Which companies discussed Electric Vehicles in Materials in earnings calls?

189 companies mentioned electric vehicles across 277 earnings calls in Materials over the past year, spanning 1 sectors. The most active were Aspen Aerogels, Inc. (6 calls), Element Solutions Inc (5 calls), Worthington Steel, Inc. (5 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
QuarterCalls mentioning Electric Vehicles
2024Q336
2024Q491
2025Q192
2025Q271
2025Q352
2025Q474
2026Q158
2026Q280
2026Q342

Companies ranked by mentions

Company Ticker Sector Calls Last mention
Aspen Aerogels, Inc. ASPN Materials 6 Aug 6, 2026
Element Solutions Inc ESI Materials 5 Jul 28, 2026
Worthington Steel, Inc. WS Materials 5 Jun 25, 2026
Albemarle Corporation ALB Materials 4 Aug 6, 2026
PLS Group Limited PLS Materials 4 Jul 29, 2026
Constellium SE CSTM Materials 4 Jul 29, 2026
Cleveland-Cliffs Inc. CLF Materials 4 Jul 23, 2026
Hindalco Industries Limited 500440 Materials 3 Aug 7, 2026
Companhia Brasileira de Alumínio CBAV3 Materials 3 Aug 5, 2026
Core Molding Technologies, Inc. CMT Materials 3 Aug 4, 2026
Cabot Corporation CBT Materials 3 Aug 4, 2026
Aperam S.A. APAM Materials 3 Jul 30, 2026
Imerys S.A. NK Materials 3 Jul 29, 2026
Rio Tinto Group RIO Materials 3 Jul 29, 2026
Savannah Resources Plc SAV Materials 3 Jul 20, 2026
Elkem ASA ELK Materials 3 Jul 10, 2026
MP Materials Corp. MP Materials 3 Jun 23, 2026
McEwen Inc. MUX Materials 3 Jun 4, 2026
Gränges AB (publ) GRNG Materials 3 Jun 2, 2026
Central Asia Metals plc CAML Materials 3 May 18, 2026
Norsk Hydro ASA NHY Materials 3 Apr 29, 2026
Impala Platinum Holdings Limited IMP Materials 3 Mar 5, 2026
NioCorp Developments Ltd. NB Materials 3 Dec 5, 2025
Alcoa Corporation AA Materials 3 Dec 3, 2025
Godawari Power & Ispat Limited GPIL Materials 2 Aug 10, 2026
Ternium Argentina S.A. TXAR Materials 2 Aug 5, 2026
Castrol India Limited 500870 Materials 2 Aug 5, 2026
Ternium S.A. TX Materials 2 Aug 5, 2026
Gerdau S.A. GGBR4 Materials 2 Aug 5, 2026
Clariant AG CLN Materials 2 Jul 31, 2026
Quaker Chemical Corporation KWR Materials 2 Jul 31, 2026
Tata Steel Limited 500470 Materials 2 Jul 31, 2026
Tata Chemicals Limited 500770 Materials 2 Jul 27, 2026
Ramkrishna Forgings Limited RKFORGE Materials 2 Jul 24, 2026
ACG Metals Limited ACG Materials 2 Jul 21, 2026
Steel Dynamics, Inc. STLD Materials 2 Jul 21, 2026
Lucky Cement Limited LUCK Materials 2 May 22, 2026
Nelcast Limited NELCAST Materials 2 May 19, 2026
Altius Minerals Corporation ALS Materials 2 May 13, 2026
Nexa Resources S.A. NEXA Materials 2 May 7, 2026
Ingevity Corporation NGVT Materials 2 May 7, 2026
Metallus Inc. MTUS Materials 2 May 5, 2026
Westlake Corporation WLK Materials 2 May 5, 2026
HEXPOL AB (publ) HPOLB Materials 2 May 4, 2026
SSAB AB (publ) SSABA Materials 2 Apr 28, 2026
Himadri Speciality Chemical Limited 500184 Materials 2 Apr 27, 2026
Rainbow Rare Earths Limited RBW Materials 2 Apr 8, 2026
Sociedad Química y Minera de Chile S.A. SQM Materials 2 Mar 2, 2026
ArcelorMittal S.A. MT Materials 2 Feb 5, 2026
Castrol India Limited CASTROLIND.NS Materials 2 Feb 4, 2026

Representative quotes

…established areas for rare earth magnetic demand, there are several faster-growing markets driving additional demand. These include the electrification of vehicles, wind farms, robotics, drones, and AI data centers. These applications rely on both bonded and sintered magnets, positioning NEO's full magnetics platform to benefit…
Neo Performance Materials Inc. (NEO), August 11, 2026. Read the full transcript →
…among open cast mines in India for the second consecutive year. In our Logistics business segment, at present, we have around 150 electric and LNG vehicles, and we propose to add another 200 vehicles of which 50 will be LNG and 150 will be EV to our fleet…
Lloyds Metals and Energy Limited (512455), August 11, 2026. Read the full transcript →
India is entering a multi-decade electrification and infrastructure expansion cycle. Globally, rising urbanization, industrialization, power consumption and digitalization are accelerating investments across electricity generation, transmission and distribution networks. India's installed power generation capacity is expected to nearly double from approximately 442 gigawatts…
Ddev Plastiks Industries Limited (543547), August 11, 2026. Read the full transcript →
…dumpers, 24 EV loaders and 15 EV excavators. The adoption of electric transportation has reduced the operating cost by nearly 75%, CO2 emission by around 88% as compared to the conventional diesel vehicle. Now coming on the market outlook. India's iron or production is expected to rise…
Godawari Power & Ispat Limited (GPIL), August 10, 2026. Read the full transcript →

Frequently asked questions

What is Electric Vehicles and why are companies discussing it?

EV demand, pricing and the legacy-auto transition — from battery costs to charging infrastructure.

Which company mentioned electric vehicles most in Materials in the past year?

Aspen Aerogels, Inc. (ASPN) led with 6 calls referencing electric vehicles, most recently on August 6, 2026.

How can I track electric vehicles 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 11, 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 (electric vehicle, electric vehicle, electric vehicles). 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.