Which companies discussed Supply Chain in earnings calls?
5,106 companies mentioned supply chain across 13,307 earnings calls over the past year, spanning 11 sectors. The most active were Saputo Inc. (18 calls), Expeditors International of Washington, Inc. (17 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 |
|---|---|
| 2024Q3 | 660 |
| 2024Q4 | 2,938 |
| 2025Q1 | 3,416 |
| 2025Q2 | 3,144 |
| 2025Q3 | 2,905 |
| 2025Q4 | 2,947 |
| 2026Q1 | 3,445 |
| 2026Q2 | 3,669 |
| 2026Q3 | 2,691 |
Companies ranked by mentions
Representative quotes
…positioned, supported by robust capital levels, strong liquidity and healthy operating results. We remain fully equipped to lead the market and support credit supply as the financial system in Argentina continues to normalize. Thank you for your time and for your continued support. I would like…
…going forward. Although this is in many cases, sanction barrels. It still adds to the products pool and in particular affects the diesel supply going forward. The growth in the tanker order book is slowing as the lead times are extending. We also see that the yard expansions…
…environment, we continue to deepen our competitive moat and consolidate our core business. The international market with this opportunity arise from the enterprise supply chain upgrades and expansion penetrating from single customer touch points into industrial upstream, downstream, helping Chinese enterprises accelerate overseas expansion from long-term growth…
…second quarter. We want to test more product formats to meet our consumers' increasingly diverse needs. This requires us to continue reforming our supply chain capabilities and operating system to provide a solid foundation for category expansion. Third, enhancing consumer reach. On one hand, we're using flexible…
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?
Saputo Inc. (SAP) led with 18 calls referencing supply chain, most recently on August 7, 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
- Industrials (172)
- Information Technology (160)
- Materials (69)
- Health Care (57)
- Consumer Staples (53)
- Financials (33)
Related macro themes
Last updated: August 31, 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.