Which companies discussed Reshoring in Information Technology in earnings calls?
33 companies mentioned reshoring across 46 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were First Solar, Inc. (4 calls), Novanta Inc. (3 calls), GLOBALFOUNDRIES 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 |
|---|---|
| 2025Q3 | 7 |
| 2025Q4 | 17 |
| 2026Q1 | 13 |
| 2026Q2 | 9 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| First Solar, Inc. | FSLR | Information Technology | 4 | Apr 30, 2026 |
| Novanta Inc. | NOVT | Information Technology | 3 | May 12, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 3 | May 7, 2026 |
| Belden Inc. | BDC | Information Technology | 3 | Dec 3, 2025 |
| Canadian Solar Inc. | CSIQ | Information Technology | 2 | May 14, 2026 |
| Acorn Energy, Inc. | ACFN | Information Technology | 2 | May 7, 2026 |
| Trimble Inc. | TRMB | Information Technology | 2 | Feb 10, 2026 |
| Photronics, Inc. | PLAB | Information Technology | 2 | Dec 10, 2025 |
| TTM Technologies, Inc. | TTMI | Information Technology | 1 | May 27, 2026 |
| Corning Incorporated | GLW | Information Technology | 1 | May 19, 2026 |
| Keysight Technologies, Inc. | KEYS | 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) | NQA.F | Information Technology | 1 | Jan 26, 2026 |
| Amkor Technology, Inc. | AMKR | Information Technology | 1 | Dec 9, 2025 |
| Sanmina Corporation | SANM | Information Technology | 1 | Dec 3, 2025 |
| Teradyne, Inc. | TER | 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.TW | Information Technology | 1 | Nov 5, 2025 |
| GlobalWafers Co., Ltd. | 6488.TWO | Information Technology | 1 | Nov 4, 2025 |
| Nemetschek SE | NEM.F | Information Technology | 1 | Nov 4, 2025 |
| Veeco Instruments Inc. | VECO | Information Technology | 1 | Oct 1, 2025 |
| Pegasystems Inc. | PEGA | Information Technology | 1 | Sep 8, 2025 |
| REC Silicon ASA | RECSIO.XD | Information Technology | 1 | Aug 22, 2025 |
| Cognex Corporation | CGNX | Information Technology | 1 | Aug 11, 2025 |
| Alarm.com Holdings, Inc. | ALRM | Information Technology | 1 | Aug 7, 2025 |
Representative quotes
…facility. We are adding equipment and ramping up expansion there in order to meet defense demand, but not just defense demand, also reshoring. We have many customers that are coming to us looking to get capacity from us in the United States for reshoring. And we are doing…
…that navigates market dynamics and identifies opportunity. And I think one of the things that we called out was supply chain rebalancing or reshoring that was occurring globally. And this quarter and for the whole half, the investments that we made from a go-to-market perspective…
…across 15 different states in the U.S. And I think that's a great example of our ability to manufacture in the U.S., reshore manufacturing here and compete on a global stage. Samik Chatterjee (Analysts): Thank you. Thanks for the details there. So maybe before…
…business to focus on key attractive markets, accumulating in the formation of CS PowerTech, which is now leading our efforts in the domestic reshoring of manufacturing in the United States. At the same time, we have strategically dialed back volumes in less profitable markets, maintaining a steadfast profit…
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?
First Solar, Inc. (FSLR) led with 4 calls referencing reshoring, most recently on April 30, 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: June 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 (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.