Financial Performance - Diluted EPS was $1.69, while Adjusted EPS was $1.90, a 7% increase year-over-year[5] - The company increased the quarterly dividend by 5%, from $0.43 to $0.45 per share[5] - $70 million was returned to shareholders through dividends and share repurchases[5] - Cash flow from operations was $73 million, and discretionary free cash flow was $110 million[14] - Capital expenditures (Capex) were $72 million, with FY25 expected to be in the range of $250 million to $275 million[14] Segment Performance - Performance Chemicals segment EBIT was $50 million, up 11% sequentially and 61% year-over-year[5] - Reinforcement Materials segment EBIT was $131 million, up 1% sequentially but down 12% year-over-year[5] - Reinforcement Materials volumes were down 7% year-over-year due to lower tire demand and contract outcomes in South America[15] - Performance Chemicals volumes were up 4% year-over-year, driven by fumed metal oxides sales[22] Outlook and Strategy - The company expects $100 million to $200 million in share repurchases in fiscal year 2025[12] - The company forecasts approximately $30 million of savings in FY25 from fixed cost and procurement initiatives[12]