24companies in Materials
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Compare companies, side by side

The same facts from the filings for each company in a group, where each stands among the others, and what each wrote about a topic in its latest 10-K.

Group median · 24 companies
Sales growth
+4.4%
Gross margin
27%
Operating margin
11%
Net margin
9.0%
Where each stands

The 3 largest, ranked among the group

Each corner is the share of Materials companies the company is above on that ratio. The dashed line is the middle of the group. A rank, not a score.

DOW Dow Inc.
Revenue $42.6B, last twelve months
Year by year
Revenue growth: -7.0%, above 4% of 23 peers (their median 5.3%) REVENUE GROWTH -7.0% · above 4% Gross margin: 11.1%, above 5% of 19 peers (their median 27.5%) GROSS MARGIN 11.1% · above 5% Net margin: -2.1%, above 9% of 23 peers (their median 9.2%) NET MARGIN -2.1% · above 9% FCF margin: 4.9%, above 30% of 23 peers (their median 7.0%) FCF MARGIN 4.9% · above 30%
Sales growth
-7.0%
Operating margin
-
FCF margin
4.9%

6 paragraphs of its Risk Factors mention AI, against 4 the year before.

CRH CRH plc
Revenue $39.0B, last twelve months
Year by year
Revenue growth: 5.3%, above 52% of 23 peers (their median 3.6%) REVENUE GROWTH 5.3% · above 52% Gross margin: 36.2%, above 74% of 19 peers (their median 26.7%) GROSS MARGIN 36.2% · above 74% Operating margin: 13.7%, above 60% of 15 peers (their median 11.2%) OPERATING MARGIN 13.7% · above 60% Net margin: 9.2%, above 52% of 23 peers (their median 8.8%) NET MARGIN 9.2% · above 52% FCF margin: 6.5%, above 43% of 23 peers (their median 7.0%) FCF MARGIN 6.5% · above 43% Return on capital: 9.6%, above 73% of 11 peers (their median 8.8%) RETURN ON CAPITAL 9.6% · above 73%
Sales growth
+5.3%
Operating margin
14%
FCF margin
6.5%

3 paragraphs of its Risk Factors mention AI, against 2 the year before.

NUE Nucor
Revenue $38.8B, last twelve months
Year by year
Revenue growth: 5.7%, above 57% of 23 peers (their median 3.6%) REVENUE GROWTH 5.7% · above 57% Gross margin: 17.3%, above 21% of 19 peers (their median 27.5%) GROSS MARGIN 17.3% · above 21% Net margin: 9.3%, above 57% of 23 peers (their median 8.8%) NET MARGIN 9.3% · above 57% FCF margin: 6.8%, above 48% of 23 peers (their median 7.0%) FCF MARGIN 6.8% · above 48%
Sales growth
+5.7%
Operating margin
-
FCF margin
6.8%

0 paragraphs of its Risk Factors mention AI, against 0 the year before.

From the filings

Materials: the same facts for each company

Showing 12 of 24, largest revenue first
Company Revenue, 12 months Sales growth Gross / operating margin Net margin Debt / equity Accounting items Insider buys Investors Open
DOW Dow Inc.
$42.6B
-7.0%
GM 11%OM -
-2.1% 1.08 1 of 6to read 0 0 10-K
CRH CRH plc
$39.0B
+5.3%
GM 36%OM 14%
9.2% 0.79 2 of 5to read 2 0 10-K
NUE Nucor
$38.8B
+5.7%
GM 17%OM -
9.3% 0.31 1 of 6to read 0 0 10-K
LIN Linde plc
$36.2B
+3.0%
GM -OM 25%
19% 0.67 0 of 6to read 1 0 10-K
LYB LyondellBasell
$32.0B
-9.7%
GM 14%OM 8.6%
4.1% 1.10 1 of 5to read 0 0 10-K
SW Smurfit Westrock
$31.5B
+48%
GM 17%OM 4.6%
1.5% 0.78 2 of 6to read 0 0 10-K
NEM Newmont
$26.6B
+21%
GM -OM -
35% 0.14 0 of 5to read 0 0 10-K
FCX Freeport-McMoRan
$26.4B
+1.8%
GM -OM 28%
13% 0.45 1 of 5to read 0 0 10-K
SHW Sherwin-Williams
$24.9B
+2.1%
GM 49%OM -
11% 2.97 1 of 6to read 0 0 10-K
IP International Paper
$24.2B
+49%
GM 30%OM -
-14% 0.74 2 of 6to read 0 0 10-K
AMCR Amcor
$23.9B
+57%
GM 20%OM 7.9%
4.5% 1.27 2 of 5to read 0 0 10-K
STLD Steel Dynamics
$22.2B
+3.6%
GM 16%OM 11%
8.8% 0.43 3 of 6to read 0 0 10-K
Sales growth is the last fiscal year against the one before; margins are over the last twelve months. Where each comes from

