Financial Data and Key Metrics Changes - For Q1 2025, the company reported EBITDA of $288 million on net sales of $2.8 billion, with a net loss of $40 million or $0.31 per share, reflecting a decrease in net income of $214 million year-over-year [7][13][14] - The year-over-year decline in net income was primarily due to higher North American feedstock and energy costs of approximately $100 million, planned turnarounds, and unplanned outages impacting EBITDA by approximately $80 million [13][14] - The company’s cash and investments as of March 31, 2025, were $2.5 billion, with total debt at $4.6 billion [19] Business Line Data and Key Metrics Changes - The Housing and Infrastructure Products (HIP) segment produced EBITDA of $203 million on $1 billion of sales, with a 20% EBITDA margin, reflecting a $61 million decrease year-over-year due to a 2% decline in sales volumes and a 3% decline in average sales prices [17][18] - The Performance and Essential Materials (PEM) segment's EBITDA was $73 million, down from $253 million in Q1 2024, primarily due to a 59% increase in natural gas costs and a 42% increase in ethane costs, alongside a 2% decline in sales volumes [19][19] Market Data and Key Metrics Changes - The company noted that global demand remains below historical levels, with recent disruptions from tariffs impacting global growth [8] - The PVC industry saw operating rates in the low to mid 80s, with a build in inventory in anticipation of the construction season [35][36] Company Strategy and Development Direction - The company is focused on rightsizing operations for current economic realities, optimizing manufacturing footprint, and raising cost reduction targets for 2025 to $150 million to $175 million [9][10] - Capital spending forecast for 2025 has been reduced by 10% to $900 million to support cash generation [10][22] - The company aims to enhance margins, optimize its footprint, and improve cost structure and operational reliability as it navigates the current business cycle [24][27] Management's Comments on Operating Environment and Future Outlook - Management expressed that while the macroeconomic environment is uncertain, proactive steps are being taken to mitigate impacts from trade tensions and commodity price volatility [24][25] - The company expects positive sales growth for the HIP segment in 2025, despite anticipating revenue and EBITDA margins to be towards the low end of previous guidance ranges [21][22] Other Important Information - The company completed significant operational milestones, including the successful turnaround of the Petra 1 ethylene plant and new VCM tie-ins at the Geismar plant, which are expected to enhance operational reliability [10][11] - The effective tax rate for 2025 is expected to be approximately 23%, with cash interest expense around $160 million [22] Q&A Session All Questions and Answers Question: Can you remind us the typical timeline for price realization in the HIP segment? - Management indicated that the HIP market is more stable in pricing dynamics compared to the PIM segment, allowing for more price stability despite input cost changes [31] Question: How did the PVC industry perform in the first quarter? - The industry saw a build in inventory in anticipation of the construction season, with operating rates in the 80s range [35][36] Question: What is the outlook for the HIP segment's EBITDA in Q2? - Management expects a seasonal ramp-up in construction activities, which should positively impact HIP's EBITDA in the second quarter [67] Question: How much of the $80 million outage costs were planned versus unplanned? - Approximately two-thirds of the $80 million outage costs were related to planned turnarounds [74] Question: What is the company's stance on M&A opportunities? - The company remains open to acquisition opportunities and is actively assessing potential value in the current market [80][82]

Core Viewpoint - DuPont de Nemours, Inc. reported a loss from continuing operations of $548 million or $1.33 per share for Q1 2025, contrasting with a profit of $183 million or 41 cents per share in the same quarter last year. However, adjusted earnings were $1.03 per share, exceeding the Zacks Consensus Estimate of 95 cents. Net sales reached $3,066 million, up 4.6% year over year, surpassing the Zacks Consensus Estimate of $3,040 million [1][2]. Segment Highlights - The ElectronicsCo segment achieved net sales of $1,118 million, reflecting a year-over-year increase of 13.6%. Organic sales rose by 14%, driven by a 16% increase in volume, despite a 2% decline in price [2]. - The IndustrialsCo segment recorded net sales of $1,948 million, remaining flat year over year. This was due to 2% organic growth being offset by a 1% currency headwind and a 1% adverse portfolio impact [3]. Financials - At the end of the quarter, DuPont had cash and cash equivalents of $1,762 million, a decrease of approximately 4.8% sequentially. Long-term debt stood at $5,325 million, unchanged sequentially. The company generated operating cash flow from continuing operations of $382 million during Q1 [4]. Outlook - For Q2 2025, DuPont projects net sales of approximately $3.2 billion, operating EBITDA of around $815 million, and adjusted earnings per share of about $1.05. This outlook indicates a seasonal sequential increase in sales, although the rise is more subdued than previously anticipated due to timing shifts in the Semiconductor Technologies business [5][6]. Price Performance - Over the past year, DuPont's shares have declined by 15.1%, compared to a 25.4% decline in the industry [7]. Zacks Rank & Key Picks - DuPont currently holds a Zacks Rank 3 (Hold). Other better-ranked stocks in the basic materials sector include Hawkins, Inc. (Zacks Rank 1), SSR Mining Inc. (Zacks Rank 2), and Intrepid Potash, Inc. (Zacks Rank 2) [8].

