It is time now for Kramer's Mad Dash as we countd down to the opening bell. What would you like to talk about. >> Well, let's talk about Honeywell.Now, this company is splitting up. We already have a terrific chemicals business uh which by the way, the numbers were uh much better, but people didn't. Some services did not take out the chemical business, so it looked like it might not be as good.That was wrong. You're going to get aerospace, you get this industrial automation business. Let's talk about aerosp ...

Core Insights - A wave of positive third-quarter 2025 earnings reports has boosted markets, with several major companies exceeding analyst expectations, while ongoing geopolitical developments, particularly concerning Ukraine and Russia, remain a significant focus [2]. Strong Q3 Earnings Performance Across Sectors - Hasbro (HAS) reported adjusted EPS of $1.68, beating the estimated $1.63, with revenue of $1.39 billion surpassing the forecast of $1.34 billion. The company raised its full-year adjusted EBITDA guidance to $1.24 billion to $1.26 billion from $1.17 billion to $1.20 billion, driven by growth in its Wizards of the Coast and Digital Gaming segments [3][10]. - Honeywell (HON) posted adjusted EPS of $2.82, significantly higher than the estimated $2.57, with quarterly revenue of $10.41 billion exceeding the $10.15 billion estimate. The company updated its full-year sales outlook to between $40.78 billion and $40.98 billion and adjusted EPS to $10.60 to $10.70 [4][10]. - First Citizens BancShares (FCNCA) announced adjusted EPS of $44.62, outperforming the $41.74 estimate, with net interest income of $1.73 billion above the $1.71 billion estimate and a net interest margin of 3.26%, slightly higher than the estimated 3.24% [5][10]. - TransUnion (TRU) reported adjusted net income of $216 million against an estimate of $204.3 million, with Q3 EPS of $0.49 and adjusted EPS of $1.10 versus an estimate of $1.04. Revenue for the quarter was $1,170 million, exceeding the $1,133 million estimate [6]. - CenterPoint Energy (CNP) reported adjusted EPS of $0.50, surpassing the $0.44 estimate, and reaffirmed its full-year adjusted EPS guidance of $1.75 to $1.77. PG&E (PCG) announced Q3 adjusted core EPS of $0.50, beating the estimated $0.43, and maintained its full-year adjusted EPS forecast between $1.49 and $1.51 [7]. - Atlas Copco reported Q3 adjusted EBIT of SEK 8,862 million, exceeding the estimate of SEK 8,677 million, with revenue of SEK 41,621 million slightly above the estimated SEK 41,333 million [8]. - Dow (DOW) reported Q3 adjusted EPS of -$0.19, better than the estimated -$0.29, but net sales of $9,973 million fell short of the estimated $10,185 million [9][10]. Tesla's Capital Expenditures and Geopolitical Landscape - Tesla (TSLA) recognized $238 million in expenses within its automotive segment during Q3, primarily due to charges for supercomputer assets, contract terminations, and employee terminations. The company expects full-year capital expenditures to be around $9.00 billion [11][10]. - On the geopolitical front, Ukrainian President Volodymyr Zelenskiy urged EU leaders to enhance Ukraine's long-range capabilities to counteract Russia, while Russia's Rosatom CEO warned that deteriorating Russia-U.S. relations could impact uranium supplies [12].

Core Viewpoint - Ingevity Corporation has appointed Ruth Castillo as president of its Performance Materials segment, effective November 10, 2025, to drive innovation and strategic growth in its activated carbon portfolio [1][12]. Group 1: Leadership Appointment - Ruth Castillo brings over 25 years of global experience in the chemicals and materials industries, previously serving as vice president of global chemicals at Avantor [2][4]. - Castillo has a proven track record in driving innovation, operational excellence, and strategic growth, having led high-value portfolios at companies like Avantor and Celanese [2][4]. - Ingevity's CEO, Dave Li, emphasized Castillo's strategic and innovation-focused leadership style, which aligns with the company's market-driven priorities [3]. Group 2: Company Overview - Ingevity specializes in products and technologies that purify, protect, and enhance the environment, operating in three segments: Performance Materials, Advanced Polymer Technologies, and Performance Chemicals [5]. - The Performance Materials segment includes activated carbon, which is crucial for applications such as evaporative emissions control [2][5]. - The company is headquartered in North Charleston, South Carolina, and employs approximately 1,600 people across 24 locations globally [6].

Accessibility StatementSkip Navigation MIDLAND, Mich., Oct. 23, 2025 /PRNewswire/ -- Dow (NYSE: DOW):Â 3Q25 FINANCIAL HIGHLIGHTS SUMMARY FINANCIAL RESULTSÂ | Three Months Ended Sep 30 | Three Months Ended Jun 30 | | | | | | --- | --- | --- | --- | --- | --- | | | | | vs. | | vs. | | | | | SQLY | | PQ | | In millions, except per share amounts | 3Q25 | 3Q24 | | 2Q25 | | | | | | [B / | | [B / | | | | | (W)] | | (W)] | | Net Sales | $9,973 | $10,879 | $(906) | $10,104 | $(131) | | GAAP Income (Loss) Net of Tax ...

