Which companies discussed Tariffs in Industrials in earnings calls?
1,138 companies mentioned tariffs across 2,347 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (19 calls), Rockwell Automation, Inc. (12 calls), AGCO Corporation (12 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 | 665 |
| 2025Q4 | 499 |
| 2026Q1 | 684 |
| 2026Q2 | 499 |
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…
…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…
…level at a base raw material we saw very quickly we had built out a model as the impact of tariffs came on. And these real-world models that we have skills, give us the tools behind the scenes, as we're running our pricing reviews to know…
Analysts): And then moving to pricing. I got I think 2.5% of price in the guide for this year. There's some tariff-based pricing tied to that. But just how the pricing strategy at the company has evolved different tools that you're using? Do you feel…
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 Industrials 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 →
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.