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Analyst

Salvator Tiano

KeyBanc Capital Markets · covers Basic Materials

Period: Reporting period mapped to calendar 2026 Q3.

Limited coverage. Only 4 questions of coverage. Treat these numbers as directional — sample too small for reliable averages.
Questions
4on tracked calls
Challenge rate
0%none of 4 questionsLimited sample
Companies
4questioned at least once
Reporting periods
1with 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. See how we grade analysts on earnings-call questions.

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 4 of 4 questions from 4 companies

LINLinde plc1 question · 1 reporting period · 0 of 1 challenging
LIN company page →

Calendar 2026 Q3

what do you think would have been your price power to recover these costs should conditions for these end markets

PricingCost PressureTranscript · FY2026 Q3 →
Show response

Said cost recovery is contractual and was net dilutive to Americas margins, but did not quantify a one-off margin benefit.

LYBLyondellBasell1 question · 1 reporting period · 0 of 1 challenging
LYB company page →

Calendar 2026 Q3

Does this mean that MoReTec-2 is pushed further to the right or potentially canceled?

Capex InvestmentRegulation PolicyM&ATranscript · FY2026 Q3 →
Show response

Vanacker said MoReTec-2 would likely go to Europe given weak U.S. regulatory support and called the sale a capital allocation move, but did not address a Valero feedstock deal.

PPGPPG Industries1 question · 1 reporting period · 0 of 1 challenging
PPG company page →

Calendar 2026 Q3

is this purely pricing, or are there any other things that were taken in the mix when we think about the neutrality?

PricingCost PressureTranscript · FY2026 Q3 →
Show response

Knavish said commercial actions are well over 90% price and cautioned against assuming a near-term price-cost tailwind.

SHWThe Sherwin-Williams Company1 question · 1 reporting period · 0 of 1 challenging
SHW company page →

Calendar 2026 Q3

Can you provide a little bit about the cadence of sales over Q3 and what you are seeing in October

DemandMacroeconomicTranscript · FY2026 Q3 →
Show response

Petz walked through share gains by housing segment but did not describe the monthly cadence or October trends that were asked about.

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.

CompanyQuestionsChallenge rate
LIN Linde plc1—Rate withheld: fewer than 3 questions
LYB LyondellBasell1—Rate withheld: fewer than 3 questions
PPG PPG Industries1—Rate withheld: fewer than 3 questions
SHW The Sherwin-Williams Company1—Rate withheld: fewer than 3 questions
  • LIN
    Linde plc · 1 question
    —rate withheld: under 3 questions
  • LYB
    LyondellBasell · 1 question
    —rate withheld: under 3 questions
  • PPG
    PPG Industries · 1 question
    —rate withheld: under 3 questions
  • SHW
    The Sherwin-Williams Company · 1 question
    —rate withheld: under 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”.

Questions by calendar reporting period
Calendar periodQuestionsChallenge rateCompanies
2026 Q340%none of 4 questions4
  1. 2026 Q34 questions · challenge rate 0% (none of 4 questions) · 4 companies

Topics

Topics tagged on this analyst’s questions.

  • Pricing2
  • Cost Pressure2
  • Capex Investment1
  • Regulation Policy1
  • M&A1
  • Demand1
  • Macroeconomic1