Transaction enables the Company to further focus on core, high-value downstream markets Proceeds will be used to support Dow's balanced capital allocation approachMIDLAND, Mich., May 1, 2025 /PRNewswire/ -- Dow (NYSE: DOW) announced today the completion of the sale of Telone™, a soil fumigation product to TriCal Soil Solutions, Inc., a leading distributor and applicator of soil fumigation products. This transaction is consistent with Dow's best-owner mindset strategy of focusing on its core operations."We ...

Financial Data and Key Metrics Changes - The company generated revenue of $738 million, an increase of 9% sequentially, primarily driven by higher TiO2 sales volumes [10] - Loss from operations was $61 million, with a net loss of $111 million, including $87 million of restructuring and other charges [11] - Adjusted EBITDA was $112 million, representing a 15% decline year on year, with an adjusted EBITDA margin of 15.2% [11][14] - Free cash flow was a use of $142 million, including $110 million of capital expenditures [11] Business Line Data and Key Metrics Changes - TiO2 revenues decreased 3% year over year, driven by a 1% decrease in sales volumes and unfavorable exchange rates, but increased 10% sequentially due to higher seasonal demand [12] - Zircon revenues decreased 22% compared to the prior year, driven by a 15% decrease in sales volume and a 7% decrease in price [12] - Revenue from other products increased 5% year over year and 25% sequentially due to higher sales of pig iron and opportunistic sales of ilmenite [12] Market Data and Key Metrics Changes - Europe experienced a stronger than normal seasonal demand uplift in TiO2 volumes, with a 12% increase from Q4 2024 [7] - North America also saw stronger seasonal trends, while competitive activity in Latin America, the Middle East, and Asia exerted pressure on sales [8] - The company is beginning to see benefits from antidumping duties finalized in the EU in January, resulting in sales volumes recovering to levels not seen since Q2 2021 in Europe [7] Company Strategy and Development Direction - The company is focusing on strategic actions to manage costs and improve operational efficiency, including idling the Batlik pigment plant in the Netherlands [9][18] - A cost improvement program was introduced, targeting sustainable run rate cost improvements of $125 million to $175 million by the end of 2026 [20] - The company aims to maintain its position as a leading vertically integrated titanium mining and upgrading producer [19] Management's Comments on Operating Environment and Future Outlook - The management highlighted ongoing macroeconomic challenges, including inflation and high interest rates, impacting housing markets and consumer sentiment [18] - The company maintains its guidance for 2025, expecting revenue in the range of $3 billion to $3.4 billion and adjusted EBITDA between $525 million and $625 million [23] - Management anticipates stronger performance in the second half of 2025, driven by expected improvements in pigment and zircon volumes [23] Other Important Information - The company ended the quarter with total debt of $3 billion and net debt of $2.8 billion, with a net leverage ratio of 5.2 times [14] - Capital expenditures totaled $110 million in the quarter, with approximately 49% allocated to maintenance and safety and 51% to strategic projects [17] - The company declared a dividend of $0.0125 per share in the first quarter [17] Q&A Session Summary Question: Update on TiO2 volume growth expectations - Management expects TiO2 demand growth driven by antidumping duties in Europe and anticipated duties in India and Brazil [30][31] Question: Average utilization rate for TiO2 production - Historically, operating rates were above 80%, and management expects to maintain or exceed those rates [33] Question: European growth size in the quarter - European growth was double the normal rate from Q4 to Q1, indicating significant demand recovery [38] Question: Outlook for zircon market - Management expects measured growth in zircon, with only about 5% growth anticipated year over year [44] Question: Impact of Batlik closure on inventory and cash flow - The closure is expected to generate significant cash flow and help reduce inventory levels over time [51] Question: Pricing momentum in the second half of the year - Management is seeing pricing increases in Europe and anticipates flat to slightly up pricing in Q2 [82] Question: Antidumping duties in India and Brazil - Management expects significant opportunities in India and Brazil once antidumping duties are finalized [64][66] Question: CapEx reduction explanation - The reduction in CapEx guidance was partially related to the Batlik closure and managing other projects [94][95]

