Which companies discussed Physical AI in Industrials in earnings calls?
367 companies mentioned physical ai across 541 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were OPENLANE, Inc. (6 calls), GE Vernova Inc. (6 calls), FedEx Corporation (6 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 |
|---|---|
| 2024Q3 | 36 |
| 2024Q4 | 75 |
| 2025Q1 | 70 |
| 2025Q2 | 52 |
| 2025Q3 | 77 |
| 2025Q4 | 108 |
| 2026Q1 | 154 |
| 2026Q2 | 152 |
| 2026Q3 | 79 |
Companies ranked by mentions
Representative quotes
…moving to a common technology backbone. This is essential not only for efficiency but also for bringing our data together on a modern AI-native foundation that supports the combined business. Together, these efforts are building a more integrated, efficient platform for the long-term growth. To close…
…that we expect to come online in the next few months, capable of collecting sub-millimeter precision data for training robots and physical AI foundation models. In the quarter, we ran successfully egocentric data collection pilots with leading robotics companies and our data collection practice shifted from individual…
…with the goal of reducing cycle times and expanding capacity. Our core initiative, what we call [Project Moonshot, is focused on securely applying AI to our historical engineering and program data accumulated over several decades to accelerate design, engineering, and proposal workflows. Over time, we believe these capabilities…
…health care and New York City continue to be the key drivers of activity across the business. We are seeing sustained investment in physical infrastructure tied to computing artificial intelligence, advanced manufacturing, semiconductor production, energy systems and digital connectivity, creating a compelling long-term opportunity set for DBMG…
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?
OPENLANE, Inc. (OPLN) led with 6 calls referencing physical ai, most recently on August 4, 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: August 11, 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.