Caterpillar Inc. Reports Updated Tariff Impact on 2025 Financials
Summary
Caterpillar Inc. provided an update on the estimated impact of tariffs on its financial results, following clarifications since its August 5, 2025, second-quarter earnings. The company now expects the net impact from incremental 2025 tariffs to be approximately $500 million to $600 million for the third quarter and $1.5 billion to $1.8 billion for the full year 2025. This is expected to push the full year adjusted operating profit margin near the bottom of its target range, though the sales and revenue outlook remains unaffected. Further updates are anticipated on October 29, 2025.
Why It Matters
Investors should note the significant estimated financial impact of $1.5 billion to $1.8 billion from incremental tariffs for 2025, which is expected to materially affect the company's full-year adjusted operating profit margin.
Key Quote
“$1.5 to $1.8 billion for 2025. Including the net impact from incremental tariffs, the Company now expects its full year adjusted operating.”
— From Item 8.01
Filing Details
Reported Items
Additional Information
- CIK Number
- 0000018230
- Filing Date
- Thursday, August 28, 2025
- Filing Time
- 12:00 AM UTC
- Form Type
- 8-K
- Materiality Level
- high
- Sentiment
- positive