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TETRA Technologies (NYSE:TTI) FY Conference Transcript
2026-01-13 22:32
TETRA Technologies (NYSE:TTI) FY Conference January 13, 2026 04:30 PM ET Company ParticipantsElijio Serrano - SVP and CFOMatthew Sanderson - EVP and Chief Commercial OfficerConference Call ParticipantsNone - Analyst 2None - Analyst 1Elijio SerranoGood afternoon, everybody. My name's Elijio Serrano. I'm the Chief Financial Officer for Tetra Technologies. Really appreciate the invitation by Needham to this conference. It's one of the better, most attended, well-attended conferences that we've had with signifi ...
Cabot Corporation Demonstrates Continuous Sustainability Progress in CDP Assessment
Globenewswire· 2026-01-13 14:00
BOSTON, Jan. 13, 2026 (GLOBE NEWSWIRE) -- Cabot Corporation (NYSE: CBT) today announced its 2025 environmental ratings from CDP, the global non-profit organization that drives environmental transparency and accountability. Cabot received an A- for Water Security and a B for Climate Change in CDP’s 2025 assessment, reflecting another year of consistent progress across its sustainability programs. The company’s Water Security score improved from a B in 2024 to an A-, surpassing global and industry averages an ...
SIKA MELDET VORLÄUFIGEN UMSATZ FÜR 2025 VON CHF 11.2 MILLIARDEN
Globenewswire· 2026-01-13 04:00
Ad-Hoc-Mitteilung gemäss Artikel 53 des Kotierungsreglements der SIX Exchange Regulation SIKA MELDET VORLÄUFIGEN UMSATZ FÜR 2025 VON CHF 11.2 MILLIARDEN Gesamtjahresumsatz von CHF 11.20 Milliarden; trotz schwacher weltweiter Endmärkte verzeichnet Sika ein Umsatzwachstum von 0.6% in Lokalwährungen (-4.8% in CHF einschliesslich eines Fremdwährungseffekts von -5.4%)Organisches Wachstum von -0.4% für das Gesamtjahr; organisches Wachstum von 1.2% unter Ausschluss des chinesischen Baugeschäfts; Akquisitionen trug ...
SIKA REPORTS PRELIMINARY 2025 SALES OF CHF 11.2 BILLION
Globenewswire· 2026-01-13 04:00
Core Viewpoint - Sika reported preliminary sales of CHF 11.2 billion for 2025, reflecting a decline of 4.8% compared to the previous year, primarily due to challenging market conditions and currency effects [2][8]. Sales Performance - In 2025, Sika achieved a 0.6% growth in local currencies, with organic growth at -0.4% for the full year, and 1.2% excluding the Chinese construction businesses [2][8]. - The sales in Swiss francs amounted to CHF 11.20 billion, down from CHF 11.76 billion in the previous year, with a currency effect of -5.4% attributed to a weak US dollar [2][8]. Regional Performance - EMEA region saw sales growth of 2.2% in local currencies, with strong performance in the Middle East and Africa, while parts of Southern Europe also recorded solid growth [4]. - The Americas region experienced a 2.2% increase in sales in local currencies, although conditions softened in the second half of the year due to a government shutdown impacting commercial construction [5]. - Asia/Pacific region sales declined by 5.2% in local currencies, significantly affected by a double-digit decline in the Chinese construction business, while excluding China, the region recorded positive growth of 2.9% [6]. Strategic Initiatives - Sika launched the "Fast Forward" program to enhance innovation and digital transformation, aiming for structural adjustments and efficiency improvements across markets [7][8]. - The program is expected to generate annual savings of CHF 150 to 200 million by 2028, with CHF 80 million of these savings anticipated to take effect in 2026 [9]. Financial Outlook - The company expects the EBITDA margin for 2025 to be slightly above 19%, excluding approximately CHF 90 million in one-off costs related to the "Fast Forward" program [11].
特种化工:首次覆盖 AI 服务器驱动的半导体后端、覆铜板材料板块- Specialty_ Initiating coverage_ AI server-driven semiconductor back-end_CCL materials sector – Mitsui KinzokuResonac (Buy), Nittobo (Neutral)
2026-01-13 02:11
12 January 2026 | 8:37PM JST Equity Research JAPAN CHEMICALS: SPECIALTY Initiating coverage: AI server-driven semiconductor back-end/CCL materials sector – Mitsui Kinzoku/Resonac (Buy), Nittobo (Neutral) We expect the market for copper clad laminate (CCL) used in AI servers to grow at a CAGR of +179% from 2025 to 2027, driven by advances such as M9 CCL, PCBs with 30 or more layers, and 6L HDI (report). In this high-growth market climate, we initiate coverage of Mitsui Kinzoku (Buy, TP ¥24,000) and Nitto Bos ...
