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There's a relatively sizable IPO coming at the summer in space. Just curious if you could give us your thoughts on your business in that sector
If you get to partners for sequestration pneumonia who want a similar return that you would want, is there still a good return on the hydrogen
Have any update there? I haven't seen any announcements. How is bidding activity going with that?
you think the $5 billion, would generate around a 5% or mid-single-digit return
do you think at some point for the clean hydrogen projects that demand will be big enough? When you announce a project, you'll have offtakes immediately?
how tight do you think it will be? Do you think nitrogen and prevailing products will stay above the average, and how should we think about the longevity of this elevated pricing?
if it goes away, does that make it difficult or maybe impossible to get a premium price for Blue Point?
Is your bias that pricing kind of stays at this level and maybe the biases may be potentially to go up from here?
Anything in particular that gives you confidence there?
Any differences between nonres, res, and repair and model
is it still possible to change your industry designation
if it doesn't change it stays in chemicals, why do you think that is
Can you remind us kind of where we're at in terms of how much the portfolio is in advanced nodes and how much AI will continue to drive the growth
Anything else to point out to folks as you look to maybe shift that SIC code to industrials or manufacturing versus chemicals
how should investors think about sort of the right companies to compare you with?
There's a lot of cost - a lot of questions on whether we peak, whether we're continuing to grow, what we're early in the potential
Can you remind us how big, I guess, advanced nodes are now for semi-tech and Interconnect and then maybe what the growth rate for that subset will be in '25?
organic growth in IndustrialsCo in the fourth quarter as well as your outlook in the first quarter, appears pretty differentiated relative to traditional chemical companies
When you think about the $1.75 billion for P&SP in 2Q, can you frame whether that is kind of a mid-cycle EBITDA or a peak EBITDA?
Can you help me understand how much of your ASP capacity goes to the export market?
Can you bifurcate that from whether pricing or cost in the U.S., Europe and export?
How do you get adjusted EBIT better? It just seems like it could be a little bit better
how could EBITDA get better in the second half? I know you have some cost savings
if demand is unfortunately similar in 2025 versus 2024, I mean, directionally, should EBITDA be up, down, flat?
At what point does this inflation flow through to the consumer and start to impact demand?
historically, International Flavors & Fragrances Inc. has slightly underperformed to F&F peers, but if you think about the portfolio going forward, the Health and Biosciences and Scent and Taste, h...
If you take out pharma from your first half EBITDA, it's somewhere around $1050 million. Your outlook for the second half implies mid-900s at the midpoint. It's about down 10% sequentially
EBITDA margins first quarter were very good. And you guys talked about net pricing and productivity was noted for the year of increase. How much did each contribute
where do you think International Flavors & Fragrances Inc.'s EBITDA should get over time
it's going to be what the third or fourth year of no economic improvement for industrial demand. I can't imagine the Iran conflict is going to help that
Chemicals and Energy, sales were up 3% in the first quarter on Slide 3. What do you think the run rate of that is heading into the 2Q
you had commented that you saw the cycle will turn positive. We've seen a lot of companies this quarter have asset write-downs
SG&A was up 9% year-over-year, sequential up 3%. Any particularly -- any reason for that trend?
The recent agreement, it's a merchant contract, as I recall. So when do you think these will convert into an on-site?
can that product line turn positive? And you used to generate a good amount of EBITDA for polypropylene
how much of that capacity do you export
Do you think earnings could be up or down or just general direction given everything that you see now? And then longer term, I guess, mid-cycle potential for EBITDA, has it changed
what trough EBITDA should be per se
If the 2Q volumes come in as is, is that the base case for the third quarter
If on Slide 14, the February '26 metrics don't change, is that a similar headwind for the rest of the quarters
how do you see volumes sort of shaping up sort of at the midpoint? Any effects from the [indiscernible] conflict on each of the segments?
Architectural EME, you know, a business that has struggled to grow. I mean, end markets, I understand. But, you know, why is that a good business?
What do you think needs to happen for that business to sort of turn around maybe sometime next year?
the only blemish looks like Refinish is down. All the other segments had a really nice year- over-year improvement. Just curious on the outlook for Refinish
Volumes pretty impressive there. What do you think your volume should be for this year in total? And then what do you think market demand is?
Are there businesses you want to exit? Just maybe give us your thoughts on why -- what's last or what's in performance kind of Industrial Coatings
it just feels like U.S. architectural paint demand in the U.S. has been structurally impaired
what do you think would be helpful in terms of maybe sparking a recovery in paint demand this year?
Your pricing capture this year has been better or higher than in the past. What do you think pricing capture would be in '26
what mortgage rate do you think we need to get to for industry volumes to turn the corner? I mean, with six percent help, five percent
price mix for the stores, up mid-single-digits. Was that mostly price or if it's maybe half-half with mix, what is that mix component to that equation?
in 24, you generated pretty good APS growth of 10%. So if you think about '25