Which companies discussed Tariffs in Industrials in earnings calls?
1,210 companies mentioned tariffs across 2,696 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (23 calls), AGCO Corporation (13 calls), Rockwell Automation, Inc. (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 |
|---|---|
| 2024Q3 | 93 |
| 2024Q4 | 327 |
| 2025Q1 | 810 |
| 2025Q2 | 916 |
| 2025Q3 | 822 |
| 2025Q4 | 669 |
| 2026Q1 | 711 |
| 2026Q2 | 543 |
| 2026Q3 | 151 |
Companies ranked by mentions
Representative quotes
…coils to support our Data Center customers. Commercially, we're also taking decisive pricing actions to offset inflationary cost increases, including materials and tariffs. This, along with ongoing 80/20 focus, will help improve margins through simplification and efficiency. Please turn to Page 6. The Performance Technology team continues…
…agriculture and merchandising businesses. However, we continue to face some ongoing uncertainty, especially in the near term, including the threat of new tariffs, the impact of CUSMA renegotiations and global upheaval in different regions, resulting in some specific challenges in a few of our subsidiaries. For example…
…basis, operating margin decreased 170 basis points to 6.6% and driven primarily by lower sales and production volumes and higher input costs, including tariffs. Those were partially offset by solid pricing the benefit of certain EPA tariff refunds recognized during the period and ongoing benefits from our business…
…were largely offset by higher steel and other input costs. Steel costs rose year-over-year, approximately 20% in Q2 and combined with tariffs and other inflationary costs largely offset pricing benefits. IEPA refunds had a minimal impact in the quarter. Moving to Slide 6. Rest…
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 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 →
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.