The earnings call for Arkema's Q2 2025 highlights resilience in certain segments like Advanced Materials and effective cost-cutting measures. However, the company faces challenges in overall revenue decline, particularly in the Coating Solutions segment, and significant currency impacts. While there are promising developments in new projects and capacity expansions, geopolitical and economic uncertainties continue to pose risks.

Company Guidance

During the conference call, Arkema provided guidance on its financial performance for the second half of 2025, amidst a challenging macroeconomic environment characterized by weak demand in the U.S. and Europe and unfavorable exchange rates. The company projected an EBITDA range of EUR 1.3 billion to EUR 1.4 billion for the year, factoring in a EUR 50 million FX headwind, and anticipated recurring cash flow between EUR 300 million and EUR 400 million. Despite a slight decline in volumes, Arkema reported a robust EBITDA margin of 15.2% in Q2, supported by resilient performance in its Adhesives and Advanced Materials segments. Cost-cutting measures are expected to achieve EUR 100 million in savings for the year, doubling the initial target. The net debt-to-EBITDA ratio was approximately 2.5x, with capital expenditures capped at EUR 650 million for 2025. Arkema emphasized its strategic focus on innovative materials and key growth markets, with significant projects expected to contribute over EUR 400 million to EBITDA by 2028.

Robust EBITDA Margin

Despite challenges, Arkema maintained a robust EBITDA margin of 15.2% for Q2 2025, showcasing the resilience of its portfolio.

Strong Performance in Advanced Materials

Advanced Materials segment saw a 6% increase in volumes with growth in most businesses, maintaining a margin close to 20%.

Cost-Cutting Measures and Cash Generation

Arkema implemented significant cost-cutting measures, generating a solid recurring cash flow of over EUR 110 million in Q2 2025.

Innovative Projects and Capacity Expansion

Arkema's major projects, like the new capacity for additives in the U.S. and the expansion of organic peroxide in China, are progressing well.

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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