Which companies discussed China Exposure in earnings calls?
4,633 companies mentioned china exposure across 9,504 earnings calls over the past year, spanning 11 sectors. The most active were Expeditors International of Washington, Inc. (20 calls), Merck KGaA (18 calls), Bio-Techne Corporation (16 calls). The table below ranks every company by how often the theme came up, with direct links to each transcript.
Mentions over time
Data table
| Quarter | Calls mentioning China Exposure |
|---|---|
| 2024Q3 | 2,394 |
| 2024Q4 | 2,616 |
| 2025Q1 | 3,001 |
| 2025Q2 | 2,708 |
| 2025Q3 | 2,491 |
| 2025Q4 | 2,329 |
| 2026Q1 | 2,482 |
| 2026Q2 | 2,175 |
| 2026Q3 | 82 |
Companies ranked by mentions
Representative quotes
…also because we have now some issues of high volatility growth in Ireland that is also changing number in the Eurozone. On China, we are relatively comfortable with the projection. The weakness that we have seen in the latest data is overall in line with with not only…
…week now, and that will immediately go to work on Stamford Bridge. And then a fourth drill rig is sitting in China at the port, really to come over to us. And we've got an option now on fifth. So yes, we're pretty excited about getting…
…core lab business, listen, our businesses have performed very well across the world. We obviously had the challenge of the VBP in China, where we had a pretty sizable portion of our international business declined for at least 5 quarters, around 30%. We're still forecasting a decline…
…well. We are behind this 10% growth. We have good growth figures, both in India -- in all main markets in Asia, India, China, Japan and Korea. Overall, summering up on 8% organic. So good organic sales development in the quarter, which is fairly equally sprit globally as well…
Frequently asked questions
What is China Exposure and why are companies discussing it?
Demand, competition and geopolitical risk in China as management teams weigh exposure to the world's second-largest economy.
Which company mentioned china exposure most in the past year?
Expeditors International of Washington, Inc. (EXPD) led with 20 calls referencing china exposure, most recently on June 23, 2026.
How can I track china exposure mentions across earnings calls via API?
The EarningsCalls.dev REST API exposes the same data behind this page. Use the search_transcripts and count_mentions_by_ticker endpoints to query our archive of 33,000+ earnings call transcripts — keyword search, sector / date filters, per-company mention counts, and the underlying full transcripts. See the API docs →
China Exposure by sector
- Health Care (213)
- Information Technology (125)
- Industrials (91)
- Consumer Staples (39)
- Materials (33)
- Consumer Discretionary (29)
Related macro themes
Last updated: July 16, 2026. Methodology: full-text search across all earnings call transcripts in our corpus over the past 12 months, matching the canonical term and its aliases (China, china, chinese market). Mentions are per call, not per occurrence within a call; the company-rank table is built by counting distinct calls mentioning the theme. Page refreshes every hour at the edge as new calls land in our archive.