Company Overview - Air Products and Chemicals, Inc. (APD) has a market capitalization of $56.7 billion and is a global leader in industrial gases and related equipment, headquartered in Allentown, Pennsylvania. The company was founded in 1940 and serves various industries including chemicals, refining, metals, electronics, food and beverage, and healthcare [1]. Earnings Expectations - APD is set to release its Q4 earnings on November 6, with analysts expecting an EPS of $3.41 per share, which represents a 4.2% decrease from $3.56 per share in the same quarter last year. The company has met or exceeded earnings estimates in three of the last four quarters, but missed in the most recent quarter [2]. - For fiscal 2025, analysts project an EPS of $12.02, down 3.3% from $12.43 in fiscal 2024. However, in fiscal 2026, adjusted EPS is expected to grow by 7.3% annually to reach $12.90 [3]. Stock Performance - Over the past year, APD shares have declined by 23.4%, underperforming the S&P 500 Index, which gained 14.5%, but outperforming the Materials Select Sector SPDR Fund, which fell by 8% during the same period [4]. Analyst Ratings - Wells Fargo & Company reaffirmed a "Buy" rating on APD with a price target of $345, although the stock slipped by 1.6% despite this positive outlook [5]. - The consensus opinion on APD stock is moderately optimistic, with a "Moderate Buy" rating. Among 23 analysts, 13 recommend a "Strong Buy," one suggests a "Moderate Buy," eight advise a "Hold," and one gives a "Moderate Sell." The mean price target of $321.52 indicates a potential upside of 27% from current price levels [6].

Core Insights - The article emphasizes the importance of identifying underpriced equities with strong upside potential and overappreciated companies with inflated valuations in investment strategies [1] - It highlights the significance of analyzing Free Cash Flow and Return on Capital for deeper investment insights beyond basic profit and sales analysis [1] - The author acknowledges that while some growth stocks may deserve premium valuations, it is crucial for investors to investigate whether the market's current opinions are justified [1] Industry Focus - The energy sector, particularly oil and gas supermajors, mid-cap, and small-cap exploration and production companies, is a primary focus area for investment analysis [1] - The article also covers a variety of other industries, including mining, chemicals, and luxury goods, indicating a broad approach to investment research [1]

Core Thesis - LyondellBasell Industries N.V. (LYB) is currently facing a nuanced risk/reward scenario due to its debt covenants, which may force the company to suspend its historically reliable dividend if Net Debt/EBITDA exceeds 4.25x [2][4] Financial Metrics - As of October 15th, LYB's share price was $46.76, with trailing and forward P/E ratios of 104.96 and 12.99 respectively [1] - Current guidance suggests Q3 2025 EBITDA could reach approximately $800 million and Q4 2025 around $1 billion, which would increase Net Debt/EBITDA from 2.82x to roughly 3.7x by year-end [3] Dividend and Capital Management - Management is addressing covenant issues by cutting capital expenditures, but further softness in the chemicals market could pressure financial results [2] - If LYB's shares decline to around $30 or below, it could present a compelling long-term investment opportunity, potentially offering threefold returns if the chemicals cycle recovers [4] Market Sentiment and Monitoring - The market's near-term reaction will likely depend on upcoming EBITDA results and the company's ability to manage leverage proactively, making close monitoring essential [5] - Given the uncertainty surrounding chemical earnings, LYB may be more suited for watchlist monitoring rather than immediate purchase [3]

SAN DIEGO, Oct. 22, 2025 /PRNewswire/ -- Robbins Geller Rudman & Dowd LLP announces that purchasers or acquirers of Dow Inc. (NYSE: DOW) securities between January 30, 2025 and July 23, 2025, inclusive (the "Class Period"), have until Tuesday, October 28, 2025 to seek appointment as lead plaintiff of the Dow class action lawsuit. Captioned Sarti v. Dow Inc., No. 25-cv-12744 (E.D. Mich.), the Dow class action lawsuit charges Dow, The Dow Chemical Company, a Dow subsidiary, and certain of Dow's executives wi ...

Group 1: Company Overview - NewMarket Corporation (NEU) is a leading parent company in the specialty chemicals sector, particularly serving aerospace and defense applications through its subsidiaries [2] - As of October 7th, NEU's share was trading at $857.11, with a trailing P/E of 16.57 [1][2] Group 2: Key Assets and Strategic Position - A significant asset is American Pacific Corporation (AMPAC), acquired in January 2024, which is one of only two Department of Defense (DoD)-approved suppliers of ammonium perchlorate (AP1), essential for solid rocket propellants [2][3] - AMPAC's position as a certified supplier provides a strategic moat, having historically been the sole domestic provider of AP1, underscoring its critical importance to national defense and space programs [3] Group 3: Investment and Growth Potential - In June 2025, NewMarket announced a $100 million investment to expand AMPAC's AP1 production capacity, with a new production line expected to be completed in 2026, reflecting management's confidence in robust demand [4] - The expansion positions AMPAC to strengthen its market leadership and meet rising demand, enhancing NewMarket's exposure to high-margin, mission-critical chemical products [5] Group 4: Market Position and Hedge Fund Interest - NewMarket Corporation is not among the 30 Most Popular Stocks Among Hedge Funds, with 22 hedge fund portfolios holding NEU at the end of the second quarter, up from 19 in the previous quarter [7] - While NEU shows potential as an investment, certain AI stocks are noted to offer greater upside potential and less downside risk [7]

Group 1 - Sociedad Química y Minera de Chile (SQM) is the leading lithium producer with operations mainly in Chile and expansion projects in Australia and China [1] - The company also leads in other chemicals such as iodine and specialty products [1] Group 2 - The analyst has over 10 years of experience researching various companies across different sectors, including commodities and technology [1] - The focus has shifted to a value investing-oriented YouTube channel after writing a blog for three years, covering hundreds of companies [1] - The analyst expresses a preference for covering metals and mining stocks but is also comfortable with other industries like consumer discretionary, REITs, and utilities [1]