Which companies discussed Data Centers in Industrials in earnings calls?
1,228 companies mentioned data centers across 2,758 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (15 calls), Rockwell Automation, Inc. (13 calls), Vertiv Holdings Co (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 | 174 |
| 2024Q4 | 506 |
| 2025Q1 | 581 |
| 2025Q2 | 433 |
| 2025Q3 | 531 |
| 2025Q4 | 614 |
| 2026Q1 | 759 |
| 2026Q2 | 719 |
| 2026Q3 | 436 |
Companies ranked by mentions
Representative quotes
…clients whose core business itself is AI. That's everyone from model developers and AI native companies to the chip designers, hyperscalers, and data center builders behind them. Companies that need some subset of our services often very early in their journey and also It's important…
…focused on pursuing and executing these opportunities, allowing us to better serve customers and capitalize on the growing demand we're seeing. The data center market continues to be a significant area of focus. We have several large outstanding opportunities and continue to see strong bidding activity…
…large projects are coming out of the ground right now. Just when you think of the scale of whether it's a data center or reshoring of these large factories. And the thing is it requires sometimes a very sophisticated sales process. And that's part…
…administration market with a differentiated end-to-end solution. Trillium Health Resources selected our Health Services Plus platform to support claims processing, provider, data management and member services validating the investments we've made in our health care platform and reinforcing our ability to deliver integrated solutions…
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 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 (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.