Which companies discussed Reshoring in Materials in earnings calls?
50 companies mentioned reshoring across 84 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Tekna Holding ASA (4 calls), Flotek Industries, Inc. (4 calls), Kaiser Aluminum Corporation (4 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 | 27 |
| 2025Q1 | 18 |
| 2025Q2 | 13 |
| 2025Q3 | 16 |
| 2025Q4 | 32 |
| 2026Q1 | 21 |
| 2026Q2 | 13 |
| 2026Q3 | 17 |
Companies ranked by mentions
Representative quotes
…emphasis in supply chain security and critical minerals. Here in United States alone, about $30 billion has been mobilized to support critical miners reshoring and domestic capability. Our talented commercial teams, the boots on the ground are converting these opportunities into growth. Investments in AI, data centers…
…ferrous on Slide 12. The headline captures the market dynamics. In the U.S., we have tariffs protecting the steel industry and encouraging the reshoring of manufacturing. This has lifted margins in steel manufacturing and is driving investment in EAFs. Data center construction is also boosting demand for steel…
…addressed early in the feasibility process. Now shifting to the government front. It is crystal clear that this administration is 100% committed to reshoring critical mineral supply chains. The breadth of this support was on display again last week. On August 7, President Trump convened more than…
…make the lead time much longer. And also additive manufacturing is benefiting for the main mega trend that we observe today. For example, reshoring, companies are trying to reshore like, for example, in North America manufacturing, they would rather reshore with the most advanced technology and the most…
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 Materials in the past year?
Tekna Holding ASA (TEKNA) led with 4 calls referencing reshoring, most recently on August 13, 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.