Which companies discussed Tariffs in Industrials in earnings calls?
876 companies mentioned tariffs across 2,392 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (23 calls), Canadian National Railway Company (14 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 | 3 |
| 2024Q4 | 327 |
| 2025Q1 | 810 |
| 2025Q2 | 916 |
| 2025Q3 | 822 |
| 2025Q4 | 669 |
| 2026Q1 | 711 |
| 2026Q2 | 543 |
| 2026Q3 | 457 |
Companies ranked by mentions
Representative quotes
…unofficially. Unknown Analyst (Analysts): Sorry, we will do the questions following the question that put. . Given volatile oil price and rising airport tariffs is the low-cost high-volume model still structurally viable in Southeast Asia region or permanently altering your customer proposition. Anthony Fernandes (Executives…
…last year's conference. But for good or bad, you guys have been in a position to need to proactively navigate the fluid tariff policy and the changes over the last 18 months. Do you feel right now that you have the right manufacturing footprint to adjust…
…looks like, and you get beyond some of these, I call the trade tribulations and get to more certainty when it comes to tariffs and trade between the 3 countries, the things that are occurring in Canada as a result of those trade tribulations that I think continues…
…first is going to be the price cost situation and we spoke about how as we were into last year because of tariff situation, we were going to do price cost neutral, meaning that increasing on the price to cover the tariff, but not to kind…
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 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 →
Related macro themes
Last updated: September 20, 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.