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Analyst
Rachael Lee
Period: Reporting periods mapped to calendar 2025 Q2 – 2025 Q4 (3 quarters).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 2questioned at least once
- Reporting periods
- 3with questions
These figures cover the whole profile: every tracked question, all reporting periods.
How to read these numbers
Challenge rate is the share of questions that pushed back, pressed for specifics or questioned management’s assumptions. It describes how questions were asked on the calls tracked here; it does not measure whether any view turned out to be right.
Rounding. Rates are rounded to whole percentages, so a small share can show as 0% even when some questions were challenging. The count beside each rate is exact; “none of N questions” means no question was challenging.
No questions recorded. “—” means there is nothing to calculate: no questions were recorded for that period on the calls tracked here. It does not mean there was no activity.
Fewer than 3 questions. A company-level rate is withheld when fewer than 3 questions were recorded for that company; the questions are still counted everywhere else.
Small samples. Profiles with fewer than 10 questions are marked Limited sample.
Reporting periods. Questions are grouped by the calendar quarter each company’s fiscal reporting period maps to, not by the date of the call. Periods without a calendar mapping are listed separately under their fiscal label.
Questions asked
Grouped by company, most questions first. Open a company to read its questions, newest reporting period first.
Showing 6 of 6 questions from 2 companies
DDDuPont4 questions · 2 reporting periods · 0 of 4 challenging
Calendar 2025 Q4
can you just provide more color on that response and maybe what you're seeing in terms of organic sales growth versus GDP
Show response
Koch explained Q1 to full-year improvement driven by North America Shelter normalization from slightly negative to flat, given majority of Shelter end markets are in North America.
what sort of level of visibility you have for order books across the healthcare portfolio
Show response
Koch described company-wide visibility: 80% monthly, 50% quarterly. Shelter is shortest cycle, aerospace and water are longest. Healthcare falls in between.
Calendar 2025 Q3
can you touch more on the technology value add perspective? And specifically what you're seeing in terms of water market growth in China
Show response
Koch clarified acquisition was capacity-add only, no new technology. Previously had membrane production only in the US. Ion exchange has 5 global plants but RO needed local-for-local in Asia where ~1/3 of water sales are.
it seems like organic sales grew better than expectations due to Industrial Technologies
Show response
Koch noted better-than-expected auto and aerospace performance within Industrial Technologies, though partly from timing shift. Auto build revisions improving, especially in North America where DuPont has outsized exposure. EV battery share gains continuing.
ALBAlbemarle Corporation2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q2
Can you dive deeper into the $400 million cost and productivity savings achieved? And what are expectations for incremental savings
Show response
Sheorey broke savings into SG&A/headcount reductions and manufacturing productivity. Masters added that manufacturing cost culture is mature but supply chain and back-office optimization are less developed.
What are your expectations for working capital in the second half?
Show response
Sheorey expects working capital to be a source of cash in H2 as seasonal build-up reverses and lower prices release some working capital.
Challenge rate by company
Every company this analyst questioned, most questions first. A company-level rate is shown from 3 questions; below that it is withheld.
| Company | Questions | Challenge rate |
|---|---|---|
| DD DuPont | 4 | 0%none of 4 questions |
| ALB Albemarle Corporation | 2 | —Rate withheld: fewer than 3 questions |
Activity by reporting period
Questions recorded for each calendar quarter that companies’ reporting periods map to (not the call date), with the challenge rate for that period. Periods inside the range with no questions are shown as “No questions recorded”.
| Calendar period | Questions | Challenge rate | Companies |
|---|---|---|---|
| 2025 Q2 | 2 | 0%none of 2 questions | 1 |
| 2025 Q3 | 2 | 0%none of 2 questions | 1 |
| 2025 Q4 | 2 | 0%none of 2 questions | 1 |
- 2025 Q22 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q32 questions · challenge rate 0% (none of 2 questions) · 1 company
- 2025 Q42 questions · challenge rate 0% (none of 2 questions) · 1 company
Topics
Topics tagged on this analyst’s questions.
- Revenue Growth2
- Geographic Expansion2
- Demand2
- M&A1
- Cost Pressure1
- Margin1
- Capital Allocation1