Factbox-How big global companies are dealing with tariff trauma

(Reuters) -Major companies across the world are laying out plans to tackle the fallout from the Trump administration's trade war, highlighting how rapid tariff changes are deepening uncertainty around financial planning.

An analysis by Reuters showed the impact stretches into billions of dollars. Sector bellwethers have slashed or withdrawn earnings forecasts, cautioned about rising costs, and unveiled strategies to navigate the uncertainty ahead.

Here is a look at how some of the biggest companies in the world have reacted to tariffs over the past few weeks:

Company Country Forecast Changes/ Costs Impact Supply Chain Changes/ Others Comments

Profit Warning Price Changes

Apple United Predicts hit to Q3 gross Warned of $900 million iPhones sold in the Trims share CEO: We have a complex

States margins costs related to tariffs U.S. in Q2 will come buyback program by supply chain. There's

from India; vast $10 billion always risk in the supply

majority of products chain

for markets outside

U.S. will come from

China

Ford United Suspended FY25 guidance; Estimated gross cost of Hiked -- Offsetting $1 billion of

States predicts $1.5 bln impact to tariffs at ~$2.5 billion prices on three of its tariff costs through

FY25 core earnings Mexico-produced models measures including

transporting vehicles from

Mexico to Canada using bond

carriers

General United Cut FY25 profit forecast Tariff exposure expected Working with suppliers Temporarily paused CEO: "Making a commitment

Motors States between $4 billion and $5 to further increase buyback activity that we are going to bring

billion their U.S. content for more production back to

higher levels of this country to build on

compliance with the what we already have."

USMCA trade agreement

Walmart United Withheld Q2 earnings -- To start raising prices Working with CEO: Will do best to keep

States guidance in May due to high cost suppliers to prices as low as possible;

of tariffs substitute unable to absorb all the

tariff-affected pressure given narrow

components retail margins

Toyota Japan Forecast 21% decline in FY25 Estimates 180 billion yen -- Intends to CEO: Over long-term, we'll

profit ($1.25 billion) hit to continue to continue to progress with

April-May results increase dividends local production and

despite tariff development and in

impact short-term we'll work on

optimising operations to

best meet demand.

Honda Japan Forecast a 59% decline in Expects 650 billion yen -- Its plans to build Expect to offset 200

FY25 profit hit to its FY26 operating an EV supply chain billion yen of tariff

profit in Canada to be impact through "recovery

put on hold for efforts"

"approximately two

years"

Delta Air United Withdrew FY25 forecast Forecast Q2 profit below -- To defer aircraft CEO: "Given broad economic

Lines States expectations deliveries that uncertainty around global

face tariffs and trade, growth has largely

slash capacity to stopped."

protect margins

RTX Corp United -- Expects $850 million hit -- -- CEO: Current environment is

States to profit over 2025 clearly very dynamic, but

our company is

well-positioned to perform

operationally

3M United Predicts impact of 20-40 Sees $850 million of Plans to leverage its -- CEO: Have opportunities to

States cents/share on 2025 adjusted potential annualized network to mitigate the shift around network to

profit impact before exemptions tariff costs bring product into China

from other regions that

don't have same sort of

tariff effect

Johnson & United Cuts FY25 adjusted Predicts $400 million -- -- CEO: Tariffs on

Johnson States operational earnings cost hit, primarily in pharmaceuticals can create

forecast medical device business supply chain disruptions;

favorable tax policies

would be more effective in

boosting U.S. manufacturing

capacity

MTU Aero Germany -- Expects impact of tariffs -- -- CEO: U.S. customs policy is

Engines to be in the mid-to-high highly volatile at the

double-digit million moment and its potential

euros range in 2025 impact on the global

aviation industry is hard

to predict right now

Porsche Germany Cut FY25 profit margin and Suffered a hit of at -- -- CFO: Localising production

revenue forecast least 100 million euros in the U.S. made no sense

across April and May at the moment due to

Porsche's low vehicle sales

figures

Mercedes-Benz Germany Withdrew FY25 earnings If tariffs remained in -- "Constructive" CEO: "Clearly Mercedes-Benz

place all year, profit talks with the is a global player ... we

margins would reduce by Trump don't fear competition in

300 bps on cars and 100 administration any direction. But that's

bps on vans over boosting not the environment we're

Mercedes' U.S. operating in."

manufacturing

presence ongoing

Stellantis Netherlands Suspends FY25 guidance -- Calibrating production To reasses capital Company: "Response and

and employment to spending plans mitigation actions will

reduce impacts on between May and continue to be refined as

profitability June and calibrate appropriate."

"production and

employment to

reduce impacts on

profitability".

Volvo Cars Sweden Withdrew earnings guidance -- Need to adapt to a more Announced "cost CEO: Era of "being a global

for FY25 and FY26 regionalised world, and cash action company", having global

including a more plan" worth 18 products and shipping cars

tailored approach for billion Swedish back and forth over the

each region crowns, as well as borders, "seems to be

restructuring of gone".

U.S. operations

(Source: Reuters' stories and company disclosures)

($1 = 143.5700 yen)

(Reporting by Sameer Manekar in Bengaluru; Editing by Devika Syamnath)