Which companies discussed Reshoring in Industrials in earnings calls?
110 companies mentioned reshoring across 189 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Clean Harbors, Inc. (9 calls), WESCO International, Inc. (5 calls), Trane Technologies plc (5 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 Reshoring |
|---|---|
| 2024Q3 | 15 |
| 2024Q4 | 48 |
| 2025Q1 | 65 |
| 2025Q2 | 78 |
| 2025Q3 | 65 |
| 2025Q4 | 53 |
| 2026Q1 | 57 |
| 2026Q2 | 38 |
| 2026Q3 | 19 |
Companies ranked by mentions
Representative quotes
…across a broad range of end markets globally, including power generation, semiconductor and electronics, natural gas processing and infrastructure, industrial water and industrial reshoring-related projects, and with the addition of the thermal solutions to the portfolio, exciting opportunities within data centers. The power generation opportunity remains particularly…
…number again next year. Melissa McMahon (Analysts): Great. And then maybe just a quick follow-up on that end as well on the reshoring trend. I realize this could be a multiyear opportunity. But are you seeing any tangible near-term lift with clients that are building…
…same thing with semiconductor. It's just a smaller version of the same story, which there's a drive to reshore manufacturing capability here in the U.S. but also throughout Southeast Asia. Again, it's really competing with China. So our investment thesis is, as this money gets…
…where our breadth of offerings and depth of technical domain expertise are well suited to meet growing demand. Among these trends is industrial reshoring, which is driving significant expansion in U.S. manufacturing. Domestic semiconductor manufacturing capacity is expected to triple over the next decade, driven by the CHIPS…
Frequently asked questions
What is Reshoring and why are companies discussing it?
Manufacturing footprint shifts away from globalized supply chains, accelerated by tariffs and geopolitical uncertainty.
Which company mentioned reshoring most in Industrials in the past year?
Clean Harbors, Inc. (CLH) led with 9 calls referencing reshoring, most recently on July 29, 2026.
How can I track reshoring 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 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 (reshoring, reshoring, nearshoring, onshoring, near-shoring). 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.