New U.S. tariffs are creating fresh challenges for Vietnamese exporters. Data from listed companies across five industries with significant exposure to the U.S. market show a widening gap in financial resilience. Metrics such as revenue growth, gross profit margins, and interest coverage ratios reveal varying levels of vulnerability.
While the transportation sector posted strong revenue gains, many material producers saw margins contract sharply. The key question now is which financial safeguards will help businesses withstand the tariff storm.
This article is a condensed and translated summary (original in Vietnamese, VN) of a feature published in the May 2025 issue of Bloomberg Businessweek Vietnam.