Which companies discussed China Exposure in Industrials in earnings calls?
760 companies mentioned china exposure across 1,810 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (16 calls), Ingersoll Rand Inc. (10 calls), Honeywell International Inc. (10 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 China Exposure |
|---|---|
| 2024Q3 | 155 |
| 2024Q4 | 506 |
| 2025Q1 | 606 |
| 2025Q2 | 566 |
| 2025Q3 | 479 |
| 2025Q4 | 458 |
| 2026Q1 | 532 |
| 2026Q2 | 412 |
| 2026Q3 | 249 |
Companies ranked by mentions
Representative quotes
…capacity growth, as we speak, we continue to build new capacity in engine overhaul in Singapore, new airframe maintenance capacity in Singapore, in China and in the U.S. So we're not slowing down in terms of how we're building capability and capacity across the network…
…this interesting to us? The entire humanoid robot market last year was 13,000 robots, and most of that came out of China. I think 80%, 90% of those humanoids all came out of China. This company, UBTECH, by essentially copying us in 10 days sold over…
…half of our revenue base in North America, 1/3 EMEA and about 15% is APAC with a meaningful piece of that being in China. So we obviously have some of those geographic and regional kind of dynamics at play. But I think broad strokes here, yes, we would…
…also remains a key part of Westport's value proposition. With production underway at our expanded Cambridge, Ontario facility and at GFI's China Hydrogen Innovation Centre and manufacturing facility in Jiangsu, China, we continue to believe this business is well-positioned to serve growing demand across hydrogen…
Frequently asked questions
What is China Exposure and why are companies discussing it?
Demand, competition and geopolitical risk in China as management teams weigh exposure to the world's second-largest economy.
Which company mentioned china exposure most in Industrials in the past year?
Expeditors International of Washington, Inc. (EXPD) led with 16 calls referencing china exposure, most recently on June 23, 2026.
How can I track china exposure 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 13, 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 (China, china, chinese market). 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.