Which companies discussed Reshoring in Materials in earnings calls?
50 companies mentioned reshoring across 83 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Flotek Industries, Inc. (4 calls), Commercial Metals Company (4 calls), Kaiser Aluminum Corporation (4 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 |
|---|---|
| 2024Q4 | 27 |
| 2025Q1 | 18 |
| 2025Q2 | 13 |
| 2025Q3 | 16 |
| 2025Q4 | 32 |
| 2026Q1 | 21 |
| 2026Q2 | 13 |
| 2026Q3 | 13 |
Companies ranked by mentions
Representative quotes
…driven by the power and data infrastructure build-out by commercial aerospace and by defense and rearmament programs as well as the continued reshoring of extrusion and downstream fabrication following President Trump's April action closing the valuation loopholes in the Section 232 program. When you take…
…production. Meanwhile, U.S. tire imports have been down versus prior year levels in each of the past 4 months. We continue to witness reshoring commitments, including at least 3 additional global players announcing their attend for a significant capital investment in North America tire production facilities. We believe…
…towards a stronger commodity pricing environment for increased upstream activities. Layering in the expanding power demand driven by AI, data centers and industrial reshoring, combined with the reliability issues of an aging transmission infrastructure, the expectations for tailwinds within the energy sector further strengthened. Our legacy pressure pumping…
…demand drivers in technology, and it's not just data centers, but technology in general, it's energy. It's infrastructure, it's reshoring. And so we have seen an increase in supply. It's needed. We're seeing from at least peak levels reduced imports…
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 Materials in the past year?
Flotek Industries, Inc. (FTK) led with 4 calls referencing reshoring, most recently on August 5, 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 11, 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.