Which companies discussed GLP-1 Drugs in Materials in earnings calls?
32 companies mentioned glp-1 drugs across 74 earnings calls in Materials over the past year, spanning 1 sectors. The most active were AptarGroup, Inc. (12 calls), DSM-Firmenich AG (5 calls), International Flavors & Fragrances 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 | 2 |
| 2025Q1 | 9 |
| 2025Q2 | 8 |
| 2025Q3 | 9 |
| 2025Q4 | 9 |
| 2026Q1 | 23 |
| 2026Q2 | 12 |
| 2026Q3 | 26 |
| 2026Q4 | 10 |
Companies ranked by mentions
Representative quotes
…reverse engineering, and we have 2 R&D centers in Chopanki and also in Dahej, Gujarat. Chopanki R&D center is NABL and GLP. Dahej, Gujarat R&D center is also NABL. Now if I talk about the formulation, for the formulation also, I'm doing some activities…
…look about health, if you look about healthier nutrients, if you look about low sugar added, high protein, factors driven by GLP-1, we're extremely well positioned to continue to capitalize that. We see that in the 9% growth year-to-date on the Food & Health division…
…next question will go to the line of John Roberts with Mizuho. John Ezekiel Roberts (Analysts): IFF just published another review of the GLP-1 opportunity. Is there a way to quantify the commercial opportunity for Taste or how big the category could be? And maybe your thoughts…
…give us a bit of color. And for us, be aware that Dairy is a very important growth factor also linked to GLP-1, your development and the likes, and that is a global trend. . Ralf Schmeitz (Executives): All right. Good. And let me follow up with…
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 October 30, 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.