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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 $5.33B.
      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 70 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 $4.071 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 2.11.
                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

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                      Neutral
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                      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

                      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

                      Options Prices

                      Currently, No data available
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