Which companies discussed Electric Vehicles in earnings calls?

1,495 companies mentioned electric vehicles across 2,283 earnings calls over the past year, spanning 11 sectors. The most active were Rivian Automotive, Inc. (12 calls), Dauch Corporation (9 calls), Dana Incorporated (9 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
QuarterCalls mentioning Electric Vehicles
2024Q3733
2024Q4747
2025Q1734
2025Q2555
2025Q3514
2025Q4578
2026Q1601
2026Q2585
2026Q320

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Rivian Automotive, Inc. RIVN Consumer Discretionary 12 Jun 3, 2026
Dauch Corporation DCH Consumer Discretionary 9 Jun 3, 2026
Dana Incorporated DAN Consumer Discretionary 9 Jun 3, 2026
ON Semiconductor Corporation ON Information Technology 8 Jun 3, 2026
BorgWarner Inc. BWA Consumer Discretionary 8 May 6, 2026
General Motors Company GM Consumer Discretionary 8 Feb 17, 2026
Aptiv PLC APTV Consumer Discretionary 7 Jun 10, 2026
Faraday Future Intelligent Electric Inc. FFAI Consumer Discretionary 7 Mar 31, 2026
NN, Inc. NNBR Industrials 6 Jun 23, 2026
Amprius Technologies, Inc. AMPX Industrials 6 Jun 17, 2026
Lear Corporation LEA Consumer Discretionary 6 Jun 10, 2026
Littelfuse, Inc. LFUS Information Technology 6 May 14, 2026
Lucid Group, Inc. LCID Consumer Discretionary 6 Mar 17, 2026
Infineon Technologies AG IFNNY Information Technology 6 Feb 4, 2026
Bayerische Motoren Werke Aktiengesellschaft BMW.DE Consumer Discretionary 6 Nov 5, 2025
Worthington Steel, Inc. WS Materials 5 Jun 25, 2026
Nio Strategic Metals Inc. NIO Materials 5 Jun 11, 2026
Volkswagen AG VOW3 Consumer Discretionary 5 Jun 10, 2026
Kempower Oyj KEMPOWR Industrials 5 May 26, 2026
Volvo Car AB (publ.) VOLCARB Consumer Discretionary 5 May 25, 2026
Stellantis N.V. STLAM Consumer Discretionary 5 May 21, 2026
Keysight Technologies, Inc. KEYS Information Technology 5 May 19, 2026
Element Solutions Inc ESI Materials 5 May 18, 2026
Ideal Power Inc. IPWR Information Technology 5 May 14, 2026
Electrovaya Inc. ELVA Industrials 5 May 14, 2026
Aspen Aerogels, Inc. ASPN Materials 5 May 7, 2026
Cooper-Standard Holdings Inc. CPS Consumer Discretionary 5 May 7, 2026
Bayerische Motoren Werke Aktiengesellschaft BMW Consumer Discretionary 5 May 6, 2026
Ferrari N.V. RACE Consumer Discretionary 5 May 5, 2026
Eaton Corporation plc ETN Industrials 5 May 5, 2026
Renault SA RNO Consumer Discretionary 5 Apr 30, 2026
PHINIA Inc. PHIN Consumer Discretionary 5 Apr 30, 2026
Ford Motor Company F Consumer Discretionary 5 Apr 29, 2026
Lotus Technology Inc. LOT Consumer Discretionary 5 Apr 28, 2026
Oshkosh Corporation OSK Industrials 5 Feb 18, 2026
GreenMobility A/S GREENM.CO Industrials 5 Jan 29, 2026
Hexagon Purus ASA HPUR Industrials 4 Jul 16, 2026
Aehr Test Systems, Inc. AEHR Information Technology 4 Jul 14, 2026
Addtech AB (publ.) ADDTB Industrials 4 Jul 14, 2026
ChargePoint Holdings, Inc. CHPT Industrials 4 Jun 23, 2026
QuantumScape Corporation QS Consumer Discretionary 4 Jun 11, 2026
AB Volvo (publ) VOLVB Industrials 4 Jun 10, 2026
Rocket Lab Corporation RKLB Industrials 4 Jun 10, 2026
Blackstone Inc. BX Financials 4 Jun 9, 2026
Motorcar Parts of America, Inc. MPAA Consumer Discretionary 4 Jun 8, 2026
Analog Devices, Inc. ADI Information Technology 4 Jun 2, 2026
TPG Telecom Limited TPG Financials 4 Jun 1, 2026
XPeng Inc. XPEV Consumer Discretionary 4 May 28, 2026
NXP Semiconductors N.V. NXPI Information Technology 4 May 27, 2026
Gogoro Inc. GGR Consumer Discretionary 4 May 21, 2026

Representative quotes

…that we are more or less now up to 100% of all electricity used is coming from renewable or fossil-free electricity. So -- but as we go close to 100, and then of course, we cannot go above 100%. So you should not expect to big improvements here…
Trelleborg AB (publ) (TRELB), July 16, 2026. Read the full transcript →
…what I said at the time that this is a pattern that is likely to continue in the coming quarters. On the battery electric mobility side, we had lower volume in Q2 compared to last year. The volume in this product area is still on a low level…
Hexagon Purus ASA (HPUR), July 16, 2026. Read the full transcript →
…this business will become an important growth engine over the medium term as lightweight aluminum components gain wider adoption across both ICE and electric vehicles. The Tractor segment continued to perform well during this quarter, supported by robust rural recovery, the shift towards higher horsepower mechanization, increase…
Steel Strips Wheels Limited (513262), July 16, 2026. Read the full transcript →
…appreciate some of the scale we put together a slide here just so you can get a sense of how large this electric arc furnace building might be, how large the ship unloading facility might be in the context of a space the stature of Liberty…
TMC the metals company Inc. (TMC), July 15, 2026. Read the full transcript →

Frequently asked questions

What is Electric Vehicles and why are companies discussing it?

EV demand, pricing and the legacy-auto transition — from battery costs to charging infrastructure.

Which company mentioned electric vehicles most in the past year?

Rivian Automotive, Inc. (RIVN) led with 12 calls referencing electric vehicles, most recently on June 3, 2026.

How can I track electric vehicles 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 →

Electric Vehicles by sector

Related technology 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 (electric vehicle, electric vehicle, electric vehicles). 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.