Which companies discussed Electric Vehicles in earnings calls?
1,308 companies mentioned electric vehicles across 2,321 earnings calls over the past year, spanning 11 sectors. The most active were Rivian Automotive, Inc. (13 calls), Bayerische Motoren Werke Aktiengesellschaft (10 calls), BorgWarner Inc. (8 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 Electric Vehicles |
|---|---|
| 2024Q4 | 712 |
| 2025Q1 | 734 |
| 2025Q2 | 555 |
| 2025Q3 | 514 |
| 2025Q4 | 578 |
| 2026Q1 | 601 |
| 2026Q2 | 585 |
| 2026Q3 | 558 |
| 2026Q4 | 25 |
Companies ranked by mentions
Representative quotes
…hydrogen per se. We will use hydrogen to produce the synthetic fuels, the fuels that are needed to continue to operate aircraft and vehicles and ships during a war. This combines Nel's electrolyzers with Rheinmetall's concept to basically set up a network of synthetic fuel production…
…sale, Asset Finance grew 5% this year. This was driven by structured finance and novated leasing, in particular, from continued strong demand for electric vehicles. Turning to the retail bank, we had 2 key priorities this year, completing the migration and shifting mortgage origination to digital channels…
…time to revisit the question. Now I'm aware of the hybrid BYD Shark. But my question is with the increase in electric vehicle demand, have you noticed any change? Or are we prepared for the increase in electric vehicle? And my second part of the question sometime…
…producing 8 different critical mineral products. First of all is niobium. It makes steel stronger and lighter. It's used in bridges, pipelines, vehicles and innumerable defense systems. However, we import 100% of the niobium that we need in this country today. Second is scandium, which makes aluminum…
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 13 calls referencing electric vehicles, most recently on September 29, 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
- Consumer Discretionary (159)
- Industrials (56)
- Information Technology (41)
- Materials (16)
- Financials (11)
- Energy (11)
Related technology 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 (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.