Which companies discussed GLP-1 Drugs in Industrials in earnings calls?
34 companies mentioned glp-1 drugs across 69 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Emerson Electric Co. (7 calls), Rockwell Automation, Inc. (5 calls), ATS Corporation (4 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 | 3 |
| 2024Q4 | 12 |
| 2025Q1 | 17 |
| 2025Q2 | 7 |
| 2025Q3 | 13 |
| 2025Q4 | 13 |
| 2026Q1 | 27 |
| 2026Q2 | 14 |
| 2026Q3 | 9 |
Companies ranked by mentions
Representative quotes
…optimism is reflected in positive outcomes across several areas of the business. In life sciences, the trailing 12-month book-to-bill, excluding GLP-1-related activity, was approximately 1.1x, driven by strength in radiopharmaceuticals. We also delivered 11% year-over-year growth in service-related revenues…
…fair amount of activity at the consumer level. And again, it does depend on the category. And you still even have some GLP-1 impacts, which is net positive for us, given the protein focus. But in some categories like snacks and suites, you're seeing some shifting…
Life Sciences. Customers are increasingly turning to Rockwell's differentiated portfolio of hardware, software and services to adapt to changing market dynamics from GLP-1 related investments and evolving food and beverage demand to AI-driven data center growth and new opportunities across energy storage, defense and advanced…
…alluded here. We see that it's largely driven by the biopharma. In our case, the exposure that we continue to have to GLP-1 is very strong so that as that market continues to grow and seeing some investments, we're pleased to see that. In addition…
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 7 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: August 8, 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.