Companies that reported supply constraints, bottlenecks or increased lead times in the last month in call transcripts or press releases
| ticker | Company Name | Evidence of supply bottlenecks / constraints / increased lead times | Quantified impact / magnitude | Source | Market Cap | Subsector |
|---|---|---|---|---|---|---|
| HPE | Hewlett Packard Enterprise Co. | Explicitly said “supply constraints continue to affect our ability to fulfill the increased customer demand,” that supply “will continue to be constrained,” and backlog remained very high. | Orders growing 3.5x faster than revenue; record / highest-ever backlog. | Sep 2, 2026Earnings Call | $69.03B | Communication Equipment |
| LSCC | Lattice Semiconductor Corp. | Said it was “managing through the assembly test pinch point” and that lead times had increased materially earlier in the year. | Lead times in some cases got to over a year, later brought back to the 40s. | Aug 11, 2026Conference Call | $16.46B | Semiconductors |
| DELL | Dell Technologies Inc. | Reported “spotty CPU shortages,” “shortages with disk drives,” and that “just about every product going through a leading node is constrained.” | No specific dollar figure; shortages affected shipments / second-half timing. | Sep 1, 2026Earnings Call | $338.67B | Computer Hardware |
| NTNX | Nutanix Inc. | Described “significant supply chain constraints related to the pricing and availability of servers,” adding that some vendors / SKUs will have extended lead times and server supply constraints will continue. | Could affect project size and timing; moderately higher percentage of orders with future start dates in FY27. | Aug 26, 2026Earnings Call | $18.40B | Software - Infrastructure |
