Which companies discussed Tariffs in Materials in earnings calls?
701 companies mentioned tariffs across 1,307 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Alcoa Corporation (11 calls), Eastman Chemical Company (9 calls), Reliance, Inc. (8 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 | 52 |
| 2024Q4 | 136 |
| 2025Q1 | 372 |
| 2025Q2 | 403 |
| 2025Q3 | 401 |
| 2025Q4 | 363 |
| 2026Q1 | 330 |
| 2026Q2 | 235 |
| 2026Q3 | 79 |
Companies ranked by mentions
Representative quotes
Instructions] Our first question today is from Donangelo Volpe with Beacon Securities. Donangelo Volpe (Analysts): I guess we're going to touch on tariffs a little bit. I know it's a little bit early to talk about the potential impact. But I'm just wondering…
…fourth quarter. Overall, we expect second half EBITDA to be about flat compared to last year as the net impact of tariffs, dissynergies and the Middle East conflict are all weighted to the back half of the year. Let's turn to Slide 9. Given the strength…
…performance. Ghansham Panjabi (Analysts): And for my second question, first off, can you confirm if there's any benefit from any sort of tariff refunds and so on and so forth? And then, Gil, back to you, obviously, core sales in pharma have been below trend…
…something else that is reducing the competition. Kenneth Lane (Executives): Thanks for your question. Yes. So the lower imports are related to tariffs. So if you look at the tariffs that have been placed on imported ammunition, it has fluctuated a little…
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 Materials in the past year?
Alcoa Corporation (AA) led with 11 calls referencing tariffs, most recently on July 16, 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.