Which companies discussed Reshoring in earnings calls?
301 companies mentioned reshoring across 506 earnings calls over the past year, spanning 10 sectors. The most active were Agilent Technologies, Inc. (9 calls), Clean Harbors, 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
| Quarter | Calls mentioning Reshoring |
|---|---|
| 2024Q3 | 5 |
| 2024Q4 | 117 |
| 2025Q1 | 137 |
| 2025Q2 | 185 |
| 2025Q3 | 136 |
| 2025Q4 | 158 |
| 2026Q1 | 144 |
| 2026Q2 | 101 |
| 2026Q3 | 93 |
Companies ranked by mentions
Representative quotes
…already sort of talked about North America. But I'm curious, often, I think, identified as sort of 1 of the beneficiaries of reshoring, onshoring in North America. Can you specifically sort of say that you're seeing demand from that theme? . Vikram Kini (Executives): Yes. I mean…
…that margin uplift is stabilizing in those manufacturing locations. Also a lot of supply chain initiatives that they've been doing to reshore materials and things like that. So we've got a -- and I forgot to mention data center margins are a little bit higher than what…
…kind of gave a similar time frame, '27, '28. But you talked about kind of an extension of that cycle because of reshoring, kind of that layering in on top of kind of maybe a fading replacement cycle. So I mean, you talked about $100 billion of CapEx…
Semiconductor continues to be robust. I don't know if that's I don't know that I would credit that necessarily to reshoring and some of the policies or not. I'll leave that up to each individual of the site. But you are seeing critical infrastructure…
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?
Agilent Technologies, Inc. (A) led with 9 calls referencing reshoring, most recently on August 26, 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
- Industrials (60)
- Health Care (51)
- Materials (38)
- Information Technology (20)
- Consumer Discretionary (17)
- Financials (9)
Related macro themes
Last updated: September 14, 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.