Cleo, a global leader in Ecosystem Integration and provider of the Cleo Integration Cloud (CIC) platform, has released the first-ever Supply Chain Earnings Impact Report, uncovering how disruptions have affected stock performance over a five-year span. The research draws on analysis from over 1,000 earnings reports of publicly traded mid-market companies and highlights a direct link between proactive supply chain strategies and enterprise value.

The findings show that companies investing in real-time visibility, technology integration, and operational resilience rebounded more quickly from disruptions, while those that failed to modernize saw prolonged impacts, rising costs, and diminished investor confidence.

“Uncertainty is the new normal in supply chains,” said Mahesh Rajasekharan, CEO at Cleo. “From pandemic shutdowns to climate crises, volatility is constant. Our data shows that companies prioritizing visibility and automation didn’t just survive—they thrived.”

Key insights from the Cleo 2025 Supply Chain Earnings Impact Report include:

  • In 2022, supply chain discussions appeared in 27% of earnings calls—up from just 2% in 2019.
  • On average, companies took four years to recover from pandemic-induced supply chain issues.
  • 51% of companies with stock price increases cited improved supplier onboarding as a key factor.
  • Stock prices typically took 176 days to recover from a supply chain disruption, with some taking over 1,000 days.
  • 46% of lagging companies referenced supply chain disruptions in earnings calls, with 37% blaming delays for underperformance.
  • While 42% of underperforming companies cited order backlogs as a challenge, 50% of outperformers leveraged backlogs for strategic growth.

Rajasekharan added, “The winners in our report weren’t those who simply adapted—they anticipated challenges and turned volatility into opportunity. Supply chain diversification and automation proved to be defining strategies.”

With disruptions becoming more frequent and complex, the report emphasizes the need for enterprises to shift from reactive supply chain management to proactive orchestration. Leveraging ecosystem integration, automation, and AI-driven decision-making is essential to sustain growth and competitive advantage.

Download the full 2025 Supply Chain Earnings Impact Report to explore key trends shaping supply chains across manufacturing, logistics, technology, and retail sectors. An accompanying infographic is also available for a visual summary of the findings.