Which companies discussed China Exposure in earnings calls?
4,445 companies mentioned china exposure across 9,207 earnings calls over the past year, spanning 11 sectors. The most active were Merck KGaA (19 calls), Expeditors International of Washington, Inc. (16 calls), Revvity, Inc. (15 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 China Exposure |
|---|---|
| 2024Q3 | 1,067 |
| 2024Q4 | 2,616 |
| 2025Q1 | 3,001 |
| 2025Q2 | 2,708 |
| 2025Q3 | 2,491 |
| 2025Q4 | 2,329 |
| 2026Q1 | 2,482 |
| 2026Q2 | 2,175 |
| 2026Q3 | 1,064 |
Companies ranked by mentions
Representative quotes
…labor. As you know, the -- they have a population decrease. And so the Japan to Filipino corridor or Japan to China corridor is very active these days. So we've got that integration where. So I think at all times around the world as these puts and takes…
…electronics. It's about 20% of your total revenue. And despite, I think, historically, a decent amount of that exposure has been in China, but it feels like you've seen more upside from that sector as it's moved out of China and into broader Asia…
…should we think about the revenue growth rate at Tunein going forward and the growth versus net accounting -- and does this impact the China revenue synergies targets? . Eric Boyko (Executives): No, no, no. This revenue recognition is with the new rules and the new accounting rules…
…maintaining operational flexibility and best-in-class service levels. Another important strategic development during the quarter is our in-licensing agreement with a China-based development company, for the development, manufacturing, commercialization of a niche liposome product for the U.S. and European markets. This partnership strengthens our entry…
Frequently asked questions
What is China Exposure and why are companies discussing it?
Demand, competition and geopolitical risk in China as management teams weigh exposure to the world's second-largest economy.
Which company mentioned china exposure most in the past year?
Merck KGaA (MRK) led with 19 calls referencing china exposure, most recently on August 6, 2026.
How can I track china exposure 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 →
China Exposure by sector
- Health Care (225)
- Industrials (105)
- Information Technology (95)
- Consumer Discretionary (47)
- Consumer Staples (40)
- Materials (24)
Related macro themes
Last updated: August 10, 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 (China, china, chinese market). 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.