Auto suppliers could be headed off a cliff if Trump's tariffs on all Mexican goods go into effect

Ticker: TEN

Market cap: $616 million

Mexican supplier exposure: $400 million

Direct costs of 5% tariffs: $20 million

Percentage of 2019E EBIT: 2%

Direct costs of 25% tariffs: $100 million

Percentage of 2019E EBIT: 11%

Share price move following tariff announcement (5/31): -7.4%

Source: RBC Capital Markets

Ticker: BWA

Market cap: $7.7 billion

Mexican supplier exposure: $500 million

Direct costs of 5% tariffs: $25 million

Percentage of 2019E EBIT: 2%

Direct costs of 25% tariffs: $125 million

Percentage of 2019E EBIT: 10%

Share price move following tariff announcement (5/31): -3.1%

Source: RBC Capital Markets

Ticker: AXL

Market cap: $1.2 billion

Mexican supplier exposure: $478 billion

Direct costs of 5% tariffs: $24 million

Percentage of 2019E EBIT: 4%

Direct costs of 25% tariffs: $119 million

Percentage of 2019E EBIT: 19%

Share price move following tariff announcement (5/31): -5.2%

Source: RBC Capital Markets

Ticker: LEA

Market cap: $7.6 billion

Mexican supplier exposure: $1.3 Billion

Direct costs of 5% tariffs: $66 million

Percentage of 2019E EBIT: 4%

Direct costs of 25% tariffs: $328 million

Percentage of 2019E EBIT: 21%

Share price move following tariff announcement (5/31): -5.7%

Source: RBC Capital Markets

Ticker: GTX

Market cap: $1.1 billion

Mexican supplier exposure: $518 million

Direct costs of 5% tariffs: $26 million

Percentage of 2019E EBIT: 5%

Direct costs of 25% tariffs: $130 million

Percentage of 2019E EBIT: 23%

Share price move following tariff announcement (5/31): -3.7%

Source: RBC Capital Markets

Ticker: DLPH

Market cap: $1.4 billion

Mexican supplier exposure: $500 million

Direct costs of 5% tariffs: $25 million

Percentage of 2019E EBIT: 6%

Direct costs of 25% tariffs: $125 million

Percentage of 2019E EBIT: 30%

Share price move following tariff announcement (5/31): -7.3%

Source: RBC Capital Markets

Ticker: ALV

Market cap: $5.5 billion

Mexican supplier exposure: $1.1 billion

Direct costs of 5% tariffs: $55 million

Percentage of 2019E EBIT: 6%

Direct costs of 25% tariffs: $275 million

Percentage of 2019E EBIT: 32%

Share price move following tariff announcement (5/31): -4.2%

Source: RBC Capital Markets

Ticker: APTV

Market cap: $17 billion

Mexican supplier exposure: $2.5 billion

Direct costs of 5% tariffs: $125 million

Percentage of 2019E EBIT: 8%

Direct costs of 25% tariffs: $625 million

Percentage of 2019E EBIT: 38%

Share price move following tariff announcement (5/31): -6.7%

Source: RBC Capital Markets

Ticker: ADNT

Market cap: $1.7 billion

Mexican supplier exposure: $1 billion

Direct costs of 5% tariffs: $50 million

Percentage of 2019E EBIT: 10%

Direct costs of 25% tariffs: $250 million

Percentage of 2019E EBIT: 51%

Share price move following tariff announcement (5/31): -3.6%

Source: RBC Capital Markets

Ticker: VC

Market cap: $1.3 billion

Mexican supplier exposure: $500 million

Direct costs of 5% tariffs: $25 million

Percentage of 2019E EBIT: 16%

Direct costs of 25% tariffs: $125 million

Percentage of 2019E EBIT: 82%

Share price move following tariff announcement (5/31): -7.4%

Source: RBC Capital Markets