Which companies discussed Reshoring in Information Technology in earnings calls?
34 companies mentioned reshoring across 51 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were First Solar, Inc. (5 calls), Belden Inc. (4 calls), Novanta 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 | 6 |
| 2024Q4 | 7 |
| 2025Q1 | 16 |
| 2025Q2 | 24 |
| 2025Q3 | 9 |
| 2025Q4 | 18 |
| 2026Q1 | 13 |
| 2026Q2 | 9 |
| 2026Q3 | 3 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| First Solar, Inc. | FSLR | Information Technology | 5 | Jul 30, 2026 |
| Belden Inc. | BDC | Information Technology | 4 | Jul 30, 2026 |
| Novanta Inc. | NOVT | Information Technology | 3 | May 12, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 3 | May 7, 2026 |
| Teradyne, Inc. | TER | Information Technology | 2 | Jul 29, 2026 |
| 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 |
| Autodesk, Inc. | ADSK | Information Technology | 2 | Dec 2, 2025 |
| 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 |
| Semiconductor Manufacturing International Corporation | 981 | Information Technology | 1 | Feb 11, 2026 |
| Renishaw plc | RSW | 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 |
| 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 |
| Intel Corporation | INTC | Information Technology | 1 | Oct 23, 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
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…
…bring RUCKUS into our existing industrial customer base, customers across Discrete manufacturing, Energy and Process industries who are already investing in automation, reshoring and network modernization. We are the only company that can deliver industry-leading wireless alongside the full-wired OT stack from a single source. That…
…that's like, as Michelle says, that's part of the all things AI, the data center build-out and the desire to reshore a lot of the data center build-out is pushing automation of the assembly process and the test process with a fair amount…
…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…
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 5 calls referencing reshoring, most recently on July 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: 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.