Which companies discussed China Exposure in Industrials in earnings calls?
754 companies mentioned china exposure across 1,790 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (25 calls), Ingersoll Rand Inc. (11 calls), ITT Inc. (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 |
|---|---|
| 2024Q4 | 506 |
| 2025Q1 | 620 |
| 2025Q2 | 570 |
| 2025Q3 | 479 |
| 2025Q4 | 458 |
| 2026Q1 | 532 |
| 2026Q2 | 412 |
| 2026Q3 | 392 |
| 2026Q4 | 15 |
Companies ranked by mentions
Representative quotes
…adjust for the split, 1 to 5 that we did a couple of years ago. We see high growth in the U.S. and China in inductive components and electrical automation, especially for data center and power grid electrification. Our growth in data centers and defense continue to accelerate…
…billion pieces for 2 consecutive quarters, and our leading position in Southeast each market remains solid. The market share and industry ranking in China market has further improved whereas the Latin America standing in particular. With the rapid growth of the business volume in Southeast Asia and other…
…driven by strong volumes. And meanwhile, the in turn offset the stronger performance in Australia, which overall was down 8%. In Greater China, net fees were down 5%, where growth in the Hong Kong and Taiwan was offset by Mainland China. In Europe, net fees were down…
…growth of 11% in Q2. This is our sixth consecutive quarter of growth with 10 of our 11 markets delivering growth. Greater China was up 28% in Q3, an improvement on the growth of 17% in Q2. Mainland China grew 36% due partly to a soft comparator…
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 25 calls referencing china exposure, most recently on October 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 →
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.