Which companies discussed Tariffs in earnings calls?
5,330 companies mentioned tariffs across 10,407 earnings calls over the past year, spanning 11 sectors. The most active were Expeditors International of Washington, Inc. (19 calls), Qiagen N.V. (15 calls), Bio-Techne Corporation (13 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 Tariffs |
|---|---|
| 2025Q3 | 3,279 |
| 2025Q4 | 2,418 |
| 2026Q1 | 2,681 |
| 2026Q2 | 2,029 |
Companies ranked by mentions
Representative quotes
…facing headwinds on the order intake side due to changing market dynamics. I mean it started with increased U.S. tariffs, also regulatory changes and also downstream expansion or upstream expansion of battery cell manufacturers, which now starts to compete directly with us as a system integrator…
…shrimp exports the since exports deletes has improved following the recent developments in U.S. trade policy, while some uncertainty remains the final tariff structure applicable to seafood improves. The overall environment has become more favorable for exports. In parallel, the company continues to strengthen its presence…
…expectations in the first quarter despite backorder and special order balances, approximately $75 million higher than a year ago, primarily due to tariff-related resourcing. As a result of our better-than-expected first quarter results, we are raising our outlook for fiscal year 2026 and providing…
…target those items because they know that they, on the black market can get a lot of money for those things, right? The tariffs up and down, we've seen differences with those, and so that's been impacting those trends as well. I'll talk more…
Frequently asked questions
What is Tariffs and why are companies discussing it?
Cross-border import duties driving sourcing, pricing and margin decisions across virtually every sector.
Which company mentioned tariffs most in the past year?
Expeditors International of Washington, Inc. (EXPD) led with 19 calls referencing tariffs, most recently on June 11, 2026.
How can I track tariffs 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 →
Tariffs by sector
- Industrials (177)
- Health Care (133)
- Information Technology (62)
- Consumer Discretionary (34)
- Utilities (22)
- Materials (17)
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 (tariff, tariff, tariffs, import duties, import duty). 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.