Financial Data and Key Metrics Changes - The company generated revenue of $738 million, an increase of 9% sequentially, primarily driven by higher TiO2 sales volumes [10] - The loss from operations was $61 million, with a net loss of $111 million, which included $87 million of restructuring and other charges [11] - Adjusted EBITDA was $112 million, representing a 15% decline year on year, with an adjusted EBITDA margin of 15.2% [11][14] - Free cash flow was a use of $142 million, including $110 million of capital expenditures [11] Business Line Data and Key Metrics Changes - TiO2 revenues decreased 3% year over year, driven by a 1% decrease in sales volumes and unfavorable exchange rates, but increased 10% sequentially due to higher seasonal demand [12] - Zircon revenues decreased 22% compared to the prior year, driven by a 15% decrease in sales volume and a 7% decrease due to price [12] - Revenue from other products increased 5% year over year and 25% sequentially due to higher sales of pig iron and opportunistic sales of ilmenite [12] Market Data and Key Metrics Changes - Europe experienced a stronger than normal seasonal demand uplift in TiO2 volumes, with a 12% increase from Q4 2024 [6] - North America also saw stronger seasonal trends, while competitive activity in Latin America, the Middle East, and Asia exerted pressure on sales [7] - Zircon sales were lower both year over year and sequentially due to a slower start in China [7] Company Strategy and Development Direction - The company is focusing on strategic actions to manage costs and improve operational efficiency, including the idling of the Batlik pigment plant in the Netherlands [8][17] - A cost improvement program was introduced, targeting sustainable run rate cost improvements of $125 million to $175 million by the end of 2026 [19] - The company aims to maintain its position as a leading vertically integrated titanium mining and upgrading producer [20] Management's Comments on Operating Environment and Future Outlook - The management highlighted ongoing macroeconomic challenges, including inflation and high interest rates, impacting housing markets and consumer sentiment [17] - The company maintains its guidance for 2025, expecting revenue in the range of $3 billion to $3.4 billion and adjusted EBITDA between $525 million and $625 million [22] - The management anticipates stronger performance in the second half of 2025, driven by expected improvements in pigment and zircon volumes [22] Other Important Information - The company ended the quarter with total debt of $3 billion and net debt of $2.8 billion, with a net leverage ratio of 5.2 times [14] - Capital expenditures totaled $110 million in the quarter, with approximately 49% allocated to maintenance and safety and 51% to strategic projects [16] - The company declared a dividend of $0.0125 per share in the first quarter [16] Q&A Session Summary Question: Update on TiO2 volume growth expectations - Management expects a lift in TiO2 demand driven by antidumping duties in Europe and anticipated duties in India and Brazil [29][30] Question: Average utilization rate for TiO2 production - Historically, operating rates were above 80%, and management expects to maintain or exceed those rates [32] Question: European growth size in the quarter - European growth was double the normal rate, significantly influenced by reduced Chinese exports [37] Question: Outlook for zircon markets - Management anticipates only about 5% growth in zircon year over year, with a more balanced growth expected [42] Question: Impact of Batlik closure on inventory and cash flow - The closure is expected to generate significant cash flow and help reduce inventory levels over time [48] Question: Production costs and improvements - Management expects improved production costs in the second half of the year due to better fixed cost absorption and the impact of the Batlik closure [56] Question: Antidumping measures in India and Brazil - Management sees significant opportunities in India and Brazil, with expectations of increased market share as duties are finalized [62][63] Question: Rare earth extraction project status - The project to extract rare earths from tailings is still in progress, with prefeasibility studies ongoing in Australia [110]

FMC Corporation (FMC) reported a loss of 12 cents per share for first-quarter 2025. This compares unfavorably to loss of 2 cents incurred in the year-ago quarter.Barring one-time items, adjusted earnings per share were 18 cents, beating the Zacks Consensus Estimate of 8 cents.Revenues were $791.4 million in the quarter, down around 13.8% from the year-ago quarter’s levels. The top line beat the Zacks Consensus Estimate of $779 million.The top line fell due to a price decline of 9%, more than half of which w ...

