Which companies discussed Data Centers in Industrials in earnings calls?
1,137 companies mentioned data centers across 2,308 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (14 calls), Rockwell Automation, Inc. (13 calls), Vertiv Holdings Co (12 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 Data Centers |
|---|---|
| 2025Q3 | 430 |
| 2025Q4 | 493 |
| 2026Q1 | 728 |
| 2026Q2 | 657 |
Companies ranked by mentions
Representative quotes
Markets Day 2 years ago, looking at what is going to become the new European group profile all of the businesses in that center, donut or bathroom businesses, they are capital light, they are cash generative and essentially that talks to a transform Norcros and Norcros that…
…think, really, the next 3 to 5 years are very interesting because you're also seeing this big energy demand drive from AI, data centers and the like. So small modular nuclear reactors, things like that, that don't necessarily require fossil fuel to power our grid…
…business as usual for the tariffs up through the anticipated expiration date. So remember, these are scheduled to terminate the last data collect the tariffs would be the 23rd of July. They should be terminated by 24 July because the requirement under second 122 says these are temporary…
…going to be, again, very big in smart meters because even after the 22 crore meters, the -- if you look at the industry data and if you hear the expert opinions, I think people are anticipating that the total requirements would go up to 31 crores, 32 crores…
Frequently asked questions
What is Data Centers and why are companies discussing it?
AI-driven build-out of hyperscale compute infrastructure: power, real estate, networking and the supply chain feeding it.
Which company mentioned data centers most in Industrials in the past year?
Expeditors International of Washington, Inc. (EXPD) led with 14 calls referencing data centers, most recently on June 17, 2026.
How can I track data centers 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: June 18, 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 (data center, data center, data centre, data centers, data centres). 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.