Which companies discussed AI CapEx in Industrials in earnings calls?
706 companies mentioned ai capex across 1,401 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Rockwell Automation, Inc. (13 calls), Vertiv Holdings Co (10 calls), Honeywell International Inc. (9 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 AI CapEx |
|---|---|
| 2024Q3 | 68 |
| 2024Q4 | 182 |
| 2025Q1 | 236 |
| 2025Q2 | 141 |
| 2025Q3 | 227 |
| 2025Q4 | 298 |
| 2026Q1 | 428 |
| 2026Q2 | 337 |
| 2026Q3 | 246 |
Companies ranked by mentions
Representative quotes
…ensure power supply certainty for their quickly growing compute needs. The Anthropic contract reinforces the momentum we are seeing across our broader AI and hyperscaler customer base. Together with other recent orders, it contributed to a record level of contracted backlog and reinforces the growing demand for rapid…
…automation that bring with the Apollo. But think about it now that we are bringing the workflow together with PrintFactory, some AI capability as well into the production that's really helping those customers to switch much faster into digital. Another thing that is very, very important…
…company, and it is focused on executing on these things. It's not as sexy as the kind of detect and avoid autonomy AI portion, but it's way more important in my opinion, which is the validation and verification of safety critical code within our flight controllers…
…talked about the conversion of our EBITDA margin being high quality to cash from operations and getting to a sustainable 12% or better CapEx number. So the construct of that is, again, fully aligned with a path to improved ratings. And ultimately, an investment-grade rating with…
Frequently asked questions
What is AI CapEx and why are companies discussing it?
Capital-expenditure commitments tied specifically to AI infrastructure — hyperscaler spend, factory modernization, vertical platforms.
Which company mentioned ai capex most in Industrials in the past year?
Rockwell Automation, Inc. (ROK) led with 13 calls referencing ai capex, most recently on August 4, 2026.
How can I track ai capex 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 13, 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 (AI CapEx, ai capex, AI capital expenditure, ai investment). 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.