Which companies discussed Tariffs in Information Technology in earnings calls?
494 companies mentioned tariffs across 1,095 earnings calls in Information Technology over the past year, spanning 1 sectors. The most active were Zebra Technologies Corporation (11 calls), MKS Inc. (9 calls), KLA Corporation (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 Tariffs |
|---|---|
| 2024Q3 | 24 |
| 2024Q4 | 140 |
| 2025Q1 | 369 |
| 2025Q2 | 632 |
| 2025Q3 | 494 |
| 2025Q4 | 339 |
| 2026Q1 | 265 |
| 2026Q2 | 193 |
| 2026Q3 | 94 |
Companies ranked by mentions
| Company | Ticker | Sector | Calls | Last mention |
|---|---|---|---|---|
| Zebra Technologies Corporation | ZBRA | Information Technology | 11 | Aug 4, 2026 |
| MKS Inc. | MKSI | Information Technology | 9 | Aug 6, 2026 |
| KLA Corporation | KLAC | Information Technology | 9 | Jul 28, 2026 |
| Logitech International S.A. | LOGN | Information Technology | 9 | Jul 28, 2026 |
| HP Inc. | HPQ | Information Technology | 9 | Jun 2, 2026 |
| Cognex Corporation | CGNX | Information Technology | 8 | Aug 6, 2026 |
| Motorola Solutions, Inc. | MSI | Information Technology | 8 | Aug 5, 2026 |
| Ralliant Corporation | RAL | Information Technology | 8 | Jul 30, 2026 |
| PAR Technology Corporation | PAR | Information Technology | 7 | Aug 6, 2026 |
| Advanced Energy Industries, Inc. | AEIS | Information Technology | 7 | Aug 3, 2026 |
| SPS Commerce, Inc. | SPSC | Information Technology | 7 | Jul 30, 2026 |
| Microchip Technology Incorporated | MCHP | Information Technology | 7 | May 20, 2026 |
| Keysight Technologies, Inc. | KEYS | Information Technology | 7 | May 19, 2026 |
| Cisco Systems, Inc. | CSCO | Information Technology | 7 | May 13, 2026 |
| Vontier Corporation | VNT | Information Technology | 6 | Aug 6, 2026 |
| Corsair Gaming, Inc. | CRSR | Information Technology | 6 | Aug 6, 2026 |
| Arista Networks, Inc. | ANET | Information Technology | 6 | Aug 4, 2026 |
| Gartner, Inc. | IT | Information Technology | 6 | Aug 4, 2026 |
| IPG Photonics Corporation | IPGP | Information Technology | 6 | Aug 4, 2026 |
| Universal Display Corporation | OLED | Information Technology | 6 | Jul 30, 2026 |
| Impinj, Inc. | PI | Information Technology | 6 | Jul 29, 2026 |
| Texas Instruments Incorporated | TXN | Information Technology | 6 | May 28, 2026 |
| Analog Devices, Inc. | ADI | Information Technology | 6 | May 20, 2026 |
| GLOBALFOUNDRIES Inc. | GFS | Information Technology | 6 | May 7, 2026 |
| Roper Technologies, Inc. | ROP | Information Technology | 5 | Aug 11, 2026 |
| Kinaxis Inc. | KXS | Information Technology | 5 | Aug 7, 2026 |
| Tantalus Systems Holding Inc. | GRID | Information Technology | 5 | Aug 6, 2026 |
| Unusual Machines, Inc. | UMAC | Information Technology | 5 | Aug 6, 2026 |
| Vishay Intertechnology, Inc. | VSH | Information Technology | 5 | Aug 5, 2026 |
| SolarEdge Technologies, Inc. | SEDG | Information Technology | 5 | Aug 5, 2026 |
| Belden Inc. | BDC | Information Technology | 5 | Jul 30, 2026 |
| Xerox Holdings Corporation | XRX | Information Technology | 5 | Jul 30, 2026 |
| FormFactor, Inc. | FORM | Information Technology | 5 | Jul 29, 2026 |
| Hexagon AB (publ) | HEXAB | Information Technology | 5 | Jul 29, 2026 |
| Enphase Energy, Inc. | ENPH | Information Technology | 5 | Jul 28, 2026 |
| Vaisala Oyj | VAIAS | Information Technology | 5 | Jul 21, 2026 |
| Tecsys Inc. | TCS | Information Technology | 5 | Jul 9, 2026 |
| Daktronics, Inc. | DAKT | Information Technology | 5 | Jun 24, 2026 |
| ON Semiconductor Corporation | ON | Information Technology | 5 | Jun 3, 2026 |
| Intel Corporation | INTC | Information Technology | 5 | May 19, 2026 |
| CDW Corporation | CDW | Information Technology | 5 | May 19, 2026 |
| M-tron Industries, Inc. | MPTI | Information Technology | 5 | May 12, 2026 |
| OSI Systems, Inc. | OSIS | Information Technology | 5 | May 4, 2026 |
| Wipro Limited | 507685 | Information Technology | 5 | Apr 16, 2026 |
| Flex Ltd. | FLEX | Information Technology | 5 | Mar 2, 2026 |
| CI&T Inc. | CINT | Information Technology | 5 | Feb 19, 2026 |
| Applied Materials, Inc. | AMAT | Information Technology | 5 | Dec 2, 2025 |
| Super Micro Computer, Inc. | SMCI | Information Technology | 4 | Aug 11, 2026 |
| Life360, Inc. | 360 | Information Technology | 4 | Aug 10, 2026 |
| Arlo Technologies, Inc. | ARLO | Information Technology | 4 | Aug 6, 2026 |
Representative quotes
…margin for the year. Field Systems revenue was up 12% in the quarter despite a headwind of approximately 300 basis points due to tariff refunds, which we do not expect to materially impact future quarters. Note that there is a corresponding offset and cost of goods sold…
…polysilicon industry, which T1 adamantly supports. The key tenets of the proclamation are the imposition of minimum import prices and ad valorem tariffs on solar modules and subcomponents. These measures are designed to provide tangible economic and strategic incentives to invest in domestic solar capacity and the emerging…
…anyone could share any general learnings that you've had since acquiring it? What has surprised you good or bad since acquiring all tariff from Allscripts? And have you been able to buy any of those learnings to acquisitions since then? Bernard Anzarouth (Executives): I would think generally…
…fiscal year '27, and perhaps the subsequent quarter. This favorable mix contributed approximately 75% of the gross margin improvement. Lower tariff costs and lower inventory reserves drove the remaining 25% of the gross margin improvement. Q4 GAAP operating expenses were $455 million, up 44% year over year…
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 Information Technology in the past year?
Zebra Technologies Corporation (ZBRA) led with 11 calls referencing tariffs, most recently on August 4, 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.