中国股票策略 -聚焦名单调整:中港及 A 股主题-China Equity Strategy-Focus List Changes – ChinaHK and China A-share Thematic
2026-01-13 02:11
China Equity Strategy | Asia Pacific Focus List Changes – China/HK and China A-share Thematic We add Sinoma Science & Technology (002080.SZ) to our China/HK Focus List and remove PetroChina-H (0857.HK). We add Ping An Insurance (601318.SS) to our China A-share Thematic Focus List and remove PetroChina-A (601857.SS). January 12, 2026 02:23 PM GMT M Idea Morgan Stanley Asia Limited+ Laura Wang Equity Strategist Laura.Wang@morganstanley.com +852 2848-6853 Chloe Liu Equity Strategist Chloe.Liu1@morganstanley.co ...
Innospec Schedules Fourth Quarter 2025 Earnings Release and Conference Call
Globenewswire· 2026-01-12 15:30
ENGLEWOOD, Colo., Jan. 12, 2026 (GLOBE NEWSWIRE) -- Innospec Inc. (NASDAQ: IOSP) today announced that it will release fourth quarter 2025 earnings results on Tuesday, February 17, 2026, after market close. Following the release of its results, Patrick S. Williams, President and Chief Executive Officer, and Ian Cleminson, Executive Vice President and Chief Financial Officer, will host an interactive conference call on Wednesday, February 18, 2026, at 9:00 a.m. ET. The public is invited to listen to the confe ...
RPM International (RPM) International Revenue Performance Explored
ZACKS· 2026-01-12 15:15
Have you evaluated the performance of RPM International's (RPM) international operations during the quarter that concluded in November 2025? Considering the extensive worldwide presence of this specialty chemicals company, analyzing the patterns in international revenues is crucial for understanding its financial resilience and potential for growth.The global economy today is deeply interlinked, making a company's engagement with international markets a critical factor in determining its financial success ...
减阻剂市场洞察,全球前5 强生产商排名及市场份额
QYResearch· 2026-01-12 09:00
减阻剂 (DRA) 市场主要围绕注入流体管道的专用化学添加剂展开,这些添加剂能够降低摩擦压力损失,从而提高输送量或降低泵送能耗。大多数商用减阻剂是高 分子量聚合物(通常是聚α - 烯烃或其他长链分子)或表面活性剂配方,即使在极低浓度下,也能改变原油、成品油或水基体系等液体的湍流特性。通过平滑流动 并抑制管壁附近的湍流,减阻剂使运营商能够通过现有管道输送更多产品,或在较低压力下维持流量,这对于长距离油气管道、多相管道以及某些水或浆料输送 系统而言极具吸引力。 对减阻剂的需求主要受能源运输增长和优化现有基础设施的需求驱动。由于原油、成品油和天然气液需要长距离输送,管道运营商正在寻找经济高效的方式来提 升输送能力,而无需进行昂贵的扩建或新建工程。动态响应装置 (DRA) 可以有效"释放"额外输送能力,并在高峰需求、季节性波动或维护相关的线路改道期间提 高输送灵活性。能源价格上涨以及对运营效率和降低排放的日益重视也推动了 DRA 的应用,因为增加流量或降低泵送功率可以直接降低运营成本和碳排放。在某 些地区,新建管道的监管和许可方面的挑战进一步促使人们使用 DRA 来最大限度地提高现有管网的性能。 市场面临着技术和商业 ...
Cabot Corporation to Announce First Quarter Fiscal 2026 Operating Results
Globenewswire· 2026-01-09 14:28
BOSTON, Jan. 09, 2026 (GLOBE NEWSWIRE) -- Cabot Corporation (NYSE: CBT) today announced that it will release operating results for the first quarter of fiscal 2026 on Tuesday, February 3, 2026, after the market close. The Company will host a conference call and live webcast to review the first quarter results beginning at 8:00 am (ET) on Wednesday, February 4, 2026. The call will be webcast by Notified and may be accessed through Cabot’s website at https://cabotog.gcs-web.com/. If you are unable to particip ...