M USD compared to the same quarter last year. The company’s EBITDA margin improved from 4.7% to 11.5%. Free cash flow reached 53.76M USD, up by 38.51M USD from the previous year. The company’s Return on Assets (ROA) increased from 5.61% to 18.54%, surpassing the industry average of 6.11%.
  • BridgeWise’s recommendation for Hims & Hers Health is Outperform. This is based on the company’s strong balance sheet, income statement, and cash flow. The company’s financial performance positions it in the top 30% of Health Care companies, particularly in EBITDA and Net Change in Cash relative to its peers.
  • Recent news indicates that Hims & Hers Health reported a significant increase in revenue for the first quarter, with a substantial rise in subscribers compared to the previous year. The company is expanding through strategic collaborations, including a deal with Novo Nordisk to market Wegovy. Hims & Hers is also focusing on global expansion and investing in technology to enhance its data capabilities and personalized treatments.

So as you can see, with Bridget’s help we quickly gained a high level overview of how tariffs may impact different market sectors, explored a company in one of those sectors, further researched sectors with limited tariff impact, found a company in that sector, and then received Bridget’s analysis on that company.

And all of this was achieved by asking plain language questions, and getting answers any investor can understand. This kind of conversational research makes market insights far more accessible and also helps provide potential investors with insights for more confident decision making.

If you’d like to explore the way Bridget can help your investors, discover more here or sign up for a demo today.

Disclaimer: The information concluded in this analysis is intended for general guidance purposes only. Under no circumstances is the information adjusted to a specific factor or variable related to the identity of the reader. The information is not a substitute for specific advice that takes into consideration the specific data and special needs of each reader, and in any case, it is recommended to consult with professionals and tax advisors in these contexts.