MAS
Building Products & Equipment · Industrials
Analyst
Jefferies
Equibles does not estimate personal net worth.
Phil Ng is recorded as Analyst at Jefferies. Phil Ng has spoken on 37 earnings calls and 3 other investor events across 19 companies, most recently for Fortune Brands Innovations, Inc. on November 3, 2026. Those appearances were for Masco Corp (MAS), Builders FirstSource, Inc. (BLDR), Armstrong World Industries Inc (AWI), Fortune Brands Innovations, Inc. (FBIN), Graphic Packaging Holding Co (GPK) and 14 other companies. The companies whose calls Phil Ng spoke on are classified in the Industrials, Consumer Cyclical and Basic Materials sectors.
“A lot of numbers to unpack, so I just want to make sure I heard you correctly. It sounds like you're obviously you're making big investments to improve the profitability, and you're trying to jam through some restructuring.”
“Chuck, I appreciate the helpful caller for a 2027 early read. Great. The commentary talked about caregiver pricing for next year. Does that count for any of the cost plus type openers kicking in?”
“I guess to kind of kick things off, I mean, you talked about some friction this year, whether it's in Europe and U.S., but, you know, encouragingly, Milliksberg is up and running.”
“Teams executing in a tough environment, Ronnie. When we kind of think about, you know, mid-years being a little more flattish, and I think what you're outlooking for 27 is more of a flattish backdrop, you know, what gives you confidence that getting mid to high single-digit average pricing in 2027 is achievable?”
“I wanted to ask first about the lag on ROS flowing through to your P&L. I understand you're not giving 27 guidance at this point, but just given that lag and where commodities and inputs are trending now, we're starting to get a better idea of how that inflation Equation is going to look at least in early 27.”
Jefferies
Analyst
Source not stated
MAS
Building Products & Equipment · Industrials
Building Products & Equipment · Industrials
Building Products & Equipment · Industrials
Building Products & Equipment · Industrials
Packaging & Containers · Consumer Cyclical
Building Materials · Basic Materials
Residential Construction · Consumer Cyclical
Residential Construction · Consumer Cyclical
Building Products & Equipment · Industrials
TREX
Building Products & Equipment · Industrials
Rental & Leasing Services · Industrials
BALL
Packaging & Containers · Consumer Cyclical
Building Products & Equipment · Industrials
Building Materials · Basic Materials
Building Products & Equipment · Industrials
Packaging & Containers · Consumer Cyclical
RMIX
Building Materials · Basic Materials
Packaging & Containers · Consumer Cyclical
Packaging & Containers · Consumer Cyclical