Which companies discussed Electric Vehicles in Consumer Discretionary in earnings calls?
240 companies mentioned electric vehicles across 595 earnings calls in Consumer Discretionary over the past year, spanning 1 sectors. The most active were Rivian Automotive, Inc. (12 calls), BorgWarner Inc. (9 calls), Bayerische Motoren Werke Aktiengesellschaft (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 Electric Vehicles |
|---|---|
| 2024Q3 | 66 |
| 2024Q4 | 165 |
| 2025Q1 | 157 |
| 2025Q2 | 143 |
| 2025Q3 | 141 |
| 2025Q4 | 148 |
| 2026Q1 | 147 |
| 2026Q2 | 150 |
| 2026Q3 | 94 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Rivian Automotive, Inc. | RIVN | Consumer Discretionary | 12 | Jul 30, 2026 |
| BorgWarner Inc. | BWA | Consumer Discretionary | 9 | Aug 12, 2026 |
| Bayerische Motoren Werke Aktiengesellschaft | BMW | Consumer Discretionary | 9 | Jul 30, 2026 |
| Dauch Corporation | DCH | Consumer Discretionary | 8 | Aug 12, 2026 |
| Dana Incorporated | DAN | Consumer Discretionary | 8 | Jun 3, 2026 |
| General Motors Company | GM | Consumer Discretionary | 8 | Feb 17, 2026 |
| Renault SA | RNO | Consumer Discretionary | 7 | Jul 30, 2026 |
| Stellantis N.V. | STLAM | Consumer Discretionary | 7 | May 21, 2026 |
| QuantumScape Corporation | QS | Consumer Discretionary | 6 | Aug 12, 2026 |
| PHINIA Inc. | PHIN | Consumer Discretionary | 6 | Aug 12, 2026 |
| Cooper-Standard Holdings Inc. | CPS | Consumer Discretionary | 6 | Aug 12, 2026 |
| Bosch Limited | 500530 | Consumer Discretionary | 6 | Aug 11, 2026 |
| Schaeffler AG | SHA0 | Consumer Discretionary | 6 | Aug 5, 2026 |
| Lucid Group, Inc. | LCID | Consumer Discretionary | 6 | Aug 4, 2026 |
| Volkswagen AG | VOW3 | Consumer Discretionary | 6 | Jul 24, 2026 |
| Lear Corporation | LEA | Consumer Discretionary | 6 | Jun 10, 2026 |
| Aptiv PLC | APTV | Consumer Discretionary | 6 | Jun 10, 2026 |
| Faraday Future Intelligent Electric Inc. | FFAI | Consumer Discretionary | 6 | Mar 31, 2026 |
| Landmark Cars Limited | LANDMARK | Consumer Discretionary | 5 | Aug 12, 2026 |
| Linamar Corporation | LNR | Consumer Discretionary | 5 | Aug 12, 2026 |
| Ferrari N.V. | RACE | Consumer Discretionary | 5 | Jul 30, 2026 |
| Garrett Motion Inc. | GTX | Consumer Discretionary | 5 | Jul 29, 2026 |
| Ford Motor Company | F | Consumer Discretionary | 5 | Jul 28, 2026 |
| Mercedes-Benz Group AG | MBG | Consumer Discretionary | 5 | Jul 28, 2026 |
| ZF Commercial Vehicle Control Systems India Limited | ZFCVINDIA | Consumer Discretionary | 5 | Jul 28, 2026 |
| TVS Motor Company Limited | 532343 | Consumer Discretionary | 5 | Jul 22, 2026 |
| Volvo Car AB (publ.) | VOLCARB | Consumer Discretionary | 5 | Jul 17, 2026 |
| Lotus Technology Inc. | LOT | Consumer Discretionary | 5 | Apr 28, 2026 |
| Fastned B.V. | FAST.AS | Consumer Discretionary | 4 | Aug 13, 2026 |
| Divgi TorqTransfer Systems Limited | DIVGIITTS | Consumer Discretionary | 4 | Aug 12, 2026 |
| Subros Limited | 517168 | Consumer Discretionary | 4 | Aug 10, 2026 |
| Motorcar Parts of America, Inc. | MPAA | Consumer Discretionary | 4 | Aug 10, 2026 |
| Hero MotoCorp Limited | 500182 | Consumer Discretionary | 4 | Aug 7, 2026 |
| Ola Electric Mobility Limited | OLAELEC | Consumer Discretionary | 4 | Aug 7, 2026 |
| Varroc Engineering Limited | VARROC | Consumer Discretionary | 4 | Aug 6, 2026 |
| Ford Otomotiv Sanayi A.S. | FROTO | Consumer Discretionary | 4 | Aug 5, 2026 |
| EVgo, Inc. | EVGO | Consumer Discretionary | 4 | Aug 5, 2026 |
| Uno Minda Limited | 532539 | Consumer Discretionary | 4 | Aug 4, 2026 |
| Versigent PLC | VGNT | Consumer Discretionary | 4 | Aug 4, 2026 |
| Martinrea International Inc. | MRE | Consumer Discretionary | 4 | Aug 4, 2026 |
| AutoNation, Inc. | AN | Consumer Discretionary | 4 | Jul 31, 2026 |
| Forvia SE | FRVIA | Consumer Discretionary | 4 | Jul 31, 2026 |
| Exco Technologies Limited | XTC | Consumer Discretionary | 4 | Jul 30, 2026 |
| Panasonic Holdings Corporation | 6752 | Consumer Discretionary | 4 | Jul 30, 2026 |
| Eicher Motors Limited | 505200 | Consumer Discretionary | 4 | Jul 29, 2026 |
| Pirelli & C. S.p.A. | PIRC | Consumer Discretionary | 4 | Jul 29, 2026 |
| CIE Automotive, S.A. | CIE | Consumer Discretionary | 4 | Jul 24, 2026 |
| Sona BLW Precision Forgings Limited | SONACOMS | Consumer Discretionary | 4 | Jul 23, 2026 |
| Valeo SE | FR | Consumer Discretionary | 4 | Jul 22, 2026 |
| Bajaj Auto Limited | BAJAJAUTO | Consumer Discretionary | 4 | Jul 21, 2026 |
Representative quotes
…million favorable. In the quarter, post working capital, our free cash flow was just under GBP 1 billion negative. Next chart, with 6 vehicle launches approaching 4 imminently and 2 in the pipeline, our investment levels remain high as do our capitalization levels, which…
…great half year to talk about, and I will start with the highlights. As always, we will take a look at the electric vehicle market and therefore, our charging market, how it has developed. And as you know, there is a lot happening right now, high oil prices…
…business and several programs that are running at stronger volumes than the market as whole, offsetting those soft markets globally on the light vehicle side. Normalized net earnings were $183 million or 5.8% of sales, up 8.7% over last year, and normalized EPS was $3.08, up 9.6% over…
…assume 90 million units today were all ICE or not, but it helps my story. 90 million units were ICE, if 15% become electric vehicles, then our fluid business content per vehicle goes up 20%. Let's say, 50% of the market by 2035 will be electric…
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 Consumer Discretionary 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 →
Related technology 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 (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.