Which companies discussed China Exposure in Industrials in earnings calls?
986 companies mentioned china exposure across 1,894 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (20 calls), Carrier Global Corporation (10 calls), Wärtsilä Oyj Abp (10 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 | 434 |
| 2024Q4 | 506 |
| 2025Q1 | 606 |
| 2025Q2 | 566 |
| 2025Q3 | 479 |
| 2025Q4 | 458 |
| 2026Q1 | 532 |
| 2026Q2 | 412 |
| 2026Q3 | 24 |
Companies ranked by mentions
Representative quotes
…well. We are behind this 10% growth. We have good growth figures, both in India -- in all main markets in Asia, India, China, Japan and Korea. Overall, summering up on 8% organic. So good organic sales development in the quarter, which is fairly equally sprit globally as well…
…positive in Industrial Technique. And Power Technique, also positive development. Basically, our business areas have grown in Asia in Q2. So quite happy. China as well, we had positive developments in most of our product lines. The highlight was mainly in the semi business, but not only Compressors…
…this was more than offset by order improvements in several of the other large countries. Asia, Middle East, Africa improved by 12%, with China being up 10%. Let's turn to earnings, which reflects both favorable market conditions and a strong execution. We converted a 12% comparable revenue…
…fiber and textile at the moment. Sven Kristensson (Executives): They are picking up a little bit, whereas you have others, more difficult market. China hasn't come back yet, but India is, and you have still weak markets, other textile market like Turkey and some of these regions…
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 Industrials in the past year?
Expeditors International of Washington, Inc. (EXPD) led with 20 calls referencing china exposure, most recently on June 23, 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.