Which companies discussed Tariffs in Information Technology in earnings calls?
554 companies mentioned tariffs across 1,098 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Zebra Technologies Corporation (11 calls), MKS Inc. (9 calls), KLA Corporation (9 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 | 24 |
| 2024Q4 | 140 |
| 2025Q1 | 369 |
| 2025Q2 | 632 |
| 2025Q3 | 494 |
| 2025Q4 | 339 |
| 2026Q1 | 265 |
| 2026Q2 | 193 |
| 2026Q3 | 87 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Zebra Technologies Corporation | ZBRA | Information Technology | 11 | Aug 4, 2026 |
| MKS Inc. | MKSI | Information Technology | 9 | Aug 6, 2026 |
| KLA Corporation | KLAC | Information Technology | 9 | Jul 28, 2026 |
| HP Inc. | HPQ | Information Technology | 9 | Jun 2, 2026 |
| Cognex Corporation | CGNX | Information Technology | 8 | Aug 6, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 8 | Aug 5, 2026 |
| Ralliant Corporation | RAL | Information Technology | 8 | Jul 30, 2026 |
| PAR Technology Corporation | PAR | Information Technology | 7 | Aug 6, 2026 |
| Advanced Energy Industries, Inc. | AEIS | Information Technology | 7 | Aug 3, 2026 |
| SPS Commerce, Inc. | SPSC | Information Technology | 7 | Jul 30, 2026 |
| Microchip Technology Incorporated | MCHP | Information Technology | 7 | May 20, 2026 |
| Keysight Technologies, Inc. | KEYS | Information Technology | 7 | May 19, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 7 | May 13, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 7 | May 7, 2026 |
| Vontier Corporation | VNT | Information Technology | 6 | Aug 6, 2026 |
| Corsair Gaming, Inc. | CRSR | Information Technology | 6 | Aug 6, 2026 |
| IPG Photonics Corporation | IPGP | Information Technology | 6 | Aug 4, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 6 | Aug 4, 2026 |
| Gartner, Inc. | IT | Information Technology | 6 | Aug 4, 2026 |
| Universal Display Corporation | OLED | Information Technology | 6 | Jul 30, 2026 |
| Impinj, Inc. | PI | Information Technology | 6 | Jul 29, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 6 | Jun 3, 2026 |
| Texas Instruments Incorporated | TXN | Information Technology | 6 | May 28, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 6 | May 20, 2026 |
| Unusual Machines, Inc. | UMAC | Information Technology | 5 | Aug 6, 2026 |
| SolarEdge Technologies, Inc. | SEDG | Information Technology | 5 | Aug 5, 2026 |
| Vishay Intertechnology, Inc. | VSH | Information Technology | 5 | Aug 5, 2026 |
| Belden Inc. | BDC | Information Technology | 5 | Jul 30, 2026 |
| Xerox Holdings Corporation | XRX | Information Technology | 5 | Jul 30, 2026 |
| FormFactor, Inc. | FORM | Information Technology | 5 | Jul 29, 2026 |
| Enphase Energy, Inc. | ENPH | Information Technology | 5 | Jul 28, 2026 |
| Logitech International S.A. | LOGN | Information Technology | 5 | Jul 28, 2026 |
| Daktronics, Inc. | DAKT | Information Technology | 5 | Jun 24, 2026 |
| CDW Corporation | CDW | Information Technology | 5 | May 19, 2026 |
| Intel Corporation | INTC | Information Technology | 5 | May 19, 2026 |
| M-tron Industries, Inc. | MPTI | Information Technology | 5 | May 12, 2026 |
| OSI Systems, Inc. | OSIS | Information Technology | 5 | May 4, 2026 |
| Flex Ltd. | FLEX | Information Technology | 5 | Mar 2, 2026 |
| Crane NXT, Co. | CXT | Information Technology | 5 | Feb 25, 2026 |
| CI&T Inc. | CINT | Information Technology | 5 | Feb 19, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 5 | Dec 2, 2025 |
| Applied Optoelectronics, Inc. | AAOI | Information Technology | 4 | Aug 6, 2026 |
| CPI Card Group Inc. | PMTS | Information Technology | 4 | Aug 6, 2026 |
| Turtle Beach Corporation | TBCH | Information Technology | 4 | Aug 6, 2026 |
| Arlo Technologies, Inc. | ARLO | Information Technology | 4 | Aug 6, 2026 |
| First Solar, Inc. | FSLR | Information Technology | 4 | Jul 30, 2026 |
| Apple Inc. | AAPL | Information Technology | 4 | Jul 30, 2026 |
| INFICON Holding AG | IFCN | Information Technology | 4 | Jul 30, 2026 |
| Vusion S.A. | VU | Information Technology | 4 | Jul 30, 2026 |
| AXT, Inc. | AXTI | Information Technology | 4 | Jul 30, 2026 |
Representative quotes
Hardware gross margin was 43%, up from 17% a year ago, but that increase was largely a onetime item, primarily a $3.6 million tariff refund that we'd expected later in the year. Excluding that refund, hardware gross margin would have been closer to 7%, more representative…
…headlines around the U.S. right now with moratoriums and regulatory actions and kind of new frameworks or new policies or new tariffs that are being proposed and being suggested. I think the reality is, is that every time that, that happens in a place, it's going…
…cent. During the second quarter of 2026, the company recognized the benefit of approximately $15.6 million to GAAP gross profit from refunds of tariffs previously paid under the International Emergency Economic Powers Act. This delivered approximately 500 basis points of benefit to gross margin. Net income benefited…
…plan targets, the rate and timing paid subscriber growth, the commercial launch and momentum of new products and services, timing and impact of tariffs, strategic objectives and initiatives, market expansion and future growth, partnerships with various market leaders and strategic collaborators, continued new product and service differentiation…
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 Information Technology in the past year?
Zebra Technologies Corporation (ZBRA) led with 11 calls referencing tariffs, most recently on August 4, 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.