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Analyst
Ryan Weis
Period: Reporting periods mapped to calendar 2024 Q4 – 2025 Q3 (4 quarters; questions recorded in 3).
- Questions
- 6on tracked calls
- Challenge rate
- 0%none of 6 questionsLimited sample
- Companies
- 3questioned 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 3 companies
PPGPPG Industries3 questions · 3 reporting periods · 0 of 3 challenging
Calendar 2025 Q3
Can you maybe just help us understand the differences in what's going on in the U.S. market versus maybe what's going on in Europe right now?
Show response
Morales explained U.S. insurance premium surge (up significantly) vs Europe (claims down only mid-single digits, tracking accident rates). Knavish noted share gains in both U.S. and Europe, with #1 and #2 players winning from smaller competitors. PPG uniquely re-expanding revenue pie through subscription-based digital tools.
Calendar 2025 Q2
I think there's been a lot of news circulating kind of in the last couple of weeks just around potentially some elevated inventories, the end of price cutting wars
Show response
Knavish noted China doing better than rest of world on production. PPG's #1 position with the largest EV player (BYD implied), 1 out of 3 cars globally produced in China. Morales added China exports up ~10% through H1, driving production.
Calendar 2024 Q4
So wondering what you're hearing from customers at this stage and kind of what your expectation is here in 2025
Show response
Knavish highlighted strong China auto retail (+19% Q4), share gains with domestic OEMs including the largest, and EVs at 37% of China production. Government stimulus expected to continue.
DDDuPont2 questions · 1 reporting period · 0 of 2 challenging
Calendar 2025 Q3
just kind of wondering what your outlook is? I know it's still early kind of getting into '26
Show response
Franzen noted Shelter held flat with market in 2024, expecting -4% organic in 2025. Industry reports suggest H2 2026 improvement. Even getting to flat would have nice impact on total organic growth.
I was hoping to kind of focus on what you currently have and especially in the healthcare business
Show response
Koch reported strong growth across all Healthcare sub-segments: Liveo (biopharma), med packaging, and med device. New CDMO leader joining from external hire. Healthcare & Water combined mid- to high single-digit full year growth.
CTVACorteva1 question · 1 reporting period · 0 of 1 challenging
Calendar 2024 Q4
what percentage of raw materials would be at risk kind of to the potential tariffs in Canada and Mexico
Show response
Chuck framed tariffs as primarily a CP issue. Enlist and Spinosyns manufactured exclusively in US, making Corteva a net exporter. China is ~2% of COGS, 80% multi-sourced.
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 |
|---|---|---|
| PPG PPG Industries | 3 | 0%none of 3 questions |
| DD DuPont | 2 | —Rate withheld: fewer than 3 questions |
| CTVA Corteva | 1 | —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 |
|---|---|---|---|
| 2024 Q4 | 2 | 0%none of 2 questions | 2 |
| 2025 Q1 | No questions recorded | — | — |
| 2025 Q2 | 1 | 0%none of 1 question | 1 |
| 2025 Q3 | 3 | 0%none of 3 questions | 2 |
- 2024 Q42 questions · challenge rate 0% (none of 2 questions) · 2 companies
- 2025 Q1No questions recorded
- 2025 Q21 question · challenge rate 0% (none of 1 question) · 1 company
- 2025 Q33 questions · challenge rate 0% (none of 3 questions) · 2 companies
Topics
Topics tagged on this analyst’s questions.
- Demand5
- Geographic Expansion2
- Macroeconomic1
- Revenue Growth1
- Competitive Dynamics1
- Trade Tariffs1
- Supply Chain1