Which companies discussed GLP-1 Drugs in Materials in earnings calls?
28 companies mentioned glp-1 drugs across 60 earnings calls in Materials over the past year, spanning 1 sectors. The most active were AptarGroup, Inc. (11 calls), Graphic Packaging Holding Company (5 calls), International Flavors & Fragrances Inc. (4 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 | 4 |
| 2024Q4 | 5 |
| 2025Q1 | 9 |
| 2025Q2 | 8 |
| 2025Q3 | 9 |
| 2025Q4 | 9 |
| 2026Q1 | 23 |
| 2026Q2 | 12 |
| 2026Q3 | 12 |
Companies ranked by mentions
Representative quotes
…shifts in consumption patterns are impacting agriculture markets, including the multiyear decline in overall alcohol consumption as well as the rapid uptake of GLP-1 drug usage and the effect this is having on consumer eating habits. Outside of the U.S., across our international markets, it's been…
Bank of America. Matthew DeYoe (Analysts): On EM growth rates, clearly, a fair amount of the discussion, at least on some of the GLP-1 pens. You put out a $500 million TAM, and I appreciate some of this TAM commentary. How do we think about…
…from John Roberts with Mizuho. John Ezekiel Roberts (Analysts): First, congrats on all the progress here. For the Ultra processed foods and GLP-1 issues still kind of hard to size both the opportunities and the risk here. I understand it's been reduced with the sale…
…clean label. We are also developing a high-protein beverage prototype as we look to expand our participation in the GLP-1 category. This brings us to our growing Solutions business division on Slide 19. Sales for the second quarter increased 12% to $605 million with growth…
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 Materials in the past year?
AptarGroup, Inc. (ATR) led with 11 calls referencing glp-1 drugs, most recently on July 31, 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 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.