Which companies discussed Data Centers in Industrials in earnings calls?
1,049 companies mentioned data centers across 2,959 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (24 calls), Wärtsilä Oyj Abp (13 calls), Honeywell International Inc. (13 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 |
|---|---|
| 2024Q4 | 419 |
| 2025Q1 | 587 |
| 2025Q2 | 436 |
| 2025Q3 | 531 |
| 2025Q4 | 614 |
| 2026Q1 | 759 |
| 2026Q2 | 719 |
| 2026Q3 | 785 |
| 2026Q4 | 163 |
Companies ranked by mentions
Representative quotes
…parcel-centric customers. For example, we draw a 15-fold increase in aircraft engine moves and one new airfreight business with an AI data center customer after more than 40-year largely parcel-centric relationship. Differentiation is increasingly centered on deep customer relationships and tailored service experiences positioning…
…demand beyond earlier projections, including the continued use of HFC components in certain next-generation HFO blends. Opportunities in new markets such as data centers and the potential for future adjustments to tighten the HFC allowance framework to keep the AIMS (sic) [ AIM ] Act phasedown objectives on track…
…levels. We confirmed this through hundreds of [ Carlisle ] market survey interviews and real-time feedback from our almost 1,000 person sales force. Data centers continue to build momentum, driven by our newly formed and dedicated data center market team. Our premium TPO portfolio and our manufacturing capacity…
Rental revenues continued their impressive growth trajectory and were up 26% with strong demand across several key end markets. The AI infrastructure and data center investment cycle is generating new business opportunities for TRS. Scope of the opportunity extends across the supply chain. It ranges from semiconductor…
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 24 calls referencing data centers, most recently on October 20, 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: October 29, 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.