Thursday, January 22, 2026

Companies are now filing Q4 and full-year earnings reports fast and furious, and some number of financial analysts out there will want to know what companies are saying about tariff-related charges. 

If you just do a quick text search for “tariff” you’re wasting time, because a tremendous number of companies include the word “tariff” as part of a meaningless, boilerplate disclosure. For example, “Our performance might be affected by numerous risks, such as tariffs or an asteroid hitting Earth,” or that sort of thing. 


Fortunately, Calcbench offers an easy way to find informative disclosures about tariffs, such as when companies report some specific tariff cost. Let’s walk through that cheat code now.


Begin on our Earnings Release Raw Data page, where you can search through all the GAAP and non-GAAP disclosures companies include in their earnings releases. You’ll see something like Figure 1, below. 



You’ll want to configure your search parameters to match what you see above. Most of them will already be pre-configured correctly; just pay special attention to the filing date on the right side, and the label field on the left. Both are flagged with arrows above.


You want the filing date to be, well, whatever date you choose; we selected today’s date. You want the label field set to “Contains text” and then add “tariff” as the actual text. Then hit the search button at the bottom, and that’s all there is to it. 


We ran this search early on Thursday morning. Calcbench immediately screened more than 42,000 separate disclosures from 39 filers and found exactly three that said something informative about tariffs:



That search took us roughly two minutes from start to finish, and you can do the same any time you like. It filters out all those boilerplate disclosures that convey no informational value, so you can focus your attention on what matters most. 


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