Which companies discussed China Exposure in earnings calls?
3,509 companies mentioned china exposure across 9,001 earnings calls over the past year, spanning 11 sectors. The most active were Merck KGaA (20 calls), Expeditors International of Washington, Inc. (19 calls), Repligen Corporation (15 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 | 186 |
| 2024Q4 | 2,616 |
| 2025Q1 | 3,001 |
| 2025Q2 | 2,708 |
| 2025Q3 | 2,491 |
| 2025Q4 | 2,329 |
| 2026Q1 | 2,482 |
| 2026Q2 | 2,175 |
| 2026Q3 | 1,880 |
Companies ranked by mentions
Representative quotes
…think, leading-edge environment with broad-based participation, the ability to ship into that. In the legacy parts of the market, including China, I think you'll start to see some growth again. It's a smaller part of the business, maybe 25-ish percent of overall…
…with the AI data center ramping, simultaneous capacity ramps that are occurring in our prime contractors in our defense business, and also the China Plus One strategy that that's occurring in Southeast Asia, there's a lot more manufacturing activity, and we're winning there…
…group's shares in Alesa, a positive result amounting to EUR 93,000 and the share of loss reported by Pentasa in China, EUR 0.6 million. And with us is Japan EUR 0.3 million loss. The majority interest of these 2 companies were disposed during 2025. However, they…
…bispecific checkpoint inhibitor for the treatment of glioblastoma. And also the positive data that's recently been reported by our partner, ApolloBio, in China from their pivotal Phase III trial of VGX-3100 for the treatment of cervical dysplasia. In terms of cash, we have a cash runway…
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?
Merck KGaA (MRK) led with 20 calls referencing china exposure, most recently on September 9, 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 (234)
- Information Technology (122)
- Industrials (71)
- Consumer Staples (48)
- Consumer Discretionary (32)
- Materials (25)
Related macro themes
Last updated: September 12, 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.