Arkema S.A.

Informe acción ENXTPA:AKE

Capitalización de mercado: €4.6b

Arkema Resultados de beneficios anteriores

Pasado controles de criterios 0/6

Los beneficios de Arkema han disminuido a una tasa media anual de -39%, mientras que en la industria Chemicals los beneficios crecieron en un 7.4% anualmente. Los ingresos han ido disminuyendo a una tasa media de 0.8% al año. La rentabilidad financiera de Arkema es de 0.6%, y sus márgenes netos son de 0.2%.

Información clave

-39.02%

Tasa de crecimiento de los beneficios

-38.87%

Tasa de crecimiento del BPA

Crecimiento de la industria Chemicals 10.42%
Tasa de crecimiento de los ingresos-0.81%
Rentabilidad financiera0.56%
Margen neto0.19%
Próxima actualización de resultados30 Jul 2026

Actualizaciones de resultados anteriores recientes

Artículo de análisis May 18

Some May Be Optimistic About Arkema's (EPA:AKE) Earnings

Soft earnings didn't appear to concern Arkema S.A.'s ( EPA:AKE ) shareholders over the last week. We think that the...
Artículo de análisis Nov 16

There May Be Reason For Hope In Arkema's (EPA:AKE) Disappointing Earnings

Arkema S.A.'s ( EPA:AKE ) stock was strong despite it releasing a soft earnings report last week. We think that...

Recent updates

Artículo de análisis May 18

Some May Be Optimistic About Arkema's (EPA:AKE) Earnings

Soft earnings didn't appear to concern Arkema S.A.'s ( EPA:AKE ) shareholders over the last week. We think that the...
Actualización de narrativa Apr 30

AKE: Battery Materials Expansion Will Support Future Rerating Potential

Arkema's analyst fair value estimate has moved slightly higher to about €81.56, reflecting analysts' updated assumptions on revenue growth, profit margins, and future P/E in light of recent upgrades, downgrades, and modest price target increases from several banks. Analyst Commentary Recent Street research on Arkema is mixed, but there is a clear cluster of more constructive calls that help frame how supportive analysts currently see the risk and reward around the stock.
Actualización de narrativa Apr 15

AKE: Battery Expansion And Margin Execution Will Constrain Future Re Rating Potential

Arkema's fair value estimate has shifted from €44.00 to €50.00 as analysts factor in updated assumptions on revenue growth, profit margins and future P/E multiples, in line with a recent series of higher price targets and rating changes across major research firms. Analyst Commentary Recent Street research on Arkema presents a mixed picture, with several higher price targets sitting alongside at least one downgrade and more restrained views on upside.
Actualización de narrativa Apr 01

AKE: Battery Capacity Push Will Face Execution Risk And Uncertain Earnings Trajectory

Analysts have nudged Arkema's average price target higher to around €60 to €65, citing recent target increases from several banks and mixed rating changes that reflect a more balanced view on growth, margins, and a higher assumed future P/E multiple. Analyst Commentary Recent research has given Arkema a more mixed backdrop, with some banks lifting price targets while others turn more cautious on the shares, despite keeping targets within a relatively tight €60 to €65 range.
Actualización de narrativa Mar 18

AKE: Battery Materials Expansion And Mixed Ratings Will Shape Future Rerating

Arkema's analyst price target has edged up by €0.13 to €61.88, reflecting a blend of higher fair value P/E assumptions and mixed rating actions from analysts who have recently adjusted targets between €60 and €65. Analyst Commentary Bullish Takeaways Bullish analysts are comfortable assigning price targets in the €62 to €65 range, which supports the current blended target of €61.88 and signals confidence that Arkema can justify a slightly higher P/E than previously assumed.
Actualización de narrativa Mar 04

AKE: Battery Materials Expansion And Decarbonization Efforts Will Support Future Rerating

Our analyst price target for Arkema shifts from €65.06 to €61.88 as analysts factor in recent downgrades and lower external price targets, along with updated assumptions for revenue growth, profit margins and future P/E multiples. Analyst Commentary Recent Street research on Arkema has been mixed, with both upgrades and downgrades sitting alongside reduced price targets.
Actualización de narrativa Feb 17

