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Markets and Policy
Trump Slaps EU Med Devices And Resets Procurement
The 15% tariff on EU medical devices jolts U.S. hospitals. Procurement costs rise, EU giants stumble, and U.S. players step into the gap. Here are the winners in the procurement reset.
By William Bronson
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The U.S. has slapped a 15% tariff on medical devices imported from the European Union, ending the long-standing convention that health technologies should remain “ethically exempt” from trade fights. The EU industry estimates its 2024 exports to America at $31.9 billion, and big boys like Siemens Healthineers and Philips are warning of hundreds of millions in lost profits.
Early guidance from parts suppliers confirms that quotes are being revised in real time, with hospitals caught in the middle. Meanwhile, U.S. Agriculture Secretary Brooke Rollins says tariff revenue could bankroll a farm bailout. So, tariff policy has completely opposite impacts: hospitals get a surcharge while farmers get a bailout.
Winners And Losers From U.S. Healthcare Tariffs
Procurement Shock Leads to Market Share Shuffle
The White House's tariff move is a gut-punch to medical procurement. Hospitals that rely on EU imaging systems, robotics, and intervention tools face abrupt price hikes from the EU vendors as the vendors decide how much of the tariff they can absorb and how much they will pass along to their client hospitals.
But not all medical vendors are hurting. The Trump tariffs effectively pulled the rug out from under the EU’s Siemens and rolled it out for the US’s GE. Major European medical device manufacturers lose ground to U.S.-centric peers with tariff-free domestic manufacturing and service footprints. In imaging, robotics, and women’s health, protectionism isn’t pretty, but it sure pays a domestic dividend.
Politics Will Make the Tariff Policy Sticky
Once revenue from the tariff on medical devices funds farmers, good luck in turning off this tap. It means hospitals will need to rewire supply chains, shift to leasing models, and double-source components from U.S. contract manufacturers because this policy ain’t rolling back.
Smart Investor Moves in Healthcare Shift
President Trump's 15% tariff on EU medical devices is reshaping how American hospitals buy equipment. European manufacturers are getting squeezed out while U.S. companies like GE HealthCare, Intuitive Surgical, and Hologic suddenly have the home-field price advantage. “Made in America” is becoming both a political win and a genuine cost hedge. Select each ETF below to learn why they will enjoy this momentum shift:
Bottom Line
Trump's 15% medical device tariff isn’t a temporary political stunt. It’s rewiring the supply chain for good. U.S. manufacturers are the obvious winners as hospitals start sourcing locally, and you can ride that shift through funds like IHI, XHE, or FHLC. It's a straightforward opportunity: when policy forces dollars to stay home, follow the money.
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