Sign in

    Chris Perrella

    Research Analyst at UBS

    Chris Perrella is an Executive Director and Equity Analyst at UBS, specializing in coverage of the U.S. homebuilding sector with in-depth research on major public companies such as D.R. Horton, Lennar, PulteGroup, KB Home, and NVR. Known for his robust financial modeling and market forecasting skills, Perrella's investment calls have contributed positively to sector insights, with notable accuracy in tracking builder performance and industry trends. He joined UBS after beginning his career as an equity research associate at a major U.S. investment bank in the early 2010s, establishing a reputation for thorough analysis and client-focused research. Perrella holds FINRA Series 7, 63, 86, and 87 licenses, and has received recognition for his analytical contributions within the institutional investor community.

    Chris Perrella's questions to CABOT (CBT) leadership

    Chris Perrella's questions to CABOT (CBT) leadership • Q4 2024

    Question

    Chris Perrella, on behalf of Joshua Spector at UBS, asked about Reinforcement Materials demand trends for the upcoming quarter, the expected volume cadence for the year, the impact of Asian tire imports into the U.S., and the drivers for the fiscal year's increased CapEx.

    Answer

    CEO and President Sean Keohane confirmed a solid October volume recovery in Mexico and projected modest, low-single-digit global tire production growth for 2025. He noted that while high levels of Asian tire imports are impacting the Americas, there is pushback from recent tariffs and antidumping duties. For CapEx, Keohane explained the expected range of $250M-$300M is driven by the completion of an air pollution control project in Louisiana, a new production unit in Indonesia, and investments in battery growth projects.

    Ask Fintool Equity Research AI