Tariff uncertainty is roiling the markets and leaving major companies in a state of heightened alert. The global stock market plummeted after President Donald Trump instituted tariffs for the vast majority of the U.S.'s trading partners on April 2, wiping out trillions of dollars of wealth in the process. While the market rebounded after Trump announced a 90-day pause on certain tariffs, others are still in effect—notably a 10% tariff on nearly all global imports, a 25% levy on imported cars and auto parts, and a 145% tariff on goods imported from China are in effect as well. Companies are already feeling the pain—and some more than others.
To get a sense of which companies are getting hit hardest by tariff turmoil, Fortune parsed stock market data from Morningstar. The findings are shown in the chart below, which identifies 14 Fortune 500 companies, along with their rank and industry sector, and shows how their share prices performed since tariffs began to bite.
