Which companies discussed Supply Chain in Industrials in earnings calls?
1,106 companies mentioned supply chain across 2,950 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (16 calls), Honeywell International Inc. (14 calls), Ryder System, Inc. (12 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 | 245 |
| 2024Q4 | 664 |
| 2025Q1 | 788 |
| 2025Q2 | 671 |
| 2025Q3 | 650 |
| 2025Q4 | 623 |
| 2026Q1 | 771 |
| 2026Q2 | 816 |
| 2026Q3 | 568 |
Companies ranked by mentions
Representative quotes
…million for printers and manufacturing equipment to support one megawatt of Carnot per year, cores per year. I was curious about the supply chain there. So on the, especially on the printer side, I guess like how quickly can you order printers? Can you bring printers…
…what we saw in Q2 2025. We anticipate that as the manufacturing plants in Canada and China continue to work on localizing its supply chain and improving its manufacturing processes and output, output, gross profit and margin will improve. Since Suspiria's beginning, we have driven quarter-over…
…growth of 170 bps. We further strengthened the position in heavy commercial vehicles 256.3, saw a slight drop essentially due to the supply chain challenges that we have seen, especially in the western zone. And we also had 110 bps growth in VAHAN share in small commercial…
…suppliers that maybe not all of them, I'm not trying to brought to our paint too broad of a picture here. But supply chain shortages and challenges are the bottleneck, the sole bottleneck for aerospace and defense markets. The demand significantly outweighs the ability to supply…
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 Industrials in the past year?
Expeditors International of Washington, Inc. (EXPD) led with 16 calls referencing supply chain, most recently on June 18, 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 12, 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.