Which companies discussed Physical AI in Materials in earnings calls?
96 companies mentioned physical ai across 127 earnings calls in Materials over the past year, spanning 1 sectors. The most active were MP Materials Corp. (10 calls), The Scotts Miracle-Gro Company (4 calls), Ranpak Holdings Corp. (3 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 | 2 |
| 2024Q4 | 13 |
| 2025Q1 | 15 |
| 2025Q2 | 13 |
| 2025Q3 | 9 |
| 2025Q4 | 27 |
| 2026Q1 | 25 |
| 2026Q2 | 35 |
| 2026Q3 | 40 |
Companies ranked by mentions
Representative quotes
…using cellular concrete, on time, on budget, on quality is our mantra. Customers choose cellular concrete because of one or more of its physical properties and we have a strong competitive advantage that we'll describe in a later slide. We're really proud of our overall financial…
…strong demand right now. We have a very healthy backlog of orders. And like I said, utilities are preparing for the AI-driven load growth that again, we're all expecting in the years to come. There's also another important factor that helps drive CapEx investment with…
…processing and solvent-free formulation in EV battery applications, coating helps electrically insulate metal components and protect them from corrosion, moisture, chemicals and physical stress. Strong addition helps the coin remain intact through manufacturing, temperature changes and long-term use, supporting battery safety, reliability and service life. Industrial…
…simple and as difficult as identifying customer needs and connecting them with solutions and capabilities that already exist in BioSolutions. Digital tools and AI can help us connect customer insights, market signals and technology expertise more effectively, but they do not replace being close to customers. Local commercial…
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 Materials in the past year?
MP Materials Corp. (MP) led with 10 calls referencing physical ai, most recently on August 6, 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: September 20, 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.