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Earnings Data
Report Date
Jul 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.24Last Year’s EPS
0.14Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
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
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).
BASFY 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
BASFY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $15.25 | $15.61 | +2.33% |
Feb 27, 2026 | $14.28 | $13.99 | -2.04% |
Oct 29, 2025 | $12.16 | $12.25 | +0.80% |
Jul 30, 2025 | $12.31 | $12.15 | -1.34% |
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 Jul 29, 2026, Before Open (Confirmed).
What is BASF SE (BASFY) earnings time?
BASF SE (BASFY) earnings time is at Jul 29, 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 (Q2) is 0.24.