The earnings call reflects a challenging macroeconomic environment impacting Arkema's performance, particularly in Coating Solutions and due to currency headwinds. However, the company demonstrated resilience in cash generation, growth in Advanced Materials, and strategic investments. The performance in Adhesive Solutions also remained strong despite market pressures.

Company Guidance -

Q3 2025

During Arkema's Q2 2025 conference call, the company provided guidance for the remainder of the year amidst challenging macroeconomic conditions. Arkema reported a Q2 EBITDA of EUR 364 million, with a robust EBITDA margin of 15.2%, despite a currency headwind of EUR 50 million impacting results. The company is targeting an annual EBITDA between EUR 1.3 billion and EUR 1.4 billion for 2025, with a corresponding recurring cash flow of EUR 300 million to EUR 400 million. They highlighted the resilience of their high-performance polymers and adhesives, which maintained strong margins close to 20% in the Advanced Materials segment. Arkema plans to achieve EUR 100 million in cost savings by the end of 2025, doubling their initial target and contributing to their strategic initiatives. Capital expenditures are expected to be kept at a maximum of EUR 650 million for the year, aligning with their focus on maintaining a healthy balance sheet with a net debt to EBITDA ratio of around 2.5x.

Solid Cash Generation

Arkema generated robust recurring cash flow above EUR 110 million in Q2 2025, reflecting strong working capital management and cost-cutting measures.

Advanced Materials Volume Growth

The Advanced Materials segment saw a 6% increase in volumes, driven by growth in Asia and new business development in high-value markets such as sports, battery, and 3D printing.

Adhesive Solutions Resilience

Despite pressure on volumes, the Adhesive Solutions segment maintained a strong performance with efficiency improvements and strict price discipline.

Strategic Expansion and Investment

Arkema is expanding its capacity in the U.S. and China, with new projects in biofuel additives and organic peroxide, and a new greenfield plant in Singapore for biosource polyamide 11 reaching breakeven.

Arkema SA (ARKAY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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ARKAY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 07, 2025	2025 (Q3)	1.81 / -	2.395	―	―	―
Jul 31, 2025	2025 (Q2)	2.03 / 1.78	3.097	-42.36% (-1.31)
May 07, 2025	2025 (Q1)	1.59 / 1.48	1.983	-25.47% (-0.51)
Feb 27, 2025	2024 (Q4)	1.68 / 1.32	1.537	-13.99% (-0.21)
Nov 06, 2024	2024 (Q3)	2.53 / 2.40	2.529	-5.30% (-0.13)
Aug 01, 2024	2024 (Q2)	2.76 / 3.10	3.057	1.31% (+0.04)
May 07, 2024	2024 (Q1)	1.91 / 1.98	2.377	-16.58% (-0.39)
Feb 29, 2024	2023 (Q4)	1.87 / 1.54	1.229	25.06% (+0.31)
Nov 09, 2023	2023 (Q3)	2.40 / 2.53	3.564	-29.04% (-1.04)
Jul 28, 2023	2023 (Q2)	2.63 / 3.06	6.108	-49.95% (-3.05)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

ARKAY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$70.66	$68.56	-2.97%
May 07, 2025	$70.88	$70.76	-0.17%
Feb 27, 2025	$84.16	$80.01	-4.93%
Nov 06, 2024	$84.40	$85.45	+1.24%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Arkema S.A. (ARKAY) report earnings?

Arkema S.A. (ARKAY) is schdueled to report earning on Nov 07, 2025, TBA (Confirmed).

What is Arkema S.A. (ARKAY) earnings time?

Arkema S.A. (ARKAY) earnings time is at Nov 07, 2025, TBA (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is ARKAY EPS forecast?

ARKAY EPS forecast for the fiscal quarter 2025 (Q3) is 1.81.

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