How to read this page

  • A radar shows where a company ranks among its group on six ratios. A corner at the edge means it is above every other company on that ratio.
  • A table row lists the facts as the filings give them: revenue, growth, margins, debt to equity, the accounting checks, insider buying and followed investors holding.
  • A bubble to the right grew faster, and one higher up kept more of its sales as free cash flow.
  • A bar is paragraphs that mention the topic this year, and the mark on it is last year.

Risk Factors and XBRL figures from each company's latest 10-K, read nightly from SEC EDGAR. Nothing here is a rating.

By topic · 10-K Item 1A

AI: paragraphs that mention it

IP 13 vs 6 ECL 12 vs 10 SW 12 vs 2 ALB 9 vs 0 IFF 9 vs 12 FCX 8 vs 6 AMCR 6 vs 1 DOW 6 vs 4 NEM 4 vs 4 SHW 4 vs 1 CRH 3 vs 2 LYB 3 vs 3 PPG 3 vs 1 APD 2 vs 1 AVY 2 vs 2
All 33 companies
BALL 2 vs 0 MLM 2 vs 2 LIN 1 vs 0 VMC 1 vs 1 AA 0 vs 0 AMRZ 0 ATI 0 vs 0 ATR 0 vs 0 AVNT 0 vs 0 AWI 0 vs 0 AXTA 0 vs 0 BCPC 0 vs 0 BDC 0 vs 0 CF 0 vs 0 MOS 0 vs 0 NUE 0 vs 0 PKG 0 vs 0 STLD 0 vs 0

Risk Factors paragraphs in each company's latest 10-K, most mentions first. The bar is this year and the mark is last year. 55 companies have no 10-K downloaded yet.

In their words

What the companies wrote

The paragraphs as filed, each linked to its filing on sec.gov

ECL ECOLAB INC.

12 paragraphs

Our increasing reliance on artificial intelligence (“AI”) technologies in our products, services, and operations presents several risks that could adversely impact our business, financial condition, and results of operations.

Item 1A, Risk Factors, 10-K Feb 23, 2026

Legal and Regulatory Risks: The legal and regulatory landscape for AI is still developing and varies across jurisdictions. Compliance with evolving AI regulations may impose significant costs, limit our ability to incorporate AI capabilities, and expose us to legal liabilities. Additionally, new regulations could conflict with our current AI practices, requiring costly changes to our development and deployment strategies.

Item 1A, Risk Factors, 10-K Feb 23, 2026

ALB ALBEMARLE CORP

9 paragraphs

… Cybersecurity attacks, especially in light of the advancement and proliferation of artificial intelligence (“AI”) and machine learning technologies, may become more sophisticated over time. These attempts, which might be related to industrial or other espionage, include covertly introducing malware to …

Item 1A, Risk Factors, 10-K Feb 11, 2026

Our AI‑related activities also expose us to legal risks, as global regulatory frameworks - including U.S. federal and state initiatives, the European Union Artificial Intelligence Act, and other international laws - continue to evolve and impose new obligations concerning transparency …

Item 1A, Risk Factors, 10-K Feb 11, 2026

IFF INTERNATIONAL FLAVORS & FRAGRANCES INC

9 paragraphs

• cybersecurity incidents, artificial intelligence related risks, data privacy and compliance with data protection laws;

Item 7, MD&A, 10-K Feb 27, 2026

We have been increasingly using AI tools in our operations, research and development and other areas. Many of our third-party partners also utilize AI tools. We may be exposed to AI-related risks in cases where we, our employees, or our third party partners, in each case whether or not known to us, use AI tools, as well as in cases where we fail to adopt AI tools at a pace or breath as our competitors.

Item 1A, Risk Factors, 10-K Feb 27, 2026

FCX FREEPORT-MCMORAN INC

8 paragraphs

We believe fundamentals for copper are favorable with growing demand supported by copper’s critical role in electrification initiatives, continued urbanization in developing countries, data centers and artificial intelligence (AI) growth, increased defense spending and growing connectivity globally.

