TROX
Chemicals · Basic Materials
Analyst
Bank of America
Equibles does not estimate personal net worth.
Matthew DeYoe is recorded as Analyst at Bank of America. Matthew DeYoe has spoken on 9 earnings calls across 8 companies, most recently for International Flavors & Fragrances Inc on August 5, 2026. Those appearances were for Tronox Holdings plc (TROX), International Flavors & Fragrances Inc (IFF), DuPont de Nemours, Inc. (DD), Westlake Corp (WLK), Element Solutions Inc (ESI) and 3 other companies. The companies whose calls Matthew DeYoe spoke on are classified in the Basic Materials sector.
“And I guess along that line, it's just like some of the price cost ebb and flow as it relates to the cadence 2Q, 3Q, 3Q, 4Q.”
“R&D expense continues to be managed lower. Where's the right landing zone, and how have you shifted the framework for R&D spend and hurdle rates? Maybe, I don't know, Lori, if you want to tap on your experience here at DuPont, but maybe comparing where you are now to the DuPont of old.”
“And just to kind of follow up on Dave's question a bit, and I don't know, maybe it's blunt, but, you know, we will walk down or the street was walked down into 4Q on account of the unabsorbed FIC costs from the assets that were eventually closed.”
“And I think in the call I heard 7% organic growth in energy solutions. So the comment seemed maybe to be a decent amount price-driven. Can you break down price volume in here, and should we kind of assume this price annualizes in 26?”
Bank of America
Analyst
Source not stated
TROX
Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
WLK
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
DOW
Chemicals · Basic Materials
MOS
Agricultural Inputs · Basic Materials
Specialty Chemicals · Basic Materials