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S&P 500 Earnings Calls Naming China, Canada and Mexico
Share of S&P 500 companies naming each country on an earnings call, trailing 90 days
0 of 3 series are above their level a year earlier
Plays the chart through its history. Pauses are where the data set a record or moved most.
Palanor count with fixed, pre-registered rules (src/lib/country-mentions/lists.ts): names only, case-sensitive, excluding phrases that are not the country.
How often the largest U.S. companies bring up their three biggest trading partners with investors. Each company counts once a quarter, however many times it names the country.
What this chart reads
- China Mentions on S&P 500 Earnings Callsas “China”latest 2026-10-22
- Canada Mentions on S&P 500 Earnings Callsas “Canada”latest 2026-10-22
- Mexico Mentions on S&P 500 Earnings Callsas “Mexico”latest 2026-10-22
Sources
China Mentions on S&P 500 Earnings Calls. Source: Palanor calculation from earnings-call transcripts received through a licensed data provider. Transcripts are not redistributed; only the share is published.
Canada Mentions on S&P 500 Earnings Calls. Source: Palanor calculation from earnings-call transcripts received through a licensed data provider. Transcripts are not redistributed; only the share is published.
Mexico Mentions on S&P 500 Earnings Calls. Source: Palanor calculation from earnings-call transcripts received through a licensed data provider. Transcripts are not redistributed; only the share is published.
Charts are drawn from Palanor's signal library and recomputed from source data on every view. Transformations (changes, indexing, year-on-year rates) are Palanor's.