Which companies discussed Generative AI in Industrials in earnings calls?
1,051 companies mentioned generative ai across 2,291 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Vertiv Holdings Co (12 calls), CACI International Inc (11 calls), TransUnion (11 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 Generative AI |
|---|---|
| 2024Q3 | 121 |
| 2024Q4 | 337 |
| 2025Q1 | 391 |
| 2025Q2 | 265 |
| 2025Q3 | 408 |
| 2025Q4 | 503 |
| 2026Q1 | 655 |
| 2026Q2 | 575 |
| 2026Q3 | 363 |
Companies ranked by mentions
Representative quotes
…total revenue is made up of 2 components: franchise royalties, which is our primary source of revenue and service revenue, which is generated from certain services and interest charge to our franchisees as well as other miscellaneous revenue. Royalties were $7.6 million compared to $7.3 million…
…adoption of AI across industries for three main reasons. One is our business structure. Two is the demand that AI clients and AI issues are generating for our services. And three, the operating leverage that AI itself provides for our senior heavy workforce. First, let's talk about…
…interest in quarter whose current market capitalization is approximately CAD 300 million. This exceeds the commitment we made in the first quarter to generate at least $200 million through portfolio actions. We intend to use the majority of these proceeds to reduce debt further strengthening our balance sheet…
…adjusted EBITDA between $10 million to $12 million. Our priorities remain unchanged: disciplined execution, profitable growth, and continued margin improvement, strong cash generation and expanding AI-led client engagement through AxAI and AeriesOne. We believe the operating discipline we have built over the past year, combined with…
Frequently asked questions
What is Generative AI and why are companies discussing it?
How management teams are deploying generative models across products, support and internal workflows.
Which company mentioned generative ai most in Industrials in the past year?
Vertiv Holdings Co (VRT) led with 12 calls referencing generative ai, most recently on July 29, 2026.
How can I track generative 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 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 (generative AI, generative ai, genai, large language model). 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.