Which companies discussed Generative AI in Industrials in earnings calls?
1,056 companies mentioned generative ai across 2,317 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Vertiv Holdings Co (12 calls), C.H. Robinson Worldwide, Inc. (11 calls), CACI International Inc (11 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 Generative AI |
|---|---|
| 2024Q3 | 120 |
| 2024Q4 | 337 |
| 2025Q1 | 391 |
| 2025Q2 | 265 |
| 2025Q3 | 408 |
| 2025Q4 | 503 |
| 2026Q1 | 655 |
| 2026Q2 | 575 |
| 2026Q3 | 396 |
Companies ranked by mentions
Representative quotes
…cycle, less significant is paid to cost takeout, but it is a good story here. And like you said, you started generating strong returns even before the cycle started to turn. But just talk about what else is left there? Talk about what inning you feel like…
…model, it has given us to be a disruptor in the industry. So we didn't create lean, and we didn't create AI. It's all been out there and anyone can get that. How you orchestrate that and how you implement that is different. That…
…manufacturing platform positioned to benefit from what we expect will become a sustained multiyear investment cycle in electricity generation, transmission and distribution, driven by accelerating load growth from AI data centers, a domestic manufacturing renaissance, a shift toward electrification alongside the need to replace and modernize an aging…
…growth assumptions are based on the fundamental increase in energy demand globally, together with the move away from oil and coal power generation. AI-driven demand is incremental. Moving to the outlook. Within this backdrop and looking at our growth and margin drivers, we are initiating guidance…
Frequently asked questions
What is Generative AI and why are companies discussing it?
How management teams are deploying generative models across products, support and internal workflows.
Which company mentioned generative ai most in Industrials in the past year?
Vertiv Holdings Co (VRT) led with 12 calls referencing generative ai, most recently on July 29, 2026.
How can I track generative 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 12, 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 (generative AI, generative ai, genai, large language model). 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.