Which companies discussed Supply Chain in Health Care in earnings calls?
731 companies mentioned supply chain across 1,427 earnings calls in Health Care over the past year, spanning 1 sectors. The most active were West Pharmaceutical Services, Inc. (13 calls), Solventum Corporation (11 calls), Cardinal Health, Inc. (11 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 | 286 |
| 2024Q4 | 305 |
| 2025Q1 | 416 |
| 2025Q2 | 378 |
| 2025Q3 | 362 |
| 2025Q4 | 320 |
| 2026Q1 | 391 |
| 2026Q2 | 354 |
| 2026Q3 | 7 |
Companies ranked by mentions
Representative quotes
…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…
…question that I received from an investor. If the demand accelerates faster than expected through Philips, do you have the manufacturing capacity and supply chains to scale without becoming a bottleneck? Philip Siberg (Executives): Yes, we do. Gustaf Meyer (Analysts): Perfect. Also, I received a question about ExSpiron…
European approval? How should we think of that? Christoffer Rosenblad (Executives): I can take that one. Yes, heart being coming from clinical trial supply chain setup has lower gross margin compared to the rest of the product portfolio. So I think that it will take a couple…
…million on a reported basis. As in prior quarters, BD revenues are shaped by the timing of concentrate shipments into their supply chain, which can create variation from 1 quarter to the next but we continue to see underlying growth, both from existing and new markets…
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 Health Care in the past year?
West Pharmaceutical Services, Inc. (WST) led with 13 calls referencing supply chain, most recently on May 12, 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.