Analyst
Jeffries
Equibles does not estimate personal net worth.
Lawrence Alexander is recorded as Analyst at Jeffries. Lawrence Alexander has spoken on 8 earnings calls across 7 companies, most recently for Celanese Corp on August 5, 2026. Those appearances were for DONALDSON Co INC (DCI), Celanese Corp (CE), International Flavors & Fragrances Inc (IFF), Methanex Corp (MEOH), Quaker Chemical Corp (KWR) and 2 other companies. The companies whose calls Lawrence Alexander spoke on are classified in the Industrials and Basic Materials sectors.
“When you look at your full year estimate, what do you think is kind of the embedded net impact of all of the costs around the divestitures, the inventory adjustments, kind of the net working capital swings and absorption that you've had to go through the downtime?”
“So on the topic of investor concerns around Chinese competition increasing over time, we look at your R&D at about 9% of sales. My impression is that's about where it was before the divestiture.”
“Two related questions on the demand side. One is, could you be a little bit more granular about where you're seeing demand shaking out this year by the key end markets?”
“Could you characterize the M&A pipeline and I guess also can you give us some sense of the regional mix in the pipeline?”
Jeffries
Analyst
Transcript header (unverified)
DCI
Specialty Industrial Machinery · Industrials
Specialty Chemicals · Basic Materials
MEOH
Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
ALB
Specialty Chemicals · Basic Materials
ECL
Specialty Chemicals · Basic Materials
