Which companies discussed AI CapEx in Industrials in earnings calls?
794 companies mentioned ai capex across 1,371 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. (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 AI CapEx |
|---|---|
| 2024Q3 | 68 |
| 2024Q4 | 182 |
| 2025Q1 | 236 |
| 2025Q2 | 141 |
| 2025Q3 | 227 |
| 2025Q4 | 298 |
| 2026Q1 | 428 |
| 2026Q2 | 337 |
| 2026Q3 | 208 |
Companies ranked by mentions
Representative quotes
…business, it was taking 9 months, 10 months, we're compressing the time to go live, which then -- and we're using AI to do that, which then means revenue accretion will be faster, accuracy in terms of our operations increases. And I'd say the clients' happiness…
…create cross-functional teams to tackle problems. And number five, we are in the process of scoping some larger projects using AI agents for engineering and aftermarket services. Please move to slide six. Turning to our Cranes Plus 50 strategy, our non-new machine sales set another record…
…addressable market. Now we've got the AI news so cabinets and we've got this high priority of using AI and leveraging AI to drive public sector productivity, which again is something that is very core to what we are serving. And then there is the whole…
…growing market along multiple growth vectors, and we are positioned to fully benefit from global growth trends in space, defense, sovereignty and AI-based digital capabilities. At the same time, our business is increasing in the recurring nature of our revenues, further stabilizing financial performance and fueling investments…
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 10, 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.