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

36 Followers

ARKAY Stock Chart & Stats

$63.50
-$0.09(-0.14%)
At close: 4:00 PM EDT
$63.50
-$0.09(-0.14%)

Bulls Say, Bears Say

Bulls Say
Exposure To High-growth End MarketsSustained volume growth in batteries, 3D printing and healthcare reflects structural demand for advanced materials. This supports multi-year revenue growth in higher-value segments, improves product mix, and strengthens Arkema's strategic positioning and pricing power versus commoditized chemicals.
Strategic Capacity Expansions (PVDF, Rilsan)New PVDF capacity and the Rilsan Clear start-up increase supply to battery and high-performance polymer markets, where demand is secular. These investments should lift higher-margin volumes over several years, deepen customer ties, and entrench Arkema's competitive position in electrification and specialty polymers.
Serviceable Balance Sheet And Positive Cash FlowSolid operating cash generation and positive free cash flow provide durable funding for capex and expansions without immediate reliance on external financing. Moderate debt/equity gives financial flexibility to execute growth projects and navigate cyclicality while supporting dividends and gradual deleveraging.
Bears Say
Compressed Margins And Earnings VolatilityVery thin net margins and weaker operating profitability reduce resilience to raw‑material and energy shocks. Lower margins compress returns on invested capital, constrain reinvestment capacity, and increase the firm's sensitivity to demand cycles, making sustained earnings recovery more challenging.
Working Capital Stress And Weaker Cash ConversionNegative recurring cash flow in Q1 and a declining free‑cash‑flow conversion trend indicate structural working‑capital and seasonality pressures. Persistently weaker cash conversion reduces internal funding for capex and dividends, raising reliance on debt or asset reallocations over the medium term.
Elevated Leverage And Rising Financial CostsHigher net leverage and rising financing costs limit strategic flexibility and increase refinancing risk if EBITDA weakens. Interest expense pressure reduces net income and available cash, constraining free cash flow and making the company more vulnerable to macro or sector downturns.

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 $5.14B.
      When is Arkema S.A.’s upcoming earnings report date?
      Arkema S.A.’s upcoming earnings report date is Nov 05, 2026 which is in 92 days.
        How were Arkema S.A.’s earnings last quarter?
        Arkema S.A. released its earnings results on Jul 30, 2026. The company reported $1.956 earnings per share for the quarter, beating the consensus estimate of $1.86 by $0.096.
          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 6.44%. See more information on Arkema S.A. dividends here
              What is Arkema S.A.’s EPS estimate?
              Arkema S.A.’s EPS estimate is 1.7.
                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 $1.956 in its last earnings report, beating expectations of $1.86. Following the earnings report the stock price went up 6.381%.
                    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 SA engages in manufacturing and supplying chemical products. It operates through the following segments: Adhesive Solutions, Advanced Materials, Coating Solutions, Intermediates, and Corporate. The Adhesive Solutions segment supplies technologies used in building activities for businesses and individuals, including sealants, tile and flooring adhesives and waterproofing systems, and technologies. The Advanced Materials segment offers innovative solutions with high added value to meet the major challenges of sustainable development, including lightweighting, new energies, access to water, bio-based products and recycling. The Coating Solutions segment focuses on the broad range of innovative products for decorative paints, industrial coatings and adhesives, and provides solutions for applications in the paper industry, superabsorbent, and water treatment. The Intermediates segment holds positions concerning competitive global product lines used in several industrial sectors such as construction, production of cold, the automotive industry, coatings and water treatment. The company was founded on January 31, 2003 and is headquartered in Colombes, France.

                      Arkema SA (ARKAY) Earnings & Revenues

                      ARKAY Company Deck

                      ARKAY Earnings Call

                      Q2 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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