NUE
Steel · Basic Materials
Analyst
BNP Paribas
Equibles does not estimate personal net worth.
Tristan Gresser is recorded as Analyst at BNP Paribas. Tristan Gresser has spoken on 17 earnings calls across 5 companies, most recently for ACERINOX SA on October 30, 2026. Those appearances were for Nucor Corp (NUE), Steel Dynamics Inc (STLD), COMMERCIAL METALS Co (CMC), Outokumpu Oyj and ACERINOX SA. The companies whose calls Tristan Gresser spoke on are classified in the Basic Materials and Industrials sectors.
“The first one is on the Q3 performance that was really strong for stainless. What drove the higher stainless margins? I think you mentioned production was down 7%.”
“You had a slide in your presentation, and I think a couple of years ago, you mentioned your goal to double auto shipments. So could you provide maybe an update tonnage-wise, how much you expect to achieve this year and the next?”
“If I may push you a little bit on aluminum division, I think previously you had this target to be EBIT positive in H2. Would that still be possible now? And maybe for next year, I mean, when we look at consensus, it's already above, you normalize kind of a bit that target.”
“If we put everything together, West Virginia, the product mix you just mentioned as well, and I don't know if there's some leftover from Arizona, too, for fiscal 2027, but are you able to share a percentage volume increase you have in mind for the fiscal year for the division, and if there's any difference between…”
“The first one is on the metal spread guidance that is positive in 2Q3. Could you give us some indication of how it's going to differ region by region? I guess we should expect a stable development in the U.S. and improvement in Europe.”
BNP Paribas
Analyst
Transcript header (unverified)
NUE
Steel · Basic Materials
STLD
Steel · Basic Materials
Outokumpu Oyj
Steel · Basic Materials
ACERINOX SA
Steel · Basic Materials
Acerinox Results Third Quarter 2026
ACERINOX SA
Q2 2026
Outokumpu Oyj
Transcript for Outokumpu Q1 2026 Webcast and Q&A
Outokumpu Oyj