Item 7, MD&A, 10-K Feb 13, 2026

We believe fundamentals for copper are favorable with growing demand supported by copper’s critical role in electrification initiatives, continued urbanization in developing countries, data centers and artificial intelligence (AI) growth, increased defense spending and growing connectivity globally.

Item 7, MD&A, 10-K Feb 13, 2026
Show all 33 companies' quotes

AMCR Amcor plc

6 paragraphs

We are increasingly leveraging AI technologies, including data analytics and machine learning, across our business, including in R&D, operational processes, and other functional areas. While these technologies present opportunities to enhance efficiency, innovation, and decision-making, they may not perform as intended and could generate outputs that are inaccurate, incomplete, or unreliable.

Item 1A, Risk Factors, 10-K Aug 14, 2026

Artificial Intelligence - Our use of artificial intelligence technologies could adversely affect our business and financial results.

Item 1A, Risk Factors, 10-K Aug 14, 2026

DOW DOW INC.

6 paragraphs

The Company relies on various information systems, including information systems operated by third-parties and which may also include embedded artificial intelligence ("AI"), to support safe, efficient and reliable business and operating processes and activities and to safeguard its proprietary …

Item 1A, Risk Factors, 10-K Feb 3, 2026

As a diversified chemical manufacturing company, the Company's operations at each site, including maintenance of its facilities; the transportation of supplies and products; cyberattacks; the expanding utilization of AI in Company operations, including but not limited to its manufacturing …

Item 1A, Risk Factors, 10-K Feb 3, 2026

NEM NEWMONT Corp /DE/

4 paragraphs

… However, the increasing sophistication of cybersecurity threats, coupled with the adoption of emerging technologies such as artificial intelligence (AI), automation, and cloud-based platforms, poses important risks to our operations, financial performance, and reputation.

Item 1A, Risk Factors, 10-K Feb 19, 2026

… While AI has the potential to improve efficiency and safety, it also presents unique vulnerabilities, including algorithmic biases that could lead to inaccurate decisions or unintended outcomes; data integrity risks, such as manipulation or corruption of datasets used to train …

Item 1A, Risk Factors, 10-K Feb 19, 2026

SHW SHERWIN WILLIAMS CO

4 paragraphs

… In addition, advances in AI technology and increasingly widespread use of generative AI tools may increase the risk of unauthorized access to intellectual property, may increase the risk that existing intellectual property law may not provide adequate protection and may …

Item 1A, Risk Factors, 10-K Feb 19, 2026

… Cybersecurity incidents, threats and attacks are increasingly sophisticated, including due to advances in artificial intelligence (AI) capabilities, constantly evolving, and originate from many sources globally. In addition, often these incidents cannot be recognized or understood until the target has already …

Item 1A, Risk Factors, 10-K Feb 19, 2026

CRH CRH PUBLIC LTD CO

3 paragraphs

… In addition, as cybersecurity threats evolve, including from emerging technologies, such as advanced forms of AI and quantum computing, the Company is increasingly required to expend additional resources to enhance our cybersecurity protection measures and may be required to expend …

Item 1A, Risk Factors, 10-K Feb 18, 2026

… Our strategic investment in VODA.ai expands our capabilities in water asset management with Artificial Intelligence (AI)-driven technology. This platform helps utilities manage aging water infrastructure by providing AI-driven predictive analytics to assess pipe condition and risk across …

10-K, 10-K Feb 18, 2026

LYB LyondellBasell Industries N.V.

3 paragraphs

In addition, the complex and dynamic regulatory environment surrounding artificial intelligence (“AI”), including generative AI, subjects us to a variety of risks. These risks include, but are not limited to, data privacy and security vulnerabilities, intellectual property patent, copyright, and …

Item 1A, Risk Factors, 10-K Feb 20, 2026

… The Company’s generative artificial intelligence strategy is to “Generate Responsibly,” actively providing education and awareness, encouraging the safe exploration of generative AI tools and resources, consistent with Company data protection policies and standards.

10-K, 10-K Feb 20, 2026

PPG PPG INDUSTRIES INC

3 paragraphs

Artificial intelligence (“AI”) and machine-learning technology continue to advance rapidly, presenting both opportunities and risks. If we cannot incorporate these rapidly advancing technologies as quickly or effectively as other companies, our competitive position and business results may suffer. Incorporation …

Item 1A, Risk Factors, 10-K Feb 19, 2026

We are incorporating artificial intelligence technologies into our research, products, services and processes. These technologies may present business, operational, compliance and reputational risks.

Item 1A, Risk Factors, 10-K Feb 19, 2026

APD Air Products & Chemicals, Inc.

