Chris Parkinson

in the Samsung release from yesterday, you used the phrase, the greatest investment -- the largest investment in the semiconductor industry

how the investment community should be thinking about content when we're looking at things like N2, HBM, et cetera, et cetera

How do you see these things progressing throughout the year?

can you just go over kind of how we should be thinking about the intermediate to long-term growth algorithm that you have in your portfolio and how that exposure evolves

can you talk about just kind of how we should be thinking about the run rates from Uzbekistan as well as like GCA

how should the Street be thinking about obviously some of the past headwinds in the helium business and electronics recovery and just general macroeconomic conditions in China?

can you perhaps just give us a little bit more detail on the various stages on how we should be thinking about that development

what's your kind of latest and greatest assessment based on what you're hearing from your customers in terms of the outlook for '27, '28

what quarter in 2026 do you think that's roughly going to normalize in terms of improving the Street's ability to better project volume versus operating leverage

what have been the two best surprises? What have been the two worst just given all the puts and takes that we've seen

do you see yourself kind of trending towards the higher end of those ranges

Can you just hit a little bit more on the trends that you're seeing in Latin America

how should we be thinking about just the supply demand dynamics across the region

how much confidence do you have in that growth rate, at least in Brazil and forecasting that aluminum should still be the primary substrate

Can you just us a little bit more color since you went over the beer thesis on what you're seeing in energy markets, in particular, in both the U.S. and Europe

are you thinking about things differently this year?

how are you thinking about Blue Point number two? Is there anything else the industry should be doing to work with U.S. policymakers?

How are you thinking about order book flexibility into this year? I mean farmers are just now getting some deferred direct payments

do you think the buy side and the Street is missing something more pronounced in Japan that's still ongoing?

What have you, Bert and Chris learned the most from all of those efforts over the last 12 or so years that Chris and his team can essentially apply the Blue Point

how much of the demand and the price strength do you attribute to the supply side of it versus the fact that demand, I think, broadly speaking, throughout the year-to-date has also been pretty healthy

how should investors be thinking about the sustainability of these dynamics into 2026. And have you seen actually anything improved?

how should investors be thinking about the uses of cash? Because on the one hand, obviously, a lot of people are going to be looking for buybacks

Can you kind of walk us through how we should be thinking about not only those baselines and what's locked in versus the variability of the tons?

there's been a lot of debate around the intermediate to long-term cost curve, just given gas supply issues elsewhere in the world, geopolitics, so on and so forth

Where do you think investors should be focusing the vast majority of their time into the second half?

could you just kind of help us break down Slide 27 a little bit more with the Bayer litigation

what do you think is the most missed of what you've laid out?

Could you just discuss kind of the pricing strategy into the end of the season?

can you just briefly speak about, just across the Americas, where you feel the most enthusiastic about what's left to come?

how should we think about these potential positives as they're evolving into the season

a broader question on pricing in terms of the second quarter and also the second half environment

in terms of your balance between [ PB, ] biopharma, med device, and some of the larger secular trends that's going on

what are you the most enthusiastic about as you go through '26 and perhaps even the longer-term growth algo

do you feel as though you're missing any scale? Do you feel as though there's an easier portfolio

Do you have the willingness or desire to get further into metering or anything else kind of as a tangential kind of growth theme

What do you think the Street is missing the most about the independent company's outlook

could you just quickly comment on what you're seeing across semi advanced packaging and ICS in terms of data center, HPC and hyperscalers

what you're seeing across both semi-tech and ICS? And how you're thinking about the China market, versus just the non-China market

can you just talk about your competitive positioning? Like, what are we going to be talking about as we approach November 1

could you just give us a little bit more perspective on how you see things shaping up across Safety, Shelter and Water throughout '25

could you sit on kind of the key drivers of the remainder of the portfolio? And just any differences based on geography as well?

How do you see that evolving over, let's say, the first half of '26 through '27, '28, just given where we are in the cycle?

How, if any way, whatsoever, does that filter in to your return assumptions, your longer-term term resumptions on Alberta?

one could argue that the current situation could potentially incentivize the Chinese to further let's say, you know, push a little bit harder in domestic capacity

just how you're thinking about some of the EU assets by country. And I think last summer you were going over the Netherlands and Germany

I'd love it if you could kind of walk us through the intermediate to longer-term puts and takes of those targets

can you just kind of give us some insights on how you're thinking about that business in 2026

Could we just dig in a little bit more into the Life Sciences segment?

what do 2Q results tell you about your longer-term opportunities by segment?

In the intermediate term, what are you the most enthusiastic about?

is there just a general mathematical equation that would get us to, let's say, more of a mid-single-digit, like a 5 or a 6% growth rate

Is it safe to say that you are still investing in that business? And then you already mentioned the half-on-half trends, which I appreciate. But can you just talk about

Could you just hit a little bit more on probiotics markets? It seems like there's been some inconsistencies not only in the market, but also geographic and also some of your peer commentary

could you talk a little bit more about the growth spend you've been seeing in scent and H&B progress you've made as well as your own assessment of your competitive position

is it wrong to think about Europe slightly differently these days? Or is it still essentially the status quo over the longer term?

can you just talk about how you're thinking about the 2, and probably perhaps more so the 3Q order book

can you just kind of give us a walk-through of the phosphate production or asset portfolio, where we were, where we kind of were trending

Can we just get an update on after the issues in late September, how you performed in October versus expectations

What was your run rate roughly in July? And how are we -- where are we trending in August and September

if we stood at in your boardroom during the first quarter, how do you have adequate fully assessed yourself when it came to Bartow, New Wales and kind of getting into Riverview and Louisiana

Your press release mentioned it's your belief that 700,000 tons were sacrificed in 2024 for processed phosphate

perhaps you could just give us kind of the puts and takes. Obviously, you've been very proactive in pricing in terms of those dynamics, which is helpful in terms of to contemplate

Could you just add a little bit of insight on what you saw in the fourth quarter and how you're thinking about everything in 2026 in terms of breaking that growth down

what are the 1 or 2 things you think we should be all focusing on in terms of volume growth, subsegment market outperformance

where would you have the greatest confidence over the next 1.5 years or perhaps even longer in terms of your ability to significantly outgrow markets

Can you talk a little bit more about the aerospace opportunity and just go through aftermarket OE and military

can you just talk about how you and your teams are now thinking about the respective growth rates of those end markets in terms of share gain, market outperformance

Can you just speak to further the kind of the broader opportunity, how you see kind of the run rate growth

Could you speak to your assumptions in terms of what appears to be an accelerating mainstream recovery

in terms of just the free cash flow in terms of the outlook conversion, where you currently are and where you expect to be

How should we be thinking about op leverage throughout the year in both semi and ICS

is there anything you could point to that feels different in terms of the sustainability of the said recovery

What are the 1 or 2 most consistent areas of feedback that you're receiving

Can you just give us kind of a quick update, given the current dynamics, on how you are thinking about gross spend

should we talk about some of the things that are more or less in your control in terms of your guidance

Is there a scenario out with for which you see Sherwin consistently being at or above 50% gross margin absent any material volume recovery.

Has that changed your calculus at all on how you are thinking about allocating growth spends between, you know, PSG and consumer brands.

Could we take a step back and just look at PCG just given everything that's going on in the world?

what are the two to three largest growth or opportunities that you see in '25 and '26