Which companies discussed AI CapEx in Industrials in earnings calls?
728 companies mentioned ai capex across 1,427 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Rockwell Automation, Inc. (12 calls), Honeywell International Inc. (8 calls), RXO, Inc. (8 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 AI CapEx |
|---|---|
| 2024Q3 | 20 |
| 2024Q4 | 182 |
| 2025Q1 | 236 |
| 2025Q2 | 141 |
| 2025Q3 | 227 |
| 2025Q4 | 298 |
| 2026Q1 | 428 |
| 2026Q2 | 337 |
| 2026Q3 | 345 |
Companies ranked by mentions
Representative quotes
…going to invest more in CapEx we're going to really deliver that through dividend and buyback. And I would add 1 more point. We think we're 1 of the few info services companies that now has an AI productivity goal out there. And maybe that…
…working capital. The other thing, I mean, we're looking at stuff. It's early days and finance around sort of technology in AI to improve our payables and those types of things. On the receivables side, it's hard to move especially the retail centers in terms…
Allen Wells from Jefferies. You've talked a little bit about, obviously, the opportunity from AI. But can I ask just your opinion on some of the potential structural threats from AI. Obviously, we read, we hear around kind of the white collar workforce reduction potential as this…
…what we need to do from an investment standpoint to meet our revenue growth targets, while generating margin improvement and AI is going to be a big part of that. William Eager (Executives): And to kind of piggyback on that, when we came up with putting…
Frequently asked questions
What is AI CapEx and why are companies discussing it?
Capital-expenditure commitments tied specifically to AI infrastructure — hyperscaler spend, factory modernization, vertical platforms.
Which company mentioned ai capex most in Industrials in the past year?
Rockwell Automation, Inc. (ROK) led with 12 calls referencing ai capex, most recently on August 4, 2026.
How can I track ai capex 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 technology themes
Last updated: September 15, 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 (AI CapEx, ai capex, AI capital expenditure, ai investment). 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.