tiprankstipranks
Arkema S.A. (ARKAY)
OTHER OTC:ARKAY
US Market
Want to see ARKAY full AI Analyst Report?

Arkema SA (ARKAY) Price & Analysis

36 Followers

ARKAY Stock Chart & Stats

$61.68
$0.11(0.15%)
At close: 4:00 PM EST
$61.68
$0.11(0.15%)

Bulls Say, Bears Say

Bulls Say
Solid Balance Sheet And Asset BaseArkema's balance sheet shows equity funding a sizable portion of assets with debt at levels that appear manageable versus equity and assets. That structural capital base supports multi-year investment, project financing and operational resilience, preserving strategic optionality.
Consistent Cash GenerationPositive operating cash flow (~€1.02B TTM) and recurring free cash flow (~€0.40B TTM) provide durable internal financing for capex, dividend policy and project execution. Steady cash generation reduces dependence on external funding for strategic expansions.
High‑growth Segment Exposure And Capacity ExpansionInvestments in PVDF capacity and exposure to battery and other specialty markets (volumes in high‑growth pockets +15%) position Arkema to capture structurally stronger demand and higher‑value mix, supporting longer‑term revenue growth and margin recovery as these end markets expand.
Bears Say
Material Margin CompressionMargins have contracted sharply versus prior years, signalling weaker pricing power, adverse mix or cost pressures. Prolonged margin erosion reduces returns on invested capital, constrains retained earnings for reinvestment, and heightens vulnerability to input‑cost shocks.
Rising Leverage And Debt TrendDebt growth since 2021 and a net debt ratio near 2.8x LTM EBITDA reduce financial flexibility and raise interest expense. If earnings remain muted, elevated leverage limits capacity for additional strategic investments, increases refinancing risk, and can pressure credit metrics over the medium term.
Weak Cash Conversion And Working‑capital VolatilityFree cash flow is modest relative to accounting earnings and Q1 showed negative recurring cash flow due to seasonal working capital. Weak cash conversion and volatility make funding capex/dividends more reliant on debt or asset sales and increase sensitivity to demand swings.

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 $4.90B.
      When is Arkema S.A.’s upcoming earnings report date?
      Arkema S.A.’s upcoming earnings report date is Jul 30, 2026 which is in 23 days.
        How were Arkema S.A.’s earnings last quarter?
        Arkema S.A. released its earnings results on May 06, 2026. The company reported $1.011 earnings per share for the quarter, beating the consensus estimate of $0.912 by $0.099.
          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 7.04%. See more information on Arkema S.A. dividends here
              What is Arkema S.A.’s EPS estimate?
              Arkema S.A.’s EPS estimate is 2.07.
                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 $1.011 in its last earnings report, beating expectations of $0.912. Following the earnings report the stock price went up 3.004%.
                    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

                      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

                      Q1 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
                      Similar Stocks
                      Company
                      Price & Change
                      Follow
                      Eastman Chemical
                      International Flavors & Fragrances
                      LyondellBasell
                      PPG Industries
                      RPM International

                      Ownership Overview

                      0.01%<0.01%99.99%
                      Insiders
                      <0.01% Other Institutional Investors
                      99.99% Public Companies and
                      Individual Investors

                      Options Prices

                      Currently, No data available
                      ---
                      Popular Stocks