Which companies discussed Tariffs in earnings calls?
5,667 companies mentioned tariffs across 11,787 earnings calls over the past year, spanning 11 sectors. The most active were Expeditors International of Washington, Inc. (23 calls), Qiagen N.V. (16 calls), AGCO 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 |
|---|---|
| 2024Q3 | 467 |
| 2024Q4 | 1,376 |
| 2025Q1 | 3,476 |
| 2025Q2 | 4,930 |
| 2025Q3 | 4,155 |
| 2025Q4 | 3,051 |
| 2026Q1 | 2,804 |
| 2026Q2 | 2,192 |
| 2026Q3 | 538 |
Companies ranked by mentions
Representative quotes
…million in the second quarter of 2025. As a reminder, the prior year period benefited from elevated customer purchases ahead of anticipated tariff increases. Turning to the broader environment. As Steve shared, we continue to see meaningful investment across the OLED ecosystem and encouraging progress in several long…
…were coming off a tougher 2025, especially on the supplier side of our network where they did cite some headwinds related to tariffs and that did cause some contract rightsizing last year. We anticipated that, that would dissipate this year as we kind of did get those contracts…
…capacity for modules initiated at our international manufacturing sites, giving us greater flexibility to optimize our supply chain flexibility while also optimizing freight, tariffs, domestic content and Section 45X economics. With respect to our international manufacturing fleet, production planning and utilization levels in Malaysia and Vietnam continue…
…quarter last year. driven by our strong sales growth, a continued focus on operational excellence and a net benefit in the quarter from tariff-related costs. Foreign currency translation had a favorable impact of $0.01. Now I will provide some highlights around our quarterly segment performance…
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 23 calls referencing tariffs, most recently on June 23, 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 (192)
- Health Care (144)
- Information Technology (66)
- Consumer Discretionary (37)
- Materials (28)
- Consumer Staples (28)
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 (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.