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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Laurent Favre | BNP Paribas | 8 | 38% |
| Jeff Zekauskas | JPMorgan | 7 | 29% |
| Kevin McCarthy | Vertical Research Partners | 6 | 0% |
| Dave Begleiter | Deutsche Bank | 6 | 33% |
| Duffy Fischer | Goldman Sachs | 5 | 0% |
| Mike Sison | Wells Fargo | 5 | 60% |
| Patrick Cunningham | Citigroup | 5 | 0% |
| Josh Spector | UBS | 4 | 0% |
| Matt Dyer | Bank of America | 4 | 75% |
| John McNulty | BMO Capital Markets | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| BNP Paribas | 1 | 8 | 38% |
| JPMorgan | 1 | 7 | 29% |
| Bank of America | 2 | 6 | 50% |
| Deutsche Bank | 1 |
| 6 |
| 33% |
| Goldman Sachs | 2 | 6 | 0% |
| Morgan Stanley | 2 | 6 | 17% |
| Vertical Research Partners | 1 | 6 | 0% |
| Citigroup | 1 | 5 | 0% |
Sales surged 8% to $8.8 billion with EPS of $4.33 up 10%, or 5% excluding favorable currency translation, as margin expansion tracked at the upper end of the range. Electronics and AI-related investment continued accelerating while Americas industrial recovery gained traction, though EMEA weakness persisted from prolonged industrial stagnation. Management raised full-year EPS guidance to $17.60-$17.90, upgrading growth to 7-9%.
Demand | Capex Investment | Macroeconomic | Pricing | Margin | Regulation Policy | Geographic Expansion | Revenue Growth | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 4 | 5 | 1 | 1 | 1 | 1 | 1 | 1 |
| 2025Q1 | 3 | 4 | 2 | 1 | 4 | 2 | 1 | |
| 2025Q2 | 4 | 4 | 3 | 1 | 2 | 2 | ||
| 2025Q3 | 7 | 2 | 3 | 2 | 1 | 1 | ||
| 2025Q4 | 5 | 3 | 4 | 2 | 1 | |||
| 2026Q1 | 9 | 5 | 6 | 4 | 1 | 2 | 4 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Demand | 4 | 3 | 4 | 7 | 5 | 9 |
| Capex Investment | 5 | 4 | 4 | 2 | 3 | 5 |
| Macroeconomic | 1 | 2 | 3 | 3 | 4 | 6 |
| Pricing | 1 | 1 | 1 | 2 | 2 | 4 |
| Margin | 1 | 4 | 2 | 1 | 1 | |
| Regulation Policy | 1 | 2 | 2 | 1 | ||
| Geographic Expansion | 1 | 1 | 1 | 2 | ||
| Revenue Growth | 1 | 4 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
LIN Linde plc | 9 | +8.3% | |
| ALB Albemarle Corporation | 9 | +32.7% | |
| APD Air Products | 9 | +8.8% | |
| DD DuPont | 6 | -45.2% | |
| ECL Ecolab | 7 | +10.0% | |
| IFF International Flavors & Fragrances | 6 | -3.6% | |
| LYB LyondellBasell | 4 | -6.3% | |
| PPG PPG Industries | 6 | +6.7% | |
| SHW The Sherwin-Williams Company | 6 | +6.8% |