Arkema S.A. (ARKAY)
OTHER OTC:ARKAY
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Earnings Data
Report Date
Jul 30, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
2.11Last Year’s EPS
1.79Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
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.Company Guidance
Stable Volumes and Specialty Materials Growth
Group volumes were broadly stable year-on-year in Q1 2026; Specialty Materials volumes increased by 1.5% with all Specialty segments up and a strong pick-up in March.
Strong Performance in High-Growth End Markets
Volumes in attractive end markets (batteries, sport, 3D printing and healthcare) were up 15%, with batteries delivering strong growth driven by energy storage demand and supporting High Performance Polymers (HPP).
Q1 EBITDA Sequential Improvement
Q1 EBITDA was EUR 283 million, up 14% versus Q4 2025 (driven by March improvement), slightly above expectations despite adverse conditions.
PIAM and Coating Solutions Outperformance
PIAM EBITDA increased by >30% year-on-year in local currency, achieving a 35% EBITDA margin; Coating Solutions improved its EBITDA margin by 100 basis points and reported volumes +3%.
Disciplined Capital Allocation and Cash/CapEx Management
Q1 CapEx was EUR 75 million (on track for EUR 600 million full-year target); working capital ratio improved to 16.3% year-on-year, contributing to better recurring cash flow versus last year.
Progress on Key Growth Projects and Capacity Expansions
PVDF U.S. expansion (adding ~15% capacity) scheduled to start mid-year; announced +20% PVDF expansion in China (start 2028); Rilsan Clear unit in Singapore successfully started and is expected to support HPP earnings from Q2.
Confirmed 2026 Target and Active Cost Measures
Management confirmed its target of slight EBITDA growth at constant exchange rates for 2026 and is executing cost-cutting and fixed cost inflation measures to protect margins.
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 06, 2026 | $73.28 | $75.48 | +3.00% |
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% |
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 30, 2026, TBA (Confirmed).
What is Arkema S.A. (ARKAY) earnings time?
Arkema S.A. (ARKAY) earnings time is at Jul 30, 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 (Q2) is 2.11.