Which companies discussed Semiconductors in Industrials in earnings calls?
254 companies mentioned semiconductors across 521 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 | 30 |
| 2024Q4 | 108 |
| 2025Q1 | 117 |
| 2025Q2 | 82 |
| 2025Q3 | 96 |
| 2025Q4 | 114 |
| 2026Q1 | 146 |
| 2026Q2 | 131 |
| 2026Q3 | 102 |
Companies ranked by mentions
Representative quotes
…play in those large, I think, LNG-related kind of like turbomachinery turbine type compression technology. We also don't play on the semiconductor side of vacuum, right? So I think in terms of where the portfolios match up and where kind of I'd say there…
…little bit of discrete from pharma medical devices built out. If you think about cyber, if you think about U.S. onshoring and semiconductors business. All that is helping the business grow as well. So it's actually diversifying quite nicely. Mark Macaluso (Executives): The only thing…
…gone up like anything. And if you also follow the pricing of the basic raw material like metals, plastics, copper, even the electronic semiconductors, so the pricing have shoot -- has shot up like anything. And on top of that, the lead times of the electronic components have gone…
…regarding provision, actually, a bit of a follow-up on Michael's question. Just I think you pointed to yes, wanted to the semiconductor, consumer electronics and batteries sort of leading your growth of 12%. Also APAC, very strong. So I guess these 3, let's say, markets…
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 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 (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.