Which companies discussed Supply Chain in Financials in earnings calls?
448 companies mentioned supply chain across 669 earnings calls in Financials over the past year, spanning 1 sectors. The most active were Intercontinental Exchange, Inc. (9 calls), S&P Global Inc. (8 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 |
|---|---|
| 2024Q3 | 85 |
| 2024Q4 | 125 |
| 2025Q1 | 139 |
| 2025Q2 | 210 |
| 2025Q3 | 127 |
| 2025Q4 | 126 |
| 2026Q1 | 185 |
| 2026Q2 | 222 |
| 2026Q3 | 11 |
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…
…their growth plans, delivering strong results while building out our capabilities that will support future growth. During the quarter, we launched a new supply chain financing solution, continued to increase AI adoption and made further upgrades to our markets platform. Together, these investments are helping us serve customers…
…causes additional volatility and uncertainty, with clear risks to cost inflation for many input goods, for freight, et cetera, and potential disturbances in supply chains. In this operating environment, companies need to focus on improving efficiency and strengthening resilience. In general, our companies continue to do a good…
…return of geopolitics as a defining force in the global economy. As renewed competition among nation states and regional powers is reshaping supply chains, capital allocation and economic prospects across our client universe. These are the known unknowns that will continue to shape the environment in which…
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?
Intercontinental Exchange, Inc. (ICE) led with 9 calls referencing supply chain, most recently on June 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 →
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.