Which companies discussed Supply Chain in Health Care in earnings calls?
609 companies mentioned supply chain across 1,384 earnings calls in Health Care over the past year, spanning 1 sectors. The most active were West Pharmaceutical Services, Inc. (13 calls), McKesson Corporation (11 calls), Solventum Corporation (10 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 | 303 |
| 2025Q1 | 427 |
| 2025Q2 | 379 |
| 2025Q3 | 362 |
| 2025Q4 | 320 |
| 2026Q1 | 391 |
| 2026Q2 | 354 |
| 2026Q3 | 321 |
| 2026Q4 | 8 |
Companies ranked by mentions
Representative quotes
…commercial product. So here you can see the Lanoxin 9 produced gene transfer comparable to DDM. However, we later learned that -- there are supply chain constraints, which make LOXNO9 less attractive for continued development. We then evaluated polydocanol, polidocanol produced a greater increase in gene transfer and offer…
…transition to partner supply in France. And so that's somewhat unrelated to end-market demand, and that was a change in this supply chain. Operator (Operator): Next question is from Alex Hughes. This reads, is now an appropriate time to test takeover interest for the Pain Management…
…going forward in terms of further evolving our infrastructure. We have already today built a unique, highly silent global network, which enables global supply chains and regional supply chains to serve a more fragmented world across key modalities. So just looking what it specifically means across the different…
…resonating in the market, driven first and foremost by the fact that every Optum Rx client gets the benefit of the fully transparent supply chain instrumentation that we are putting in place. So that's driving retention again in the high 90s this year and then success…
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 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.