Which companies discussed Electric Vehicles in earnings calls?
1,302 companies mentioned electric vehicles across 2,301 earnings calls over the past year, spanning 11 sectors. The most active were Rivian Automotive, Inc. (11 calls), Bayerische Motoren Werke Aktiengesellschaft (9 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 |
|---|---|
| 2024Q3 | 66 |
| 2024Q4 | 747 |
| 2025Q1 | 734 |
| 2025Q2 | 555 |
| 2025Q3 | 514 |
| 2025Q4 | 578 |
| 2026Q1 | 601 |
| 2026Q2 | 585 |
| 2026Q3 | 488 |
Companies ranked by mentions
Representative quotes
…strategy -- we obtained more than PLN 400 billion from those projects, mostly on renewables and lighting. On the distribution and the charges for electric vehicles. As you can see on the 30th of July, we had EUR 8.4 million billion funds of preparation financing. So we are just…
…based on discussions that we have with customers for their adoption plans, this will then take us to almost 4x of the vehicles we've got on the road today by the end of 2030. And as I mentioned, that is not including potential for 6x 2 demand…
…conference where we would say, hey, we can grow outside production by 4 to 6 points and probably 60%, 2/3 would be around electric vehicle adoption, driven by Asia, certainly driven by Europe, followed by North America. Similar to the rest of TE, our growth profile has broadened…
…that's continued demand that we're seeing on the $990 million contract. We still have some room remaining on that contract vehicle to support additional direct requirements for the lower munitions. And we have multiple different FMS cases as well as direct commercial sales cases…
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 11 calls referencing electric vehicles, most recently on September 8, 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 (151)
- Industrials (74)
- Information Technology (35)
- Materials (16)
- Energy (6)
- Financials (5)
Related technology themes
Last updated: September 12, 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.