Which companies discussed China Exposure in Industrials in earnings calls?
762 companies mentioned china exposure across 1,785 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (16 calls), Ingersoll Rand Inc. (10 calls), Honeywell International 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 |
|---|---|
| 2024Q3 | 74 |
| 2024Q4 | 506 |
| 2025Q1 | 606 |
| 2025Q2 | 566 |
| 2025Q3 | 479 |
| 2025Q4 | 458 |
| 2026Q1 | 532 |
| 2026Q2 | 412 |
| 2026Q3 | 324 |
Companies ranked by mentions
Representative quotes
…housing operations. Our strategy is centered on 2 core themes: Resilience for the long-term and AI-driven innovation. First of all, in China regarding the resilience for the long term, by moving from product operation to deep scenario cultivation by extending the consumer side to industrial site…
…cooperation between all partner companies. The route network was expanded in the first half of 2026. 3 new airlines, Norwegian, Kuwait Airways and China Eastern Airlines are now flying to Zurich. At the same time, existing routes were expanded and new destinations were added to the route network…
…increase of 22.4%. Now let's look at revenue and gross profit margin of our controlling terminals. Our operations in China remained steady with revenue increasing by 15.4% year-on-year, while the overall gross profit margin stayed at a high level of 38.5%. Among our major terminals…
…coal harder and dependent estimates point to an additional 70 to 90 million tons of Asia Pacific thermal coal demand in 2026, with China comparatively insulated by its low gas penetration. Grain and oil seeds are resilient and soybean trade is forecasted at about 189 million tons…
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 16 calls referencing china exposure, most recently on August 13, 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: 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.