Which companies discussed Electric Vehicles in Consumer Discretionary in earnings calls?

309 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. (12 calls), Dana Incorporated (9 calls), Dauch Corporation (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
2024Q3169
2024Q4165
2025Q1157
2025Q2143
2025Q3141
2025Q4148
2026Q1147
2026Q2150
2026Q33

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Rivian Automotive, Inc. RIVN Consumer Discretionary 12 Jun 3, 2026
Dana Incorporated DAN Consumer Discretionary 9 Jun 3, 2026
Dauch Corporation DCH Consumer Discretionary 9 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
Lear Corporation LEA Consumer Discretionary 6 Jun 10, 2026
Lucid Group, Inc. LCID Consumer Discretionary 6 Mar 17, 2026
Bayerische Motoren Werke Aktiengesellschaft BMW.DE Consumer Discretionary 6 Nov 5, 2025
Volkswagen AG VOW3 Consumer Discretionary 5 Jun 10, 2026
Volvo Car AB (publ.) VOLCARB Consumer Discretionary 5 May 25, 2026
Stellantis N.V. STLAM Consumer Discretionary 5 May 21, 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
PHINIA Inc. PHIN Consumer Discretionary 5 Apr 30, 2026
Renault SA RNO 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
QuantumScape Corporation QS Consumer Discretionary 4 Jun 11, 2026
Motorcar Parts of America, Inc. MPAA Consumer Discretionary 4 Jun 8, 2026
XPeng Inc. XPEV Consumer Discretionary 4 May 28, 2026
Bosch Limited 500530 Consumer Discretionary 4 May 21, 2026
Gogoro Inc. GGR Consumer Discretionary 4 May 21, 2026
NIO Inc. NIO Consumer Discretionary 4 May 21, 2026
Garrett Motion Inc. GTX Consumer Discretionary 4 May 20, 2026
EVgo, Inc. EVGO Consumer Discretionary 4 May 5, 2026
AutoNation, Inc. AN Consumer Discretionary 4 May 1, 2026
Mercedes-Benz Group AG MBG Consumer Discretionary 4 Apr 29, 2026
Precision Camshafts Limited PRECAM Consumer Discretionary 3 Jun 22, 2026
VinFast Auto Ltd. VFS Consumer Discretionary 3 Jun 8, 2026
Forvia SE FRVIA Consumer Discretionary 3 Jun 4, 2026
Versigent PLC VGNT Consumer Discretionary 3 Jun 3, 2026
Valvoline Inc. VVV Consumer Discretionary 3 Jun 2, 2026
Li Auto Inc. LI Consumer Discretionary 3 May 28, 2026
JK Tyre & Industries Limited 530007 Consumer Discretionary 3 May 27, 2026
Compagnie Générale des Établissements Michelin Société en commandite par actions ML Consumer Discretionary 3 May 22, 2026
Hesai Group HSAI Consumer Discretionary 3 May 19, 2026
CIE Automotive, S.A. CIE Consumer Discretionary 3 May 12, 2026
The Goodyear Tire & Rubber Company GT Consumer Discretionary 3 May 7, 2026
MAHLE Metal Leve S.A. LEVE3 Consumer Discretionary 3 May 7, 2026
Ford Otomotiv Sanayi A.S. FROTO Consumer Discretionary 3 May 6, 2026
Tofas Türk Otomobil Fabrikasi Anonim Sirketi TOASO Consumer Discretionary 3 May 6, 2026
Dorman Products, Inc. DORM Consumer Discretionary 3 May 5, 2026
Schaeffler India Limited 505790 Consumer Discretionary 3 Apr 30, 2026
Bilia AB (publ) BILIA Consumer Discretionary 3 Apr 29, 2026
Nemak, S. A. B. de C. V. NEMAKA Consumer Discretionary 3 Apr 22, 2026
ElringKlinger AG ZIL2 Consumer Discretionary 3 Mar 26, 2026
Tube Investments of India Limited TIINDIA.NS Consumer Discretionary 3 Feb 4, 2026

Representative quotes

…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 →
…that money back at the same time, as we continue to invest in product development and marketing. Moving to the segments. Land vehicles down 4%. Again, Europe positive, while both Americas and APAC is negative. We see a slight decline in service and aftermarket and a continued decline…
Dometic Group AB (publ) (DOM), July 14, 2026. Read the full transcript →
…provide part for automotive as well. We do a lot of parts going to the energy packs or energy powertrains of the electrical vehicles, you report for the electronics part of cars and so on. but mostly, we serve consumer electronics, med tech and those type of markets…
Bulten AB (publ) (BULTEN), July 10, 2026. Read the full transcript →
…back over there. We maintained a presence in the electrification electronics which provides us with exposure to the long-term growth of electric vehicles with onboard chargers, [ DC/DC ] converters and battery management systems. And finally, as software and system complexities increase, carmakers are increasingly looking for expert services…
Visteon Corporation (VC), June 25, 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 Consumer Discretionary 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 →

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.