AKE: Battery Materials And Specialty Polymers Will Support Re Rating

Arkema's analyst price target has shifted from €85.00 to €80.00, as analysts factor in slightly softer assumptions on revenue growth, profit margins and future P/E, even as recent research updates include both an upgrade and a separate €5 adjustment to targets. Analyst Commentary Recent research on Arkema sends a mixed but broadly constructive signal, with the latest changes in price targets and ratings pointing to a more nuanced view of the company’s risk and reward profile.
Artículo de análisis Feb 13

After Leaping 26% Arkema S.A. (EPA:AKE) Shares Are Not Flying Under The Radar

The Arkema S.A. ( EPA:AKE ) share price has done very well over the last month, posting an excellent gain of 26%. Not...
Actualización de narrativa Feb 03

AKE: Battery Expansion Will Face Tougher Sector Backdrop And Execution Risk

Analysts have trimmed their price target on Arkema by €5, reflecting softer revenue growth assumptions, a slightly lower future P/E multiple, and sector headwinds highlighted in recent research, while keeping fair value broadly unchanged. Analyst Commentary Recent research points to a more cautious tone around Arkema, with pricing assumptions and sector views putting some pressure on sentiment.
Actualización de narrativa Jan 20

AKE: Battery Materials Expansion Will Face Tougher Sector Backdrop And Execution Risk

Narrative update Analysts have trimmed their price target on Arkema by €3 to €44, reflecting a lower fair value estimate along with updated views on revenue growth, margins and a reduced future P/E multiple, following recent cautious research on European chemicals and ingredients groups. Analyst Commentary Street research on Arkema has turned more cautious, with bearish analysts trimming price targets and flagging risks around growth visibility and valuation.
Actualización de narrativa Jan 06

AKE: Battery Materials Push Will Support Re Rating Despite Sector Downgrade

Analysts have trimmed their fair value estimate for Arkema to €85 from €95. This reflects lower assumed revenue growth, a slightly softer profit margin profile, a higher discount rate and more conservative future P/E expectations following recent cuts to Street price targets and a sector downgrade.
Actualización de narrativa Dec 21

AKE: Battery Materials Push Will Confront Tougher Sector Backdrop Ahead

The analyst fair value estimate for Arkema has been reduced from EUR 56 to EUR 47 as analysts factor in a higher discount rate, weaker revenue growth expectations, softer profit margins, and a sector wide shift toward more favored industrial gases and specialty distributors. Analyst Commentary Recent Street research reflects a more cautious stance on Arkema, with several bearish analysts trimming price targets and, in at least one case, reducing their rating.
Actualización de narrativa Dec 07

AKE: Sustainability And Decarbonization Investments Will Drive Future Rerating Despite Recent Downgrade

Arkema's analyst price target has been trimmed by about EUR 1 to EUR 65.06 as analysts factor in slightly softer long term growth and margin expectations, alongside a wave of recent price target cuts and a fresh Underweight rating from the Street. Analyst Commentary Recent Street research presents a mixed picture for Arkema, with several price target cuts but divergent views on the company’s medium term execution and earnings power.
Actualización de narrativa Nov 23

AKE: Recent Downgrade Will Be Offset By Sustainability Actions And Emissions Reductions

Analysts have lowered the fair value estimate for Arkema from €70.63 to €66.06, citing cautious sector sentiment and a series of reduced price targets across the chemical industry. Analyst Commentary Analysts continue to reassess Arkema's prospects in response to both company-specific and broader sector developments.
Artículo de análisis Nov 16

There May Be Reason For Hope In Arkema's (EPA:AKE) Disappointing Earnings

Arkema S.A.'s ( EPA:AKE ) stock was strong despite it releasing a soft earnings report last week. We think that...
Artículo de análisis Nov 12

Arkema S.A. (EPA:AKE) Just Reported, And Analysts Assigned A €66.94 Price Target

Investors in Arkema S.A. ( EPA:AKE ) had a good week, as its shares rose 6.6% to close at €52.60 following the release...
Actualización de narrativa Nov 06