2 paragraphs

… In addition, advancements in, and the deployment of, intelligent automation, including artificial intelligence tooling and “bots”, may increase our and our vendors’ vulnerability to such attacks. To date, we are not aware of any significant impact on our operations or …

Item 1A, Risk Factors, 10-K Nov 20, 2025

… Further, if we are unsuccessful in developing new technologies, including development and application of artificial intelligence, our development activities do not keep pace with those of our competitors, or if we do not create new technologies that benefit customers, our …

Item 1A, Risk Factors, 10-K Nov 20, 2025

AVY Avery Dennison Corp

2 paragraphs

… artificial intelligence (“AI”), and interconnected supply chains expanding the risk of attack. Threat actors are increasingly leveraging AI for cyberattacks, and our increasing use of AI carries risks related to data security, privacy events, and potential algorithmic bias. These AI …

Item 1A, Risk Factors, 10-K Feb 25, 2026

… security incident response plan; maturing our operational technology security program; implementing more robust cloud security across multiple platforms; establishing AI policies, governance and risk management; maturing our data loss prevention framework to protect our critical data, network and site access …

Item 1A, Risk Factors, 10-K Feb 25, 2026

BALL BALL Corp

2 paragraphs

On March 21, 2025, Ball and Ayna. AI LLC (Ayna) executed a Unit Purchase Agreement to form a strategic partnership in which Ball owns a 49 percent interest. Ball’s interest in the entity, Oasis Venture Holdings LLC (“Oasis”), is accounted for under the equity method of accounting. Ball recorded an additional loss of $8 million related to the

Item 8, Financial Statements, 10-K Feb 19, 2026

… We continually refine our approach to address evolving cybersecurity regulations, identify potential and emerging security risks (including AI-driven phishing and supply chain attacks), and implement strategies to manage these risks. Ball has developed an incident response plan that includes …

10-K, 10-K Feb 19, 2026

MLM MARTIN MARIETTA MATERIALS INC

2 paragraphs

• Improper use or reliance on predictive analytics or AI-driven decision-making could result in flawed forecasting, compliance issues, or reputational damage;

Item 7, MD&A, 10-K Feb 19, 2026

… Cyber threats are rapidly evolving as threat actors have become increasingly sophisticated and carry out direct large-scale, complex attacks against a company and are reportedly using artificial intelligence to increase the virulence of attacks. In addition, we have relied …

Item 1A, Risk Factors, 10-K Feb 19, 2026

LIN LINDE PLC

1 paragraph

… Previously, she served as Senior Vice President of Communications, AI, and Corporate Procurement beginning in 2024 and as Vice President of Financial Planning and Analysis and Corporate Procurement from 2019 to 2024. She joined the company in 1999 as Controller …

10-K, 10-K Feb 25, 2026

VMC Vulcan Materials CO

1 paragraph

… Additionally, we have started to assess and use artificial intelligence (AI) technology to drive further business value. We have a dedicated information security team that executes our information security program and routinely tests the security of our applications, networks, databases …

Item 1A, Risk Factors, 10-K Feb 19, 2026

AA Alcoa Corp

0 paragraphs

Not mentioned in the latest 10-K.

AMRZ Amrize Ltd

0 paragraphs

Not mentioned in the latest 10-K.

ATI ATI INC

0 paragraphs

Not mentioned in the latest 10-K.

ATR APTARGROUP, INC.

0 paragraphs

Not mentioned in the latest 10-K.

AVNT AVIENT CORP

0 paragraphs

Not mentioned in the latest 10-K.

AWI ARMSTRONG WORLD INDUSTRIES INC

0 paragraphs

Not mentioned in the latest 10-K.

AXTA Axalta Coating Systems Ltd.

0 paragraphs

Not mentioned in the latest 10-K.

BCPC BALCHEM CORP

0 paragraphs

Not mentioned in the latest 10-K.

BDC BELDEN INC.

0 paragraphs

Not mentioned in the latest 10-K.

CF CF Industries Holdings, Inc.

0 paragraphs

Not mentioned in the latest 10-K.

MOS MOSAIC CO

0 paragraphs

Not mentioned in the latest 10-K.

NUE NUCOR CORP

0 paragraphs

Not mentioned in the latest 10-K.

PKG PACKAGING CORP OF AMERICA

0 paragraphs

Not mentioned in the latest 10-K.

STLD STEEL DYNAMICS INC

0 paragraphs

Not mentioned in the latest 10-K.