Which companies discussed Supply Chain in Materials in earnings calls?
788 companies mentioned supply chain across 1,552 earnings calls in Materials over the past year, spanning 1 sectors. The most active were MP Materials Corp. (13 calls), Alcoa Corporation (10 calls), Element Solutions Inc (9 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 | 112 |
| 2024Q4 | 303 |
| 2025Q1 | 346 |
| 2025Q2 | 289 |
| 2025Q3 | 327 |
| 2025Q4 | 362 |
| 2026Q1 | 374 |
| 2026Q2 | 444 |
| 2026Q3 | 268 |
Companies ranked by mentions
Representative quotes
…stage companies is that we are actually going to produce fully separated high-purity rare earth products that can go directly into the supply chain for making rare earth permanent magnets. And in addition to that, because we have all the rare earths present in a ore body…
Moving to slide 5. As you know, our European permanent magnet platform represents one of the first large-scale integrated rare earth magnet supply chains outside of China, supporting Europe's automotive, industrial, robotics, and clean energy segments. Combined with our European rare earth separation capabilities, we have…
…wonky. Basically, what I'm saying is I don't believe that in any kind of reasonable time frame that supply can come close to coming -- to reaching the sort of demand that's being called for. And so I expect a lot of that's just going…
…start with industry updates followed by our performance for the quarter. We face multiple challenges in FY '26 including geopolitical uncertainties, supply chain disruptions, delay in CapEx, and . Hello? Unknown Executive (Executives): Yes, yes. Go ahead. Mihir Bajoria (Executives): Meanwhile we fix this. Despite of headwinds IFGL…
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 Materials in the past year?
MP Materials Corp. (MP) led with 13 calls referencing supply chain, most recently on August 6, 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.