Analyst
KeyBanc Capital Markets
Equibles does not estimate personal net worth.
Alex Yefremov is recorded as Analyst at KeyBanc Capital Markets. Alex Yefremov has spoken on 9 earnings calls across 7 companies, most recently for Ecovyst Inc. on February 26, 2026. Those appearances were for Sherwin Williams Co (SHW), DuPont de Nemours, Inc. (DD), Ecovyst Inc. (ECVT), Qnity Electronics, Inc. (Q), Rpm International Inc (RPM) and 2 other companies. The companies whose calls Alex Yefremov spoke on are classified in the Basic Materials and Technology sectors.
“I just wanted to follow up on the same subject, the expansion that you're undertaking in 26. Is it tied to any specific ramp at your customers in mining or elsewhere that you anticipate?”
“I wanted to come back to your first quarter comments. I think you talked about high single-digit sequential growth. it does seem quite a bit above your normal seasonality if I look at the history.”
“Heidi, I wanted to come back to your comments on focusing more on volumes than price this year. I guess typically this could lead to a bit of a zero-sum game where your competitors would also focus on volumes.”
“I think you mentioned earlier backlogs remain healthy. So should we take it as your backlogs today are same or higher than three months ago, or have your backlogs declined?”
“Heidi, I wanted to ask you about your comments on the second half of next year. I realize it's pretty far away, but are you seeing anything specific to sound maybe a little less hopeful about recovery, or is this just looking at current trends and being conservative?”
KeyBanc Capital Markets
Analyst
Transcript header (unverified)
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
ECVT
Specialty Chemicals · Basic Materials
Semiconductor Equipment & Materials · Technology
Specialty Chemicals · Basic Materials
Specialty Chemicals · Basic Materials
DOW
Chemicals · Basic Materials
