Analyst
UBS
Equibles does not estimate personal net worth.
Lucas Bowman is recorded as Analyst at UBS. Lucas Bowman has spoken on 3 earnings calls across 3 companies, most recently for Axalta Coating Systems Ltd. on July 28, 2026. Those appearances were for Axalta Coating Systems Ltd. (AXTA), Rpm International Inc (RPM) and Ppg Industries Inc (PPG). The companies whose calls Lucas Bowman spoke on are classified in the Basic Materials sector.
“So, I mean, it seems like price mix there was sort of up maybe low single digits in 2Q. I know there's sort of some noise there looking forward with sort of the weak comps in North America impacting the mix. but you guys kind of called out as well that North America has been the sort of weakest area in terms of claims…”
“So I guess kind of where I was going with this sort of as the flow on is, you know, I mean, if we're also kind of up 20, then you guys are going to kind of need high single digits or 10% kind of pricing to recover that over the next two years.”
“So looking at the new segment structure, legacy performance pricing was up about 7% the last two years. So that was 5% in 23, 2% in 24. Could you give us the splits on the contribution there in 23 and 24 from the new architectural and the new performance segments?”
UBS
Analyst
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Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
