Which companies discussed GLP-1 Drugs in earnings calls?
650 companies mentioned glp-1 drugs across 1,518 earnings calls over the past year, spanning 9 sectors. The most active were West Pharmaceutical Services, Inc. (15 calls), McKesson Corporation (12 calls), Pfizer 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 GLP-1 Drugs |
|---|---|
| 2024Q4 | 154 |
| 2025Q1 | 352 |
| 2025Q2 | 207 |
| 2025Q3 | 291 |
| 2025Q4 | 320 |
| 2026Q1 | 441 |
| 2026Q2 | 371 |
| 2026Q3 | 362 |
| 2026Q4 | 169 |
Companies ranked by mentions
Representative quotes
…just add something more on towards that and the time line when we can see the commercial benefit of the GLP-1 opportunity, if you can just add anything to that, that would be helpful. Kiran Divi (Executives): I mean if you recall during my -- even during…
…occupation. We also have a growth in response to the level of service and the loyalty of clients. We have trends in GLP-1. We created specific products for wellness. We have seen this in the specific products and checkups. It's still small with a small basis…
…initiatives and adaptations and adjustments we've performed with the new consumer behaviors and also the impact of food service due to GLP-1 drugs. But the company has a series of different projects to expand our share of wallet, and we're going to get into more…
…currently have? Are there some specific kind of test presenting better results, let's say, liver test glucose, lipid profile considering now GLP-1 analog users in Brazil, especially in the most wealthy regions of the country. Jeane Tsutsui (Executives): Thank you for the questions. You've talked…
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 October 29, 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: November 7, 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.