Which companies discussed Electric Vehicles in Industrials in earnings calls?

386 companies mentioned electric vehicles across 678 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Amprius Technologies, Inc. (6 calls), GreenMobility A/S (5 calls), Lincoln Electric Holdings, Inc. (5 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
QuarterCalls mentioning Electric Vehicles
2024Q4200
2025Q1212
2025Q2163
2025Q3173
2025Q4164
2026Q1195
2026Q2159
2026Q3161
2026Q44

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Amprius Technologies, Inc. AMPX Industrials 6 Aug 5, 2026
GreenMobility A/S GREENM Industrials 5 Oct 14, 2026
Lincoln Electric Holdings, Inc. LECO Industrials 5 Sep 24, 2026
Oshkosh Corporation OSK Industrials 5 Sep 10, 2026
Marcopolo S.A. POMO4 Industrials 5 Sep 9, 2026
Electrovaya Inc. ELVA Industrials 5 Aug 11, 2026
NN, Inc. NNBR Industrials 5 Aug 6, 2026
PACCAR Inc PCAR Industrials 5 Jul 28, 2026
Kempower Oyj KEMPOWR Industrials 5 Jul 23, 2026
Norfolk Southern Corporation NSC Industrials 5 Jul 23, 2026
AB Volvo (publ) VOLVB Industrials 5 Jul 17, 2026
3M Company MMM Industrials 4 Sep 15, 2026
UL Solutions Inc. ULS Industrials 4 Sep 9, 2026
James Fisher and Sons plc FSJ Industrials 4 Sep 8, 2026
ChargePoint Holdings, Inc. CHPT Industrials 4 Sep 2, 2026
Cavendish Hydrogen ASA CAVEN Industrials 4 Aug 27, 2026
Beam Global BEEM Industrials 4 Aug 19, 2026
Jupiter Wagons Limited JWL Industrials 4 Aug 18, 2026
Olectra Greentech Limited 532439 Industrials 4 Aug 17, 2026
Ashok Leyland Limited ASHOKLEY Industrials 4 Aug 14, 2026
Aumann AG AAG Industrials 4 Aug 13, 2026
Xos, Inc. XOS Industrials 4 Aug 13, 2026
Nauticus Robotics, Inc. KITT Industrials 4 Aug 13, 2026
BETA Technologies, Inc. BETA Industrials 4 Aug 12, 2026
Firefly Aerospace Inc. FLY Industrials 4 Aug 11, 2026
Exicom Tele-Systems Limited EXICOM Industrials 4 Aug 10, 2026
Daimler Truck Holding AG DTG Industrials 4 Aug 7, 2026
Republic Services, Inc. RSG Industrials 4 Aug 6, 2026
Greaves Cotton Limited 501455 Industrials 4 Aug 5, 2026
Commercial Vehicle Group, Inc. CVGI Industrials 4 Aug 4, 2026
Leonardo DRS, Inc. DRS Industrials 4 Jul 30, 2026
Schneider Electric S.E. SU Industrials 4 Jul 30, 2026
Sensata Technologies Holding plc ST Industrials 4 Jul 29, 2026
GrafTech International Ltd. EAF Industrials 4 Jul 24, 2026
Snap-on Incorporated SNA Industrials 4 Jul 23, 2026
Dover Corporation DOV Industrials 4 Jul 23, 2026
Traton SE 8TRA Industrials 4 Jul 23, 2026
Hexagon Purus ASA HPUR Industrials 4 Jul 16, 2026
Addtech AB (publ.) ADDTB Industrials 4 Jul 14, 2026
Rocket Lab Corporation RKLB Industrials 4 Jun 10, 2026
Eaton Corporation plc ETN Industrials 4 May 5, 2026
Ayvens AYV Industrials 3 Sep 21, 2026
Donaldson Company, Inc. DCI Industrials 3 Sep 9, 2026
Smartgroup Corporation Ltd SIQ Industrials 3 Aug 26, 2026
AVG Logistics Limited AVG Industrials 3 Aug 26, 2026
Marti Technologies, Inc. MRT Industrials 3 Aug 19, 2026
Alfen N.V. ALFEN Industrials 3 Aug 19, 2026
Aurizon Holdings Limited AZJ Industrials 3 Aug 17, 2026
Intuitive Machines, Inc. LUNR Industrials 3 Aug 13, 2026
Antony Waste Handling Cell Limited AWHCL Industrials 3 Aug 11, 2026

Representative quotes

…hydrogen per se. We will use hydrogen to produce the synthetic fuels, the fuels that are needed to continue to operate aircraft and vehicles and ships during a war. This combines Nel's electrolyzers with Rheinmetall's concept to basically set up a network of synthetic fuel production…
— Nel ASA (NEL), October 15, 2026. Read the full transcript →
…customer production activity large customer signings, improved product availability and pricing actions. Several higher growth product categories also outpaced the company overall, particularly electrical, tools and other industrial products. To summarize, industrial activity improved during the quarter, but our growth continued to significantly outpace the market. The common…
— Fastenal Company (FAST), October 14, 2026. Read the full transcript →
…visible opportunities, but they sit on top of thousands of projects across a broad customer and sector base. We have moved capacity from electric vehicle manufacturing to our data centers and we see power generation and transmission becoming increasingly important from here. Medium-sized work gives medium-sized…
— Keller Group plc (KLR), October 14, 2026. Read the full transcript →
…know GreenMobility, we are a car sharing car rental company. We have around 1,600 vehicles. All of them are electric vehicles. We have a variety of vehicle groups, of which the smaller Renault Zoes is our core. But we also cater for people and customers with other…
— GreenMobility A/S (GREENM), October 14, 2026. Read the full transcript →

Frequently asked questions

What is Electric Vehicles and why are companies discussing it?

EV demand, pricing and the legacy-auto transition — from battery costs to charging infrastructure.

Which company mentioned electric vehicles most in Industrials in the past year?

Amprius Technologies, Inc. (AMPX) led with 6 calls referencing electric vehicles, most recently on August 5, 2026.

How can I track electric vehicles 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 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 (electric vehicle, electric vehicle, electric vehicles). 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.