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Tariffs and trade barriers

190 of 521 companies added a paragraph in Risk Factors that uses one of these words: tariff, tariffs, trade war, import duties, customs duties, export controls. The paragraph is in the latest 10-K and nothing like it was in the one before. It counts text; it does not say how serious a risk is. Words in capitals only (such as AI) must be in capitals.

By sector

Sector is the SEC's industry description of the company. Each count opens that sector's quotes below.

SectorCompaniesCompared
Arrangement of Transportation of Freight & Cargo22
Cutlery, Handtools & General Hardware22
Instruments For Meas & Testing of Electricity & Elec Signals22
Optical Instruments & Lenses22
Aircraft11
Aircraft & Parts11
Apparel & Other Finishd Prods of Fabrics & Similar Matl11
Canned, Fruits, Veg, Preserves, Jams & Jellies11
Communications Equipment, NEC11
Communications Services, NEC11
Electromedical & Electrotherapeutic Apparatus11
Engines & Turbines11
Farm Machinery & Equipment11
Gas & Other Services Combined11
General Industrial Machinery & Equipment, NEC11
Grain Mill Products11
Guided Missiles & Space Vehicles & Parts11
Heavy Construction Other Than Bldg Const - Contractors11
Leather & Leather Products11
Meat Packing Plants11
Metal Mining11
Misc Industrial & Commercial Machinery & Equipment11
Miscellaneous Food Preparations & Kindred Products11
Oil & Gas Field Machinery & Equipment11
Ophthalmic Goods11
Ordnance & Accessories, (No Vehicles/Guided Missiles)11
Paper Mills11
Poultry Slaughtering and Processing11
Radiotelephone Communications11
Retail-Eating & Drinking Places11
Retail-Home Furniture, Furnishings & Equipment Stores11
Retail-Radio, Tv & Consumer Electronics Stores11
Services-Detective, Guard & Armored Car Services11
Services-Engineering, Accounting, Research, Management11
Services-Misc Health & Allied Services, NEC11
Special Industry Machinery, NEC11
Telephone & Telegraph Apparatus11
Television Broadcasting Stations11
Wholesale-Motor Vehicle Supplies & New Parts11
Biological Products, (No Diagnostic Substances)45
Laboratory Analytical Instruments45
Semiconductors & Related Devices1115
Computer & office Equipment23
Computer Communications Equipment23
Electronic Computers23
Measuring & Controlling Devices, NEC23
Natural Gas Transmission23
Plastic Materials, Synth Resins & Nonvulcan Elastomers23
Services-Consumer Credit Reporting, Collection Agencies23
Wholesale-Drugs, Proprietaries & Druggists' Sundries23
Pharmaceutical Preparations711
Industrial Instruments For Measurement, Display, and Control35
Orthopedic, Prosthetic & Surgical Appliances & Supplies35
Finance Services1528
Services-Business Services, NEC816
Motor Vehicles & Passenger Car Bodies24
Retail-Eating Places24
Search, Detection, Navigation, Guidance, Aeronautical Sys24
Security & Commodity Brokers, Dealers, Exchanges & Services24
Agricultural Chemicals12
Aircraft Engines & Engine Parts12
Fats & Oils12
Industrial Organic Chemicals12
Men's & Boys' Furnishgs, Work Clothg, & Allied Garments12
Paperboard Containers & Boxes12
Printed Circuit Boards12
Rubber & Plastics Footwear12
Services-General Medical & Surgical Hospitals, NEC12
Services-Medical Laboratories12
Services-To Dwellings & Other Buildings12
Telephone Communications (No Radiotelephone)12
Trucking (No Local)12
Beverages25
Computer Storage Devices25
Retail-Variety Stores25
Services-Computer Programming, Data Processing, Etc.25
Investment Advice38
National Commercial Banks411
Electric Services515
Electric & Other Services Combined412
Air-Cond & Warm Air Heatg Equip & Comm & Indl Refrig Equip13
Electrical Work13
General Industrial Machinery & Equipment13
Life Insurance13
Perfumes, Cosmetics & Other Toilet Preparations13
Services-Commercial Physical & Biological Research13
Services-Computer Integrated Systems Design13
Surgical & Medical Instruments & Apparatus310
Real Estate Investment Trusts827
Crude Petroleum & Natural Gas27
Fire, Marine & Casualty Insurance312
Electronic & Other Electrical Equipment (No Computer Equip)14
Services-Prepackaged Software419
Petroleum Refining16
State Commercial Banks16
Security Brokers, Dealers & Flotation Companies17

