Which companies discussed GLP-1 Drugs in earnings calls?
681 companies mentioned glp-1 drugs across 1,444 earnings calls over the past year, spanning 9 sectors. The most active were West Pharmaceutical Services, Inc. (14 calls), Rhythm Pharmaceuticals, Inc. (12 calls), Cencora, Inc. (11 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 GLP-1 Drugs |
|---|---|
| 2024Q3 | 118 |
| 2024Q4 | 281 |
| 2025Q1 | 352 |
| 2025Q2 | 207 |
| 2025Q3 | 291 |
| 2025Q4 | 320 |
| 2026Q1 | 441 |
| 2026Q2 | 371 |
| 2026Q3 | 158 |
Companies ranked by mentions
Representative quotes
That's correct, yes. Operator (Operator): Our next question comes from the line of Ashish with LEO Capital. Unknown Analyst (Analysts): Sir, on GLP-1, could you give us an update on the scale-up of the business? What is the current status of the commercialization and capacity…
…point improvement year to date. Over the past 18 months, we have broadened our consumer reach to capture the growing opportunity presented by GLP-1 patients, bolstered our talent, invested in new marketing strategies, and strengthened our balance sheet to provide the financial flexibility to support future growth…
…somewhat allergic to sort of a consensus view and what the hottest trend is. So we're consistently asked about GLP-1s and GLP-2s, GIP agonists and that's an area that is obviously white hot and we tend to stay away from those areas. 1, because…
…pressing where we have a unique position. And you also could maybe read that now -- and Novo Nordisk is also starting with the GLP-1 tablet in Europe. This is something where we might benefit significantly from. So there are different verticals for us, which are very interesting…
Frequently asked questions
What is GLP-1 Drugs and why are companies discussing it?
Weight-loss and diabetes drugs (Wegovy, Mounjaro, Zepbound) reshaping consumer demand, retail pharmacy economics and bioprocess equipment orders.
Which company mentioned glp-1 drugs most in the past year?
West Pharmaceutical Services, Inc. (WST) led with 14 calls referencing glp-1 drugs, most recently on July 23, 2026.
How can I track glp-1 drugs 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 →
GLP-1 Drugs by sector
- Health Care (325)
- Materials (16)
- Consumer Staples (14)
- Industrials (12)
- Consumer Discretionary (5)
- Information Technology (5)
Related healthcare themes
Last updated: August 10, 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 (GLP, glp-1, glp1, glp 1). 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.