Which companies discussed Tariffs in earnings calls?
3,948 companies mentioned tariffs across 9,863 earnings calls over the past year, spanning 11 sectors. The most active were Expeditors International of Washington, Inc. (27 calls), Core Natural Resources, Inc. (16 calls), Qiagen N.V. (15 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 |
|---|---|
| 2024Q4 | 1,229 |
| 2025Q1 | 3,476 |
| 2025Q2 | 4,930 |
| 2025Q3 | 4,155 |
| 2025Q4 | 3,052 |
| 2026Q1 | 2,804 |
| 2026Q2 | 2,192 |
| 2026Q3 | 1,984 |
| 2026Q4 | 334 |
Companies ranked by mentions
Representative quotes
…explain what has driven the improvement and if you expect it to continue? Unknown Executive (Executives): [Interpreted] I'll answer the question. Despite tariff risks and rising memory prices, Harman continues to deliver results. There are synergies with Samsung Electronics, mainly in growth markets such as automotive…
…progress. China's ability to use export license controls to more broadly impact global graphite and anode markets and the potential for U.S. tariff and investment policy to favor products produced in the U.S. and allied countries mean that buyer sensitivities should see greater ex-China demand growth…
…going to be constraints in that manner because we know buildings eliminated a lot of GHG emissions. And then we move into the tariff situation and election and tariffs impacted raw material supplies and it impacted demand, and we've seen Chinese manufacturing roll out here. We look…
Power's 2026 IQS study and reduction we've seen in warranty coverages is encouraging to all of us. Excluding Novelis and tariffs, we reduced warranty and material costs by $1.5 billion in '25 and are on track to reduce another $1 billion this year. But we have…
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 27 calls referencing tariffs, most recently on October 20, 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 (215)
- Health Care (158)
- Consumer Discretionary (51)
- Materials (39)
- Consumer Staples (28)
- Utilities (19)
Related macro themes
Last updated: October 29, 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.