Which companies discussed Electric Vehicles in Consumer Discretionary in earnings calls?
234 companies mentioned electric vehicles across 586 earnings calls in Consumer Discretionary over the past year, spanning 1 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 | 164 |
| 2025Q1 | 161 |
| 2025Q2 | 145 |
| 2025Q3 | 141 |
| 2025Q4 | 148 |
| 2026Q1 | 147 |
| 2026Q2 | 150 |
| 2026Q3 | 142 |
| 2026Q4 | 4 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 13 | Sep 29, 2026 |
| Bayerische Motoren Werke Aktiengesellschaft | BMW | Consumer Discretionary | 10 | Oct 13, 2026 |
| BorgWarner Inc. | BWA | Consumer Discretionary | 8 | Aug 12, 2026 |
| Dauch Corporation | DCH | Consumer Discretionary | 8 | Aug 12, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 8 | Jun 3, 2026 |
| General Motors Company | GM | Consumer Discretionary | 7 | Sep 15, 2026 |
| Volkswagen AG | VOW3 | Consumer Discretionary | 7 | Sep 4, 2026 |
| Stellantis N.V. | STLAM | Consumer Discretionary | 7 | May 21, 2026 |
| Volvo Car AB (publ.) | VOLCARB | Consumer Discretionary | 6 | Sep 17, 2026 |
| QuantumScape Corporation | QS | Consumer Discretionary | 6 | Sep 16, 2026 |
| Bosch Limited | 500530 | Consumer Discretionary | 6 | Aug 11, 2026 |
| Renault SA | RNO | Consumer Discretionary | 6 | Jul 30, 2026 |
| Aptiv PLC | APTV | Consumer Discretionary | 6 | Jun 10, 2026 |
| Lear Corporation | LEA | Consumer Discretionary | 6 | Jun 10, 2026 |
| Faraday Future Intelligent Electric Inc. | FFAI | Consumer Discretionary | 5 | Sep 29, 2026 |
| Ford Motor Company | F | Consumer Discretionary | 5 | Sep 17, 2026 |
| Lotus Technology Inc. | LOT | Consumer Discretionary | 5 | Aug 27, 2026 |
| Varroc Engineering Limited | VARROC | Consumer Discretionary | 5 | Aug 20, 2026 |
| MAHLE Metal Leve S.A. | LEVE3 | Consumer Discretionary | 5 | Aug 13, 2026 |
| Cooper-Standard Holdings Inc. | CPS | Consumer Discretionary | 5 | Aug 12, 2026 |
| PHINIA Inc. | PHIN | Consumer Discretionary | 5 | Aug 12, 2026 |
| Schaeffler AG | SHA0 | Consumer Discretionary | 5 | Aug 5, 2026 |
| Lucid Group, Inc. | LCID | Consumer Discretionary | 5 | Aug 4, 2026 |
| Garrett Motion Inc. | GTX | Consumer Discretionary | 5 | Jul 29, 2026 |
| Mercedes-Benz Group AG | MBG | Consumer Discretionary | 5 | Jul 28, 2026 |
| Schaeffler India Limited | 505790 | Consumer Discretionary | 4 | Sep 28, 2026 |
| NIO Inc. | NIO | Consumer Discretionary | 4 | Sep 1, 2026 |
| Precision Camshafts Limited | PRECAM | Consumer Discretionary | 4 | Aug 28, 2026 |
| Li Auto Inc. | LI | Consumer Discretionary | 4 | Aug 26, 2026 |
| Zhejiang Leapmotor Technology Co., Ltd. | 9863 | Consumer Discretionary | 4 | Aug 24, 2026 |
| Gogoro Inc. | GGR | Consumer Discretionary | 4 | Aug 24, 2026 |
| XPeng Inc. | XPEV | Consumer Discretionary | 4 | Aug 24, 2026 |
| Rane (Madras) Limited | RML | Consumer Discretionary | 4 | Aug 21, 2026 |
| Endurance Technologies Limited | ENDURANCE | Consumer Discretionary | 4 | Aug 14, 2026 |
| Alicon Castalloy Limited | 531147 | Consumer Discretionary | 4 | Aug 14, 2026 |
| Divgi TorqTransfer Systems Limited | DIVGIITTS | Consumer Discretionary | 4 | Aug 12, 2026 |
| Linamar Corporation | LNR | Consumer Discretionary | 4 | Aug 12, 2026 |
| Landmark Cars Limited | LANDMARK | Consumer Discretionary | 4 | Aug 12, 2026 |
| Subros Limited | 517168 | Consumer Discretionary | 4 | Aug 10, 2026 |
| Motorcar Parts of America, Inc. | MPAA | Consumer Discretionary | 4 | Aug 10, 2026 |
| Ola Electric Mobility Limited | OLAELEC | Consumer Discretionary | 4 | Aug 7, 2026 |
| Hero MotoCorp Limited | 500182 | Consumer Discretionary | 4 | Aug 7, 2026 |
| EVgo, Inc. | EVGO | Consumer Discretionary | 4 | Aug 5, 2026 |
| Ford Otomotiv Sanayi A.S. | FROTO | Consumer Discretionary | 4 | Aug 5, 2026 |
| Versigent PLC | VGNT | Consumer Discretionary | 4 | Aug 4, 2026 |
| Martinrea International Inc. | MRE | Consumer Discretionary | 4 | Aug 4, 2026 |
| Uno Minda Limited | 532539 | Consumer Discretionary | 4 | Aug 4, 2026 |
| Forvia SE | FRVIA | Consumer Discretionary | 4 | Jul 31, 2026 |
| AutoNation, Inc. | AN | Consumer Discretionary | 4 | Jul 31, 2026 |
| Panasonic Holdings Corporation | 6752 | Consumer Discretionary | 4 | Jul 30, 2026 |
Representative quotes
…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…
Market conditions were difficult worldwide, but we still managed to achieve growth in the U.S. and Europe. In Europe, sales of our fully electric vehicles performed particularly well. In the third quarter, we sold just under 82,000 units. That's up almost 38% on last year. This…
Europe, obviously, is impacting the overall activity of the R&D centers, and also the slowdown on some of the heavy mobility electric battery potential and the delay when it comes to the hydrogen market. So all in all, we will consolidate, merge those 2 organization within…
…pose a question that up to the moment, no one has posed, it seems obvious that the growth of the use of the electrical vehicle will intensify in an unpredictable way. I can't assess this right now, but I would like to know if you have already…
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 Consumer Discretionary 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 →
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.