Which companies discussed GLP-1 Drugs in Industrials in earnings calls?
39 companies mentioned glp-1 drugs across 74 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Rockwell Automation, Inc. (6 calls), Shaily Engineering Plastics Limited (5 calls), Ingersoll Rand Inc. (5 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 | 4 |
| 2025Q1 | 17 |
| 2025Q2 | 7 |
| 2025Q3 | 13 |
| 2025Q4 | 13 |
| 2026Q1 | 27 |
| 2026Q2 | 14 |
| 2026Q3 | 19 |
| 2026Q4 | 8 |
Companies ranked by mentions
Representative quotes
…dealing with. In the past, we've talked a lot about confectionery, we're doing a lot with protein. And with obviously, GLP-1, that's more life sciences, but that's a great area of growth for us going forward. It's going to change eating habits…
…throwing like water, right? So every person over the age of 45, man or woman coming in, they are going to be on GLP-1s or peptides, right? So do I know the answer? I know that maybe there's one company in China that does…
…second quarter were $666 million, in line with our guide. The 8.6% reduction from last year reflected a more normalized level of GLP-1-related volume, along with lower activity in non-Life Sciences businesses. However, of note, excluding GLP-1 revenues, Life Sciences were up year-over…
…platform with 30 million participants. We've recently added new partners to provide a full spectrum of mental health support, wellness resources and GLP-1 solutions. Wealth is our second largest business with approximately $1.7 trillion under administration. As you can imagine, for large organizations with diverse employee…
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 Industrials in the past year?
Rockwell Automation, Inc. (ROK) led with 6 calls referencing glp-1 drugs, most recently on November 5, 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 →
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.