Perimeter Solutions, Inc. Q1 2025 Earnings May 8, 2025 Disclaimer Certain statements in this presentation and discussion are forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995 and are based on Perimeter Solutions, Inc.'s (the "Company") expectations, intentions and projections regarding the Company's future performance, anticipated events or trends and other matters that are not historical facts. Words such as "anticipate," "estimate," "expect," "forecast," ...

The Chemours Company (CC) Q1 2025 Earnings Call May 07, 2025 08:00 AM ET Company Participants Brandon Ontjes - Vice President of FP&A and Investor RelationsDenise Dignam - President & CEOShane Hostetter - SVP & CFOJohn Roberts - Managing DirectorJosh Spector - Executive Director Conference Call Participants John McNulty - MD - Chemicals AnalystPeter Osterland - Equity Research AnalystNone - AnalystLaurence Alexander - AnalystArun Viswanathan - Senior Equity AnalystDuffy Fischer - AnalystMichael Leithead - A ...

The Chemours Company (CC) Q1 2025 Earnings Call May 07, 2025 08:00 AM ET Speaker0 Good morning. My name is Michelle, I will be your conference operator today. I would like to welcome everyone to the Chemours Company First Quarter and Full Year twenty twenty five Results Conference Call. Currently, all participants are in a listen only mode. A question and answer session will follow the conclusion of the prepared remarks. I would like to remind everyone that this conference call is being recorded. I would no ...

Core Insights - Magnera reported a strong financial performance for Q2 of fiscal 2025, with net sales reaching $824 million, a 48% increase compared to $558 million in Q2 2024, driven by the Glatfelter merger [3][4][21] - The company emphasized its resilience amid global economic uncertainties and is focused on executing strategic priorities for integration and long-term growth [2][3] - Adjusted EBITDA for the quarter was $89 million, reflecting a 17% increase from $76 million in the same quarter last year [3][5][21] Financial Performance - Net sales for the year-to-date (YTD) period reached $1.526 billion, up 42% from $1.077 billion in the previous year [3][21] - Operating income for Q2 was $4 million, down from $21 million in Q2 2024, while YTD operating loss was $(18) million compared to a profit of $9 million last year [3][21] - The increase in net sales was partially offset by a $26 million unfavorable impact from foreign currency changes and a decline in volume [4][5] Segment Performance - In the Americas segment, net sales increased by $124 million due to the Glatfelter merger, despite a $15 million negative impact from foreign currency changes [6][7] - The Rest of World segment saw a net sales increase of $187 million, also influenced by the Glatfelter merger, but faced a $11 million unfavorable impact from currency changes and a 3% volume decline [8] Cash Flow and Debt - Cash flow from operating activities for Q2 was $65 million, with post-merger adjusted free cash flow at $42 million [10][11] - Total debt as of March 29, 2025, was $1.998 billion, with total net debt at $1.716 billion and a leverage ratio of 3.9x [11][24] Guidance - The company provided guidance for fiscal 2025, projecting full-year comparable adjusted EBITDA in the range of $360 million to $380 million and post-merger adjusted free cash flow between $75 million and $95 million [14][27]

For the quarter ended March 2025, Chemours (CC) reported revenue of $1.37 billion, up 1.3% over the same period last year. EPS came in at $0.13, compared to $0.32 in the year-ago quarter.The reported revenue represents a surprise of +0.94% over the Zacks Consensus Estimate of $1.36 billion. With the consensus EPS estimate being $0.19, the EPS surprise was -31.58%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectatio ...

2 Safe Harbor Statement and Other Matters This presentation contains forward-looking statements, within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934, which involve risks and uncertainties. Forward-looking statements provide current expectations of future events based on certain assumptions and include any statement that does not directly relate to a historical or current fact. The words "believe," "expect," "will," "anticipate," "plan," "est ...

