Which companies discussed GLP-1 Drugs in Materials in earnings calls?
28 companies mentioned glp-1 drugs across 68 earnings calls in Materials over the past year, spanning 1 sectors. The most active were AptarGroup, Inc. (12 calls), International Flavors & Fragrances Inc. (5 calls), Corbion N.V. (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 | 5 |
| 2025Q1 | 9 |
| 2025Q2 | 8 |
| 2025Q3 | 9 |
| 2025Q4 | 9 |
| 2026Q1 | 23 |
| 2026Q2 | 12 |
| 2026Q3 | 24 |
Companies ranked by mentions
Representative quotes
…both our strategy and our execution. Our third pillar leverages our leadership in oral excipients to serve the booming oral biologics and GLP-1 space. We have a multiproduct strategy in this segment that will allow us to capture a high market share in a $270 million directly…
…pipeline today and the weighted value actually skews upward. Daniel Cohen (Analysts): One other exciting area of pharma is the GLP-1 space. Can you talk about the opportunity in intranasal or pulmonary delivery and if Aptar is playing a role there? Gael Touya (Executives): So our business…
…kept getting was -- and I'm on the board of Lilly. So I'm right in the middle of this is isn't GLP-1s going to really hurt your taste business? Well, you, Raj and his team leaned into it and said, "No, we're going…
…moment, still a subdued consumer demand. On the positive side, we have our pockets of growth, be it in our pharma business, our GLP-1 products. We see a nice development in beauty, beverages and pet food. As I already mentioned, we see a positive price trend…
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 Materials in the past year?
AptarGroup, Inc. (ATR) led with 12 calls referencing glp-1 drugs, most recently on September 15, 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.