Which companies discussed Tariffs in earnings calls?
4,306 companies mentioned tariffs across 10,789 earnings calls over the past year, spanning 11 sectors. The most active were Expeditors International of Washington, Inc. (20 calls), Smith & Nephew plc (16 calls), Qiagen N.V. (16 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 | 239 |
| 2024Q4 | 1,376 |
| 2025Q1 | 3,476 |
| 2025Q2 | 4,930 |
| 2025Q3 | 4,155 |
| 2025Q4 | 3,051 |
| 2026Q1 | 2,804 |
| 2026Q2 | 2,192 |
| 2026Q3 | 1,348 |
Companies ranked by mentions
Representative quotes
…customers and those on default supply contracts. And in our second largest retail market, the United Kingdom, we're offering customers the Pledge tariff, which guarantees savings relative to the government set-price cap. All of this underscores E.ON's commitment to being a reliable partner…
…societies worldwide is affordability and security. When we look at the global environment, inflation, raw materials and transport costs are stable, but tariffs and blockages increased costs over time or from time to time, as we say. It's a changeable environment. When we look at the ongoing…
…factors that drove the other operating cost on a Y-o-Y basis in Q2? My second question is regarding the tariffs. So I understand that the Ministry of Climate, Energy and Environment is preparing to announce a corporate differentiated tariff system. And so what would…
…crores. Considering that just 2 years ago, it was down to almost INR 0. It tells you the -- and with the tariff war with all the geopolitics going on, this kind of scale up in exports tells you that India as a source and Divgi as a participant…
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 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 →
Tariffs by sector
- Industrials (213)
- Health Care (141)
- Materials (69)
- Consumer Discretionary (49)
- Information Technology (38)
- Utilities (13)
Related macro 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 (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.