Specialty Chemicals · Basic Materials
Jeff Zekauskas
Analyst
J.P. Morgan
Equibles does not estimate personal net worth.
About Jeff Zekauskas
Jeff Zekauskas is recorded as Analyst at J.P. Morgan. Jeff Zekauskas has spoken on 16 earnings calls across 14 companies, most recently for Methanex Corp on July 29, 2026. Those appearances were for Ppg Industries Inc (PPG), Methanex Corp (MEOH), Chemours Co (CC), International Flavors & Fragrances Inc (IFF), Dow Inc. (DOW) and 9 other companies. The companies whose calls Jeff Zekauskas spoke on are classified in the Basic Materials and Consumer Cyclical sectors.
Jeff Zekauskas on recent calls
“Your cash flows were very strong this quarter, but it's a little difficult to tell, you know, if there are taxes that need to be paid or if working capital really needs to move up toward the end of the year.”
“A two-part question, one about the present, one about the future. In the quarter, what was the currency benefit to EBIT year over year? And you speak about getting ahead of raw material cost inflation, but you, you know, you do sell to the auto OEM industry.”
“In the titanium dioxide segment, you know, actually your revenues in North America and in Europe were flat to up. The issue was in Asia, where for the year, your revenues went from, you know, roughly 660 to 465.”
“Your food ingredients, EBITDA and operating income, dropped off pretty sharply in the fourth quarter, and I think you said that the price trends are negative. So given a slow volume growth environment, is the case that operating income and EBITDA for that business next year is higher or lower?”
“Your cash flow from operations was a billion. And in reading your slides, I guess slide 13, it looks like you got $450 from long-term supply agreements and $250 from divestitures.”
Affiliation history
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J.P. Morgan
Analyst
Source not stated
Current
Company network
MEOH
Chemicals · Basic Materials
CC
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
DOW
Chemicals · Basic Materials
FMC
Agricultural Inputs · Basic Materials
ECL
Specialty Chemicals · Basic Materials
SLGN
Packaging & Containers · Consumer Cyclical
FUL
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
ALB
Specialty Chemicals · Basic Materials
TROX
Chemicals · Basic Materials
Other Industrial Metals & Mining · Basic Materials