The earnings call highlighted Arkema's strategic expansions and successful cost management, but these were overshadowed by weaker-than-expected market conditions in the U.S. and Europe, leading to significant declines in EBITDA and revenue. The company is taking steps to mitigate these challenges, but the outlook remains cautious.

Company Guidance

During Arkema's Third Quarter 2025 Results and Outlook Conference Call, the company provided updated guidance amidst a challenging macroeconomic environment. Despite a weaker-than-expected U.S. market and low demand in Europe, Arkema reported substantial growth in several key markets, with sales up by 20% in batteries, sports, 3D printing, healthcare, and new generation fluorospecialties. Arkema increased its expected EBITDA contribution from major projects to EUR 60 million for 2025, up from the previously forecasted EUR 50 million. Additionally, the company is on track to achieve EUR 100 million in fixed and variable cost savings by the end of the year and plans to reduce capital expenditures to EUR 600 million in 2026. Arkema's Q3 sales were EUR 2.2 billion, representing an 8.6% year-on-year decline, while Q3 EBITDA stood at EUR 310 million. The company anticipates an EBITDA range of EUR 1.25 billion to EUR 1.3 billion for 2025.

Major Project Update

Arkema's major project is expected to bring in EUR 60 million additional EBITDA in 2025 versus 2024, up from the initially estimated EUR 50 million due to strong momentum in PVDF for batteries and new generation fluorospecialties.

Expansion in Advanced Electronics

Arkema announces expansion in the advanced electronics market, specifically data centers, with expected significant growth prospects, though starting from a low base.

Successful Cost-Cutting Initiatives

Arkema is on track to deliver EUR 100 million of fixed and variable cost savings by year-end. This includes efforts to offset inflation in 2025 and 2026.

Solid Cash Flow and Reduced Debt

Arkema delivered EUR 207 million recurring cash flow, up compared to last year despite lower earnings, and reduced CapEx next year to EUR 600 million while maintaining a robust balance sheet.

Arkema SA (ARKAY) 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

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ARKAY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Feb 26, 2026	2025 (Q4)	1.14 / -	1.322	―	―	―
Nov 07, 2025	2025 (Q3)	1.38 / 1.18	2.395	-50.73% (-1.22)
Jul 31, 2025	2025 (Q2)	2.03 / 1.78	3.097	-42.36% (-1.31)
May 07, 2025	2025 (Q1)	1.59 / 1.48	1.983	-25.47% (-0.51)
Feb 27, 2025	2024 (Q4)	1.68 / 1.32	1.537	-13.99% (-0.21)
Nov 06, 2024	2024 (Q3)	2.53 / 2.40	2.529	-5.30% (-0.13)
Aug 01, 2024	2024 (Q2)	2.76 / 3.10	3.057	1.31% (+0.04)
May 07, 2024	2024 (Q1)	1.91 / 1.98	2.377	-16.58% (-0.39)
Feb 29, 2024	2023 (Q4)	1.87 / 1.54	1.229	25.06% (+0.31)
Nov 09, 2023	2023 (Q3)	2.40 / 2.53	3.564	-29.04% (-1.04)

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

ARKAY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Nov 07, 2025	$56.57	$59.42	+5.04%
Jul 31, 2025	$70.66	$68.56	-2.97%
May 07, 2025	$70.88	$70.76	-0.17%
Feb 27, 2025	$84.16	$80.01	-4.93%

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 Arkema S.A. (ARKAY) report earnings?

Arkema S.A. (ARKAY) is schdueled to report earning on Feb 26, 2026, TBA (Confirmed).

What is Arkema S.A. (ARKAY) earnings time?

Arkema S.A. (ARKAY) earnings time is at Feb 26, 2026, TBA (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 ARKAY EPS forecast?

ARKAY EPS forecast for the fiscal quarter 2025 (Q4) is 1.14.

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