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    Josh Vesely • Baird

    Josh Vesely's questions to Axalta Coating Systems Ltd (AXTA) leadership

    Josh Vesely's questions to Axalta Coating Systems Ltd (AXTA) leadership • Q2 2025

    Question

    Josh Vesely from Baird, on for Ghansham Panjabi, asked for a breakdown of Axalta's Q2 organic sales performance relative to its end markets and questioned the drivers behind the implied Q4 step-up in adjusted EBITDA guidance.

    Answer

    CFO Carl Anderson detailed that while consolidated organic sales were down ~3%, the Mobility segment outperformed, particularly in Commercial Vehicles, which was down only low-single-digits versus a market down 17%. He attributed the expected Q4 EBITDA strength to ongoing cost actions, a sequential revenue step-up in Mobility, and a positive inflection in the Refinish business, expressing confidence in delivering the full-year guidance.

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    Josh Vesely's questions to Greif Inc (GEF) leadership

    Josh Vesely's questions to Greif Inc (GEF) leadership • Q2 2025

    Question

    Josh Vesely of Baird inquired about customer sentiment regarding end-market demand amid tariff discussions and asked for more detail on the near-term impact of tariff-related raw material inflation.

    Answer

    CEO Ole Rosgaard stated that customer sentiment is largely unchanged, with softness in housing and auto builds impacting chemical customers. He noted the direct tariff impact is not material and well below the $10 million worst-case scenario due to mitigation efforts. EVP & CFO Larry Hilsheimer added that resulting steel price hikes in the U.S. could create a temporary margin tailwind, potentially making the tariffs a net positive for Greif.

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