Which companies discussed Reshoring in Financials in earnings calls?
22 companies mentioned reshoring across 34 earnings calls in Financials over the past year, spanning 1 sectors. The most active were Sprott Inc. (4 calls), Popular, Inc. (3 calls), Infratil Limited (2 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 |
|---|---|
| 2024Q4 | 5 |
| 2025Q1 | 6 |
| 2025Q2 | 7 |
| 2025Q3 | 5 |
| 2025Q4 | 8 |
| 2026Q1 | 9 |
| 2026Q2 | 9 |
| 2026Q3 | 8 |
Companies ranked by mentions
Representative quotes
…other side, from the industrial perspective, overall demand remains strong. We are seeing activity related to infrastructure spending bills. We're also seeing reshoring and the build-out of data center is driving strong demand signals across the U.S. economy. This is somewhat tempered by some volatility that…
…surging in the U.S. Growth of between 30% to 40% is predicted by 2040, driven by data centers, but also electrification and reshoring of manufacturing. Longroad is responding by increasing its development cadence that's how much it builds every year to more than 2 gigawatts per annum…
…really play this thematic. So we think commodity prices have more room to grow. The reason being we need higher incentive pricing to reshore and incentivize more build-out of capacity in the West. I think the other point is we're still very early in the cycle…
…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…
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 Financials in the past year?
Sprott Inc. (SII) led with 4 calls referencing reshoring, most recently on August 5, 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 →
Related macro themes
Last updated: September 21, 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.