Analyst
VRP
Equibles does not estimate personal net worth.
Kevin Mc Carthy is recorded as Analyst at VRP. Kevin Mc Carthy has spoken on 8 earnings calls across 4 companies, most recently for International Flavors & Fragrances Inc on August 5, 2026. Those appearances were for Eastman Chemical Co (EMN), Fmc Corp (FMC), International Flavors & Fragrances Inc (IFF) and Ppg Industries Inc (PPG). The companies whose calls Kevin Mc Carthy spoke on are classified in the Basic Materials sector.
“In looking at the financial data you provided on slide number seven, it strikes me that the free cash flow profile improves meaningfully through the separation of food ingredients.”
“Mark, a question or two on your circular platform. I think you indicated in the prepared remarks that you expect sales to grow by $100 million or more this year.”
“Mark, can you speak to the expected quarterly earnings cadence and advanced materials? It seems like we have a fair number of moving parts there.”
“Tim, if I look at your performance coding's results, your sales actually grew year over year, notwithstanding the refinish pressure that you articulated, And yet the operating income declined on a year-over-year basis, notwithstanding looks like a 4% contribution from price.”
“Just to follow up on your add-on comment, Mark, in listening to you, Is it fair to say that as the U.S. moves into this new tariff regime, you do not anticipate any, you know, large changes in terms of portfolio composition?”
VRP
Analyst
Transcript header (unverified)
Specialty Chemicals · Basic Materials
FMC
Agricultural Inputs · Basic Materials
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
