BASF SE (BASFY) Earnings Dates, Call Summary & Reports

Q: When does BASF SE (BASFY) report earnings?

BASF SE (BASFY) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).

Q: What is BASF SE (BASFY) earnings time?

BASF SE (BASFY) earnings time is at Apr 30, 2026, Before Open (Confirmed).

Q: Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

Q: What companies are reporting earnings today?

You can see a list of the companies which are reporting today on TipRanks earnings calendar.

Q: What is BASFY EPS forecast?

BASFY EPS forecast for the fiscal quarter 2026 (Q1) is 0.27.

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Earnings Data

Report Date

Apr 30, 2026

Before Open (Confirmed)

Period Ending

2026 (Q1)

Consensus EPS Forecast

0.27

Last Year’s EPS

0.45

Same Quarter Last Year

Analyst Consensus

Hold

Based on 1 Analysts Ratings

Earnings Call Summary

Q4 2025

Earnings Call Date:Feb 27, 2026|

% Change Since:

Earnings Call Sentiment|Neutral

The call presented a balanced picture: strong strategic and operational milestones (Zhanjiang start‑up, Ag Solutions progress and margin, MDI expansion, portfolio realizations, cash‑flow and cost‑savings progress) contrast with meaningful near‑term financial headwinds (declining EBITDA, pricing pressure, currency impacts, China overcapacity and one‑time restructuring costs). Management emphasizes discipline on capex, costs and portfolio actions to navigate a challenging 2026 that is expected to be transitional.

Company Guidance

BASF guided that for 2026 it expects EBITDA before special items of EUR 6.2–7.0 billion, free cash flow of EUR 1.5–2.3 billion and payments for property, plant & equipment and intangibles of about EUR 3.4 billion, based on assumptions of Brent at USD 65/barrel and an exchange rate of $1.20/€, while Q1 2026 FX headwinds could cut EBITDA by up to ~EUR 200 million. Management reiterated a 2026–2029 CapEx envelope of EUR 13 billion (20% below last year’s four‑year forecast), with 2026 CapEx of EUR 3.3 billion (vs. EUR 4.0 billion in 2025) and only ~EUR 600 million more for Zhanjiang after EUR 1.6 billion in 2025. Cost measures were accelerated to an annual run‑rate of ~EUR 1.7 billion by end‑2025, with 2025 one‑offs of EUR 700 million (up ~EUR 300 million), 2026 one‑offs trimmed to EUR 300 million, a revised end‑2026 savings target of EUR 2.3 billion (cumulative one‑offs ~EUR 1.9 billion). Other reported metrics: FY‑2025 EBITDA before special items EUR 6.6 billion (Q4: EUR 1.0bn vs EUR 1.4bn prior year; Q4 FX ≈EUR 110m; FY FX ≈EUR 235m), net income EUR 1.6 billion (+25%), free cash flow EUR 1.3 billion, cash flow from operations EUR 5.6 billion (vs EUR 6.9bn), net debt EUR 18.3 billion, total assets EUR 76.2 billion, equity ratio 45.1%; dividend proposal EUR 2.25/share (yield ~5.1%) and buybacks ~EUR 355 million YTD; strategic milestones include Zhanjiang’s 32‑line start‑up (slightly negative year‑1, positive from 2027), MDI Geismar USD 1 billion expansion to ~600,000 tpa (start Q3 2026), Agricultural Solutions EBITDA margin ~22% with IPO readiness targeted for 2027, and Coatings enterprise value ~EUR 8.7 billion (Carlyle close targeted Q2).

Successful Zhanjiang-Verbund Site Start‑Up

All 32 key production lines at the Zhanjiang site were started on time and below budget; steam cracker started without lost time and is flexible on feedstock. Management expects a slightly negative earnings contribution in the first year of operation but positive earnings contribution from 2027.

Agricultural Solutions Strong Performance and IPO Path

Agricultural Solutions delivered an EBITDA margin before special items of 22%; separation work (legal entity and ERP) on track for completion by early 2027 and IPO readiness targeted for 2027. Acquisition of AgBiTech (complementary biologicals) expected to close H1 2026.

Major MDI Capacity Expansion in the U.S.

Geismar MDI expansion is on track with total investment of USD 1 billion — BASF's largest U.S. investment — doubling Geismar MDI capacity to ~600,000 metric tons/year with start-up planned for Q3 2026.

Portfolio Realizations and Coatings Transaction

Divestment of Decorative Paints completed; agreement with Carlyle for Coatings values the business at an enterprise value of EUR 8.7 billion and is on track to close in Q2 2026. BASF to retain 40% equity stake, creating upside potential.

Cash Flow and Balance Sheet Improvements

Free cash flow improved by around EUR 600 million to EUR 1.3 billion; cash flow from operating activities was EUR 5.6 billion. Net debt reduced to EUR 18.3 billion and equity ratio remained solid at 45.1%.

Cost Savings and Organizational Streamlining

Achieved an annual cost reduction run rate of ~EUR 1.7 billion by end‑2025 (EUR 100 million above original target for that date); target for end‑2026 raised to EUR 2.3 billion (from EUR 2.1 billion). Senior executives reduced by 11%; overall headcount reduced by 4,800 (excluding ~1,000 hires at Zhanjiang).

Capital Discipline: Lowered CapEx Guidance

Group plans capex of EUR 13 billion for 2026–2029 (20% lower than prior 4‑year forecast and >30% lower than 2024–2027 planning). 2026 capex expected at EUR 3.3 billion versus EUR 4.0 billion in 2025 (≈‑17.5%).

Shareholder Returns

Proposal to pay a dividend of EUR 2.25 per share (≈5.1% yield based on year‑end price) and share buybacks initiated (≈EUR 355 million repurchased by year‑end 2025).

BASF SE (BASFY) 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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BASFY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Apr 30, 2026	2026 (Q1)	0.27 / -	0.446	―	―	―
Feb 27, 2026	2025 (Q4)	0.05 / >-0.01	0.159	-100.63% (-0.16)
Oct 29, 2025	2025 (Q3)	0.09 / 0.15	0.087	73.56% (+0.06)
Jul 30, 2025	2025 (Q2)	0.17 / 0.14	0.252	-45.24% (-0.11)
May 02, 2025	2025 (Q1)	0.38 / 0.45	0.45	-0.89% (>-0.01)
Feb 28, 2025	2024 (Q4)	0.11 / 0.16	-0.049	424.49% (+0.21)
Oct 30, 2024	2024 (Q3)	0.12 / 0.09	0.085	2.35% (<+0.01)
Jul 26, 2024	2024 (Q2)	0.23 / 0.25	0.154	63.64% (+0.10)
Apr 25, 2024	2024 (Q1)	0.35 / 0.45	0.531	-15.25% (-0.08)
Feb 23, 2024	2023 (Q4)	0.16 / -0.05	0.024	-304.17% (-0.07)

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

BASFY Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Oct 29, 2025	$12.52	$12.62	+0.80%
Jul 30, 2025	$12.68	$12.51	-1.34%
May 02, 2025	$12.28	$11.94	-2.75%
Feb 28, 2025	$12.13	$12.20	+0.63%

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 BASF SE (BASFY) report earnings?

BASF SE (BASFY) is schdueled to report earning on Apr 30, 2026, Before Open (Confirmed).

What is BASF SE (BASFY) earnings time?

BASF SE (BASFY) earnings time is at Apr 30, 2026, Before Open (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 BASFY EPS forecast?

BASFY EPS forecast for the fiscal quarter 2026 (Q1) is 0.27.