Graphic Packaging Company (NYSE:GPK) Q3 2025 Earnings Call November 04, 2025 10:00 AM ET Company ParticipantsMatt Roberts - Research AssociateAnojja Shah - Director of Equity ResearchMark Connelly - SVP of Investor Strategy and DevelopmentSteve Scherger - EVP and CFOGeorge Staphos - Managing DirectorMike Doss - President and CEOChuck Leisher - SVP and Chief Accounting OfficerMike Roxland - Managing DirectorConference Call ParticipantsGabe Hajde - Research AnalystMark Weintraub - Senior Analyst and Head of B ...

Ingredion (NYSE:INGR) Q3 2025 Earnings Call November 04, 2025 09:00 AM ET Speaker0Good day, and welcome to the Ingredion Q3 twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. After the speaker presentation, there will be a question and answer session. There a Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker, Mr.Noah Vice President of Investor Relations. Please go ahead.Speaker1Good morning, and ...

Ingredion (NYSE:INGR) Q3 2025 Earnings Call November 04, 2025 09:00 AM ET Speaker2Good day and welcome to the Ingredion Q3 2025 earnings call. At this time, all participants are on a listen-only mode. After the speaker presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 11 on your telephone. You will then hear an automated message advising your hand is raised. To withdraw your question, press star 11 again. Please be advised that today ...

Ferrari (NYSE:RACE) Q3 2025 Earnings Call November 04, 2025 09:00 AM ET Speaker0Good day, and thank you for standing by. Welcome to the Ferrari Q3 twenty twenty five Results Conference Call and Webcast. At this time, all participants are in a listen only mode. After the speakers' presentation, there will be a question and answer session. A Please note that today's conference is being recorded.I would now like to turn the conference over to your speaker, Nicoletta Russo, Head of Investor Relations. Please go ...

Eastman Chemical Company (NYSE:EMN) Q3 2025 Earnings Call November 04, 2025 08:00 AM ET Company ParticipantsJohn Roberts - Managing DirectorJosh Spector - Chemicals Equity ResearchWilliam Thomas McLain - EVP and CFOMike Sison - Managing DirectorDuffy Fischer - Executive DirectorGreg Riddle - Head of Investor RelationsKevin McCarthy - PartnerMark Costa - Board Chair and CEODavid Begleiter - Managing DirectorFrank Mitsch - PresidentVincent Andrews - Managing DirectorConference Call ParticipantsSalvator Tiano ...

Eastman Chemical Company (NYSE:EMN) Q3 2025 Earnings Call November 04, 2025 08:00 AM ET Company ParticipantsJohn Roberts - Managing DirectorJosh Spector - Chemicals Equity ResearchWilliam Thomas McLain - EVP and CFOMike Sison - Managing DirectorDuffy Fischer - Executive DirectorGreg Riddle - Head of Investor RelationsKevin McCarthy - PartnerMark Costa - Board Chair and CEODavid Begleiter - Managing DirectorFrank Mitsch - PresidentVincent Andrews - Managing DirectorConference Call ParticipantsSalvator Tiano ...

Changes in technology, economics and human ingenuity are “bending towards a future where affordable, clean energy for all can finally be a reality”, writes Christiana Figueres. But, she argues, innovation still has to outpace climate impacts https://t.co/OZXXAfdRLNIllustration: Dan Williams ...

Financial Data and Key Metrics Changes - The company is experiencing a significant decline in volumes, with Advanced Materials (AM) expected to be down around 4% and Advanced Functional Products (AFP) down around 2% on a full-year basis [8][12] - The company anticipates a $100 million cost reduction target for next year, building on $75 million achieved this year [11][68] - The company expects a meaningful increase in revenue from the circular polyester methanolysis plant, contributing positively to EBITDA [12][23] Business Line Data and Key Metrics Changes - The fibers business is facing cyclical headwinds, particularly in textiles, which have seen a significant drop in demand due to tariffs and market conditions [30][42] - The company is optimistic about the ARPET capacity conversion, expecting a significant step up in volume and revenue from this project [19][20] - The CI (Chemical Intermediates) segment is expected to benefit from increased volume and aggressive cost management, although it is currently in a manufacturing recession [38][40] Market Data and Key Metrics Changes - Consumer durable demand is projected to be 5-15% below 2019 levels, impacting the overall market dynamics [27] - The North American market is experiencing a mixed impact due to trade wars and lower demand in building construction and consumer durables [39][40] - The company is seeing some recovery in demand for specialty plastics, with customers planning for higher orders in Q1 [67] Company Strategy and Development Direction - The company is focusing on innovation as a core part of its strategy, aiming to regain market share and drive growth through new product launches [12][76] - There is an emphasis on aggressive cost management to enhance competitiveness in a challenging market environment [68][76] - The company is exploring opportunities for portfolio optimization and potential M&A to adapt to industry changes [76][78] Management's Comments on Operating Environment and Future Outlook - Management acknowledges the chaotic market conditions and the challenges posed by inventory levels and consumer demand [64][66] - There is cautious optimism about a potential recovery in demand as economic conditions stabilize [40][66] - The company is committed to maintaining its dividend and managing cash flow effectively, with expectations of strong cash generation in 2026 [60] Other Important Information - The company has completed its buyback program for the year while maintaining net debt levels [47] - A headcount reduction of 7% is part of the cost-cutting measures, aimed at improving productivity and competitiveness [68][70] Q&A Session Summary Question: Can you help with the bridge to 2026? - Management discussed the importance of considering full-year EBIT and the impact of cost savings and asset utilization on future earnings [5][6] Question: What is the status of the ARPET capacity conversion? - Management confirmed that the Kingsport plant is running well, with 90% yields and plans for a 30% capacity expansion [16][20] Question: How is the Renew product performing in the market? - Management noted strong interest from over 100 customers, but actual volume purchases are limited by soft consumer durable markets [26][27] Question: What are the expectations for fibers next year? - Management explained that the fibers business is facing cyclical challenges, but they expect to stabilize volumes and regain market share [30][32] Question: What is the outlook for the Pepsi contract? - Management indicated that the restructuring of the Pepsi contract is aimed at pulling forward volume into next year, which is seen as a positive development [36][57] Question: How should we think about CI earnings next year? - Management highlighted that CI earnings could improve due to increased volume, cost reductions, and potential recovery in demand [40][41]

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RT Ayodele Olawande (@ayowisdom_)Earlier today, I had the privilege of delivering the Keynote Address at the Solana Summit Africa 2025, held at the Shehu Musa Yar’Adua Centre, Abuja. The event was a powerful gathering of innovators, developers, and visionaries shaping the future of technology, finance, and digital inclusion across Africa.I commended Superteam Nigeria for creating a remarkable platform that amplifies Africa’s place in the global blockchain ecosystem. Our dialogue on stablecoins went far beyo ...