Which companies discussed Generative AI in Industrials in earnings calls?
956 companies mentioned generative ai across 2,417 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were C.H. Robinson Worldwide, Inc. (13 calls), Vertiv Holdings Co (12 calls), Verisk Analytics, Inc. (11 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 Generative AI |
|---|---|
| 2024Q4 | 325 |
| 2025Q1 | 399 |
| 2025Q2 | 269 |
| 2025Q3 | 408 |
| 2025Q4 | 503 |
| 2026Q1 | 655 |
| 2026Q2 | 575 |
| 2026Q3 | 680 |
| 2026Q4 | 16 |
Companies ranked by mentions
Representative quotes
…strong conversation. Quarter, we are seeing a bit of employer confidence start to signal spend in starting these AI infrastructure projects specifically. We're hopeful that expands. Again, we've seen it start in the U.S., and we are encouraged that it will expand globally. Kartik Mehta (Analysts…
…value is on an absolute business. So I think -- overall, I think we are happy with the kind of margins that we are generating. Second half also looks very promising, and it's largely driven through the kind of demand that we're seeing right…
…scale testing. Full stack testing is expected to commence in 2027. The design principles or the design goals for this are more hydrogen generated, so more than 1,200 kilos per day, and that means we go from a 1.25 megawatt stack to a 3 megawatt stack…
…attractive. Our recently expanded Crowley, Texas facility is providing additional capacity in a strong growth market reinforcing our ability to capture demand and generate attractive returns on invested capital. We will discuss U.S. end market demand in more detail in a moment. We have also initiated…
Frequently asked questions
What is Generative AI and why are companies discussing it?
How management teams are deploying generative models across products, support and internal workflows.
Which company mentioned generative ai most in Industrials in the past year?
C.H. Robinson Worldwide, Inc. (CHRW) led with 13 calls referencing generative ai, most recently on October 5, 2026.
How can I track generative ai 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 (generative AI, generative ai, genai, large language model). 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.