Which companies discussed Supply Chain in earnings calls?
5,113 companies mentioned supply chain across 13,312 earnings calls over the past year, spanning 11 sectors. The most active were Expeditors International of Washington, Inc. (22 calls), Saputo Inc. (18 calls), Advanced Micro Devices, Inc. (16 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 Supply Chain |
|---|---|
| 2024Q3 | 241 |
| 2024Q4 | 2,938 |
| 2025Q1 | 3,416 |
| 2025Q2 | 3,144 |
| 2025Q3 | 2,905 |
| 2025Q4 | 2,947 |
| 2026Q1 | 3,445 |
| 2026Q2 | 3,669 |
| 2026Q3 | 3,064 |
Companies ranked by mentions
Representative quotes
…billion level as well? Neil Dougherty (Executives): Yes. I think certainly that's the trajectory we're on. We're a little bit supply chain constrained at the current environment. We guided Q4 to $1.940 billion of revenue, which is up almost $100 million from where we were…
…drive and deliver value out of our systems. And doing the things that we need to do just in terms of overall supply chain engagement, installation, all the things we do to continue to deliver our systems and execute to help them deal with what is a very…
…about building the best server parts. -- period. Never mind the instruction set. And I think that's what we -- from a scale and supply chain point of view from a I think you said optimization points and the number of SKUs that we can roll out, the number…
…associated with the IEPA tariffs, including increased customs bond costs, legal and professional fees, financing and working capital costs, and other administrative and supply chain related expenses. Although we do not believe that the tariff recoveries make us whole for the significant cost incurred by us in fiscal…
Frequently asked questions
What is Supply Chain and why are companies discussing it?
Logistics, inventory and sourcing commentary — from bottlenecks to normalization across manufacturing and retail.
Which company mentioned supply chain most in the past year?
Expeditors International of Washington, Inc. (EXPD) led with 22 calls referencing supply chain, most recently on September 3, 2026.
How can I track supply chain 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 →
Supply Chain by sector
- Information Technology (207)
- Industrials (153)
- Consumer Staples (60)
- Health Care (57)
- Materials (42)
- Financials (32)
Related macro themes
Last updated: September 12, 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 (supply chain, supply chain, supply chains). 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.