Specialty Chemicals · Basic Materials
Mike Sison
Analyst
Wells Fargo
Equibles does not estimate personal net worth.
About Mike Sison
Mike Sison is recorded as Analyst at Wells Fargo. Mike Sison has spoken on 27 earnings calls and 2 other investor events across 15 companies, most recently for Fmc Corp on June 9, 2026. Those appearances were for Sherwin Williams Co (SHW), Eastman Chemical Co (EMN), Dow Inc. (DOW), Mosaic Co (MOS), OLIN Corp (OLN) and 10 other companies. The companies whose calls Mike Sison spoke on are classified in the Basic Materials sector.
Mike Sison on recent calls
“I cover the ever-exciting chemical industry, which actually has outperformed over the last year to date, about 14%. S&P was up about 8%. FMC stock has struggled a little bit, down 15% year to date, and well off its decade high of over $100.”
“I cover the ever-exciting chemical industry for the company, which has outperformed the S&P 500. You know, our coverage universe is up 14% year-to-date versus the S&P 500 up 8%.”
“Just when you think about phosphate volumes and 2Q, you gave us guidance for that. If nothing really changes, is that sort of the level-based case we should think about for the third quarter?”
“Well, when you think about 2Q, the $160 to $200 million, how would you sort of describe the earnings levels? Are we approaching a mid-cycle sort of number? You know, it doesn't feel like peak, particularly on volume.”
“For chemical intermediates, can you give us some thoughts what pricing needs to be year-over-year in 2Q to get to the $50 million? And I'm just curious on the delta there in terms of the improvement year-over-year.”
Affiliation history
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Wells Fargo
Analyst
Source not stated
Current
Company network
Specialty Chemicals · Basic Materials
DOW
Chemicals · Basic Materials
MOS
Agricultural Inputs · Basic Materials
OLN
Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
NGVT
Specialty Chemicals · Basic Materials
FMC
Agricultural Inputs · Basic Materials
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
Agricultural Inputs · Basic Materials
NTR
Agricultural Inputs · Basic Materials
HUN
Chemicals · Basic Materials
Specialty Chemicals · Basic Materials