Colby Howard

Published on October 7, 2025


Featured Article

WLK: CEO Gilson’s Restructuring Skills May Be Undermined by an Op Loss & Narrow Focus

Last Updated: October 7, 2025

Analyzing Management

For hedge funds and asset managers, evaluating public company leadership is a crucial element in both initial due diligence and continuous risk assessment. ManagementTrack offers a consistent framework that eliminates distractions—highlighting specific strengths and weaknesses, identifying warning signs and positive indicators, and establishing a clear connection between CEO actions and financial performance.

CEO Gilson’s restructuring skills may be undermined by an op loss & narrow focus

Analysis of Westlake CEO Jean-Marc Gilson

While Jean-Marc Gilson’s proven restructuring skills are a positive, a recent major operational loss and narrow focus on the PEM segment may challenge his ability to execute a timely, company-wide turnaround.

ManagementTrack’s analysis focuses on Jean-Marc Gilson’s track record and skillset against the following key factors for WLK:

  • Navigating PEM commodity pricing and margin compression.
  • Executing PEM cost and footprint overhaul to restore profitability.
  • Resolving PEM operational disruptions to restore EBITDA.
  • Defending HIP margins amid a slowing housing market.

Report Available: Proprietary Interviews & Analysis on Jean-Marc Gilson Answers Key Questions

ManagementTrack reports provide track record analysis, career playbooks, strengths, and weaknesses for every CEO. They allow investors to dig deeper to uncover hard-to-find data to answer the most pressing questions.

Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ for more information.

Question Answered #1

How will Gilson apply his track record of operational excellence to resolve the credibility gap created by recent major operational disruptions?

Question Answered #2

How will Gilson balance his intense focus on the PEM segment crisis while also defending margins in the HIP segment during a housing slowdown?

Question Answered #3

How does Gilson’s praised ability to empower his managers translate into tangible results when navigating the current commodity and operational crises?

Why Do Investors Use ManagementTrack?

How does ManagementTrack assess Jean-Marc Gilson at WLK?

ManagementTrack evaluates an executive’s track record, core competencies, and weaknesses through its proprietary career analysis and interviews with former colleagues. This profile is then measured against WLK’s most critical challenges: navigating PEM commodity pricing and margin compression, executing a cost and footprint overhaul, resolving operational disruptions to restore EBITDA, and defending HIP margins amid a slowing housing market.

What other methods does ManagementTrack use to link executive teams to future company performance?

To connect C-suite behavior with future results, ManagementTrack utilizes proprietary models to flag atypical evasiveness from executives during earnings call Q&A sessions. The platform also scrutinizes all insider trading activity to isolate outlier transactions that may predict subsequent over or underperformance. These analytical layers, combined with the ManagementTrack Rating—a predictive 1-10 score for every executive—give investors a clear, directional view on how management will likely impact company performance.

What is the scope of ManagementTrack’s coverage?

ManagementTrack offers real-time coverage on the C-suite of every publicly traded company.

How to Learn More

Reach out to sales@paragonintel.com or visit https://paragonintel.com/access-now/ to see our deep dive analysis on any executive.

 

Author

Colby Howard is the co-founder and President of Paragon Intel. Paragon Intel’s ManagementTrack is the premier executive analysis platform for hedge funds, asset managers, corporations, boards, and recruiters. Our proprietary data, built over a decade of analysis, allows us to analyze each public company executive to understand their fit and ability to execute at their company. We leverage our proprietary data – key quantitative research on an executive’s career plus interviews with their former colleagues – with public documents, including SEC filings (10-K, 10-Q), investor presentations, press releases, and earnings call transcripts. to build a holistic, evidence-based view of an executive’s capabilities and playbook.

Sources

  • Verified Career History by ManagementTrack for Jean-Marc Gilson
  • Analysis of Capital Allocation, Performance, and Fundamentals across career by ManagementTrack
  • Westlake Corp. 10Q
  • Westlake Corp. 10K
  • Westlake Corp. Earnings Calls
  • Westlake Corp. Press Releases

 

Relevant Links

© 2023 Paragon Intel