Which companies discussed Supply Chain in earnings calls?
6,195 companies mentioned supply chain across 13,294 earnings calls over the past year, spanning 11 sectors. The most active were Saputo Inc. (16 calls), Arista Networks, Inc. (16 calls), Expeditors International of Washington, Inc. (16 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 Supply Chain |
|---|---|
| 2024Q3 | 1,335 |
| 2024Q4 | 2,938 |
| 2025Q1 | 3,416 |
| 2025Q2 | 3,144 |
| 2025Q3 | 2,905 |
| 2025Q4 | 2,946 |
| 2026Q1 | 3,445 |
| 2026Q2 | 3,669 |
| 2026Q3 | 1,880 |
Companies ranked by mentions
Representative quotes
…projects that you got to manage megawatts that or gigawatts that you're going to bring online as part of that, how the supply chain itself really needs to expand in order to accommodate Equinix delivering on that plan. Raouf Abdel (Executives): Yes. As you can imagine, Michael…
…with the demand uptick, but at least there's a realization that things are not healthy in -- from an inventory perspective in the supply chain in automotive that OEMs are starting to take a little bit control of the situation. Now that tells you the Tier 1 business…
…very complex chains. And we do that with things that we've recently launched, our Lean AI planner, a lean AI engineer, scans, supply chains constantly gives answers to those supply chains, saving our customers' money on inefficiency and things of that. So we are becoming more than…
…difficult to replicate within the continental United States, positioning us as an attractive play for chemicals customers who want to avoid supply chain risk associated with sourcing key formulations from overseas partners. While the integration of the Batesville asset is itself a major draw for customers…
Frequently asked questions
What is Supply Chain and why are companies discussing it?
Logistics, inventory and sourcing commentary — from bottlenecks to normalization across manufacturing and retail.
Which company mentioned supply chain most in the past year?
Saputo Inc. (SAP) led with 16 calls referencing supply chain, most recently on August 7, 2026.
How can I track supply chain 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 →
Supply Chain by sector
- Information Technology (198)
- Industrials (142)
- Health Care (56)
- Consumer Staples (53)
- Materials (48)
- Consumer Discretionary (28)
Related macro 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 (supply chain, supply chain, supply chains). 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.