Which companies discussed Supply Chain in Health Care in earnings calls?
612 companies mentioned supply chain across 1,399 earnings calls in Health Care over the past year, spanning 1 sectors. The most active were West Pharmaceutical Services, Inc. (12 calls), Cardinal Health, Inc. (11 calls), Solventum Corporation (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 Supply Chain |
|---|---|
| 2024Q3 | 114 |
| 2024Q4 | 305 |
| 2025Q1 | 416 |
| 2025Q2 | 378 |
| 2025Q3 | 362 |
| 2025Q4 | 320 |
| 2026Q1 | 391 |
| 2026Q2 | 354 |
| 2026Q3 | 184 |
Companies ranked by mentions
Representative quotes
…rates into the integrated machines, looking at that and saying what improvements are necessary to have a very high-quality repeatable manufacturing and supply chain, looking at long lead components and planning those out. It's really us thinking through all of those things and saying to have…
…revenue and reduce regulatory exposure. We continue to invest in new product development, the carbon beverage innovation I just described. We work through supply chain and state-level compliance issues, including repacking and testing costs, and an increase in inventory reserves as we prepare for pending regulatory changes…
…compare the new product with the old product, which will be presented to the FDA. There were a few little things associated with supply chain and getting reagents in place, but they are being resolved, and we're moving forward at a pace. The drug product work…
…think probably the bigger one is regulators are starting to take a closer look at the market, particularly within the EU GMP supply chain compliance requirements. And we view this as a competitive advantage to MediPharm. You know, those developments support our long-term strategy because…
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 Health Care in the past year?
West Pharmaceutical Services, Inc. (WST) led with 12 calls referencing supply chain, most recently on May 12, 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 →
Related macro themes
Last updated: August 14, 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.