Which companies discussed China Exposure in earnings calls?
3,559 companies mentioned china exposure across 9,119 earnings calls over the past year, spanning 11 sectors. The most active were Merck KGaA (21 calls), Expeditors International of Washington, Inc. (16 calls), Charles River Laboratories International, Inc. (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 | 485 |
| 2024Q4 | 2,616 |
| 2025Q1 | 3,001 |
| 2025Q2 | 2,708 |
| 2025Q3 | 2,491 |
| 2025Q4 | 2,329 |
| 2026Q1 | 2,482 |
| 2026Q2 | 2,175 |
| 2026Q3 | 1,664 |
Companies ranked by mentions
Representative quotes
Middle East, systems are in the United Arab Emirates and Israel. And in Asia Pacific, placements cover key markets, including Japan, China and Australia. With additional units tracked across other international markets. This is not a projection. These are active placements with veterinarians who are using the technology…
…currency maturities to 2028 and 2029 and in foreign currency, lengthened the maturities of repo agreements with banks and the swap agreement with China, while also securing financing backed by the IFI guarantees. These developments, together with reserve purchases of more than $13 billion are helping to reduce…
…extremely surprised that the oil price manages to keep in this band between say, $100 -- $78 and somewhat north of $90. U.S., China and the rest of the OECD are kind of the key sources of these inventory growth. The question is, of course, for how long…
Gulf has benefited the most. It has captured and replaced a significant share of the displaced refining demand with margins up ninefold. China's lower margins are likely later to reduce government am controlled export quotas, forcing product prices to rely largely on upstream markets only. We believe…
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 21 calls referencing china exposure, most recently on August 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 (240)
- Information Technology (112)
- Industrials (99)
- Consumer Discretionary (41)
- Consumer Staples (32)
- Materials (24)
Related macro themes
Last updated: August 31, 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.