Which companies discussed Tariffs in Information Technology in earnings calls?
601 companies mentioned tariffs across 1,228 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Zebra Technologies Corporation (11 calls), KLA Corporation (10 calls), HP Inc. (9 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 | 35 |
| 2024Q4 | 140 |
| 2025Q1 | 369 |
| 2025Q2 | 632 |
| 2025Q3 | 494 |
| 2025Q4 | 339 |
| 2026Q1 | 265 |
| 2026Q2 | 193 |
| 2026Q3 | 44 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Zebra Technologies Corporation | ZBRA | Information Technology | 11 | Jun 4, 2026 |
| KLA Corporation | KLAC | Information Technology | 10 | Jul 28, 2026 |
| HP Inc. | HPQ | Information Technology | 9 | Jun 2, 2026 |
| MKS Inc. | MKSI | Information Technology | 9 | May 7, 2026 |
| Ralliant Corporation | RAL | Information Technology | 8 | Jul 30, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 8 | Jun 3, 2026 |
| Microchip Technology Incorporated | MCHP | Information Technology | 8 | May 20, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 8 | May 7, 2026 |
| Cognex Corporation | CGNX | Information Technology | 8 | May 7, 2026 |
| SPS Commerce, Inc. | SPSC | Information Technology | 7 | Jul 30, 2026 |
| Universal Display Corporation | OLED | Information Technology | 7 | Jul 30, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 7 | Jun 3, 2026 |
| Keysight Technologies, Inc. | KEYS | Information Technology | 7 | May 19, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 7 | May 13, 2026 |
| PAR Technology Corporation | PAR | Information Technology | 7 | May 7, 2026 |
| Advanced Energy Industries, Inc. | AEIS | Information Technology | 7 | May 4, 2026 |
| Xerox Holdings Corporation | XRX | Information Technology | 6 | Jul 30, 2026 |
| Belden Inc. | BDC | Information Technology | 6 | Jul 30, 2026 |
| Impinj, Inc. | PI | Information Technology | 6 | Jul 29, 2026 |
| IPG Photonics Corporation | IPGP | Information Technology | 6 | Jul 17, 2026 |
| Gartner, Inc. | IT | Information Technology | 6 | Jun 4, 2026 |
| Texas Instruments Incorporated | TXN | Information Technology | 6 | May 28, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 6 | May 20, 2026 |
| CDW Corporation | CDW | Information Technology | 6 | May 19, 2026 |
| Vontier Corporation | VNT | Information Technology | 6 | May 7, 2026 |
| Corsair Gaming, Inc. | CRSR | Information Technology | 6 | May 7, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 6 | May 5, 2026 |
| Crane NXT, Co. | CXT | Information Technology | 6 | Feb 25, 2026 |
| Infineon Technologies AG | IFNNY | Information Technology | 6 | Feb 4, 2026 |
| First Solar, Inc. | FSLR | Information Technology | 5 | Jul 30, 2026 |
| FormFactor, Inc. | FORM | Information Technology | 5 | Jul 29, 2026 |
| Mirion Technologies, Inc. | MIR | Information Technology | 5 | Jul 29, 2026 |
| Enphase Energy, Inc. | ENPH | Information Technology | 5 | Jul 28, 2026 |
| Logitech International S.A. | LOGN | Information Technology | 5 | Jul 28, 2026 |
| Daktronics, Inc. | DAKT | Information Technology | 5 | Jun 24, 2026 |
| Avnet, Inc. | AVT | Information Technology | 5 | Jun 2, 2026 |
| Intel Corporation | INTC | Information Technology | 5 | May 19, 2026 |
| Vishay Intertechnology, Inc. | VSH | Information Technology | 5 | May 19, 2026 |
| SolarEdge Technologies, Inc. | SEDG | Information Technology | 5 | May 14, 2026 |
| M-tron Industries, Inc. | MPTI | Information Technology | 5 | May 12, 2026 |
| OSI Systems, Inc. | OSIS | Information Technology | 5 | May 4, 2026 |
| Information Services Group, Inc. | III | Information Technology | 5 | Mar 6, 2026 |
| Extreme Networks, Inc. | EXTR | Information Technology | 5 | Mar 4, 2026 |
| Flex Ltd. | FLEX | Information Technology | 5 | Mar 2, 2026 |
| SoundHound AI, Inc. | SOUN | Information Technology | 5 | Feb 26, 2026 |
| CI&T Inc. | CINT | Information Technology | 5 | Feb 19, 2026 |
| Tyler Technologies, Inc. | TYL | Information Technology | 5 | Jan 15, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 5 | Dec 2, 2025 |
| INFICON Holding AG | IFCN | Information Technology | 4 | Jul 30, 2026 |
| Vusion S.A. | VU | Information Technology | 4 | Jul 30, 2026 |
Representative quotes
…million in the second quarter of 2025. As a reminder, the prior year period benefited from elevated customer purchases ahead of anticipated tariff increases. Turning to the broader environment. As Steve shared, we continue to see meaningful investment across the OLED ecosystem and encouraging progress in several long…
…capacity for modules initiated at our international manufacturing sites, giving us greater flexibility to optimize our supply chain flexibility while also optimizing freight, tariffs, domestic content and Section 45X economics. With respect to our international manufacturing fleet, production planning and utilization levels in Malaysia and Vietnam continue…
…were coming off a tougher 2025, especially on the supplier side of our network where they did cite some headwinds related to tariffs and that did cause some contract rightsizing last year. We anticipated that, that would dissipate this year as we kind of did get those contracts…
February -- in February '26, and we confirm an annual adjusted revenue growth expected between 15% and 20% at constant exchange rates and tariffs. I will pause here, just to let Thierry Lemaitre comment a paragraph that we have added on the tariff and ForEx, following a number…
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 Information Technology in the past year?
Zebra Technologies Corporation (ZBRA) led with 11 calls referencing tariffs, most recently on June 4, 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.