Which companies discussed Physical AI in Industrials in earnings calls?
349 companies mentioned physical ai across 550 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Honeywell International Inc. (6 calls), OPENLANE, Inc. (6 calls), GE Vernova Inc. (6 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 | 35 |
| 2024Q4 | 75 |
| 2025Q1 | 70 |
| 2025Q2 | 52 |
| 2025Q3 | 77 |
| 2025Q4 | 108 |
| 2026Q1 | 154 |
| 2026Q2 | 152 |
| 2026Q3 | 90 |
Companies ranked by mentions
Representative quotes
…outstanding job advancing the industry with its battery-free sensing platform and data intelligence capabilities. What was often overlooked, however, is that every physical AI solution ultimately depends on a reliable energy layer. Sensors can only generate persistent intelligence if they have access to persistent energy. In deployments…
…advantage of that we've made that investment for. Unknown Analyst (Analysts): Where are you in that journey in terms of automation and physical AI plantation warehouse. John Diez (Executives): I think we've come a long way the last 5 years has been crazy. We've seen…
…find highly attractive in the general advances space. One is it's clearly a hugely growing sector data in its own right, data, AI, technology, et cetera. Our market share is still tiny if you take a world view of the opportunity. That's an area where…
…help you look at phase, help you online much, much more be . Same with audit. We will leverage a lot of AI doing our internal audit. Part how we would do the , how we think about various solid cycles. So there's a ton of productivity…
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 Industrials in the past year?
Honeywell International Inc. (HON) led with 6 calls referencing physical ai, most recently on August 11, 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: 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 (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.