Which companies discussed Semiconductors in Industrials in earnings calls?
291 companies mentioned semiconductors across 517 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 | 95 |
Companies ranked by mentions
Representative quotes
…balanced business mix in our industrial customer group, and allow us to further engage with high-growth end markets like data centers, semiconductors, biotechnology and pharma, power generation, food and beverage and general manufacturing. While creating powerful cross-sell opportunities across our nonresidential customer groups. We believe FloWorks…
…over 2. We continue to see strong demand and customer activity across a broad range of end markets globally, including power generation, semiconductor and electronics, natural gas processing and infrastructure, industrial water and industrial reshoring-related projects, and with the addition of the thermal solutions to the portfolio…
…capacities. Some of the challenges today is not capacity, it's supply chain disruption. The geopolitical situation has caused supply chain disruption in semiconductors, anything plastic related, anything copper related has become very expensive. So those disruptions impact availability of material, and that's why sometimes…
…covering 5 consumer electronic components. Going forward, we remain focused on building sustainable revenue streams in this segment, particularly through consumer electronics and semiconductor trades. As we look ahead to FY '27, we aim to strengthen and ramp up our newly commissioned capacities, deepening strategic customer relationships, accelerating…
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 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 (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.