Which companies discussed Generative AI in Industrials in earnings calls?

1,045 companies mentioned generative ai across 2,164 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Vertiv Holdings Co (12 calls), TransUnion (11 calls), Trifast plc (10 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 Generative AI
2024Q3298
2024Q4337
2025Q1391
2025Q2265
2025Q3408
2025Q4503
2026Q1655
2026Q2575
2026Q336

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Vertiv Holdings Co VRT Industrials 12 May 20, 2026
TransUnion TRU Industrials 11 Jun 3, 2026
Trifast plc TRI Industrials 10 Jul 7, 2026
CACI International Inc CACI Industrials 10 Jun 10, 2026
SS&C Technologies Holdings, Inc. SSNC Industrials 10 Jun 3, 2026
C.H. Robinson Worldwide, Inc. CHRW Industrials 10 Apr 29, 2026
Verisk Analytics, Inc. VRSK Industrials 9 Jun 2, 2026
AGCO Corporation AGCO Industrials 9 May 19, 2026
Fortive Corporation FTV Industrials 9 May 19, 2026
RXO, Inc. RXO Industrials 9 May 7, 2026
Emerson Electric Co. EMR Industrials 9 May 5, 2026
Jacobs Solutions Inc. J Industrials 9 May 5, 2026
Rockwell Automation, Inc. ROK Industrials 8 Jun 11, 2026
Broadridge Financial Solutions, Inc. BR Industrials 8 Jun 9, 2026
EMCOR Group, Inc. EME Industrials 8 Jun 2, 2026
Caterpillar Inc. CAT Industrials 8 May 18, 2026
Clarivate Plc CLVT Industrials 8 Apr 29, 2026
ExlService Holdings, Inc. EXLS Industrials 7 Jun 24, 2026
Valmont Industries, Inc. VMI Industrials 7 Jun 16, 2026
nVent Electric plc NVT Industrials 7 Jun 3, 2026
Johnson Controls International plc JCI Industrials 7 Jun 1, 2026
Uber Technologies, Inc. UBER Industrials 7 May 28, 2026
L3Harris Technologies, Inc. LHX Industrials 7 May 27, 2026
GE Vernova Inc. GEV Industrials 7 May 27, 2026
Oshkosh Corporation OSK Industrials 7 May 8, 2026
First Advantage Corporation FA Industrials 7 May 7, 2026
Eaton Corporation plc ETN Industrials 7 May 5, 2026
MasTec, Inc. MTZ Industrials 6 Jul 8, 2026
Equifax Inc. EFX Industrials 6 Jul 7, 2026
Worthington Enterprises, Inc. WOR Industrials 6 Jun 24, 2026
OPENLANE, Inc. OPLN Industrials 6 Jun 23, 2026
Honeywell International Inc. HON Industrials 6 Jun 11, 2026
3M Company MMM Industrials 6 Jun 10, 2026
Fiverr International Ltd. FVRR Industrials 6 May 18, 2026
Rollins, Inc. ROL Industrials 6 May 14, 2026
J.B. Hunt Transport Services, Inc. JBHT Industrials 6 May 12, 2026
Xometry, Inc. XMTR Industrials 6 May 7, 2026
LegalZoom.com, Inc. LZ Industrials 6 May 6, 2026
UL Solutions Inc. ULS Industrials 6 May 5, 2026
Quanta Services, Inc. PWR Industrials 6 Apr 30, 2026
RTX Corporation RTX Industrials 6 Apr 21, 2026
APi Group Corporation APG Industrials 6 Mar 17, 2026
General Electric Company GE Industrials 5 Jul 16, 2026
AZZ Inc. AZZ Industrials 5 Jul 9, 2026
Dycom Industries, Inc. DY Industrials 5 Jul 8, 2026
AeroVironment, Inc. AVAV Industrials 5 Jul 8, 2026
MSC Industrial Direct Co., Inc. MSM Industrials 5 Jul 1, 2026
Concentrix Corporation CNXC Industrials 5 Jun 29, 2026
Paychex, Inc. PAYX Industrials 5 Jun 24, 2026
ChargePoint Holdings, Inc. CHPT Industrials 5 Jun 23, 2026

Representative quotes

…those areas. But interesting and stay tuned if I find some ways to really make AI a larger portion, I would totally explore that and figure out how to use it to generate more value for our customers. Okay. Right. So we're coming towards…
Nephros, Inc. (NEPH), July 16, 2026. Read the full transcript →
…journey, really. And what I found both a technology that really solves a customer pain point, which excited me. So deploying physical AI in the food value chain is tremendous. It's an adacious goal. And with that comes to my second point also a meaningful long-term…
Circus SE (CA1), July 16, 2026. Read the full transcript →
…technology resourcing and Services business delivered encouraging improvement driven by sustained demand for specialized capabilities in cloud migration, application development, data and AI. Our partnership approach and human plus agent offerings are addressing new market needs, all contributing to a pipeline of higher-value opportunities with clients seeking…
ManpowerGroup Inc. (MAN), July 16, 2026. Read the full transcript →
…several Kaizens to improve the demand signal process. Standardizing and reducing demand signals strengthens supplier confidence deck to simplify and then using AI to automate the process, we cut the number of demand signals in half and reduced processing time by nearly 90% across 190 parts. Reducing…
General Electric Company (GE), July 16, 2026. Read the full transcript →

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?

Vertiv Holdings Co (VRT) led with 12 calls referencing generative ai, most recently on May 20, 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: July 16, 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.