Which companies discussed Tariffs in Industrials in earnings calls?
1,132 companies mentioned tariffs across 2,509 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (20 calls), Rockwell Automation, Inc. (12 calls), AGCO Corporation (12 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 | 41 |
| 2024Q4 | 327 |
| 2025Q1 | 810 |
| 2025Q2 | 916 |
| 2025Q3 | 822 |
| 2025Q4 | 669 |
| 2026Q1 | 711 |
| 2026Q2 | 543 |
| 2026Q3 | 296 |
Companies ranked by mentions
Representative quotes
…decrease of $4.1 million or 4.5% compared to the same period in 2025. The decrease was primarily driven by a $2.7 million tariff refund issued to a customer, which was recorded as a reduction to our revenue in the current period. Gross profit for the second quarter…
…final thing is I think that the last year, there was quite a bit of an unsettled environment as it related to tariffs. And I think that, that has also now become sort of baked into decisions, and that's helped us as well. . Kevin Steinke (Analysts): Right…
Unknown Analyst (Analysts): That's great color, Kevin. Pre dynamic backdrop still on the inflation front, a lot of movement and noise around tariffs anything noteworthy to call out that we should be mindful of? And as we kind of look at the pricing in the back half…
Adjusted EBIT reached $170 million with a positive 23.4% of margin. These results include strong operating performance and the effects of U.S. import tariffs and the extraordinary tax credit, excluding both effects, adjusted EBIT margin would have been 16.1%. In Defense Security revenues increased 38 percentage, reaching…
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 Industrials 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 →
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 (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.