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help us unpack some of the demand drivers that you're seeing there
the contribution of CI and RI to the sequential backlog growth
what are the key tariff-related uncertainties that we should be watching for
help us unpack some of the bigger moving pieces around your demand deterioration assumptions
Is it still valid, or should we be actually thinking about an upward shift in that range over time?
Can you help us with how you are thinking about maintenance for the rest of the year?
how are you thinking about the calculus on your Blue Point economics as you think about the export opportunity and, given the excess cash generation, how that all factors together into those unit e...
can you just remind us your operating costs in 2026 you threw out the $200 million EBITDA headwind from Yazoo City, I imagine there are some stranded costs or overhead costs that won't be recoverab...
Just given some of the proposed changes in the 45V guidelines, practice changes, I'm wondering how you're thinking about low CI fertilizer demand opportunity domestically
any thoughts on China exports in 2026?
help us understand if we're looking at this business model in that 2030 framework, how much exposure really is ag anymore versus some of these more industrial applications?
can you speak to what your expectations are in terms of the cost curve now with a potential resolution between US and Ukraine
anything we should be thinking about here in the first quarter in some of the earlier ice storms across Southeast
it seems like maybe some moving pieces around with the pull forward of net royalties, maybe the push in volume from 4Q into 1Q
How integrated are those platforms when we think about seed versus CP?
Can you maybe articulate a little bit more on some of the velocity of those order books?
can you just remind us hedging practices, how far out you hedge on certain currencies
I'm just wondering how we should think about the bridge from here at neutral in Q1 to the full year guide of 1.5%
I wanted to double click on the large ag price assumption that 1.5%. I think when we were talking about early order program, that number in North America was closer to 3% to 4%. So could you just h...
Just can you help us bucket that in terms of those direct tariffs versus maybe some of the steel and aluminum impact?
I wanted to come back to your used inventory comments in your prepared remarks. And just get a sense of velocity of movement of that used equipment
what your expectations are for any sort of improved volume recovery or even price recovery
I'm just wondering if we could get a little bit of a cleaner bridge on what the margin expectations are for 2025
given the strength of the Q1 results, what needs to happen to get you to the high end and the low end of the guide?
I wanted to ask about your assumptions around price and volume in 2026. And we are hearing from a lot of the CPGs this shift migrates toward a greater emphasis on volume
I wanted to ask about the new wins that you cited in both Taste and Scent. We continue to hear about how challenging the volume backdrop has been
reflecting on the last year plus, it feels as the company has hit this inflection point in terms of the balance sheet. You're moving through the portfolio efforts but perhaps less obvious are some ...
what's your philosophy on further delevering in terms of balancing that redeployment of capital to grow EBITDA versus using cash to reduce the debt
elaborate on the sources, wins versus underlying demand of your volume growth expected in 2025
maybe you could help us walk through the milestones that you are watching for the second half
can you help us in terms of how you're thinking about product mix and geographic mix in 2026
puts and takes on whether phosphate has any implication for you
How much better can 3Q EBITDA be versus 2Q. Any sort of quantification of that sequential step-up would be extremely helpful
can you give us an update on the cadence of your cost of production for potash as you go through the year
any early indications of how your customers are utilizing tokens for the AI tools that are currently embedded in your products
how should we think about the level of conservatism that you're baking into the guide given the strong start to the year
we've heard some large integrated E&C customers publicly discussing their ambitions to bring in their own AI-enabled solutions
How do I think about those individual moving parts, how much is price, how much is account accretion
were we to see a pickup in construction activity or infrastructure activity, how would that integrate into the algorithm
you did guide to significant growth in your free cash flow generation in 2026
do you have more of a moat against that disintermediation in certain categories? And as you assess the portfolio, are there areas where you do maybe see some vulnerabilities
I want to ask you about the Transportation & Logistics business. Obviously, some continued good growth there, not really seeing much of an inflection
help debunk that or help us understand what's working in that model transition
can you just give us an update on customer sentiment? Are you seeing those cycle times improve
it almost seems like night and day. in terms of your relative performance and resilience even against sort of the broader macro uncertainty
the 2025 guidance, the AECO ARR growth expectations in the mid-teens. Just given some of the changes that you made in 2024
the AI agents that you've been deploying internally, can you expand on how you are thinking about operating efficiency