Analyst
Bank of America
Equibles does not estimate personal net worth.
Matthew Deo is recorded as Analyst at Bank of America. Matthew Deo has spoken on 8 earnings calls across 7 companies, most recently for Huntsman CORP on November 3, 2026. Those appearances were for Westlake Corp (WLK), Huntsman CORP (HUN), Linde PLC (LIN), Fmc Corp (FMC), Ppg Industries Inc (PPG) and 2 other companies. The companies whose calls Matthew Deo spoke on are classified in the Basic Materials sector.
“This question has kind of been asked a few different ways, but maybe I could just take a more direct path, right? Right.”
“And Steve, congrats again on the retirement. It's been a pleasure working with you. I want to talk a little bit more about the 1Q2Q bridge. I would have expected cost cuts maybe to, or how about this, how much were cost cuts adding incrementally from 1Q to 2Q?”
“Congratulations for getting the TSN, the large electronics customers over the line. um what and can you share maybe some some revenue intensity of the capex or give some guidance your european competitors kind of flagged like a 25 capex to revenue conversion on some of these projects is that is that a reasonable…”
“I am very far from being a tariff lawyer or anything like that, but is there any possibility that you get refunds that we're seeing kind of along the lines of some of these other companies that have been reporting that an opportunity set?”
“You know, Vince, congrats on a great career. And clearly, you know, the sentiment on John, he was just such a core salt of the earth guy. So yeah, it's a huge loss.”
Bank of America
Analyst
Transcript header (unverified)
WLK
Specialty Chemicals · Basic Materials
HUN
Chemicals · Basic Materials
LIN
Specialty Chemicals · Basic Materials
FMC
Agricultural Inputs · Basic Materials
Specialty Chemicals · Basic Materials
OLN
Chemicals · Basic Materials
Agricultural Inputs · Basic Materials
