Which companies discussed Tariffs in earnings calls?
4,005 companies mentioned tariffs across 9,981 earnings calls over the past year, spanning 11 sectors. The most active were Expeditors International of Washington, Inc. (23 calls), Smith & Nephew plc (14 calls), Qiagen N.V. (14 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 | 29 |
| 2024Q4 | 1,376 |
| 2025Q1 | 3,476 |
| 2025Q2 | 4,930 |
| 2025Q3 | 4,155 |
| 2025Q4 | 3,052 |
| 2026Q1 | 2,804 |
| 2026Q2 | 2,192 |
| 2026Q3 | 1,765 |
Companies ranked by mentions
Representative quotes
…important note. I inserted that word operationally in there. We did have a onetime benefit from the Supreme Court decision in validating the tariffs about $100 million of cost coming out in '26. So you need to normalize '26 for the onetime events and then apply the incremental…
…missing leverage effect, than ever reached interest in EBIT margins in the past. So I'm very prepared on tariffs because I talked to our distributor actually in the -- for the cutting systems, but -- which is, I mean, somehow in the past, but still, I mean, we work…
…revise any forward-looking statement to reflect events or circumstances after today's call. Before we jump into results, we want to discuss tariffs. We've included a table in our earnings release showing the impacts of this quarter's tariff recoveries by operating segment…
…basis points versus the second quarter of last year. This improvement was primarily driven by e-commerce profitability and media, pharmacy mix, tariff refunds and sourcing initiatives. These benefits were partially offset by higher shrink, increased transportation costs and investments in customer value. We continue to expect…
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 September 3, 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 (204)
- Health Care (156)
- Materials (49)
- Consumer Discretionary (31)
- Information Technology (28)
- Consumer Staples (28)
Related macro themes
Last updated: September 14, 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.