Basic Materials
LyondellBasell Industries N.V. (LYB): Margin compression amid elevated capex and cash generation
Air Products and Chemicals, Inc. (APD): Earnings deterioration with heavy investment and rising leverage
Freeport-McMoRan Inc. (FCX): Rising cash generation with improving capital productivity profile
Linde plc (LIN): Margin expansion with rising capital intensity and leverage
The Sherwin-Williams Company (SHW): Margin expansion amid softer cash conversion and reinvestment
Newmont Corporation (NEM): Margin recovery with renewed cash generation and balance sheet
