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Arkema S.A. (ARKAY)
OTHER OTC:ARKAY
US Market
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Arkema SA (ARKAY) Price & Analysis

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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 GenerationSustained operating cash flow (~€1.02B TTM) and positive free cash flow (~€0.40B TTM) provide durable internal funding for capex, dividends and debt servicing. Reliable cash generation supports financing of PVDF/HPP projects and cushions earnings volatility over the medium term.
Strategic Capacity ExpansionsMid‑year U.S. PVDF start (+15% capacity), a planned China +20% PVDF expansion and the Rilsan Clear start in Singapore are structural capacity gains. These projects increase exposure to higher‑value, growing markets (e.g., batteries, HPP), improving product mix and potential margin recovery over coming years.
Specialty Markets ExposureStrong volume growth (+15%) in batteries, 3D printing, healthcare and other high‑growth pockets demonstrates durable end‑market demand. Structural exposure to energy storage and advanced applications supports higher‑value sales, repeat customer qualification and resilience versus commodity cycles.
Bears Say
Margin CompressionMaterial margin erosion to ~0.5% net and ~3.3% EBIT (TTM) versus prior years materially reduces internal profitability. Sustained weak margins impair ROE, limit reinvestment capacity and heighten reliance on pricing recovery and cost actions to restore durable earnings power.
Rising LeverageDebt has increased since 2021 and net debt (~€3.3B including hybrids) with ~2.8x net debt/LTM EBITDA reduces financial flexibility. Elevated leverage raises interest burden and constrains capacity for opportunistic M&A or extended investment if earnings recovery is delayed.
Input-cost And Demand HeadwindsPersistent input‑cost inflation and Middle East supply‑chain risks increase raw material and logistics expenses and create time‑lags in passing costs to customers. Coupled with Europe/US demand softness, these structural headwinds pressure margins and make sustained earnings recovery uncertain.

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 $77.67 in the past 12 months.
    What is Arkema S.A.’s market cap?
    Arkema S.A.’s market cap is $5.02B.
      When is Arkema S.A.’s upcoming earnings report date?
      Arkema S.A.’s upcoming earnings report date is Jul 30, 2026 which is in 49 days.
        How were Arkema S.A.’s earnings last quarter?
        Arkema S.A. released its earnings results on May 06, 2026. The company reported $1.011 earnings per share for the quarter, beating the consensus estimate of $0.912 by $0.099.
          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 $4.181 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 2.08.
                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 $1.011 in its last earnings report, beating expectations of $0.912. Following the earnings report the stock price went up 3.004%.
                    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

                      Arkema SA Stock Smart Score

                      Company Description

                      Arkema S.A.

                      Arkema S.A. is a global producer and distributor of specialized chemical products and high-performance materials. Its operations are structured into four primary divisions: Adhesive Solutions, Advanced Materials, Coating Solutions, and Intermediates. The Adhesive Solutions segment delivers bonding agents for a wide array of uses, spanning building and home improvement projects, consumer durables, and various packaging and non-woven products. This includes offerings like sealants, tile and flooring adhesives, and waterproofing systems for the construction sector, alongside industrial applications such as automotive, textiles, glazing, packaging (both flexible and rigid), and hygiene products. Within Advanced Materials, Arkema develops specialized polyamides, polyvinylidene fluoride, and a suite of performance additives. These additives, including unique surfactants, molecular sieves, organic peroxides, thiochemicals, and hydrogen peroxide, serve diverse industries such as automotive, energy (oil & gas, renewables), consumer products, electronics, construction, coatings, animal feed, and water purification. Its Coating Solutions segment encompasses acrylics for both European and American markets, various coating resins, Sartomer photocure resins, and Coatex rheology additives. This division also provides decorative and industrial coatings, as well as adhesives, finding applications in paper, superabsorbent polymers, water and oil & gas treatment, 3D printing, and electronics. The Intermediates segment produces fluorogases, acrylics, and other industrial chemical intermediates crucial for construction, refrigeration, air conditioning, automotive manufacturing, coatings, and water processing. Established in 2003, Arkema S.A. maintains its corporate headquarters in Colombes, France.

                      Arkema SA (ARKAY) Earnings & Revenues

                      ARKAY Company Deck

                      ARKAY Earnings Call

                      Q1 2026
                      0:00 / 0:00
                      Earnings Call Sentiment|Neutral
                      The call portrayed a resilient operational performance amid a challenging macro and geopolitical backdrop: management delivered stable volumes, Specialty Materials growth (notably strong in batteries and PIAM), sequential EBITDA improvement and progress on strategic capacity projects while maintaining disciplined CapEx and working capital control. Offsetting these positives were a material year-on-year revenue decline (-8.4%), Y/Y EBITDA pressure partly from currency (~EUR 20m) and continued demand softness in Europe and the U.S., together with rising input-cost inflation and supply-chain uncertainty from the Middle East. The company reiterated its 2026 slight-EBITDA-growth-at-constant-FX target and is pursuing pricing and cost measures to mitigate headwinds.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

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