Which companies discussed GLP-1 Drugs in Industrials in earnings calls?
36 companies mentioned glp-1 drugs across 73 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Emerson Electric Co. (6 calls), Rockwell Automation, Inc. (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 | 12 |
| 2025Q1 | 17 |
| 2025Q2 | 7 |
| 2025Q3 | 13 |
| 2025Q4 | 13 |
| 2026Q1 | 27 |
| 2026Q2 | 14 |
| 2026Q3 | 19 |
Companies ranked by mentions
Representative quotes
…continue to build up our labor force. Pharma is a little different. I think chunk what we're doing today is tied to GLP-1s. And there, you have to be positioned in the right place. So we are. We're in New Jersey. We're in North…
…with the kinetic conflicts around the world, that's put an extra element into the traditional investment cycles of energy markets, life sciences, GLP-1. I mean there's a few of these things that I think, make it hard to characterize this particular point in the curve…
…advanced manufacturing -- like if you look at like Eli Lilly, as an example, what their -- the investment they're making, primarily in GLP-1s, whether that's in their home state of Indiana or what they're doing in Milwaukee, we happen to be involved with the Milwaukee…
…strength at both ends of the spectrum, premiumization in charcuterie and bacon and steady value-driven demand in poultry and dairy with GLP-1 users shifting towards higher protein and fiber content which supports the entire category. In bakery, artisan and long fermentation format like sourdough remain…
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?
Emerson Electric Co. (EMR) led with 6 calls referencing glp-1 drugs, most recently on May 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: September 23, 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.