Which companies discussed Reshoring in earnings calls?

324 companies mentioned reshoring across 542 earnings calls over the past year, spanning 10 sectors. The most active were Clean Harbors, Inc. (9 calls), Agilent Technologies, Inc. (9 calls), Mettler-Toledo International 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
QuarterCalls mentioning Reshoring
2024Q350
2024Q4117
2025Q1137
2025Q2185
2025Q3136
2025Q4158
2026Q1144
2026Q2101
2026Q335

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Clean Harbors, Inc. CLH Industrials 9 Jul 29, 2026
Agilent Technologies, Inc. A Health Care 9 Jun 3, 2026
Mettler-Toledo International Inc. MTD Health Care 8 May 13, 2026
Thermo Fisher Scientific Inc. TMO Health Care 7 Jul 23, 2026
Danaher Corporation DHR Health Care 7 Jul 21, 2026
WESCO International, Inc. WCC Industrials 6 Jul 30, 2026
First Solar, Inc. FSLR Information Technology 5 Jul 30, 2026
Dauch Corporation DCH Consumer Discretionary 5 May 8, 2026
Waters Corporation WAT Health Care 5 May 5, 2026
Ingersoll Rand Inc. IR Industrials 5 Apr 29, 2026
EMCOR Group, Inc. EME Industrials 5 Feb 26, 2026
Trane Technologies plc TT Industrials 5 Feb 18, 2026
Belden Inc. BDC Information Technology 4 Jul 30, 2026
CRH plc CRH Materials 4 Jul 30, 2026
Kaiser Aluminum Corporation KALU Materials 4 Jul 23, 2026
Steel Dynamics, Inc. STLD Materials 4 Jul 21, 2026
USA Rare Earth, Inc. USAR Materials 4 Jun 23, 2026
Honeywell International Inc. HON Industrials 4 Jun 11, 2026
Repligen Corporation RGEN Health Care 4 May 12, 2026
nVent Electric plc NVT Industrials 4 May 1, 2026
General Motors Company GM Consumer Discretionary 4 Apr 28, 2026
Rockwell Automation, Inc. ROK Industrials 4 Mar 18, 2026
Emerson Electric Co. EMR Industrials 4 Feb 18, 2026
L'Air Liquide S.A. AI Materials 3 Jul 28, 2026
Amaero Ltd 3DA Industrials 3 Jun 23, 2026
Novanta Inc. NOVT Information Technology 3 May 12, 2026
HireQuest, Inc. HQI Industrials 3 May 12, 2026
Velo3D, Inc. VELO Industrials 3 May 12, 2026
Starwood Property Trust, Inc. STWD Real Estate 3 May 8, 2026
UGI Corporation UGI Utilities 3 May 7, 2026
GLOBALFOUNDRIES Inc. GFS Information Technology 3 May 7, 2026
Acacia Research Corporation ACTG Financials 3 May 7, 2026
Sprott Inc. SII Financials 3 May 6, 2026
Flotek Industries, Inc. FTK Materials 3 May 6, 2026
Titan America SA TTAM Materials 3 May 6, 2026
Arcosa, Inc. ACA Industrials 3 May 1, 2026
Bloom Energy Corporation BE Industrials 3 Apr 28, 2026
Popular, Inc. BPOP Financials 3 Apr 23, 2026
AZZ Inc. AZZ Industrials 3 Apr 23, 2026
Expeditors International of Washington, Inc. EXPD Industrials 3 Apr 22, 2026
Parker-Hannifin Corporation PH Industrials 3 Mar 18, 2026
Stevanato Group S.p.A. STVN Health Care 3 Mar 4, 2026
Xometry, Inc. XMTR Industrials 3 Feb 24, 2026
Orion S.A. OEC Materials 3 Feb 17, 2026
Lincoln Electric Holdings, Inc. LECO Industrials 3 Feb 12, 2026
West Pharmaceutical Services, Inc. WST Health Care 3 Feb 12, 2026
Construction Partners, Inc. ROAD Industrials 3 Feb 5, 2026
Thermon Group Holdings, Inc. THR Industrials 3 Feb 5, 2026
Exco Technologies Limited 3XT.F Consumer Discretionary 3 Jan 29, 2026
Commercial Metals Company CMC Materials 3 Jan 8, 2026

Representative quotes

EBITDA between $625 million and $775 million. In summary, our first half performance and reaffirmed outlook reflect the strength of our strategy of reshoring and scaling domestic manufacturing, progressing our technology road map and maintaining a selective approach to new bookings in light of key pending trade…
First Solar, Inc. (FSLR), July 30, 2026. Read the full transcript →
…residential customers were added in the quarter, bringing our net electric customer adds to over 40,000 in the last year. Manufacturing and reshoring trends, particularly in Alabama in the primary metals, stone clay glass and pipeline segments supported continued industrial strength. Weather normal commercial sales grew…
The Southern Company (SO), July 30, 2026. Read the full transcript →
…plan to finish up capital raising this year. Our net lease strategy continues to focus on highly thematic investment opportunities, including industrials and reshoring, cold storage, data centers and health care as demonstrated by recent announcements such as the Sela and Spire transactions. In digital infrastructure, we continue…
Blue Owl Capital Inc. (OWL), July 30, 2026. Read the full transcript →
…benefit from multiple secular trends, the infrastructure build-out, all things power -- around the power chain supporting increased demand for electricity, the reshoring, which we see kicking in the gear as well back to U.S. and North American markets. And then what we think…
WESCO International, Inc. (WCC), July 30, 2026. Read the full transcript →

Frequently asked questions

What is Reshoring and why are companies discussing it?

Manufacturing footprint shifts away from globalized supply chains, accelerated by tariffs and geopolitical uncertainty.

Which company mentioned reshoring most in the past year?

Clean Harbors, Inc. (CLH) led with 9 calls referencing reshoring, most recently on July 29, 2026.

How can I track reshoring 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 →

Reshoring by sector

Related macro themes

Last updated: July 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 (reshoring, reshoring, nearshoring, onshoring, near-shoring). 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.