Investors are looking for growth beyond the technology sector, and that’s putting dividend stocks back in favor. The idea is simple: When a stock’s growth outlook is unclear, dividends can help boost its total return and mitigate downside risk to investors’ portfolios. For example, The Coca-Cola Company NYSE: KO stock has been up about 17% in the last 12 months. When you add in the company’s dividend yield, which currently is about 2.12%, the total return for KO stock is closer to 20%. That’s something that ...

First Quarter 2025 Conference Call Tronox Holdings plc May 1, 2025 Tronox Holdings plc | tronox.com | Confidential & Proprietary | © 2025 1 Presenters John Romano John Srivisal Chief Executive Officer Senior Vice President, Chief Financial Officer Tronox Holdings plc | tronox.com | Confidential & Proprietary | © 2025 2 Safe Harbor Statement and Non-U.S. GAAP Financial Terms Cautionary Statement about Forward-Looking Statements Statements in this presentation that are not historical are forward-looking state ...

4月30日连板股分析：高位股持续退潮 机器人板块连续两天大涨 今日共73股涨停，连板股总数10只，其中三连板及以上个股2只，上一交易日共6只连板股，连板股晋级率33.33%（不含ST股、退市股）。个股方面，全市 场超3400只个股上涨，高位股依旧表现低迷，昨日连板股中仅渝三峡A、鸿博股份2只晋级，天元股份3连跌停，昨日尝试"地天板"失败的步步高跌停，而此 前抗跌的红墙股份、永安药业、安记食品也纷纷跌停。板块方面，随着业绩披露期结束，题材炒作又有重新活跃迹象，机器人板块连续两天大涨，宁波东力 走出6天3板，全筑股份2连板，北交所倍益康30CM涨停。 | 连板数 | 晋级率 | | 2025-4-30 | | --- | --- | --- | --- | | 3 #4 | 2/2=100% | 渝三峡A(化工+业绩) | | | 1讲2 | 8/53=15% | 宁波东力 (机器人+业绩) | | | | | 东珠生态(参股AI企业) | | | | | 中欣氟材（化工+PEEK） | | | | | 汉商集团(零售+医美) | | | 其他涨停 | | 润贝航科10天5板 (大飞机+业绩) | | | | | ...

Core Viewpoint - Element Solutions Inc. (ESI) reported a significant increase in earnings and net sales for the first quarter of 2025, driven by strong performance in the electronics segment, despite a decline in the industrial business. Financial Performance - ESI recorded earnings of 40 cents per share for Q1 2025, up from 23 cents in the same quarter last year, and beat the Zacks Consensus Estimate of 33 cents [1] - The company generated net sales of $593.7 million, a 3.3% increase year over year, surpassing the Zacks Consensus Estimate of $584.6 million [1] - Organic net sales rose by 5% [1] Segment Performance - The Electronics segment saw net sales rise by 12.9% year over year to $394.3 million, with organic net sales increasing by 10%, exceeding the consensus estimate of $385.5 million [2] - In contrast, the Industrial & Specialty segment experienced a 12% decline in net sales to $199.4 million, with organic net sales down by 2%, but still marginally beating the consensus estimate of $199 million [3] Financial Position - ESI ended the quarter with cash and cash equivalents of $499.2 million, a 39% increase from the prior quarter [4] - Long-term debt decreased by approximately 10% sequentially to $1,623.8 million [4] - Cash from operating activities was $26 million, while free cash flow was $30 million for the reported quarter [4] Outlook - The company anticipates adjusted EBITDA for 2025 to be between $520 million and $540 million, with free cash flow conversion expected to be comparable to the previous year [5] - For Q2 2025, adjusted EBITDA is forecasted to be between $120 million and $125 million, indicating flat sequential performance [5] Price Performance - ESI's shares have declined by 17% over the past year, compared to a 4.3% decline in the industry [6]