LANXESS (DE:LXS)
XETRA:LXS
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Earnings Data
Report Date
Aug 13, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.23Last Year’s EPS
0.59Same Quarter Last Year
Based on 11 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced cautious optimism with clear risk awareness. Management signaled a sequential recovery into Q2 supported by pricing actions, recovering volumes in March/April, maintained full‑year guidance and tight working capital management. At the same time, Q1 was weak, input cost inflation (energy and precursors) will hit the Q2 P&L, geopolitical risk (Middle East) and raw‑material volatility create meaningful downside risk, and some structural/contingent liabilities (e.g., Envalior put) remain opaque. Overall, the positives (pricing, Q2 momentum, maintained guidance, working capital discipline) are offset by substantive near‑term cost and geopolitical headwinds.Company Guidance
Q2 Sequential Improvement Guidance
Management expects a clear sequential improvement in Q2 versus Q1 and provided a quantitative corridor for Q2 EBITDA contribution of EUR 130 million to EUR 150 million, highlighting stronger volumes and/or pricing as drivers.
Full-Year Guidance Maintained
Despite geopolitical uncertainty (Middle East), LANXESS did not change its full‑year guidance and indicated upside potential if Q2 momentum continues.
Pricing Actions Being Implemented
Company announced early price increases (March) to mitigate input cost inflation; rollout expected to ramp: initial impact in April, ~2/3 effect in May and full effect by June, with further impacts on contract pricing into Q3.
Improving Volume Momentum in March/April
Volumes were lower in January–February but showed recovery in March and a slight uptick in April and May with reasonable visibility into April sales and order book for May.
Tight Working Capital and Stable Net Debt
Management emphasized tight net working capital (lower than prior year) and disciplined cash management; typical net debt seasonality is an increase of around EUR 100–200 million at the beginning of the year, but net debt was kept at a comparable level.
Segment & Market Opportunities (Advanced Intermediates, Additives, Crop Protection)
Management highlighted material upside in Advanced Intermediates driven by customers prioritizing delivery security and rising China chemical prices; additives show moderate upside; Saltigo (crop protection/APIs) may benefit if customers rotate away from some Asian generics due to supply/freight pressures.
Bromine Price Level Improved vs Prior Years
Although bromine spot prices fell from a recent spike, the current level (~EUR 38,000–40,000/t) is substantially higher versus depressed levels a year or two ago (management noted ~100% higher than 1–2 years ago).
DE:LXS 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
DE:LXS Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | €18.06 | €17.05 | -5.59% |
Mar 19, 2026 | €13.36 | €11.82 | -11.53% |
Nov 06, 2025 | €19.43 | €17.04 | -12.30% |
Aug 14, 2025 | €24.30 | €23.96 | -1.40% |
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 LANXESS (DE:LXS) report earnings?
LANXESS (DE:LXS) is schdueled to report earning on Aug 13, 2026, Before Open (Confirmed).
What is LANXESS (DE:LXS) earnings time?
LANXESS (DE:LXS) earnings time is at Aug 13, 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 the P/E ratio of LANXESS stock?
The P/E ratio of LANXESS is N/A.
What is DE:LXS EPS forecast?
DE:LXS EPS forecast for the fiscal quarter 2026 (Q2) is 0.23.