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Arkema S.A. (ARKAY)
OTHER OTC:ARKAY
Earnings Data
Report Date
May 06, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.05Last Year’s EPS
1.48Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
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.Company Guidance
Strong Cash Generation
Recurring operating cash flow of EUR 464 million (above revised guidance of EUR 300 million) and free cash flow of EUR 390 million despite a challenging year; EBITDA-to-operating-cash conversion rate of 88%.
Resilient Balance Sheet and Deleveraging
Net debt including hybrid bonds slightly down at EUR 3.2 billion with net debt to last-12-month EBITDA ratio of 2.5x; outstanding hybrid bonds reduced to EUR 800 million after a EUR 300 million redemption.
Material Cost Savings and Efficiency Actions
Delivered around EUR 90 million of fixed and variable cost savings in 2025 (nearly double initial annual target); launched efficiency initiatives including >2% headcount reduction in 2025 and planned ~3% annual reductions over the next three years; targeting EUR 250 million cumulative cost savings (to be delivered earlier than planned).
Project Ramp-Ups Contributing to EBITDA
Major projects delivered ~EUR 60 million additional EBITDA in 2025; management expects projects to contribute around EUR 50 million additional EBITDA in 2026, with PVDF U.S. start-up planned in H1 2026 (increasing capacity by ~15% in the region).
Targeted CapEx and Capital Allocation
CapEx reduced to EUR 636 million in 2025 and guided down to EUR 600 million for 2026 to focus on targeted, high-return projects with faster payback.
Growth in High-Value Markets
Strong dynamics in key attractive markets (batteries, sports, 3D printing, healthcare and new-generation low-GWP fluorospecialties) with sales in these areas up 16% year-on-year; continued focus on R&D and strategic partnerships to support differentiation.
Stable Dividend Demonstrates Confidence
Board proposed a stable dividend of EUR 3.60 per share despite the challenging macro environment, signaling confidence in the portfolio and strategy.
Significant Progress on Climate Targets
Reported a 48.7% reduction in Scope 1 and 2 emissions at the end of 2025 (versus the stated target baseline) and announced strengthened ambitions for water withdrawals and waste treatment policies.
ARKAY Earnings History
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 |
|---|---|---|---|
Feb 26, 2026 | $71.10 | $72.50 | +1.96% |
Nov 07, 2025 | $56.57 | $59.42 | +5.05% |
Jul 31, 2025 | $70.66 | $68.56 | -2.97% |
May 07, 2025 | $70.88 | $70.76 | -0.17% |
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 May 06, 2026, TBA (Confirmed).
What is Arkema S.A. (ARKAY) earnings time?
Arkema S.A. (ARKAY) earnings time is at May 06, 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 2026 (Q1) is 1.05.