Which companies discussed GLP-1 Drugs in earnings calls?
682 companies mentioned glp-1 drugs across 1,449 earnings calls over the past year, spanning 9 sectors. The most active were West Pharmaceutical Services, Inc. (14 calls), Rhythm Pharmaceuticals, Inc. (12 calls), Cencora, Inc. (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 GLP-1 Drugs |
|---|---|
| 2024Q3 | 118 |
| 2024Q4 | 281 |
| 2025Q1 | 352 |
| 2025Q2 | 207 |
| 2025Q3 | 291 |
| 2025Q4 | 320 |
| 2026Q1 | 441 |
| 2026Q2 | 371 |
| 2026Q3 | 163 |
Companies ranked by mentions
Representative quotes
…quickly we can turn a new capability into something commercial. Only weeks after announcing our provider-backed care strategy, we launched our integrated GLP-1 program, combining Dario's AI-powered engagement platform with licensed provider evaluation and access to FDA-approved GLP-1 therapies when clinically appropriate…
…from that adoption is exactly where we need to be going. We're going towards metabolic health with broader set assortment on the GLP-1 side. We're going towards hormonal health because we're seeing both on men and women massive overlap between those patient populations…
…planning to transition on to the Shopify e-commerce platform, keep expanding our 10-Minute BODi microdose fitness catalog, including promotion to the GLP-1 audience, and we talked about our plans to launch our new 30-day booty Boost program with a new Super Trainer. Our focus…
…shifts in consumption patterns are impacting agriculture markets, including the multiyear decline in overall alcohol consumption as well as the rapid uptake of GLP-1 drug usage and the effect this is having on consumer eating habits. Outside of the U.S., across our international markets, it's been…
Frequently asked questions
What is GLP-1 Drugs and why are companies discussing it?
Weight-loss and diabetes drugs (Wegovy, Mounjaro, Zepbound) reshaping consumer demand, retail pharmacy economics and bioprocess equipment orders.
Which company mentioned glp-1 drugs most in the past year?
West Pharmaceutical Services, Inc. (WST) led with 14 calls referencing glp-1 drugs, most recently on July 23, 2026.
How can I track glp-1 drugs 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 →
GLP-1 Drugs by sector
- Health Care (326)
- Materials (16)
- Consumer Staples (14)
- Industrials (12)
- Consumer Discretionary (5)
- Information Technology (5)
Related healthcare 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 (GLP, glp-1, glp1, glp 1). 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.