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Jeffrey John Zekauskas

Senior Analyst at JPMorgan Chase & Co.

Jeffrey Zekauskas is a Senior Analyst at JPMorgan Chase & Co., specializing in basic materials research with a primary focus on the chemicals sector. He covers 39 publicly traded companies across diversified chemicals, specialty chemicals, fertilizers, and packaging industries, including major firms like LyondellBasell Industries and companies in the paint and coatings sector. Recognized as a Hall of Famer in Institutional Investor's All-America Research Team rankings and achieving the number one position in Basic Materials Chemicals coverage, Zekauskas has maintained a 54-56% success rate with average returns of approximately 5% per recommendation according to analyst tracking platforms. He has been with JPMorgan since 2000, building over two decades of experience in materials sector analysis, and is known for identifying high free-cash-flow generators and undervalued opportunities in the chemical industry.

Jeffrey John Zekauskas's questions to RPM INTERNATIONAL INC/DE/ (RPM) leadership

Question · Q1 2026

Jeffrey John Zekauskas asked about The Pink Stuff's pro forma performance and whether demand for the roofing business is accelerating or decelerating, also inquiring about the significant jump in SG&A expense and its expected growth in 2026.

Answer

Matt Schlarb, VP of Investor Relations & Sustainability, stated The Pink Stuff has been accretive to margins, with increased marketing and leveraging new channels, leading to a new internal cleaning group. Frank Sullivan, Chairman and CEO, noted high revenue growth in roofing, driven by ancillary products like PureAir HVAC refurbishment. He attributed the higher SG&A to acquisitions (which have higher gross margins and SG&A), healthcare costs, and $10 million in growth investments, contrasting RPM's approach with peers cutting costs.

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