Which companies discussed Supply Chain in Industrials in earnings calls?
1,115 companies mentioned supply chain across 2,959 earnings calls in Industrials over the past year, spanning 1 sectors. The most active were Expeditors International of Washington, Inc. (16 calls), Honeywell International Inc. (14 calls), Ryder System, Inc. (12 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 | 226 |
| 2024Q4 | 664 |
| 2025Q1 | 788 |
| 2025Q2 | 671 |
| 2025Q3 | 650 |
| 2025Q4 | 623 |
| 2026Q1 | 771 |
| 2026Q2 | 816 |
| 2026Q3 | 537 |
Companies ranked by mentions
Representative quotes
…late 2025, we still view the market through a long-term lens. The strategic importance of establishing a secure domestic critical mineral supply chain continues to be reinforced by wider industry investment and U.S. government support, and our focus remains on positioning Stardust Power to participate in that…
…growth strategy. Underneath all 4 pillars is the Midera operating system. Our lean manufacturing toolbox, quality systems technology integration, including AI, along with supply chain optimization and design efforts working together in unison and it is what underpins our margin expansion opportunity over the long term…
…acquisition of [ CELESTIAL ], a leading provider of next-generation space solar technology. [ CELESTIAL ] secures domestic control of a critical element of our supply chain currently controlled by China, reduces geopolitical exposure across our manufacturing base, positions us to leverage advanced solar capabilities as a differentiator of future spacecraft…
…that mission and nothing about this quarter changed it. Four things challenged us this quarter, and I'll name each one. First, supply chain. New programs mean new parts. And in this environment, new parts mean long lead times and critical bottlenecks. These constraints delayed the production…
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 Industrials in the past year?
Expeditors International of Washington, Inc. (EXPD) led with 16 calls referencing supply chain, most recently on June 18, 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: August 14, 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.