Which companies discussed Tariffs in Materials in earnings calls?
493 companies mentioned tariffs across 1,194 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Alcoa Corporation (11 calls), LANXESS Aktiengesellschaft (10 calls), Euro Manganese Inc. (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 | 23 |
| 2024Q4 | 136 |
| 2025Q1 | 372 |
| 2025Q2 | 403 |
| 2025Q3 | 401 |
| 2025Q4 | 363 |
| 2026Q1 | 330 |
| 2026Q2 | 235 |
| 2026Q3 | 162 |
Companies ranked by mentions
Representative quotes
…regard exports, of course, there are all kind of other RECONNECT when it comes to us, whether that is the uncertainty of the tariff situation in the U.S., whether it's about the demand slowdown in Europe. And now we're more and more availability of shipping…
…projects built up and operating. We think that, in combination with the Section 232 duties, which are available to the President right now, tariffs, which were available to the President right now. Project Vault as well as the G7 support pricing discussions that are occurring and gaining…
…approximately $70 per thousand during the quarter. Despite this positive operational results, our business continued to face significant pressure from duty and tariffs. During Q2 alone, we incurred approximately $21 million in duty and tariff an increase of $13 million compared to last year…
…impression that the cost to make per kg was about $9 to $10, depending on either the crude volatility. And the realizations post tariff had improved to about $13, $14 between Europe and U.S. And the fixed costs primarily were, I think, only your sales team…
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 Materials in the past year?
Alcoa Corporation (AA) led with 11 calls referencing tariffs, most recently on July 16, 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.