The earnings call presented a mixed outlook with notable achievements in the Agricultural Solutions and Surface Technologies segments, supported by strong cost savings initiatives. However, these were tempered by challenges in the Chemicals segment, decreased earnings, and global economic uncertainties.

Company Guidance

During the BASF SE half-year press conference for 2025, the company reported financial figures and provided guidance for the remainder of the year. BASF adjusted its full-year outlook due to elevated macroeconomic and geopolitical uncertainties, particularly highlighting the ongoing margin pressure in the chemical market. The company reported an EBITDA before special items of EUR 1.8 billion for Q2 2025, a decline from EUR 2 billion in the prior year. The Agricultural Solutions segment achieved considerable earnings growth with volumes rising 21% compared to the previous year. The Surface Technologies segment also showed robust performance, with a 10% rise in EBITDA before special items to EUR 350 million. However, the Chemicals segment faced challenges due to unfavorable supply and demand conditions, and startup costs for the new Verbund site in Zhanjiang burdened earnings by EUR 70 million. For the full year 2025, BASF expects EBITDA before special items to range between EUR 7.3 billion and EUR 7.7 billion and free cash flow between EUR 0.4 billion and EUR 0.8 billion. The company is focused on executing portfolio management strategies, including the potential IPO of its Agricultural Solutions segment by 2027 and the divestiture of its Decorative Paints business.

Strong Performance in Agricultural Solutions

The Agricultural Solutions segment achieved remarkable growth of 21% compared with the prior year quarter, with volumes increasing across most sectors. Earnings improved by EUR 282 million to EUR 417 million, resulting in a strong EBITDA margin before special items of 30%.

Surface Technologies Segment Growth

The Surface Technologies segment recorded robust volume growth, with volumes increasing by 6.5%. EBITDA before special items rose by around 10% to EUR 350 million, driven by strong contributions from Environmental Catalyst and Metal Solutions.

Portfolio Management Progress

BASF is executing its portfolio management strategy, including the sale of the Decorative Paints business to Sherwin-Williams for USD 1.15 billion and exploring strategic options for the Coatings activities.

Cost Savings and Financial Strength

BASF accelerated cost savings programs, now expecting to generate annual cost savings of EUR 1.6 billion by year-end 2025. Free cash flow increased to EUR 533 million in Q2 2025, compared to EUR 471 million in Q2 2024.

BASF SE (BASFY) 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

Daily Earnings Calendar >

BASFY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2025 (Q3)	0.11 / -	0.087	―	―	―
Jul 30, 2025	2025 (Q2)	0.17 / 0.14	0.252	-45.24% (-0.11)
May 02, 2025	2025 (Q1)	0.38 / 0.45	0.45	-0.89% (>-0.01)
Feb 28, 2025	2024 (Q4)	0.11 / 0.16	-0.049	424.49% (+0.21)
Oct 30, 2024	2024 (Q3)	0.12 / 0.09	0.085	2.35% (<+0.01)	―
Jul 26, 2024	2024 (Q2)	0.23 / 0.25	0.154	63.64% (+0.10)
Apr 25, 2024	2024 (Q1)	0.35 / 0.45	0.531	-15.25% (-0.08)
Feb 23, 2024	2023 (Q4)	0.16 / -0.05	0.024	-304.17% (-0.07)
Oct 31, 2023	2023 (Q3)	0.09 / 0.09	0.445	-80.90% (-0.36)
Jul 28, 2023	2023 (Q2)	0.23 / 0.15	0.6	-74.33% (-0.45)

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

BASFY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 30, 2025	$12.68	$12.51	-1.34%
May 02, 2025	$12.28	$11.94	-2.77%
Feb 28, 2025	$12.13	$12.20	+0.58%
Oct 30, 2024	$11.75	$11.58	-1.45%

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 BASF SE (BASFY) report earnings?

BASF SE (BASFY) is schdueled to report earning on Oct 22, 2025, Before Open (Confirmed).

What is BASF SE (BASFY) earnings time?

BASF SE (BASFY) earnings time is at Oct 22, 2025, Before Open (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 BASFY EPS forecast?

BASFY EPS forecast for the fiscal quarter 2025 (Q3) is 0.11.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing