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could you just talk about how much the kind of continuing business is still down? And how much of a headwind do you think that will be kind of in Q2 and throughout the rest of the year?
what was the benefit from moving them to for sale -- and then what's the expectation for kind of timing?
What is your view on the helium industry going forward? Do you think we've stabilized at this point?
of that 11% growth underlying, can you break that out kind of new projects, price, efficiencies, how you deliver that?
do you think this is still kind of a multiyear down cycle or can we stabilize as we get into 2026?
Can you help size the earnings contribution from helium today? And basically, how you see that contribution progressing kind of out through your '26 to '29 period?
if you looked at the Americas excluding that one time sale of helium, what would price and volume have been in Q1?
you need the second-half to be about $1.50 per share better than the first half. Can you give us a walk
none of that headcount is really running through the P&L in the EPS that you guys delivered last year. All of that is basically being capitalized?
Is that more an indication of just what's happening generally supply/demand is a little bit out of whack? Or is that still the hangover from helium prices falling
You are holding your expectation for corn acres flat, but nitrogen is what has really ripped in the last couple months
How much working capital are you willing to put out this year relative to last year?
can you just go by your major crops on Seed in major geographies where you saw either market share gains
I was hoping you could give me a view on how you did market share-wise in the northern hemisphere on the big crops
if you're pitching this to the seed multipliers down there, you could look -- is the efficacy against bugs better with your product
I believe Sadara is up for its debt midyear this year. So can you just give us some details about operationally how Sadara is looking
your guide for Q4, what are you baking in for ethane pricing doing in the U.S.? How much of that $0.05 do you have baked in
can you just talk about on the anticompetitive stuff which product chains are being most impacted there?
how much release do you think you can get on a full-year basis from working capital this year?
Maybe if you could just go around the rest of the world. You talked a little bit about Europe and maybe about your end markets
could you take a peek into next year? You've got, obviously, the Q4 guide out. That is a baseline to springboard into '26
could you take some time and just go geographically and by end markets kind of what you're seeing and what you expect to see in the back half of the year?
It was two years ago, you guys rolled out the slide where you talked about $50 billion of opportunity around clean energy
Roughly, what is the leverage if IP is up or down 1%? How much EPS does that generally drive for you?
How high do you think that needs to go to balance supply/demand
What's going to be the cost impact of running the phosphate segment at the lower operating rates in Q2
do you think you'll be able to price for that higher sulfur as we go through this planting season
when you anniversary Q2 revenue will be down about 10%, has that done anything structurally to the margin there?
What are their margins like today? Obviously, they're lower than the segment because refinish is so high. But relative to, let's say, the company average
your raw materials seem to be a little bit more inflationary than peers
If you look at the last 4 years, you were kind of down mid single digits, up mid single digits, down low single digits, up low single digits. So that business seems to have gotten much more volatil...
can you help us kind of with the shape the year-over-year either EPS or EBIT, whichever way you want to look at it
going from kind of low single digits to low to mid, what is that based off of vis-à-vis spot prices
I just want to understand the margin implication of Suvenil coming in and the cost-cutting programs.
The other 4 businesses all accelerated in the third quarter in their growth rate.
Would you expect the pain from the lower operating rates to be evenly distributed between the two segments or you know, might we get kind of a disproportionate burden in CSB?
Just trying to understand a little bit better the interplay between the pricing, cadence this year and the cost cadence.
Question on price. So last year you asked for five in February. This year you asked for five in January.