AKE: Operational Improvements And Sustainability Efforts Will Drive Future Upside

The consensus analyst price target for Arkema has been reduced notably in recent updates, with targets now ranging from EUR 55 to EUR 80. Analysts cite cautious expectations for revenue growth and refining profit margin assumptions as reasons for the adjustment.
Actualización de narrativa Oct 23

Analysts Revise Arkema Price Target Lower Amid Cautious Optimism and Recent Sustainability Initiatives

Arkema's analyst price target has been revised downward from €72.75 to €70.63. This change reflects recent analyst adjustments driven by lower growth and profit expectations.
Actualización de narrativa Oct 09

New Capacity And R&D Focus Will Accelerate Renewable Transition

Arkema's analyst price target has been revised downward from €76.06 to €72.75. This change reflects analysts' expectations for slower revenue growth and a higher discount rate, even though profit margins have seen slight improvement.
Actualización de narrativa Sep 25

New Capacity And R&D Focus Will Accelerate Renewable Transition

Analysts have trimmed Arkema’s price target to €76.06, reflecting heightened caution around 2025 guidance cuts, persistent margin pressure, and weaker end-market demand, despite some confidence in the company’s long-term positioning. Analyst Commentary Bearish analysts cite increased risk of significant 2025 guidance cuts, particularly ahead of Q2 results.
Artículo de análisis Aug 27

Is It Too Late To Consider Buying Arkema S.A. (EPA:AKE)?

While Arkema S.A. ( EPA:AKE ) might not have the largest market cap around , it received a lot of attention from a...
Artículo de análisis Aug 06

Arkema S.A. Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Arkema S.A. ( EPA:AKE ) shareholders are probably feeling a little disappointed, since its shares fell 6.5% to €58.65...
Artículo de análisis Jul 27

These 4 Measures Indicate That Arkema (EPA:AKE) Is Using Debt Reasonably Well

Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
Artículo de análisis Jul 05

Potential Upside For Arkema S.A. (EPA:AKE) Not Without Risk

There wouldn't be many who think Arkema S.A.'s ( EPA:AKE ) price-to-earnings (or "P/E") ratio of 15.1x is worth a...
Artículo de análisis May 23

Arkema (EPA:AKE) Is Increasing Its Dividend To €3.60

Arkema S.A. ( EPA:AKE ) will increase its dividend from last year's comparable payment on the 28th of May to €3.60...
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Nueva narrativa Dec 05

Specialty Materials And Renewable Energy Initiatives Ignite Earnings Growth And Margin Expansion

Strategic projects and acquisitions aim to enhance Arkema's earnings growth and stability, leveraging mega trends in energy and healthcare.

Desglose de ingresos y gastos

Cómo gana y gasta dinero Arkema. Basado en los últimos beneficios reportados, en base a los últimos doce meses (LTM).


Historial de beneficios e ingresos

ENXTPA:AKE Ingresos, gastos y beneficios (EUR Millions)
FechaIngresosBeneficiosGastos G+AGastos de I+D
31 Mar 268,86917906284
31 Dec 259,06839923284
30 Sep 259,236127937281
30 Jun 259,443210928283
31 Mar 259,584308946280
31 Dec 249,544338935278
30 Sep 249,493346926278
30 Jun 249,425342913276
31 Mar 249,331349898274
31 Dec 239,514402892275
30 Sep 239,799393870275
30 Jun 2310,445503875273
31 Mar 2311,187752870274
31 Dec 2211,550949858270
30 Sep 2211,5431,050863264
30 Jun 2210,9691,073836257
31 Mar 2210,1801,498815248
31 Dec 219,5191,293788243
30 Sep 219,0041,212768242
30 Jun 218,5151,057755240
31 Mar 218,022350739238
31 Dec 207,884304755241
30 Sep 207,952312796242
30 Jun 208,259365815246
31 Mar 208,611422828251
31 Dec 198,738491812249
30 Sep 198,892561782245
30 Jun 198,843590766242
31 Mar 198,859633761239
31 Dec 188,816674758237
30 Sep 188,566685749235
30 Jun 188,418653743232
31 Mar 188,346594736234
31 Dec 178,326543738235
30 Sep 178,221492733233
30 Jun 178,040446728231
31 Mar 177,794433722227
31 Dec 167,535394705222
30 Sep 167,443390701220
30 Jun 167,551355701218
31 Mar 167,705341693214
31 Dec 157,683285677209
30 Sep 157,354263616194
30 Jun 156,886226555181

