Which companies discussed Tariffs in Utilities in earnings calls?
189 companies mentioned tariffs across 470 earnings calls in Utilities over the past year, spanning 1 sectors. The most active were Veolia Environnement SA (7 calls), NextEra Energy, Inc. (6 calls), Tenaga Nasional Berhad (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 |
|---|---|
| 2024Q4 | 91 |
| 2025Q1 | 127 |
| 2025Q2 | 141 |
| 2025Q3 | 122 |
| 2025Q4 | 117 |
| 2026Q1 | 128 |
| 2026Q2 | 108 |
| 2026Q3 | 112 |
| 2026Q4 | 16 |
Companies ranked by mentions
Representative quotes
…operation of the Schahfer coal units. We continue to comply, and we are pursuing recovery of compliance costs through the FERC-approved MISO tariff schedule, having submitted Section 205 filings for each [ quarter ] period. We're evaluating a potential extension of the unit's operations through our integrated…
…based off of the 2026 original guidance midpoint. Lastly, you heard that we remain committed to balancing growth with affordability. Through large low tariffs, customer-funded infrastructure arrangements and other innovative structures, we are working to have new growth help fund needed investments while also delivering meaningful affordability…
…solar plus storage, stand-alone batteries and notably long-term thermal. The states awarded around 17 gigawatt of long-term thermal capacity at tariffs of about INR 5.40 to INR 6.30 per unit in FY '26 and a further 18 gigawatt of thermal tenders are currently under bidding…
…perspective as they are not a cost burden, but an enabler to growth in electrification. The result in the resulting rise in access tariff revenues as the demand vector are incorporated more than offset the increase in system cost and the increased demand helps reduce the overall tariff…
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?
Veolia Environnement SA (VIE) led with 7 calls referencing tariffs, most recently on July 30, 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: October 29, 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.