Which companies discussed Tariffs in Materials in earnings calls?
658 companies mentioned tariffs across 1,139 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Alcoa Corporation (9 calls), Eastman Chemical Company (8 calls), Reliance, Inc. (6 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 |
|---|---|
| 2025Q3 | 326 |
| 2025Q4 | 279 |
| 2026Q1 | 310 |
| 2026Q2 | 224 |
Companies ranked by mentions
Representative quotes
…factor Okay. Just wanted to call that out. All right. But then some of the other items are some cost pressures. The tariff costs we kind of already baked in, I think, so that's not necessarily incremental and then some -- so net-net, unfavorable total versus prior…
…healthy and holding in. And aluminum and stainless, they were a little softer on the demand side. So when the tariffs were introduced, you didn't have as much strength behind the higher prices. But going into the fourth quarter, we started to hear customers being a little…
…ground running relatively quickly, because we had already developed this muscle internally through COVID, through our periods of inflation, but frankly, also through tariffs last year. Just kind of name your inflation. There's been a lot of inflation in the last few years, right, and tariffs were…
…fabrication. It is also worth mentioning that our first quarter revenues a year ago were negatively impacted by the then recently announced tariffs. The gross margin at $24.0 million almost doubled when compared with the same period of the previous fiscal year. Gross margin…
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 9 calls referencing tariffs, most recently on June 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: June 15, 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.