Which companies discussed Reshoring in Information Technology in earnings calls?
33 companies mentioned reshoring across 49 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were GLOBALFOUNDRIES Inc. (4 calls), First Solar, Inc. (4 calls), Trimble Inc. (3 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 | 1 |
| 2024Q4 | 7 |
| 2025Q1 | 16 |
| 2025Q2 | 24 |
| 2025Q3 | 9 |
| 2025Q4 | 18 |
| 2026Q1 | 13 |
| 2026Q2 | 9 |
| 2026Q3 | 9 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 4 | Sep 8, 2026 |
| First Solar, Inc. | FSLR | Information Technology | 4 | Jul 30, 2026 |
| Trimble Inc. | TRMB | Information Technology | 3 | Aug 12, 2026 |
| Acorn Energy, Inc. | ACFN | Information Technology | 3 | Aug 6, 2026 |
| Belden Inc. | BDC | Information Technology | 3 | Jul 30, 2026 |
| Novanta Inc. | NOVT | Information Technology | 3 | May 12, 2026 |
| Teradyne, Inc. | TER | Information Technology | 2 | Jul 29, 2026 |
| Canadian Solar Inc. | CSIQ | Information Technology | 2 | May 14, 2026 |
| BluGlass Limited | BLG | Information Technology | 1 | Sep 15, 2026 |
| Flex Ltd. | FLEX | Information Technology | 1 | Sep 9, 2026 |
| Vishay Precision Group, Inc. | VPG | Information Technology | 1 | Aug 5, 2026 |
| TTM Technologies, Inc. | TTMI | Information Technology | 1 | May 27, 2026 |
| Keysight Technologies, Inc. | KEYS | Information Technology | 1 | May 19, 2026 |
| Corning Incorporated | GLW | Information Technology | 1 | May 19, 2026 |
| Richardson Electronics, Ltd. | RELL | Information Technology | 1 | Apr 9, 2026 |
| PTC Inc. | PTC | Information Technology | 1 | Mar 5, 2026 |
| Data I/O Corporation | DAIO | Information Technology | 1 | Feb 26, 2026 |
| Crane NXT, Co. | CXT | Information Technology | 1 | Feb 25, 2026 |
| Itron, Inc. | ITRI | Information Technology | 1 | Feb 17, 2026 |
| Renishaw plc | RSW | Information Technology | 1 | Feb 11, 2026 |
| Semiconductor Manufacturing International Corporation | 981 | Information Technology | 1 | Feb 11, 2026 |
| NOTE AB (publ) | NOTE | Information Technology | 1 | Jan 26, 2026 |
| Photronics, Inc. | PLAB | Information Technology | 1 | Dec 10, 2025 |
| Amkor Technology, Inc. | AMKR | Information Technology | 1 | Dec 9, 2025 |
| Sanmina Corporation | SANM | Information Technology | 1 | Dec 3, 2025 |
| Autodesk | ADSK | Information Technology | 1 | Dec 2, 2025 |
| LightPath Technologies, Inc. | LPTH | Information Technology | 1 | Nov 11, 2025 |
| Unusual Machines, Inc. | UMAC | Information Technology | 1 | Nov 6, 2025 |
| Advantech Co., Ltd. | 2395 | Information Technology | 1 | Nov 5, 2025 |
| GlobalWafers Co., Ltd. | 6488 | Information Technology | 1 | Nov 4, 2025 |
| Nemetschek SE | NEM | Information Technology | 1 | Nov 4, 2025 |
| Intel Corporation | INTC | Information Technology | 1 | Oct 23, 2025 |
| Veeco Instruments Inc. | VECO | Information Technology | 1 | Oct 1, 2025 |
Representative quotes
…security, that's driving a lot of it. Some of it is post-pandemic, but also growing the growth in the U.S. is reshoring technology after the pandemic issues. And the way we saw China respond and closed their markets. So the U.S. and its allies are very…
…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…
…that would always be pretty overwhelming for us and overwhelming for the industry, but they're also happening at this time where this reshoring trend is now truly accelerating. And for a long time, it was interesting to customers that we had a global footprint…
Executives): Sure, Jason. At the macro level, continue to like what we see, end market strength won't surprise you, data centers, energy, reshoring, onshoring of manufacturing are all particularly strong infrastructure strength overall, which we see play through in Field Systems even more so. So broad-based…
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 Information Technology in the past year?
GLOBALFOUNDRIES Inc. (GFS) led with 4 calls referencing reshoring, most recently on September 8, 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.