Core Insights - Avient reported revenue of $826.6 million for the quarter ended March 2025, a decrease of 0.3% year-over-year, with EPS remaining unchanged at $0.76 [1] - The revenue fell short of the Zacks Consensus Estimate of $833.46 million, resulting in a surprise of -0.82%, while the EPS exceeded the consensus estimate of $0.75 by 1.33% [1] Financial Performance Metrics - Specialty Engineered Materials sales were $308.40 million, below the average estimate of $312.56 million, reflecting a year-over-year decline of 1.9% [4] - Color, Additives and Inks sales reached $519.70 million, slightly below the average estimate of $521.10 million, with a year-over-year increase of 0.9% [4] - Corporate sales reported a loss of -$1.50 million, worse than the average estimate of -$0.80 million, marking a significant year-over-year change of +114.3% [4] Operating Income Analysis - Operating income for Color, Additives and Inks was $78.60 million, slightly above the average estimate of $78.01 million [4] - Operating income for Specialty Engineered Materials was $47.10 million, below the average estimate of $49.71 million [4] - Corporate operating loss was -$125 million, significantly worse than the average estimate of -$32.27 million [4] Stock Performance - Avient's shares have returned +13.9% over the past month, outperforming the Zacks S&P 500 composite's +11.5% change [3] - The stock currently holds a Zacks Rank 3 (Hold), indicating potential performance in line with the broader market in the near term [3]

Celanese (CE) Q1 2025 Earnings Call May 06, 2025 09:00 AM ET Company Participants Bill Cunningham - Vice President of Investor RelationsDavid Begleiter - DirectorScott Richardson - President & CEOFrank Mitsch - PresidentVincent Andrews - Managing DirectorChuck Kyrish - Senior VP & CFOJoshua Spector - Executive DirectorMichael Sison - Managing DirectorKevin McCarthy - PartnerJohn Roberts - Managing DirectorMatthew Blair - Managing Director Conference Call Participants Jeffrey Zekauskas - AnalystGhansham Panj ...

Core Viewpoint - Ashland Global Holdings Inc. reported a significant decline in profits and sales for the second quarter of fiscal 2025, missing consensus estimates across various metrics [1][2][3]. Financial Performance - The company recorded a profit of $31 million or 65 cents per share, down from $120 million or $2.39 in the same quarter last year [1]. - Adjusted earnings were 99 cents, a decrease from $1.27 year-over-year, and below the Zacks Consensus Estimate of $1.10 [1]. - Total sales fell 16.7% year-over-year to $479 million, missing the Zacks Consensus Estimate of $508.8 million [2]. Segment Performance - **Life Sciences**: Sales decreased by 22.5% year-over-year to $172 million, below the consensus estimate of $177 million, primarily due to the divestiture of the Neutraceuticals division [2]. - **Personal Care**: Sales declined 13.6% year-over-year to $146 million, missing the consensus estimate of $162.3 million, mainly due to portfolio optimization [3]. - **Specialty Additives**: Sales fell 14.6% year-over-year to $134 million, also missing the consensus estimate of $141.1 million, attributed to portfolio optimization [3]. - **Intermediates**: Sales decreased 7.5% year-over-year to $37 million, slightly beating the consensus estimate of $36.3 million, with overall sales impacted by lower prices [4]. Financial Position - Cash and cash equivalents stood at $168 million at the end of the quarter, down approximately 23% sequentially [5]. - Long-term debt increased to $1,336 million, up roughly 2% compared to the previous quarter [5]. Outlook - For the full fiscal year, Ashland expects sales to range between $1.825 billion and $1.9 billion, with adjusted EBITDA projected at $400 million to $420 million [6]. Stock Performance - Ashland's shares have declined by 49% over the past year, contrasting with a 0.9% decline in the industry [7].

Cabot (CBT) Q2 2025 Earnings Call May 06, 2025 08:00 AM ET Company Participants Steven Delahunt - VP of Investor Relations & TreasurerSean Keohane - Director, President & CEOErica McLaughlin - EVP, CFO and Head of Corporate StrategyJohn Roberts - Managing DirectorJosh Spector - Executive DirectorDan Rizzo - Senior Vice President Conference Call Participants Jeffrey Zekauskas - Analyst Operator Good day and thank you for standing by. Welcome to the Cabot Second Quarter twenty twenty five Earnings Conference ...