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Arkema S.A. (ARKAY)
OTHER OTC:ARKAY
US Market
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Arkema SA (ARKAY) Price & Analysis

36 Followers

ARKAY Stock Chart & Stats

$68.09
-$0.09(-0.14%)
At close: 4:00 PM EDT
$68.09
-$0.09(-0.14%)

Bulls Say, Bears Say

Bulls Say
Revenue ReboundThe sharp TTM revenue rebound indicates that Arkema continues to serve substantial demand across its specialty materials portfolio. If sustained, stronger volumes can improve capacity utilization, support customer relationships, and provide a foundation for restoring profitability as market conditions normalize.
Moderate LeverageModerate leverage and a sizable equity base provide financial support through the current earnings cycle. This balance-sheet position should preserve flexibility for ongoing investment, customer programs, and operational recovery while reducing the strain that materially higher debt would place on cash flows.
Positive Cash GenerationArkema remains cash generative in absolute terms, with operating cash flow funding positive free cash flow after investment needs. That recurring internal funding capacity can support operations and strategic priorities without relying exclusively on external financing, even though recent conversion has weakened.
Bears Say
Severe Margin CompressionVery thin current margins show that the revenue recovery is not yet translating into strong earnings. Profitability is materially below 2021–2023 levels, indicating reduced pricing power, higher costs, or unfavorable mix, and leaving less buffer to absorb further pressure across end markets.
Weak Returns And Earnings QualityA roughly 1% return on equity means Arkema is currently generating limited profit from its substantial capital base. The sharp decline from earlier net-income levels also signals an earnings cycle with weaker quality and visibility, which could constrain reinvestment effectiveness over coming quarters.
Declining Free Cash Flow TrendPositive free cash flow is being undermined by a deteriorating trend and weaker conversion relative to reported earnings. If this persists, less cash will be available to support dividends, debt reduction, or growth investment, making recovery more dependent on improved operating profitability and working-capital discipline.

Arkema SA News

ARKAY FAQ

What was Arkema S.A.’s price range in the past 12 months?
Arkema S.A. lowest stock price was $56.57 and its highest was $77.67 in the past 12 months.
    What is Arkema S.A.’s market cap?
    Arkema S.A.’s market cap is $4.67B.
      When is Arkema S.A.’s upcoming earnings report date?
      Arkema S.A.’s upcoming earnings report date is Nov 05, 2026 which is in 23 days.
        How were Arkema S.A.’s earnings last quarter?
        Arkema S.A. released its earnings results on Jul 30, 2026. The company reported $1.956 earnings per share for the quarter, beating the consensus estimate of $1.86 by $0.096.
          Is Arkema S.A. overvalued?
          According to Wall Street analysts Arkema S.A.’s price is currently Overvalued. Get more investment ideas with TipRanks Premium
            Does Arkema S.A. pay dividends?
            Arkema S.A. pays a Annually dividend of $4.181 which represents an annual dividend yield of 7.09%. See more information on Arkema S.A. dividends here
              What is Arkema S.A.’s EPS estimate?
              Arkema S.A.’s EPS estimate is 1.49.
                How many shares outstanding does Arkema S.A. have?
                Arkema S.A. has 76,060,830 shares outstanding.
                  What happened to Arkema S.A.’s price movement after its last earnings report?
                  Arkema S.A. reported an EPS of $1.956 in its last earnings report, beating expectations of $1.86. Following the earnings report the stock price went up 6.381%.
                    Which hedge fund is a major shareholder of Arkema S.A.?
                    Currently, no hedge funds are holding shares in ARKAY
                    What is the TipRanks Smart Score and how is it calculated?
                    Smart Score combines eight research factors - such as analyst recommendations, hedge fund trends, and technical indicators - to measure a stock’s outlook. These signals are unified into a single score that reflects bullish or bearish momentum. See detailed methodology

                      Arkema SA Stock Smart Score

                      Company Description

                      Arkema S.A.

                      Arkema SA engages in manufacturing and supplying chemical products. It operates through the following segments: Adhesive Solutions, Advanced Materials, Coating Solutions, Intermediates, and Corporate. The Adhesive Solutions segment supplies technologies used in building activities for businesses and individuals, including sealants, tile and flooring adhesives and waterproofing systems, and technologies. The Advanced Materials segment offers innovative solutions with high added value to meet the major challenges of sustainable development, including lightweighting, new energies, access to water, bio-based products and recycling. The Coating Solutions segment focuses on the broad range of innovative products for decorative paints, industrial coatings and adhesives, and provides solutions for applications in the paper industry, superabsorbent, and water treatment. The Intermediates segment holds positions concerning competitive global product lines used in several industrial sectors such as construction, production of cold, the automotive industry, coatings and water treatment. The company was founded on January 31, 2003 and is headquartered in Colombes, France.

                      Arkema SA (ARKAY) Earnings & Revenues

                      ARKAY Company Deck

                      ARKAY Earnings Call

                      Q2 2026
                      0:00 / 0:00
                      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.View all ARKAY earnings summaries
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                      Ownership Overview

                      0.01%<0.01%99.98%
                      ―
                      Insiders
                      <0.01% Other Institutional Investors
                      99.98% Public Companies and
                      Individual Investors
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