Which companies discussed Electric Vehicles in Financials in earnings calls?
125 companies mentioned electric vehicles across 172 earnings calls in Financials over the past year, spanning 1 sectors. The most active were Blackstone Inc. (6 calls), Ally Financial Inc. (5 calls), Société Générale Société anonyme (4 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 | 38 |
| 2025Q1 | 55 |
| 2025Q2 | 31 |
| 2025Q3 | 24 |
| 2025Q4 | 36 |
| 2026Q1 | 48 |
| 2026Q2 | 44 |
| 2026Q3 | 42 |
| 2026Q4 | 4 |
Companies ranked by mentions
Representative quotes
…sale, Asset Finance grew 5% this year. This was driven by structured finance and novated leasing, in particular, from continued strong demand for electric vehicles. Turning to the retail bank, we had 2 key priorities this year, completing the migration and shifting mortgage origination to digital channels…
…connected by transmission and distribution firmed with storage and backed up by gas presents the least cost way to supply secure and reliable electricity to consumers as coal plants retire and while meeting government policies. AEMO also forecast gas shortfalls in the coming years, and the Australian government…
…already in the portfolio is where is that company positioned in an AI first world. Because if you think AI is the next electricity or the next deal you wouldn't want anything in your portfolio that was on the wrong side of that. That is our mindset…
…revenue visibility in the near term to support a stable income offering, whilst maintaining an appropriate level of exposure to the wholesale electricity markets so that we can capture upside volatility when there are supply side shocks such as we've seen in the last couple of years…
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 Financials in the past year?
Blackstone Inc. (BX) led with 6 calls referencing electric vehicles, most recently on September 15, 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.