Which companies discussed Physical AI in Industrials in earnings calls?
374 companies mentioned physical ai across 601 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (8 calls), FedEx Corporation (7 calls), Honeywell International Inc. (7 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 |
|---|---|
| 2024Q4 | 55 |
| 2025Q1 | 71 |
| 2025Q2 | 52 |
| 2025Q3 | 77 |
| 2025Q4 | 108 |
| 2026Q1 | 154 |
| 2026Q2 | 152 |
| 2026Q3 | 166 |
| 2026Q4 | 46 |
Companies ranked by mentions
Representative quotes
…actual product recalls tied to safety concerns as expectations from consumers, regulators and society continue to rise. As the race to embed AI into physical systems accelerates, the interaction among software, hardware, materials, human behavior and the surrounding environment becomes more complex. A single product safety investigation…
…next year, 1.5 years. Brent Thielman (Analysts): Okay. Excellent. Maybe just last one. Tony, a lot of your peers talk about developing physical capacity in MEP, whether you call it prefab or whether you call it modular. You've been doing a lot of that for a long…
…adjusted EBIT margin was 7.2%. Free cash flow was positive at EUR 99 million and included cash out for M&A. With physical AI, KION is creating measurable value in real supply chain operations. Artificial intelligence, digital twins, autonomous vehicles and technology partnerships help customers deploy automation faster…
Enterprise AI investment is expanding well beyond the hyperscalers with the large enterprise customers building out hybrid and private AI infrastructure and deploying AI closer to the edge. So that sets up exceptionally well for Wesco given our history, our leading capabilities in terms of the value prop…
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?
Expeditors International of Washington, Inc. (EXPD) led with 8 calls referencing physical ai, most recently on October 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: October 30, 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.