Which companies discussed Supply Chain in earnings calls?
6,325 companies mentioned supply chain across 13,028 earnings calls over the past year, spanning 11 sectors. The most active were Expeditors International of Washington, Inc. (20 calls), Arista Networks, Inc. (16 calls), Saputo Inc. (14 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 | 2,916 |
| 2024Q4 | 2,938 |
| 2025Q1 | 3,416 |
| 2025Q2 | 3,144 |
| 2025Q3 | 2,905 |
| 2025Q4 | 2,946 |
| 2026Q1 | 3,445 |
| 2026Q2 | 3,669 |
| 2026Q3 | 130 |
Companies ranked by mentions
Representative quotes
…daily basis in terms of the geopolitical tensions and in terms of the impact on oil and other prices on the supply chain. We're now in a again, complicated period to understand. But to put it in perspective, we're still our geopolitical risk that we consider…
…little bit specific to Airbus and Safran investment here to support them locally. So that is kind of more part of a global supply chain from them and being able to deliver products to them with the same kind of quality systems and same quality control…
…powder where we encapsulate the API and make it bioavailable either through the nose or to reconstitution where you can avoid cold chain and also increased the stability in shelf life of the product. And we're taking this to customers, to our business development group where…
…design into assembly and test. This builds on the progress of the XA100, and validates that the XA102 engine design, manufacturing process and supply chain are progressing and on schedule. And we continue to strengthen our position in the fast-growing collaborative combat aircraft or CCA market with…
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 20 calls referencing supply chain, most recently on June 18, 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 (215)
- Industrials (97)
- Health Care (73)
- Consumer Staples (69)
- Materials (45)
- Financials (19)
Related macro themes
Last updated: July 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.