Which companies discussed Supply Chain in Financials in earnings calls?
412 companies mentioned supply chain across 700 earnings calls in Financials over the past year, spanning 1 sectors. The most active were S&P Global Inc. (12 calls), Intercontinental Exchange, Inc. (9 calls), Citigroup Inc. (6 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 | 119 |
| 2025Q1 | 147 |
| 2025Q2 | 214 |
| 2025Q3 | 127 |
| 2025Q4 | 126 |
| 2026Q1 | 185 |
| 2026Q2 | 222 |
| 2026Q3 | 160 |
| 2026Q4 | 15 |
Companies ranked by mentions
Representative quotes
…supply of energy and we've seen really extraordinary power prices. And the other big fundamental is the economics of demand and supply. And we can particularly see that in the market today, as we look into the winter and into 2027. Our gas supplies…
…that time, there was a lot of opportunity to improve the financial performance of the company with regard to how they procure their supply chain overseas, the way they run their loyalty program. We felt that the management team, as you mentioned, we brought in, we were well…
…platform, providing another strong example of our One State Street approach in action. We are also continuing to bring investment products on chain. In 3Q, an example of how we are helping bridge traditional finance and digital markets with the State Street Galaxy Onchain Liquidity Sweep Fund, which…
…restrictions and availing input tax credit on group health and life insurance. This recommendation will ensure a smoother flow of ITC across the supply chain. Let me now dwell upon the industry performance for the period ended September 30. The general insurance industry continued to demonstrate steady…
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 Financials in the past year?
S&P Global Inc. (SPGI) led with 12 calls referencing supply chain, most recently on September 14, 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 →
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.