Which companies discussed Electric Vehicles in Materials in earnings calls?
171 companies mentioned electric vehicles across 274 earnings calls in Materials over the past year, spanning 1 sectors. The most active were PLS Group Limited (6 calls), Aspen Aerogels, Inc. (5 calls), Element Solutions 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
| Quarter | Calls mentioning Electric Vehicles |
|---|---|
| 2024Q3 | 17 |
| 2024Q4 | 91 |
| 2025Q1 | 92 |
| 2025Q2 | 71 |
| 2025Q3 | 52 |
| 2025Q4 | 74 |
| 2026Q1 | 58 |
| 2026Q2 | 80 |
| 2026Q3 | 56 |
Companies ranked by mentions
Representative quotes
…global and diversified, which has helped to reduce volatility as the market continues to grow and mature. During the last cycle, electric vehicles produced and sold in China dominated demand. Now we are also seeing strong uptake in energy stationary storage applications and commercial vehicles. Battery demand…
…costs have fallen by around 90% since 2010, making electrification, increasingly competitive on economics rather than incentives alone. We are seeing that in electric vehicles in June, more than 1 in 4 vehicles sold globally with electric with penetration reaching 27%. Energy storage is growing rapidly as well…
…just give you some idea as to where they are used. So they are used in medical and medical implants, automotive, aerospace components, electrical and electronics, semiconductor, oil and gas, all these places, these polymers are used. There is another polymer which is used in 3D printing filaments…
…mines, we need machines that -- well, when they emit heat, they should not emit fumes. So we have electrically propelled machines. Here in the picture, you can see a vehicle for transporting employees. It will be equipped with modern air conditioning devices, both in the cabin…
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: 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.