Which companies discussed Tariffs in earnings calls?
5,279 companies mentioned tariffs across 10,810 earnings calls over the past year, spanning 11 sectors. The most active were Expeditors International of Washington, Inc. (20 calls), Qiagen N.V. (16 calls), Smith & Nephew plc (13 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 Tariffs |
|---|---|
| 2024Q3 | 244 |
| 2024Q4 | 1,376 |
| 2025Q1 | 3,476 |
| 2025Q2 | 4,930 |
| 2025Q3 | 4,155 |
| 2025Q4 | 3,051 |
| 2026Q1 | 2,804 |
| 2026Q2 | 2,192 |
| 2026Q3 | 1,111 |
Companies ranked by mentions
Representative quotes
…related capacity. We are also focused on positive impact to overall margin from further improvements in operating efficiencies supported by benefiting from our tariff mitigation initiatives, better pricing for scrap sales as we gain more market share for our products, additional opportunities to relocate certain operations…
…that, we're dealing with a pipeline operator that's behaving in a manner that we feel is inconsistent with established tariffs. But we do view those as temporary conditions and not structural changes to the California market. Again, we see the market as improving drastically. Our team…
…some of the other very big users do, I think the platinum producers, which you just import power directly ourselves. So the power tariff going forward with the 132 kV has not been finalized, but there's no reason to suggest it will not be cheaper than…
…want to mention a couple of the new opportunity after the announcement Yes. After the announcement of the -- I mean, new tariff system applied to Jordan, which is 0 duty. So for the old customers, okay, like we have with our biggest customer, okay? So we received…
Frequently asked questions
What is Tariffs and why are companies discussing it?
Cross-border import duties driving sourcing, pricing and margin decisions across virtually every sector.
Which company mentioned tariffs most in the past year?
Expeditors International of Washington, Inc. (EXPD) led with 20 calls referencing tariffs, most recently on June 23, 2026.
How can I track tariffs 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 →
Tariffs by sector
- Industrials (178)
- Health Care (144)
- Information Technology (54)
- Consumer Discretionary (46)
- Consumer Staples (36)
- Materials (28)
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 (tariff, tariff, tariffs, import duties, import duty). 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.