Which companies discussed Tariffs in Materials in earnings calls?
473 companies mentioned tariffs across 1,136 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Alcoa Corporation (11 calls), Reliance, Inc. (9 calls), LANXESS Aktiengesellschaft (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 | 2 |
| 2024Q4 | 136 |
| 2025Q1 | 372 |
| 2025Q2 | 403 |
| 2025Q3 | 401 |
| 2025Q4 | 363 |
| 2026Q1 | 330 |
| 2026Q2 | 235 |
| 2026Q3 | 198 |
Companies ranked by mentions
Representative quotes
…back to kind of a strong foundation. We had a very solid market in North America. We already had 2 iterations of tariffs and there was a strong demand curve that we needed to be able to penetrate in a much more meaningful way. On the trading margin…
…where we see our biggest potential for growth. Glen Akselrod (Analysts): Okay. With that said, I know I saw some questions related to tariffs and the trade disputes or, I guess, lack of agreement between Canada and the U.S., any comments on that? Randy Boomhour (Executives…
…reach our 2025 target of $300 million in adjusted EBITDA, but a combination of that PC market loss, the Russia and Ukraine conflict tariffs and a generally softer demand environment in PC and UIP prevented us ultimately from reaching that goal. It did not, however, stop us from…
…well as the equities really suffer on that one day. What are you hearing? What are your expectations regarding a potential Section 232 tariff on copper cathodes? I mean downstream products already are faced or are protected with the tariff, not the cathodes and everyone was surprised…
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 September 10, 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.