454 paragraphs · Services-Prepackaged Software show all sectors

ADSK Autodesk, Inc. · Services-Prepackaged Software

regulations by other countries, suggest a broader purview for changes in U.S. trade policy as a component of U.S. foreign policy. For example, since March 2025 the United States has imposed additional Section 232 tariffs on various commodities, including steel, aluminum, passenger vehicles and trucks (and components for such vehicles), and other industry-specific targets. Between February 2025 and February 2026, the United States placed additional fentanyl-related tariffs on most goods from China, Canada and Mexico (with an exception for goods that qualify for duty-free treatment under the U.S.-Mexico-Canada Agreement); and between April 2025 and February 2026 placed additional reciprocal tariffs on most imports from U.S. trading partners other than Canada, Mexico, Russia, Belarus, Cuba, and North Korea. These additional U.S. tariffs were implemented under authorities asserted in the International Emergency Economic Powers Act (“IEEPA”) and rescinded on February 24, 2026, following a Supreme Court decision invalidating the use of IEEPA to authorize these tariffs. The availability, timing, and amount of any related refunds associated with payments of these duties remain uncertain and subject to further legal, regulatory, and administrative action. Beginning February 24, 2026, the U.S. government implemented a new, global “temporary import surcharge” of 10% on many of the same products affected by the prior reciprocal tariffs, under authorities provided for in Section 122 of the Trade Act of 1974, supplementing existing non-IEEPA measures. Additional trade-related investigations by the U.S. government are in progress and could result in the imposition of additional tariffs.

Read in the 10-K filed Mar 3, 2026 ↗
CDNS CADENCE DESIGN SYSTEMS INC · Services-Prepackaged Software

Specifically, as previously disclosed, on July 27, 2025, we reached a settlement with each of BIS and the U.S. Department of Justice ("DOJ") that resolved matters relating to export control violations that occurred between 2015 and 2021 primarily involving sales initiated by a Cadence subsidiary of products and services valued at $45.3 million in total over that period to a customer in China, as well as the subsequent transfer of technology involved in those sales to a third party in China, without the requisite authorization from BIS. As part of the settlements, we entered into a plea agreement with the DOJ pursuant to which we agreed to plead guilty to one count of conspiracy to commit export controls violations. The plea agreement has a three-year probationary term and includes obligations to implement additional export compliance programs and policies, including ongoing reporting and certification requirements and risk assessments, as well as obligations to cooperate in any ongoing or future investigations. In addition, we have entered into an administrative settlement agreement with BIS. Obligations under the administrative settlement agreement include two internal annual audits of our export compliance programs. Compliance with the administrative settlement agreement is a condition to our continued ability to export products. Under the agreements, we paid BIS and the DOJ aggregate net penalties and forfeitures of $140.6 million during the three months ended September 30, 2025.

Read in the 10-K filed Feb 19, 2026 ↗
DDOG Datadog, Inc. · Services-Prepackaged Software

•the effects of trade policies, such as trade wars, tariffs or other trade restrictions or the threat of such actions;

Read in the 10-K filed Feb 18, 2026 ↗

•potential changes in trade relations, sanctions, regulations, or laws including changes in trade policies, such as trade wars, tariffs or other trade restrictions or the threat of such actions;

Read in the 10-K filed Feb 18, 2026 ↗
ORCL ORACLE CORP · Services-Prepackaged Software

•Our international sales and operations and global customer base subject us to additional risks, including trade restrictions, export controls and sanctions, that can adversely affect our operating results.

Read in the 10-K filed Jun 22, 2026 ↗

•the potential for worsening trade and economic relations between the U.S. and China, including the imposition of additional tariffs, export controls, sanctions, retaliatory measures or other trade restrictions;

Read in the 10-K filed Jun 22, 2026 ↗