Which companies discussed Electric Vehicles in Industrials in earnings calls?
387 companies mentioned electric vehicles across 677 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were NN, Inc. (6 calls), Amprius Technologies, Inc. (6 calls), GreenMobility A/S (6 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 Electric Vehicles |
|---|---|
| 2024Q3 | 40 |
| 2024Q4 | 195 |
| 2025Q1 | 199 |
| 2025Q2 | 160 |
| 2025Q3 | 173 |
| 2025Q4 | 164 |
| 2026Q1 | 195 |
| 2026Q2 | 159 |
| 2026Q3 | 132 |
Companies ranked by mentions
Representative quotes
…almost just shy of 10%. So we're starting to see now our fleet clients make the transition more hybrids than pure battery electric vehicles. So we start -- we'll hopefully see a bit of replacement happening, which will hopefully stimulate some growth for us in terms…
…instance, no emissions, which we consider to be a hygiene factor in the modern mobility business. On top of that, fuel cell electric vehicles have advantages over, for instance, battery electric vehicles like the longer driving range, where a long-range truck today need to have a range…
…strongly with customers, driving solid demand for novated leasing during the first half. We saw a significant shift in consumer preferences toward battery electric vehicles with new BEV orders increasing 162%. This growth was supported by improving affordability, a broader range of vehicle models and increasing consumer awareness…
…travel that impacts traffic. However, we are optimistic about the sensitivity of traffic to price -- fuel prices, we're seeing increased traffic of electrical vehicles. And so we're seeing also more corporate fleets moving to electric cars. So that should have an impact on the traffic…
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?
NN, Inc. (NNBR) led with 6 calls referencing electric vehicles, most recently on August 6, 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: August 31, 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.