Which companies discussed Electric Vehicles in earnings calls?
1,297 companies mentioned electric vehicles across 2,302 earnings calls over the past year, spanning 11 sectors. The most active were Rivian Automotive, Inc. (12 calls), Bayerische Motoren Werke Aktiengesellschaft (9 calls), Dauch Corporation (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 |
|---|---|
| 2024Q3 | 156 |
| 2024Q4 | 747 |
| 2025Q1 | 734 |
| 2025Q2 | 555 |
| 2025Q3 | 514 |
| 2025Q4 | 578 |
| 2026Q1 | 601 |
| 2026Q2 | 585 |
| 2026Q3 | 444 |
Companies ranked by mentions
Representative quotes
…from the government-funded SmartGATE evaluation, the Oak Ridge Labs. Those findings provide encouraging independent evidence around SmartGATEs ability to significantly improve the electrical operating environment at a building while also demonstrating measurable energy and demand benefits. Mike will walk you through specific measured and model results…
…example, variable insurance sold very well. And this also improved the company's ability cost. Now for auto insurance, well, new energy vehicle insurance supported our premium growth. And this development of a new productive force and the green transition reinforced our role as an economic shock absorber…
…currently taking a cautious view on its future outlook. While electrification of European passenger cars continues to progress, the situation in the electric commercial vehicle space remains considerably more challenging. In the first half of 2026, electrically chargeable trucks only accounted for 4.8% of all new EU truck…
…global and diversified, which has helped to reduce volatility as the market continues to grow and mature. During the last cycle, electric vehicles produced and sold in China dominated demand. Now we are also seeing strong uptake in energy stationary storage applications and commercial vehicles. Battery demand…
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 July 30, 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 (167)
- Industrials (62)
- Information Technology (31)
- Materials (21)
- Financials (5)
- Energy (5)
Related technology 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 (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.