Which companies discussed GLP-1 Drugs in Industrials in earnings calls?
36 companies mentioned glp-1 drugs across 74 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Emerson Electric Co. (7 calls), Ingersoll Rand Inc. (5 calls), Rockwell Automation, Inc. (5 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 | 3 |
| 2024Q4 | 12 |
| 2025Q1 | 17 |
| 2025Q2 | 7 |
| 2025Q3 | 13 |
| 2025Q4 | 13 |
| 2026Q1 | 27 |
| 2026Q2 | 14 |
| 2026Q3 | 15 |
Companies ranked by mentions
Representative quotes
…both sides of our business, we'll benefit from that. Jeffrey Sprau (Executives): Yes. And it's interesting from a terminology perspective. Obviously, GLP-1 drugs on the pharma side are huge. We have some great clients that we're helping them out in that regard…
…here in a moment. But that's the business that sells powder handling technology and things like that, consumable technology into things like GLP-1s and APIs, ADC, drug manufacturing. And then the third business is a squiggle of about $100 million, and that's the medical device…
…down, especially the beverage side. If you look at beverage companies, they're seeing lower volumes, and that may be a function of GLP-1s and younger people, not drinking as much, but we are seeing the impact there. Food and beverage being down. Retail, a little…
…vertical for legacy Coyote. And now having that exposure at RXO, even though food and beverage demand trends overall are still muted with GLP-1s, et cetera, we're seeing significant growth within food and beverage because we're recapturing share. So I think food and beverage within…
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 Industrials in the past year?
Emerson Electric Co. (EMR) led with 7 calls referencing glp-1 drugs, most recently on May 5, 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 →
Related healthcare themes
Last updated: August 13, 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.