Which companies discussed Semiconductors in Industrials in earnings calls?
254 companies mentioned semiconductors across 534 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Rockwell Automation, Inc. (10 calls), EMCOR Group, Inc. (10 calls), Emerson Electric Co. (8 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 Semiconductors |
|---|---|
| 2024Q3 | 18 |
| 2024Q4 | 108 |
| 2025Q1 | 117 |
| 2025Q2 | 82 |
| 2025Q3 | 96 |
| 2025Q4 | 114 |
| 2026Q1 | 146 |
| 2026Q2 | 131 |
| 2026Q3 | 126 |
Companies ranked by mentions
Representative quotes
…group of important end-user markets across North America. These markets include data centers, e-commerce, distribution, high-tech manufacturing and operations, including semiconductor plants, industrial manufacturing, health care, education, and residential housing. For fiscal 2025, which ended September 30, 2025, we reported a total approximate revenue…
…most recent sustainability report, we detailed some of our latest technology-led products from hydraulic oil saving solutions in Mobile, to refillable semiconductor filtration systems and next-generation battery venting in Life Sciences. And none of our success would be possible without our talented employees. And each…
…forming a comprehensive automation product portfolio. At the industry level, we positioned ourselves early in 3 sectors with high automation intensity, new energy, semiconductors and communications and electronics. This enabled us to capture growing demand arising from capacity expansion and intelligent product line upgrades. Growth among semiconductor customers…
…period the previous year. Swinging over to Element. And there, we really have had a positive development, and that is particularly for the semiconductor segment. Everyone talks about the segment, AI and all that. And here, we are positioned so well in North America with our subsidiaries delivering…
Frequently asked questions
What is Semiconductors and why are companies discussing it?
Chip supply, demand and capacity commentary — the backbone of AI, autos and industrial electronics.
Which company mentioned semiconductors most in Industrials in the past year?
Rockwell Automation, Inc. (ROK) led with 10 calls referencing semiconductors, most recently on August 4, 2026.
How can I track semiconductors 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 31, 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 (semiconductor, semiconductor, semiconductors, chips). 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.