Which companies discussed China Exposure in Industrials in earnings calls?
758 companies mentioned china exposure across 1,800 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (16 calls), Ingersoll Rand Inc. (10 calls), Honeywell International Inc. (10 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 | 148 |
| 2024Q4 | 506 |
| 2025Q1 | 606 |
| 2025Q2 | 566 |
| 2025Q3 | 479 |
| 2025Q4 | 458 |
| 2026Q1 | 532 |
| 2026Q2 | 412 |
| 2026Q3 | 262 |
Companies ranked by mentions
Representative quotes
…leading provider of next-generation space solar technology. [ CELESTIAL ] secures domestic control of a critical element of our supply chain currently controlled by China, reduces geopolitical exposure across our manufacturing base, positions us to leverage advanced solar capabilities as a differentiator of future spacecraft designs. Before I turn…
…foresight and strategic agility for over a decade, we have sourced more than 95% of our tungsten and molybdenum from outside of China, which largely shields us from export control-related supply chain disruptions. Additionally, our strategic tungsten sourcing agreements have kept us highly protected from material input…
…recall, the foundation of the ARDP program was created effectively in response to the technology peer competition that is currently underway with China. And the U.S. government made a decision years ago that we had to pick the best of our advanced technologies that could compete…
…grow also, as you can see here, in the first half of 2026, which means a plus of 9% in comparison to 2025. China remains the largest BEV market with 3.6 million, but recent growth has slowed. So the U.S. market, which currently shows the lowest volume…
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 Industrials in the past year?
Expeditors International of Washington, Inc. (EXPD) led with 16 calls referencing china exposure, most recently on June 23, 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 →
Related macro themes
Last updated: August 14, 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.