Companies growing more cautious about delta variant, earnings calls show


A sign details entry restrictions at a JLL office in the Aon Center in Chicago, Illinois, U.S., on Thursday, June 24, 2020.

Christopher Dilts | Bloomberg | Getty Images

When earnings season kicked off in earnest in mid-July, few companies fielded questions about or mentioned the Covid delta variant.

That changed as new Covid-19 cases spiked and the Centers for Disease Control and Prevention reversed its stance on masks for vaccinated people, according to a CNBC analysis of earnings call transcripts.

Between July 13 and Thursday, 142 companies in the S&P 500 out of the 410 who have reported their quarterly earnings have mentioned the delta variant by name or answered a question about it on…


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