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Arkema S.A. (ARKAY)
:ARKAY
Earnings Data
Report Date
Jul 31, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
2.38Last Year’s EPS
3.1Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Date:May 07, 2025
|% Change Since: -3.15%
|Next Earnings Date:Jul 31, 2025
Earnings Call Sentiment|Neutral
Arkema's Q1 2025 earnings call highlighted strong growth in Asia and successful integration of acquisitions, while facing challenges with weak demand in Europe and the U.S., and significant declines in the Intermediates segment. The company remains optimistic about future growth through major projects and renewable energy initiatives.Company Guidance
During the Q1 2025 results conference call, Arkema's CEO Thierry Le Hénaff provided guidance amidst a challenging macroeconomic environment characterized by volatility and uncertainty, particularly due to trade tariffs. The company reported an EBITDA of EUR 329 million, a slight 6% decline year-on-year, with Specialty Materials showing resilience despite a 3% decline. Advanced Materials saw a 7% EBITDA increase, driven by high-performance polymers and significant growth in Asia. Arkema aims to achieve an EBITDA at least equal to last year's and a recurring cash flow close to EUR 600 million for 2025. Key projects include the ramp-up of new production units, with expectations for significant contributions in the second half of the year. The company is also progressing with its greenfield polyamide 11 plant in Singapore and planning a new PVDF capacity in the U.S., projecting high returns with a USD 20 million investment. Arkema remains focused on cost control, operational efficiency, and leveraging its global industrial footprint to navigate the uncertainties of global trade dynamics.Strong Performance in Asia
Asia demonstrated significant growth, particularly in high-performance polymers, with a 7% increase in EBITDA for Advanced Materials driven by the dynamic of new business developments in batteries, electronics, and sports.
Impressive Growth in PI Advanced Materials
PI Advanced Materials (PIAM) saw its EBITDA increase by more than 70% in Q1, supported by the rising demand for ultra-thin PI films for smartphones.
Successful Integration of Dow's Laminating Adhesives
Bostik benefited from the integration of Dow's laminating adhesives, starting well and contributing to sales with a positive scope effect of EUR 51 million.
Progress in Major Projects
Arkema is progressing with the ramp-up of the 1233zd unit in the U.S. and the greenfield polyamide 11 plant in Singapore, which is expected to exceed breakeven by summer.
Renewable Energy Initiatives
Arkema signed a long-term agreement with ENGIE for the supply of biomethane for Bostik in France, covering 85% of gas consumption from renewable sources.
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 |
|---|---|---|---|
May 07, 2025 | $70.88 | $70.76 | -0.17% |
Feb 27, 2025 | $84.16 | $80.01 | -4.93% |
Nov 06, 2024 | $84.40 | $85.45 | +1.24% |
Aug 01, 2024 | $86.83 | $88.06 | +1.42% |
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 Jul 31, 2025, TBA Not Confirmed.
What is Arkema S.A. (ARKAY) earnings time?
Arkema S.A. (ARKAY) earnings time is at Jul 31, 2025, TBA Not 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 (Q2) is 2.38.