Ingresos de calidad: AKE tiene una única gran pérdida de €129.1M que afecta a sus resultados financieros de los últimos 12 meses de 31st March, 2026.

Margen de beneficios creciente: Los actuales márgenes de beneficio(0.2%) de AKE son inferiores a los del año pasado (3.2%).


Análisis del flujo de caja libre vs. Beneficios


Análisis del crecimiento de los beneficios en el pasado

Tendencia de beneficios: Los beneficios de AKE han disminuido en un 39% al año en los últimos 5 años.

Acelerando crecimiento: AKE ha tenido un crecimiento negativo de los beneficios en el último año, por lo que no puede compararse con su media de 5 años.

Beneficios vs. Industria: AKE tuvo un crecimiento negativo de los beneficios (-94.5%) durante el año pasado, lo que dificulta la comparación con la media de la industria Chemicals (6.4%).


Rentabilidad financiera

Alta ROE: La rentabilidad financiera de AKE (0.6%) se considera baja.


Rentabilidad económica


Rendimiento del capital invertido


Descubre empresas con buenos resultados en el pasado

Análisis de la empresa y estado de los datos financieros

DatosÚltima actualización (huso horario UTC)
Análisis de la empresa2026/05/20 01:14
Precio de las acciones al final del día2026/05/20 00:00
Beneficios2026/03/31
Ingresos anuales2025/12/31

Fuentes de datos

Los datos utilizados en nuestro análisis de empresas proceden de S&P Global Market Intelligence LLC. Los siguientes datos se utilizan en nuestro modelo de análisis para generar este informe. Los datos están normalizados, lo que puede introducir un retraso desde que la fuente está disponible.

PaqueteDatosMarco temporalEjemplo Fuente EE.UU. *
Finanzas de la empresa10 años
  • Cuenta de resultados
  • Estado de tesorería
  • Balance
Estimaciones del consenso de analistas+3 años
  • Previsiones financieras
  • Objetivos de precios de los analistas
Precios de mercado30 años
  • Precios de las acciones
  • Dividendos, escisiones y acciones
Propiedad10 años
  • Accionistas principales
  • Información privilegiada
Gestión10 años
  • Equipo directivo
  • Consejo de Administración
Principales avances10 años
  • Anuncios de empresas

* Ejemplo para valores de EE.UU., para no EE.UU. se utilizan formularios y fuentes normativas equivalentes.

A menos que se especifique lo contrario, todos los datos financieros se basan en un periodo anual, pero se actualizan trimestralmente. Esto se conoce como datos de los últimos doce meses (TTM) o de los últimos doce meses (LTM). Más información.

Modelo de análisis y copo de nieve

Los detalles del modelo de análisis utilizado para generar este informe están disponibles en nuestra página de Github, también tenemos guías sobre cómo utilizar nuestros informes y tutoriales en Youtube.

Conozca al equipo de talla mundial que diseñó y construyó el modelo de análisis Simply Wall St.

Métricas industriales y sectoriales

Simply Wall St calcula cada 6 horas nuestras métricas sectoriales y de sección. Los detalles de nuestro proceso están disponibles en Github.

Fuentes analistas

Arkema S.A. está cubierta por 33 analistas. 15 de esos analistas presentaron las estimaciones de ingresos o ganancias utilizadas como datos para nuestro informe. Las estimaciones de los analistas se actualizan a lo largo del día.

AnalistaInstitución
Gaurav JainBarclays
Katie RichardsBarclays
James StewartBarclays