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Chemtrade Logistics (TSE:CHE.UN)
TSX:CHE.UN
Earnings Data
Report Date
May 19, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.27Last Year’s EPS
0.42Same Quarter Last Year
Strong Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive operational narrative — 2025 was a record year with clear improvements in Regen acid reliability, progress on Cairo and Tulsa facility qualifications, and enhanced reporting transparency with the water chemicals segment split. Near-term challenges were highlighted, including sulphur-driven margin percentage pressure, temporary softness in caustic spot prices, heavier 2026 turnarounds (including a Q2 North impact), and a one-time reporting delay tied to the Polytec acquisition. Management expects many headwinds to normalize or recover in the second half of 2026, and sustaining/growth CapEx frameworks were clarified for modeling.Company Guidance
Record 2025 Performance
Company reported 2025 as a record year for Chemtrade, with management thanking employees for strong results and signalling overall strong full-year performance.
Strong SWC Segment Margin in 2025
SWC (water chemicals) segment delivered EBITDA margins of approximately 23% in 2025, demonstrating robust profitability for the segment despite cost volatility.
Operational Improvements in Regen Acid and Reliability
Regen acid business has shown steady year-over-year improvement in performance and reliability, with management noting ongoing incremental gains and a positive multi-year trend.
Cairo and Tulsa Facility Upgrades Driving Quality and Volume Ramp
Cairo facility approvals are progressing positively with many samples out and management expecting sales volume ramping in H2 2026; Tulsa received targeted upgrades using Cairo learnings to achieve higher quality and potential advanced-node qualification.
Segment Reporting and Visibility Improvement
Water chemicals will be broken out as a separate segment beginning with Q1 2026 reporting (released in May), improving modeling and transparency for revenue, EBITDA and margins by segment.
Capital Expenditure Framework and LTIP Guidance
Sustaining capital expected around $120M–$130M annually; growth CapEx guidance of roughly $35M–$50M (management noted $35M–$50M of growth CapEx does not include potential North Vancouver rezoning-related spend). Long-term incentive (LTIP) guidance provided in a $22M–$28M range for modeling.
TSE:CHE.UN 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
TSE:CHE.UN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 25, 2026 | C$15.83 | C$15.60 | -1.45% |
Nov 11, 2025 | C$14.24 | C$14.94 | +4.91% |
Aug 14, 2025 | C$10.80 | C$11.89 | +10.08% |
May 12, 2025 | C$9.45 | C$10.24 | +8.30% |
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 Chemtrade Logistics (TSE:CHE.UN) report earnings?
Chemtrade Logistics (TSE:CHE.UN) is schdueled to report earning on May 19, 2026, After Close (Confirmed).
What is Chemtrade Logistics (TSE:CHE.UN) earnings time?
Chemtrade Logistics (TSE:CHE.UN) earnings time is at May 19, 2026, After Close (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 TSE:CHE.UN EPS forecast?
TSE:CHE.UN EPS forecast for the fiscal quarter 2026 (Q1) is 0.27.