Which companies discussed Electric Vehicles in earnings calls?
1,465 companies mentioned electric vehicles across 2,291 earnings calls over the past year, spanning 11 sectors. The most active were Rivian Automotive, Inc. (12 calls), Dana Incorporated (9 calls), BorgWarner Inc. (8 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 Electric Vehicles |
|---|---|
| 2024Q3 | 328 |
| 2024Q4 | 747 |
| 2025Q1 | 734 |
| 2025Q2 | 555 |
| 2025Q3 | 514 |
| 2025Q4 | 578 |
| 2026Q1 | 601 |
| 2026Q2 | 585 |
| 2026Q3 | 284 |
Companies ranked by mentions
Representative quotes
…second mega category built upon our 50-plus year flagship rotating electrical category and industry reputation. The market opportunities within the nondiscretionary "war categories are significant, enhanced by multiple replacement sales during the life of a vehicle, where a repair is being done by a do-it-yourself…
…focused on educating the EPA on how to support additional RNG investment and acknowledging the adoption curve for natural gas vehicles. Derrick Whitfield (Analysts): And Adam, do you think we could revisit eRINs with this next legislation? Adam Comora (Executives): I feel like eRIN pathways might…
…long-term strategy. Following our March vision announcement to redefine mobility and enter the era of AI-powered 2-wheel electric vehicles, we moved decisively in Q2 alongside leading technology partners to convert hardcore AI capabilities into tangible mass-market user experience. Core features, including the new AiOS…
…driving this change. There is new technology, which is being invested upon, particularly to do with electrification across grid as well as electric mobility. There is increasing fuel prices due to geopolitical situation as well as supply chain disruptions. Countries are prioritizing energy security -- countries are shifting away…
Frequently asked questions
What is Electric Vehicles and why are companies discussing it?
EV demand, pricing and the legacy-auto transition — from battery costs to charging infrastructure.
Which company mentioned electric vehicles most in the past year?
Rivian Automotive, Inc. (RIVN) led with 12 calls referencing electric vehicles, most recently on July 30, 2026.
How can I track electric vehicles 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 →
Electric Vehicles by sector
- Consumer Discretionary (146)
- Industrials (54)
- Information Technology (39)
- Materials (25)
- Financials (5)
- Utilities (4)
Related technology 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 (electric vehicle, electric vehicle, electric vehicles). 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.