Which companies discussed Data Centers in Industrials in earnings calls?
1,019 companies mentioned data centers across 2,810 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (15 calls), Honeywell International Inc. (13 calls), Rockwell Automation, Inc. (13 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 Data Centers |
|---|---|
| 2024Q3 | 167 |
| 2024Q4 | 506 |
| 2025Q1 | 581 |
| 2025Q2 | 433 |
| 2025Q3 | 531 |
| 2025Q4 | 614 |
| 2026Q1 | 759 |
| 2026Q2 | 719 |
| 2026Q3 | 509 |
Companies ranked by mentions
Representative quotes
…part of that comes from the demand from our AI analytics as well as cybersecurity needs of customers as well as on our data center and GPU infrastructure business. And when we talk about the demand, not just on the government front, but also commercial, not just local…
…these shortages of things like low thermal expansion fiberglass driving printed circuit boards and all of these shocks from the data centers, 100%. That would be -- these are significant costs. They're able to be currently absorbed by pricing offsets and certain other efforts to try to reduce…
…time, Kronos' enhanced safety profile using helium as coolant and trisulfil positions it well for applications requiring colocation with the customer, including AI data centers, industrial applications, military installations, and remote mining operations. The second is design maturity and fuel flexibility. Kronos' high TRL is backed by substantial…
…basically a doubling of those respective hangar campuses. We strive to keep SG&A in check as we grow, keeping frugality front and center in our expense and cost management initiatives. Cash flow provided by operating activities reached positive territory of roughly $0.5 million, reaching a significant milestone…
Frequently asked questions
What is Data Centers and why are companies discussing it?
AI-driven build-out of hyperscale compute infrastructure: power, real estate, networking and the supply chain feeding it.
Which company mentioned data centers most in Industrials in the past year?
Expeditors International of Washington, Inc. (EXPD) led with 15 calls referencing data centers, most recently on June 23, 2026.
How can I track data centers 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 (data center, data center, data centre, data centers, data centres). 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.