Which companies discussed Supply Chain in earnings calls?
6,178 companies mentioned supply chain across 13,184 earnings calls over the past year, spanning 11 sectors. The most active were Saputo Inc. (16 calls), Arista Networks, Inc. (16 calls), Expeditors International of Washington, Inc. (16 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 | 1,336 |
| 2024Q4 | 2,938 |
| 2025Q1 | 3,416 |
| 2025Q2 | 3,144 |
| 2025Q3 | 2,905 |
| 2025Q4 | 2,946 |
| 2026Q1 | 3,445 |
| 2026Q2 | 3,669 |
| 2026Q3 | 1,770 |
Companies ranked by mentions
Representative quotes
…opportunities to neutralize working capital, supported by customer product demand planning, enhanced inventory management and extending our vendor payment terms, including growing our supply chain finance program offer to our vendors. Regarding debt leverage, based on information in our filing today, EBITDA for the 12 months ended June…
…think about it is we're also thinking beyond the noise and the disruption. Going forward, we see a potentially fragile global energy supply chain where reliable barrels produced under stable governments are concom increasingly more valuable, which makes owning this California infrastructure even more important. So that…
…with Cognex, could you just give us a real quick brief overview of what the company does, where it sits in the industrial supply chain and kind of what you're seeing in the market today? Dennis Fehr (Executives): Great. So maybe first, quick intro from myself, Dennis…
…work with our Chinese partners, including, as you know, a joint line ownership and co-investment. And this enables us greater efficiency and supply chain strength, which has helped us control our bot and partnerships that improve outcomes and reduce our -- so with this context, let me turn…
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 the past year?
Saputo Inc. (SAP) led with 16 calls referencing supply chain, most recently on August 7, 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 →
Supply Chain by sector
- Information Technology (179)
- Industrials (141)
- Consumer Staples (62)
- Health Care (54)
- Materials (48)
- Consumer Discretionary (37)
Related macro 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 (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.