Which companies discussed China Exposure in Health Care in earnings calls?
645 companies mentioned china exposure across 1,507 earnings calls in Health Care over the past year, spanning 1 sectors. The most active were Merck KGaA (18 calls), Bio-Techne Corporation (16 calls), Revvity, 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 | 328 |
| 2024Q4 | 367 |
| 2025Q1 | 457 |
| 2025Q2 | 389 |
| 2025Q3 | 412 |
| 2025Q4 | 342 |
| 2026Q1 | 419 |
| 2026Q2 | 332 |
| 2026Q3 | 8 |
Companies ranked by mentions
Representative quotes
…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…
…regularly closed. So even shifting growth into the region is a challenge. In the APAC region, which I recently visited myself, we -- in China, we see that IVF cycles are declining year-over-year. This trend is expected to continue based on population demographics. The Southeast Asia within…
…constant currency basis at last year's exchange rates would have given us an increase of 14% to GBP 91 million. China increased 5% in the year, which was a pleasing performance. And that would have been 9% on a constant currency basis. Again, the Chinese…
…driven by procedure growth, commercial execution, and new product performance, partially offset by competitive PFA pressures. There was also a negative impact from China inventory, which we estimate to be 400 basis points. Abiomed saw a decline of 2% due to pressures on U.S. procedures driven by usage…
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 18 calls referencing china exposure, most recently on June 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 →
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.