Which companies discussed Electric Vehicles in Consumer Discretionary in earnings calls?
236 companies mentioned electric vehicles across 589 earnings calls in Consumer Discretionary over the past year, spanning 1 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 | 33 |
| 2024Q4 | 165 |
| 2025Q1 | 157 |
| 2025Q2 | 143 |
| 2025Q3 | 141 |
| 2025Q4 | 148 |
| 2026Q1 | 147 |
| 2026Q2 | 150 |
| 2026Q3 | 120 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 12 | Jul 30, 2026 |
| Bayerische Motoren Werke Aktiengesellschaft | BMW | Consumer Discretionary | 9 | Jul 30, 2026 |
| Dauch Corporation | DCH | Consumer Discretionary | 8 | Aug 12, 2026 |
| BorgWarner Inc. | BWA | Consumer Discretionary | 8 | Aug 12, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 8 | Jun 3, 2026 |
| Renault SA | RNO | Consumer Discretionary | 7 | Jul 30, 2026 |
| Stellantis N.V. | STLAM | Consumer Discretionary | 7 | May 21, 2026 |
| General Motors Company | GM | Consumer Discretionary | 7 | Feb 17, 2026 |
| PHINIA Inc. | PHIN | Consumer Discretionary | 6 | Aug 12, 2026 |
| QuantumScape Corporation | QS | Consumer Discretionary | 6 | Aug 12, 2026 |
| Bosch Limited | 500530 | Consumer Discretionary | 6 | Aug 11, 2026 |
| Schaeffler AG | SHA0 | Consumer Discretionary | 6 | Aug 5, 2026 |
| Lucid Group, Inc. | LCID | Consumer Discretionary | 6 | Aug 4, 2026 |
| Volkswagen AG | VOW3 | Consumer Discretionary | 6 | Jul 24, 2026 |
| Aptiv PLC | APTV | Consumer Discretionary | 6 | Jun 10, 2026 |
| Lear Corporation | LEA | Consumer Discretionary | 6 | Jun 10, 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 |
| Ferrari N.V. | RACE | Consumer Discretionary | 5 | Jul 30, 2026 |
| Garrett Motion Inc. | GTX | Consumer Discretionary | 5 | Jul 29, 2026 |
| Mercedes-Benz Group AG | MBG | Consumer Discretionary | 5 | Jul 28, 2026 |
| Ford Motor Company | F | Consumer Discretionary | 5 | Jul 28, 2026 |
| Volvo Car AB (publ.) | VOLCARB | Consumer Discretionary | 5 | Jul 17, 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 |
| XPeng Inc. | XPEV | Consumer Discretionary | 4 | Aug 24, 2026 |
| Gogoro Inc. | GGR | Consumer Discretionary | 4 | Aug 24, 2026 |
| Rane (Madras) Limited | RML | Consumer Discretionary | 4 | Aug 21, 2026 |
| Alicon Castalloy Limited | 531147 | Consumer Discretionary | 4 | Aug 14, 2026 |
| Endurance Technologies Limited | ENDURANCE | 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 |
| Motorcar Parts of America, Inc. | MPAA | Consumer Discretionary | 4 | Aug 10, 2026 |
| Subros Limited | 517168 | Consumer Discretionary | 4 | Aug 10, 2026 |
| Hero MotoCorp Limited | 500182 | Consumer Discretionary | 4 | Aug 7, 2026 |
| Ola Electric Mobility Limited | OLAELEC | 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 |
| AutoNation, Inc. | AN | Consumer Discretionary | 4 | Jul 31, 2026 |
| Forvia SE | FRVIA | Consumer Discretionary | 4 | Jul 31, 2026 |
| Exco Technologies Limited | XTC | Consumer Discretionary | 4 | Jul 30, 2026 |
| Panasonic Holdings Corporation | 6752 | Consumer Discretionary | 4 | Jul 30, 2026 |
| Eicher Motors Limited | 505200 | Consumer Discretionary | 4 | Jul 29, 2026 |
Representative quotes
…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…
These products are architecture-driven, you can't just add it really simply because you got cabling, you've got communication to the vehicle itself. So it's got to be a planned strategy. So as we see these, and Steve showed the chart on driver monitoring growth…
December as a hybrid model featuring a smaller battery pack and lower costs, a higher gross margin and our pure electric vehicles. In addition, the model benefits from deeper collaboration with Geely leveraging platform sharing and economies of scale, which further supports a healthy margin profile…
…ongoing transformation of the automotive industry. Demand for products related to traditional internal combustion engine applications declined, while sales volumes for certain electric vehicle components were also below previous expectations. In addition, several new customer programs experienced delays during the ramp-up phase, postponing the associated revenue…
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 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 →
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.