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Arkema S.A. (ARKAY)
OTHER OTC:ARKAY
US Market

Arkema SA (ARKAY) Price & Analysis

36 Followers

ARKAY Stock Chart & Stats

$61.68
$0.11(0.15%)
At close: 4:00 PM EST
$61.68
$0.11(0.15%)

Bulls Say, Bears Say

Bulls Say
Cash Generation & ConversionArkema generated strong recurring operating cash (EUR 464m) and free cash (EUR 390m) with an 88% EBITDA→cash conversion in a weak year. Durable cash generation supports reinvestment in high-return projects, dividend continuity and deleveraging even through industry cycles.
Project Ramp-ups & High-value Market ExposureDelivered project-driven EBITDA and a PVDF U.S. start-up that boosts regional capacity ~15%. These capacity additions and product ramps strengthen exposure to faster-growing, higher-margin end-markets (batteries, healthcare, 3D printing), supporting more durable revenue mix and margin recovery.
Cost Savings And Capital DisciplineManagement accelerated efficiency programs, delivering ~EUR 90m of savings and targeting EUR 250m cumulative. Combined with targeted CapEx guidance, this structural focus on cost and disciplined spending should sustainably improve margins and cash returns as cyclical pressure eases.
Bears Say
Profitability DeteriorationMargins and profitability compressed sharply in 2025, with net margin near 0.7% and recurring EBIT margin 6.2%. Sustained margin erosion reduces internal reinvestment capacity, depresses ROE and makes the business more reliant on cost actions and cyclical recovery for durable profitability restoration.
Rising LeverageLeverage has climbed materially vs prior years (debt/equity ~0.89, net debt + hybrids ~EUR 3.2bn, net debt/EBITDA ~2.5x). Higher indebtedness constrains financial flexibility, increases interest sensitivity and limits room for opportunistic investment or large acquisitions during prolonged downturns.
Cyclical Exposure & Limited VisibilitySignificant exposure to cyclical businesses (acrylics, legacy refrigerants) and customer destocking drives volatile volumes and pricing. These structural end-market swings, plus FX sensitivity, reduce predictability of revenue and margins and may prolong recovery even if higher-value segments grow.

Arkema SA News

ARKAY FAQ

What was Arkema S.A.’s price range in the past 12 months?
Arkema S.A. lowest stock price was $56.57 and its highest was $78.14 in the past 12 months.
    What is Arkema S.A.’s market cap?
    Arkema S.A.’s market cap is $5.48B.
      When is Arkema S.A.’s upcoming earnings report date?
      Arkema S.A.’s upcoming earnings report date is May 06, 2026 which is in 21 days.
        How were Arkema S.A.’s earnings last quarter?
        Arkema S.A. released its earnings results on Feb 26, 2026. The company reported $0.519 earnings per share for the quarter, missing the consensus estimate of $0.773 by -$0.254.
          Is Arkema S.A. overvalued?
          According to Wall Street analysts Arkema S.A.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Arkema S.A. pay dividends?
            Arkema S.A. pays a Annually dividend of $4.071 which represents an annual dividend yield of 7.04%. See more information on Arkema S.A. dividends here
              What is Arkema S.A.’s EPS estimate?
              Arkema S.A.’s EPS estimate is 0.91.
                How many shares outstanding does Arkema S.A. have?
                Arkema S.A. has 76,060,830 shares outstanding.
                  What happened to Arkema S.A.’s price movement after its last earnings report?
                  Arkema S.A. reported an EPS of $0.519 in its last earnings report, missing expectations of $0.773. Following the earnings report the stock price went up 1.965%.
                    Which hedge fund is a major shareholder of Arkema S.A.?
                    Currently, no hedge funds are holding shares in ARKAY
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Company Description

                      Arkema S.A.

                      Arkema S.A. manufactures and sells specialty chemicals and advanced materials worldwide. The company operates through Adhesive Solutions, Advanced Materials, Coating Solutions, and Intermediates segments. It provides adhesive solutions for construction, renovation of buildings, DIY, durable goods, and packaging and non-woven applications; and supplies technologies used in building activities for businesses and individuals, including sealants, tiles, flooring adhesives and waterproofing systems, and technologies used in industry, which include automotive, textiles, glazing, flexible and rigid packaging, and hygiene markets. The company also offers advanced materials consisting of specialty polyamides and polyvinylidene fluoride; and performance additives, such as specialty surfactants and molecular sieves, organic peroxides, thiochemicals, and hydrogen peroxide for use in automotive and transportation, oil and gas, renewable energies, consumer goods, electronics, construction, coatings, animal nutrition, and water treatment sectors. In addition, it provides coating solutions comprising EU/US acrylics and coating resins; sartomer photocure resins and coatex rheology additives; decorative paints, industrial coatings, and adhesives; and solutions for applications in the paper, superabsorbents, water treatment and oil and gas extraction, and 3D printing and electronics industries. Further, the company offers fluorogases and acrylics; and industrial intermediate chemicals used in construction, refrigeration and air conditioning, automotive, coatings, and water treatment sectors. Arkema S.A. was incorporated in 2003 and is headquartered in Colombes, France.

                      Arkema SA (ARKAY) Earnings & Revenues

                      ARKAY Company Deck

                      ARKAY Earnings Call

                      Q4 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call presents a mixed picture: Arkema faced notable top-line and EBITDA pressure in 2025 driven by macro weakness, currency headwinds, destocking and cyclical stress in acrylics and old-generation refrigerants. Offsetting those headwinds, the company delivered strong cash generation (EUR 464m), high cash conversion (88%), accelerated cost savings (~EUR 90m), project ramp-ups that added EBITDA and maintained a stable dividend. Management is focused on efficiency, targeted CapEx, and further project ramp-ups in 2026 while signaling continued macro uncertainty. Overall the positives (cash, savings, project momentum, balance sheet strength and sustainability progress) balance the operational and market challenges.View all ARKAY earnings summaries
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                      Ownership Overview

                      0.01%<0.01%99.99%
                      Insiders
                      <0.01% Other Institutional Investors
                      99.99% Public Companies and
                      Individual Investors

                      Options Prices

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