Which companies discussed Supply Chain in earnings calls?
5,128 companies mentioned supply chain across 13,500 earnings calls over the past year, spanning 11 sectors. The most active were Expeditors International of Washington, Inc. (28 calls), Saputo Inc. (18 calls), Arista Networks, 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 |
|---|---|
| 2024Q4 | 2,817 |
| 2025Q1 | 3,416 |
| 2025Q2 | 3,144 |
| 2025Q3 | 2,905 |
| 2025Q4 | 2,947 |
| 2026Q1 | 3,445 |
| 2026Q2 | 3,669 |
| 2026Q3 | 3,404 |
| 2026Q4 | 148 |
Companies ranked by mentions
Representative quotes
…technology plan through the technology maturation, siting site clearing say a little bit more about these as we go through decent U.S.-centric supply chain for the technology, in-house world-class fabrication facility and securing U.S. government funding at some quite material economic incentives from the [indiscernible…
…rapidly changing market, our people remain focused on what we can control: serving customers, improving execution and helping shippers create reliability across their supply chains. Our teams have earned customer trust by doing what we say we will do and that trust is reflected in the depth…
…publicly. So at the end of the day, the people now that we need to explore cost synergies, where we can actually develop supply chains, better supply chains and so on, that actually that hard work begins immediately. But the truth of the matter is what we expect…
…have to tell you at the time I did that, I wanted to get into the battery business largely because there were supply chain worries at that time. We were worried we weren't going to get enough batteries. And of course, all of our products generate…
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 28 calls referencing supply chain, most recently on October 6, 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 (219)
- Industrials (202)
- Health Care (48)
- Consumer Staples (34)
- Financials (34)
- Materials (32)
Related macro themes
Last updated: October 16, 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.