Which companies discussed Supply Chain in Materials in earnings calls?
821 companies mentioned supply chain across 1,512 earnings calls in Materials over the past year, spanning 1 sectors. The most active were MP Materials Corp. (13 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 |
|---|---|
| 2024Q3 | 309 |
| 2024Q4 | 303 |
| 2025Q1 | 346 |
| 2025Q2 | 289 |
| 2025Q3 | 327 |
| 2025Q4 | 362 |
| 2026Q1 | 374 |
| 2026Q2 | 444 |
| 2026Q3 | 10 |
Companies ranked by mentions
Representative quotes
…graphene, which we have developed through relentless R&D efforts of many, many years. If you look at the entire value chain -- entire supply chain platform globally, there are only a few companies in the world who are doing this. And we are the first in India…
…notes, reflecting its confidence in both the NAL expansion and Elevra's long-term role in building a secure North American critical minerals supply chain. Additionally, we have entered an agreement to divest our interest in the Ewoyaa project in Ghana and subject to satisfaction of its terms…
…noise. Unknown Attendee (Attendees): With all the noise about China and critical minerals, Help me understand where TMC actually fits in the supply chain conversation. Is this more a national security story and EV story or both? Craig Shesky (Executives): It's been an EV story…
…well. It just takes a little bit longer. The real issue is that, especially on the textile side, it's a very complicated supply chain for the textile companies. Companies are used to buying either garments, like you want to buy 1,000 pairs of jeans, they…
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 June 23, 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.