Which companies discussed Supply Chain in Materials in earnings calls?
619 companies mentioned supply chain across 1,592 earnings calls in Materials over the past year, spanning 1 sectors. The most active were MP Materials Corp. (14 calls), Element Solutions Inc (9 calls), Alcoa Corporation (9 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 | 300 |
| 2025Q1 | 354 |
| 2025Q2 | 290 |
| 2025Q3 | 327 |
| 2025Q4 | 362 |
| 2026Q1 | 374 |
| 2026Q2 | 444 |
| 2026Q3 | 406 |
| 2026Q4 | 16 |
Companies ranked by mentions
Representative quotes
…network, we have implemented several new operational practices that will improve our safety performance and eliminate millions of dollars of waste from our supply chain. To date, we have substantially completed the functional integration of the platform, creating a strong foundation to drive value creation. Utilizing…
…very, very low. How can that be one can surmise. But given the tightness of supply, the integrated nature of some of the supply chains and the higher margins for eventual downstream products, we think the conditions are right to achieve at or even stronger long-term pricing…
…then my follow-up question, which is a little bit of a technical one, is I see your our kind of vertical value chain that you put on your presentation still calls out kind of a 1.6 million tonne long kraftliner position. I'm just curious…
…adverse impacts. FY '26 or a continuation of global geopolitical instability and economic volatility across markets. We tackle the effects of disruptions to supply chains inflationary pressures and ongoing trade tariff announcements. Against this backdrop, we recorded a strong operating performance. We returned USD 327 million…
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 Materials in the past year?
MP Materials Corp. (MP) led with 14 calls referencing supply chain, most recently on September 9, 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.