Which companies discussed Supply Chain in Materials in earnings calls?
610 companies mentioned supply chain across 1,562 earnings calls in Materials over the past year, spanning 1 sectors. The most active were MP Materials Corp. (13 calls), Alcoa Corporation (10 calls), BASF SE (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 |
|---|---|
| 2024Q3 | 50 |
| 2024Q4 | 303 |
| 2025Q1 | 346 |
| 2025Q2 | 289 |
| 2025Q3 | 327 |
| 2025Q4 | 362 |
| 2026Q1 | 374 |
| 2026Q2 | 444 |
| 2026Q3 | 351 |
Companies ranked by mentions
Representative quotes
…nearby NAL that would result in meaningful cost savings for both parties. And the idea of ultimately supporting the buildup of the original supply chain is to the extent that we can achieve that. It certainly fits in with what we're effectively trying to achieve here…
…that's a really important part of what we're calling One Fenix, which is a focus on the management of an integrated supply chain across our business. During the 12 months, we announced a game-changing deal, another reflection on the difference in this company over that…
…performing well. We're generating strong cash flow to underpin our base metals growth and shareholder returns. The sale of our aluminum value chain business will reposition South32 as a much simpler, higher margin business with a strong balance sheet and peer-leading growth, making South32 a leading…
This all doesn't help, but we at Gurit, we could mitigate it. We mitigate it with new and different procurement initiatives, continued supply chain optimization, changing in local sourcing and routing, playing our global footprint game and very important to our commercial cost pass-through. The achievements…
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 13 calls referencing supply chain, most recently on August 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: 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.