Which companies discussed GLP-1 Drugs in earnings calls?
628 companies mentioned glp-1 drugs across 1,451 earnings calls over the past year, spanning 9 sectors. The most active were West Pharmaceutical Services, Inc. (15 calls), McKesson Corporation (12 calls), Novo Nordisk A/S (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 GLP-1 Drugs |
|---|---|
| 2024Q3 | 21 |
| 2024Q4 | 281 |
| 2025Q1 | 352 |
| 2025Q2 | 207 |
| 2025Q3 | 291 |
| 2025Q4 | 320 |
| 2026Q1 | 441 |
| 2026Q2 | 371 |
| 2026Q3 | 288 |
Companies ranked by mentions
Representative quotes
…bakery all delivered strong results in the quarter. Within pharmacy, the core business was healthy scripts grew, and we saw continued momentum in GLP-1 medications. We continue to see impacts from the inflation Reduction Act, which was an approximately 140 basis point headwind to identical sales without…
…huge opportunity to expand Grindr and what we do. We entered health through a performance medication focus with Woodwork, which offers ED medications, GLP-1s, a couple of peptides. And we chose that as the first place to go to because it's cash…
…food brand, I want you to understand the economics of food. I want you to understand what it means to be challenged by GLP-1s. I want you to know that protein is really popular right now. Two years ago, we might have had you bouncing from laundry…
…anybody that uses our capsids, right, they can leverage our nonhuman primate data. They can leverage our mouse data. They can all the GLP tox data. They can help them get through regulatory process quicker. If they use our platform, our AI platform, insert their data into…
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 15 calls referencing glp-1 drugs, most recently on September 10, 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
Related healthcare themes
Last updated: September 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 (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.