Which companies discussed Tariffs in Utilities in earnings calls?
233 companies mentioned tariffs across 408 earnings calls in Utilities over the past year, spanning 1 sectors. The most active were NextEra Energy, Inc. (5 calls), ISA Energía Brasil S.A. (5 calls), ReNew Energy Global Plc (4 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 | 100 |
| 2025Q4 | 94 |
| 2026Q1 | 118 |
| 2026Q2 | 96 |
Companies ranked by mentions
Representative quotes
…would like to understand your expectation of timing when you're going to carry out investments when you will be charging so age tariffs, and if this investment will be remunerated. we don't offer guidance on CapEx -- we have been carefully analyzing this asset for some time…
…mentioned, EBITDA has shown strong improvement year-on-year, and revenue has provided significant benefit with a 23% increase in our water tariffs, reflecting our regulatory determination as well as, to a lesser extent, increased consumption from our customers. The start of the new regulatory cycle has resulted…
…your outlook regarding the impact of consumers on the distribution segment? Do you believe that there will be a higher growth rate in tariffs for lower and medium the transmission going forward? Now, we can take it at that time. It's not made for this. We need…
…year comparison, our supply company, EVN KG reported a further improvement, which, however, was dampened by a new provision for the social tariff required under Austria's new electricity law. In total, group EBITDA improved by 8% year-on-year to EUR 553 million. Scheduled depreciation and amortization…
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 Utilities in the past year?
NextEra Energy, Inc. (NEE) led with 5 calls referencing tariffs, most recently on May 18, 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.