Which companies discussed Supply Chain in Industrials in earnings calls?
1,123 companies mentioned supply chain across 2,965 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (17 calls), Honeywell International Inc. (14 calls), FLSmidth & Co. A/S (12 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 | 131 |
| 2024Q4 | 664 |
| 2025Q1 | 788 |
| 2025Q2 | 671 |
| 2025Q3 | 650 |
| 2025Q4 | 623 |
| 2026Q1 | 771 |
| 2026Q2 | 816 |
| 2026Q3 | 642 |
Companies ranked by mentions
Representative quotes
…environment, we continue to deepen our competitive moat and consolidate our core business. The international market with this opportunity arise from the enterprise supply chain upgrades and expansion penetrating from single customer touch points into industrial upstream, downstream, helping Chinese enterprises accelerate overseas expansion from long-term growth…
…continuously deepen our port shipping network layout. At the same time, we're committed to driving a comprehensive upgrade of the domestic trade supply chain, precisely guiding interlink cargo sources to connect with emerging markets and efficiently serving the new dual circulation development paradigm. Overseas terminals total throughput…
…market headwinds faced during the second half, such as the backdrop of rising interest rates, geopolitical conflict, and resulting uncertainty and supply chain cost increases, as well as the changing landscape for the federal taxation of property assets and generally softer state economic conditions in markets such…
…some lease extensions we undertook in the second half, which defer expenditure. Maintenance unit rates are still higher due to the global supply chain pressures as we noted in the first half. Velocity contributed a further $16 million of EBIT growth. Moving to Slide 13. Total underlying operating…
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 Industrials in the past year?
Expeditors International of Washington, Inc. (EXPD) led with 17 calls referencing supply chain, most recently on August 26, 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: August 31, 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.