Which companies discussed Electric Vehicles in earnings calls?
1,464 companies mentioned electric vehicles across 2,293 earnings calls over the past year, spanning 11 sectors. The most active were Rivian Automotive, Inc. (12 calls), Dana Incorporated (9 calls), BorgWarner Inc. (8 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 Electric Vehicles |
|---|---|
| 2024Q3 | 326 |
| 2024Q4 | 747 |
| 2025Q1 | 734 |
| 2025Q2 | 555 |
| 2025Q3 | 514 |
| 2025Q4 | 578 |
| 2026Q1 | 601 |
| 2026Q2 | 585 |
| 2026Q3 | 299 |
Companies ranked by mentions
Representative quotes
…established areas for rare earth magnetic demand, there are several faster-growing markets driving additional demand. These include the electrification of vehicles, wind farms, robotics, drones, and AI data centers. These applications rely on both bonded and sintered magnets, positioning NEO's full magnetics platform to benefit…
…billion increase year-on-year. Our Distribution segment, both electricity and gas are actually positive. The variance is CZK 300 million on electricity distribution, which is negatively impacted by correction factors from past years. on normalized EBITDA without creation factors, we are doing much better, as you will…
…safety certification for 6 models of our next-generation high-voltage battery systems. These products are designed for integrated material handling vehicles operating in demanding all-season outdoor environments. We continue to expect high-voltage platforms to become a meaningful revenue contributor beginning in fiscal 2027 and completion…
…electrification, the reality emerging in India is diverse. We are seeing simultaneous growth of conventional ICE vehicles, CNG, hybrids, flex fuel technologies and electric vehicles. This is being supported by rising domestic demand, new model launches, improving affordability and India's growing relevance as a global manufacturing…
Frequently asked questions
What is Electric Vehicles and why are companies discussing it?
EV demand, pricing and the legacy-auto transition — from battery costs to charging infrastructure.
Which company mentioned electric vehicles most in the past year?
Rivian Automotive, Inc. (RIVN) led with 12 calls referencing electric vehicles, most recently on July 30, 2026.
How can I track electric vehicles 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 →
Electric Vehicles by sector
- Consumer Discretionary (154)
- Industrials (51)
- Information Technology (38)
- Materials (25)
- Financials (5)
Related technology themes
Last updated: August 12, 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 (electric vehicle, electric vehicle, electric vehicles). 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.