Which companies discussed Physical AI in Industrials in earnings calls?
287 companies mentioned physical ai across 403 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Vertiv Holdings Co (7 calls), Johnson Controls International plc (5 calls), C.H. Robinson Worldwide, 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 Physical AI |
|---|---|
| 2025Q3 | 57 |
| 2025Q4 | 78 |
| 2026Q1 | 140 |
| 2026Q2 | 128 |
Companies ranked by mentions
Representative quotes
AI, you heard Amit. I mean, definitely, that is early innings, very positive, some of the results that Amit shared conservative in my mind. But -- there's a lot more to come from AI. And we're not even talking about physical AI, right? That's another lever…
…have in a particular market. So -- or it could be open new white space somewhere where today, we may not have a physical presence. Anything else you'd add, Magnus? Magnus Ahlqvist (Executives): I think it's just the scalability because we're -- I mean, what Tony…
…fishing schemes or their social engineering, they're also using voice over IP phone line, so you can't track them. They leverage AI to make sure that documents look at legitimate as possible in relation to freight details. As they continue to focus on what the industry…
…traditional AI to physical AI. And that's something that actually said, you could do more because that's where you can deliver outcome. And that's an area that we spent a lot of time. So that led into 2025 last year, we said physical AI…
Frequently asked questions
What is Physical AI and why are companies discussing it?
AI that perceives and acts in the real world — robotics, autonomous vehicles, embodied agents.
Which company mentioned physical ai most in Industrials in the past year?
Vertiv Holdings Co (VRT) led with 7 calls referencing physical ai, most recently on May 20, 2026.
How can I track physical 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: June 18, 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 (physical AI, physical ai). 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.