
The long-running trade standoff between the United States and China has often moved markets, as investors have feared the cumulating effect of higher costs and growing uncertainty on corporate performance.
And while these new trade barriers have not been enough to stop major indexes — the S&P 500 SPX, -0.62% Dow Jones Industrial Average DJIA, -0.25% and Nasdaq Composite Index COMP, -0.74% —from reaching new highs, they are of great concern to individual companies that have increasingly cited trade concerns as reason for poor performance in recent weeks.
The following companies cited trade concerns in earnings calls in recent weeks comprise a narrow set of industrial, materials and semiconductor stocks. But as second-quarter earnings season unfolds, the number of companies citing trade concerns will be closely watched by investors, and may threaten the broader bull market.