Equity Research 20 April 2025 Capital Goods - Chart of the Week #65 Initial impact of tariff-led inflation on profitability from inventory accounting perspective Profitability is impacted differently under different inventory costing methods. FIFO inflates margins amid price increases; WAC (& more rapid turnaround of inventories) likely reveals cost inflation impact faster. ABB, Signify in the former group; Andritz, Kion, Elextrolux, Siemens in the latter. Adoption of FIFO inflates margins amid price increa ...

Kaiser Aluminum (KALU) Q4 2024 Earnings Call February 20, 2025 12:00 PM ET Company Participants Kimberly Orlando - Senior Managing DirectorKeith Harvey - CEO, President & DirectorNeal West - EVP and CFO Conference Call Participants Bill Peterson - AnalystTimna Tanners - Analyst Operator Greetings, and welcome to the Kaiser Aluminum Corporation Fourth Quarter twenty twenty four Earnings Conference Call. At this time, all participants are in a listen only mode. A question and answer session will follow the fo ...