Which companies discussed Tariffs in Industrials in earnings calls?
921 companies mentioned tariffs across 2,521 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (20 calls), Canadian National Railway Company (14 calls), Rockwell Automation, Inc. (12 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 | 38 |
| 2024Q4 | 327 |
| 2025Q1 | 810 |
| 2025Q2 | 916 |
| 2025Q3 | 822 |
| 2025Q4 | 669 |
| 2026Q1 | 711 |
| 2026Q2 | 543 |
| 2026Q3 | 327 |
Companies ranked by mentions
Representative quotes
…pricing, you guys said is going to contribute about 2% to revenue in 2026. How sustainable is that level of pricing power as tariff surcharges potentially roll off or become less impactful? And any thoughts on just price cost into the second half? Vikram Kini (Executives): Yes, sure…
…that the fact that we are not resuming or going back to the revenues at the time of the IPO is because of tariffs. It's because of the market. The Brazilian market is very, very far from what was then the Brazilian market at the time…
…over-year decline reflects lower volume across a smaller revenue base a runoff of below-margin Big 3 Precision contracts Ryan described and tariffs costs on China-sourced products of approximately $1.9 million in the quarter compared to approximately $2.4 million a year ago, most of which…
…year. We anticipate in the third and fourth quarters that the profitability will be consistent with the prior period, including the impact of tariffs. Precision Manufacturing and Engineering is also expected to continue to improve in Q3. However, we'll have a slightly lower profitability compared…
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 Industrials 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 →
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.