Arkema S.A.

ENXTPA:AKE 주식 리포트

시가총액: €4.7b

Arkema 과거 순이익 실적

과거 기준 점검 0/6

Arkema의 수입은 연평균 -39%의 비율로 감소해 온 반면, Chemicals 산업은 수입이 연평균 7.4% 증가했습니다. 매출은 연평균 0.8%의 비율로 감소해 왔습니다. Arkema의 자기자본이익률은 0.6%이고 순이익률은 0.2%입니다.

핵심 정보

-39.02%

순이익 성장률

-38.87%

주당순이익(EPS) 성장률

Chemicals 산업 성장률10.42%
매출 성장률-0.81%
자기자본이익률0.56%
순이익률0.19%
다음 순이익 업데이트30 Jul 2026

최근 과거 실적 업데이트

분석 기사 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

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 May 10

Arkema S.A. Just Missed EPS By 78%: Here's What Analysts Think Will Happen Next

Last week saw the newest quarterly earnings release from Arkema S.A. ( EPA:AKE ), an important milestone in the...
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새 내러티브 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.

매출 및 비용 세부 내역

Arkema가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

ENXTPA:AKE 매출, 비용 및 순이익 (EUR Millions)
날짜매출순이익일반관리비연구개발비
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

양질의 수익: AKE는 €129.1M 규모의 큰 일회성 손실이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: AKE의 현재 순 이익률 (0.2%)은 지난해 (3.2%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: AKE의 수익은 지난 5년 동안 연평균 39% 감소했습니다.

성장 가속화: AKE은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: AKE은 지난 1년 동안 수익이 감소(-94.5%)하여 Chemicals 업계 평균(6.4%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: AKE의 자본 수익률(0.6%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/08 04:46
종가2026/05/08 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.

산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

Arkema S.A.는 33명의 분석가가 다루고 있습니다. 이 중 15명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Gaurav JainBarclays
Katie RichardsBarclays
James StewartBarclays