Which companies discussed China Exposure in Health Care in earnings calls?
509 companies mentioned china exposure across 1,489 earnings calls in Health Care over the past year, spanning 1 sectors. The most active were Merck KGaA (21 calls), Revvity, Inc. (16 calls), Charles River Laboratories International, Inc. (14 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 | 367 |
| 2025Q1 | 465 |
| 2025Q2 | 392 |
| 2025Q3 | 412 |
| 2025Q4 | 342 |
| 2026Q1 | 419 |
| 2026Q2 | 332 |
| 2026Q3 | 397 |
| 2026Q4 | 7 |
Companies ranked by mentions
Representative quotes
…stocking of spares and the ability to service customers very, very easy. We also have regional hubs in Ireland, Singapore, Taiwan and China as well as Dubai. And we also have a presence in Australia. We're in Melbourne as well as Brisbane in the Monash University incubator…
…assets that, of course, did not have this durability. I think 2 that you're all aware of, 1 is our site in China that actually was invested into and then closed with a small biologic sites for DS and DP. And then, of course, the Moderna investment…
…take this away from looking at the data is the consistency around what we saw in vivo, what they reported out of China and now what we're seeing in the U.S. And I think what differentiates this molecule from a lot of others in the space…
…including a negative impact of approximately 30 basis points from divestitures. The decline is more notably driven by ongoing expansion of VBP in China, surgery transformation program outcomes across the portfolio and Middle East disruption, which impacted tender timing and ordering patterns. The decline was partially offset…
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 Health Care in the past year?
Merck KGaA (MRK) led with 21 calls referencing china exposure, most recently on September 14, 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 →
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.