Which companies discussed Electric Vehicles in Consumer Discretionary in earnings calls?
238 companies mentioned electric vehicles across 587 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Rivian Automotive, Inc. (12 calls), Bayerische Motoren Werke Aktiengesellschaft (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 | 60 |
| 2024Q4 | 165 |
| 2025Q1 | 157 |
| 2025Q2 | 143 |
| 2025Q3 | 141 |
| 2025Q4 | 148 |
| 2026Q1 | 147 |
| 2026Q2 | 150 |
| 2026Q3 | 97 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 12 | Jul 30, 2026 |
| Bayerische Motoren Werke Aktiengesellschaft | BMW | Consumer Discretionary | 9 | Jul 30, 2026 |
| BorgWarner Inc. | BWA | Consumer Discretionary | 8 | Aug 12, 2026 |
| Dauch Corporation | DCH | Consumer Discretionary | 8 | Aug 12, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 8 | Jun 3, 2026 |
| Renault SA | RNO | Consumer Discretionary | 7 | Jul 30, 2026 |
| Stellantis N.V. | STLAM | Consumer Discretionary | 7 | May 21, 2026 |
| General Motors Company | GM | Consumer Discretionary | 7 | Feb 17, 2026 |
| PHINIA Inc. | PHIN | Consumer Discretionary | 6 | Aug 12, 2026 |
| QuantumScape Corporation | QS | Consumer Discretionary | 6 | Aug 12, 2026 |
| Bosch Limited | 500530 | Consumer Discretionary | 6 | Aug 11, 2026 |
| Schaeffler AG | SHA0 | Consumer Discretionary | 6 | Aug 5, 2026 |
| Lucid Group, Inc. | LCID | Consumer Discretionary | 6 | Aug 4, 2026 |
| Volkswagen AG | VOW3 | Consumer Discretionary | 6 | Jul 24, 2026 |
| Lear Corporation | LEA | Consumer Discretionary | 6 | Jun 10, 2026 |
| Aptiv PLC | APTV | Consumer Discretionary | 6 | Jun 10, 2026 |
| Faraday Future Intelligent Electric Inc. | FFAI | Consumer Discretionary | 6 | Mar 31, 2026 |
| MAHLE Metal Leve S.A. | LEVE3 | Consumer Discretionary | 5 | Aug 13, 2026 |
| Cooper-Standard Holdings Inc. | CPS | Consumer Discretionary | 5 | Aug 12, 2026 |
| Ferrari N.V. | RACE | Consumer Discretionary | 5 | Jul 30, 2026 |
| Garrett Motion Inc. | GTX | Consumer Discretionary | 5 | Jul 29, 2026 |
| ZF Commercial Vehicle Control Systems India Limited | ZFCVINDIA | Consumer Discretionary | 5 | Jul 28, 2026 |
| Mercedes-Benz Group AG | MBG | Consumer Discretionary | 5 | Jul 28, 2026 |
| Ford Motor Company | F | Consumer Discretionary | 5 | Jul 28, 2026 |
| TVS Motor Company Limited | 532343 | Consumer Discretionary | 5 | Jul 22, 2026 |
| Volvo Car AB (publ.) | VOLCARB | Consumer Discretionary | 5 | Jul 17, 2026 |
| Lotus Technology Inc. | LOT | Consumer Discretionary | 5 | Apr 28, 2026 |
| Fastned B.V. | FAST.AS | Consumer Discretionary | 4 | Aug 13, 2026 |
| Linamar Corporation | LNR | Consumer Discretionary | 4 | Aug 12, 2026 |
| Divgi TorqTransfer Systems Limited | DIVGIITTS | Consumer Discretionary | 4 | Aug 12, 2026 |
| Landmark Cars Limited | LANDMARK | Consumer Discretionary | 4 | Aug 12, 2026 |
| Motorcar Parts of America, Inc. | MPAA | Consumer Discretionary | 4 | Aug 10, 2026 |
| Subros Limited | 517168 | Consumer Discretionary | 4 | Aug 10, 2026 |
| Hero MotoCorp Limited | 500182 | Consumer Discretionary | 4 | Aug 7, 2026 |
| Ola Electric Mobility Limited | OLAELEC | Consumer Discretionary | 4 | Aug 7, 2026 |
| Varroc Engineering Limited | VARROC | Consumer Discretionary | 4 | Aug 6, 2026 |
| EVgo, Inc. | EVGO | Consumer Discretionary | 4 | Aug 5, 2026 |
| Ford Otomotiv Sanayi A.S. | FROTO | Consumer Discretionary | 4 | Aug 5, 2026 |
| Uno Minda Limited | 532539 | Consumer Discretionary | 4 | Aug 4, 2026 |
| Versigent PLC | VGNT | Consumer Discretionary | 4 | Aug 4, 2026 |
| Martinrea International Inc. | MRE | Consumer Discretionary | 4 | Aug 4, 2026 |
| AutoNation, Inc. | AN | Consumer Discretionary | 4 | Jul 31, 2026 |
| Forvia SE | FRVIA | Consumer Discretionary | 4 | Jul 31, 2026 |
| Exco Technologies Limited | XTC | Consumer Discretionary | 4 | Jul 30, 2026 |
| Panasonic Holdings Corporation | 6752 | Consumer Discretionary | 4 | Jul 30, 2026 |
| Eicher Motors Limited | 505200 | Consumer Discretionary | 4 | Jul 29, 2026 |
| Pirelli & C. S.p.A. | PIRC | Consumer Discretionary | 4 | Jul 29, 2026 |
| CIE Automotive, S.A. | CIE | Consumer Discretionary | 4 | Jul 24, 2026 |
| Sona BLW Precision Forgings Limited | SONACOMS | Consumer Discretionary | 4 | Jul 23, 2026 |
| Valeo SE | FR | Consumer Discretionary | 4 | Jul 22, 2026 |
Representative quotes
…your prediction for the next years in the original OEM segment? Is MEHAL Metal Leve's adapting its portfolio for hybrid and electrical vehicles to be competitive in supplying these new players in the country? How do you see this opportunity window to capture market share considering this…
…million favorable. In the quarter, post working capital, our free cash flow was just under GBP 1 billion negative. Next chart, with 6 vehicle launches approaching 4 imminently and 2 in the pipeline, our investment levels remain high as do our capitalization levels, which…
…intelligent electrohydraulic circulating ball power steering for use in heavy-duty vehicles. The launch of our active rear wheel steering, produced our RPS steering system for Magic convento, and developed a high-torque 115-watt platform electric motor. These advancements help build our sales and marketing in specific…
…highest ever for a first quarter. Growth was supported by GST rationalization, India retail financing and strong rural demand, while export and electric vehicles grew even faster. For us, this is an important signal. It demonstrates the underlying strength and resilience of the Indian automotive market even when…
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 Consumer Discretionary 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 →
Related technology 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 (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.