Which companies discussed Supply Chain in Materials in earnings calls?
791 companies mentioned supply chain across 1,555 earnings calls in Materials over the past year, spanning 1 sectors. The most active were MP Materials Corp. (13 calls), Alcoa Corporation (10 calls), Element Solutions Inc (9 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 | 113 |
| 2024Q4 | 303 |
| 2025Q1 | 346 |
| 2025Q2 | 289 |
| 2025Q3 | 327 |
| 2025Q4 | 362 |
| 2026Q1 | 374 |
| 2026Q2 | 444 |
| 2026Q3 | 258 |
Companies ranked by mentions
Representative quotes
…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…
…over the past several years, drilling contractors have operated through rising labor costs, inflation and fuel consumables and spare parts, supply chain disruptions and increasing costs associated with mobilizing crews and equipment to support growth. . Across the industry, many long-term contracts that were negotiated several years…
…across all of our capital projects. It's not a failure on our part in terms of our capacity, it's just the supply chain that gets a bit stretched. But yes, we're comfortable we can get that. Nic Dinham (Analysts): Okay. And just a little…
…expansion initiatives and then discuss our performance across domestic and export markets. The global operating environment continues to remain uncertain with geopolitical development, supply chain disruption and volatility in commodity prices impacting business across markets. At the same time, the medium to long-term outlook for the manufacturing…
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 Materials in the past year?
MP Materials Corp. (MP) led with 13 calls referencing supply chain, most recently on August 6, 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 11, 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.