Which companies discussed Electric Vehicles in Materials in earnings calls?
177 companies mentioned electric vehicles across 283 earnings calls in Materials over the past year, spanning 1 sectors. The most active were PLS Group Limited (6 calls), Element Solutions Inc (5 calls), NioCorp Developments Ltd. (4 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 |
|---|---|
| 2024Q4 | 92 |
| 2025Q1 | 96 |
| 2025Q2 | 71 |
| 2025Q3 | 52 |
| 2025Q4 | 74 |
| 2026Q1 | 58 |
| 2026Q2 | 80 |
| 2026Q3 | 73 |
| 2026Q4 | 1 |
Companies ranked by mentions
Representative quotes
…producing 8 different critical mineral products. First of all is niobium. It makes steel stronger and lighter. It's used in bridges, pipelines, vehicles and innumerable defense systems. However, we import 100% of the niobium that we need in this country today. Second is scandium, which makes aluminum…
…automotive part, you see in the upper left is the inner bedsides, tailgate and panels. A great process for us in the electric vehicle space in a heavily utilized cargo facility takes quite a beating with throwing things in and out of the back of a truck…
…medium protection from Asian competition, reflecting our exposure to fast-growing high-value applications in medical, aerospace and defense, semiconductors and battery electric vehicles. Second, that protection is underpinned by high barriers to entry. These include strict regulation and demanding technical requirements, long development and testing cycles…
…most likely application that could cause significant increases or significant use of, not significant increases, is likely refrigerant gases for use in electric vehicles. We don't think it's going to be a significant new use in the next 18 to 24 months, but we could…
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 Materials in the past year?
PLS Group Limited (PLS) led with 6 calls referencing electric vehicles, most recently on August 23, 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.