Which companies discussed China Exposure in earnings calls?
3,530 companies mentioned china exposure across 9,138 earnings calls over the past year, spanning 11 sectors. The most active were Expeditors International of Washington, Inc. (25 calls), Merck KGaA (21 calls), Charles River Laboratories International, Inc. (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 |
|---|---|
| 2024Q4 | 2,533 |
| 2025Q1 | 3,001 |
| 2025Q2 | 2,708 |
| 2025Q3 | 2,491 |
| 2025Q4 | 2,329 |
| 2026Q1 | 2,482 |
| 2026Q2 | 2,175 |
| 2026Q3 | 2,153 |
| 2026Q4 | 77 |
Companies ranked by mentions
Representative quotes
…billion pieces for 2 consecutive quarters, and our leading position in Southeast each market remains solid. The market share and industry ranking in China market has further improved whereas the Latin America standing in particular. With the rapid growth of the business volume in Southeast Asia and other…
Thank you, Tim. There's just a question here, which I don't know the answer to. Do taskers in countries like India, China, Philippines have access to Airtasker in their countries such that they bid for online tasks from Australia, U.K. and the U.S.? Timothy Fung (Executives…
…most jurisdictions by around 34% in the U.S., largely driven by the IT boom, 18% in Japan, 8% in Germany, 14% in China, 10% in India and they even forecast 12% in Australia, who are into MSCI data as of October and research. As always, we recommend that…
RNDC, went bankrupt, which impacted performance in California as we transition to a new distributor. Changes to large-scale banqueting in China severely impacted Penfold sales in that country with depletions dropping significantly. There are a number of other factors, including unauthorized parallel sales into China…
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 25 calls referencing china exposure, most recently on October 6, 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 (265)
- Industrials (110)
- Information Technology (110)
- Consumer Discretionary (42)
- Materials (25)
- Consumer Staples (21)
Related macro themes
Last updated: October 15, 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.