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U.S. Chemicals Industry Analysis

UpdatedApr 29, 2026
DataAggregated Company Financials
Companies130
  • 7D0.3%
  • 3M7.7%
  • 1Y12.8%
  • YTD16.3%

In the last week, the Chemicals industry is flat overall, with Sherwin-Williams standing out by going down 5.2%. The past year has been better, since the industry has gained 13% in that time. Earnings are forecast to grow by 21% annually.

Industry Valuation and Performance

Has the U.S. Chemicals Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Thu, 30 Apr 2026US$841.6bUS$357.5bUS$7.0b30.2x120.7x2.4x
Sat, 28 Mar 2026US$827.4bUS$357.0bUS$7.5b27.4x110.2x2.3x
Mon, 23 Feb 2026US$841.7bUS$358.5bUS$8.4b28.6x100.6x2.3x
Wed, 21 Jan 2026US$775.5bUS$372.0bUS$11.0b22.6x70.4x2.1x
Fri, 19 Dec 2025US$719.1bUS$371.7bUS$11.0b23.6x65.5x1.9x
Sun, 16 Nov 2025US$712.3bUS$371.6bUS$11.0b22.9x64.8x1.9x
Tue, 14 Oct 2025US$733.0bUS$367.8bUS$15.6b25.3x47.1x2x
Thu, 11 Sep 2025US$784.1bUS$367.7bUS$15.5b25.6x50.6x2.1x
Sat, 09 Aug 2025US$763.4bUS$368.0bUS$15.8b24.2x48.3x2.1x
Mon, 07 Jul 2025US$805.6bUS$376.6bUS$17.9b23.8x44.9x2.1x
Wed, 04 Jun 2025US$767.3bUS$378.4bUS$18.0b21.9x42.5x2x
Fri, 02 May 2025US$752.7bUS$379.1bUS$21.5b18.8x35.1x2x
Sun, 30 Mar 2025US$773.7bUS$380.9bUS$23.0b19.4x33.6x2x
Tue, 25 Feb 2025US$812.4bUS$380.9bUS$23.5b21.3x34.6x2.1x
Thu, 23 Jan 2025US$827.3bUS$384.4bUS$23.4b22.7x35.3x2.2x
Sat, 21 Dec 2024US$783.0bUS$384.3bUS$23.4b20.4x33.4x2x
Mon, 18 Nov 2024US$841.3bUS$385.1bUS$23.8b23.6x35.3x2.2x
Wed, 16 Oct 2024US$899.2bUS$388.7bUS$24.2b26.4x37.2x2.3x
Fri, 13 Sep 2024US$846.7bUS$383.8bUS$23.4b25.4x36.1x2.2x
Sun, 11 Aug 2024US$824.4bUS$384.5bUS$23.8b24.6x34.6x2.1x
Tue, 09 Jul 2024US$796.4bUS$379.9bUS$23.4b25.3x34x2.1x
Thu, 06 Jun 2024US$815.4bUS$377.3bUS$23.4b26.9x34.8x2.2x
Sat, 04 May 2024US$803.4bUS$378.3bUS$23.8b22.2x33.8x2.1x
Mon, 01 Apr 2024US$854.5bUS$384.6bUS$25.6b22x33.4x2.2x
Wed, 28 Feb 2024US$807.4bUS$384.6bUS$25.5b19.6x31.7x2.1x
Fri, 26 Jan 2024US$778.3bUS$399.0bUS$31.7b20.4x24.5x2x
Sun, 24 Dec 2023US$811.0bUS$398.4bUS$31.6b21.7x25.7x2x
Tue, 21 Nov 2023US$763.5bUS$398.8bUS$31.6b19.4x24.1x1.9x
Thu, 19 Oct 2023US$734.5bUS$412.0bUS$31.2b15.3x23.5x1.8x
Sat, 16 Sep 2023US$775.9bUS$412.0bUS$31.2b15.5x24.9x1.9x
Mon, 14 Aug 2023US$789.2bUS$412.0bUS$31.2b15.3x25.3x1.9x
Wed, 12 Jul 2023US$809.2bUS$444.3bUS$39.1b13.9x20.7x1.8x
Fri, 09 Jun 2023US$787.4bUS$444.6bUS$39.1b13x20.1x1.8x
Sun, 07 May 2023US$785.6bUS$443.7bUS$39.6b13x19.8x1.8x
Price to Earnings Ratio

19.8x


Total Market Cap: US$785.6bTotal Earnings: US$39.6bTotal Revenue: US$443.7bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Chemicals Industry Price to Earnings3Y Average 47.1x202420252026
Current Industry PE
  • Investors are optimistic on the American Chemicals industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 121x which is higher than its 3-year average PE of 47.0x.
  • The industry is trading close to its 3-year average PS ratio of 2.4x.
Past Earnings Growth
  • The earnings for companies in the Chemicals industry have declined 44% per year over the last three years,
  • Revenues have also declined 7.0% per year.
  • This means overall sales from these companies are declining and profits are subsequently falling as well.

Industry Trends

Which industries have driven the changes within the U.S. Materials industry?

US Market-0.028%
Materials-1.86%
Chemicals0.30%
Industrial Gases3.11%
Diversified Chemicals0.13%
Commodity Chemicals-0.64%
Fertilizers and Agricultural Chemicals-0.85%
Specialty Chemicals-1.39%
Industry PE
  • Investors are most optimistic about the Fertilizers and Agricultural Chemicals industry which is trading above its 3-year average PE ratio of 22.8x.
    • Analysts are expecting annual earnings growth of 13.8%, which is lower than the prior year's growth of 40.2% per year.
Forecasted Growth
  • Analysts are most optimistic on the Diversified Chemicals industry, expecting annual earnings growth of 64% over the next 5 years.
  • In contrast, the Fertilizers and Agricultural Chemicals industry is expected to see its earnings grow by 14% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
APD Air Products and ChemicalsUS$302.501.9%
+US$1.3b		11.6%PS5.5x
SQM Sociedad Química y Minera de ChileUS$91.014.7%
+US$1.2b		166.1%PE44.2x
ESI Element SolutionsUS$42.5611.6%
+US$1.1b		108.5%PE69.7x
SXT Sensient TechnologiesUS$120.5425.9%
+US$1.1b		28.3%PE35.6x
CF CF Industries HoldingsUS$126.783.5%
+US$663.6m		61.8%PE13.4x

Latest News

PPG
US$104.69
PPG Industries
7D
-6.3%
1Y
-3.8%
SHW
US$317.85
Sherwin-Williams
7D
-5.2%
1Y
-9.9%
ECL
US$256.61
Ecolab
7D
-4.6%
1Y
2.1%
ESI
US$42.56
Element Solutions
7D
11.6%
1Y
108.5%
CF
US$126.78
CF Industries Holdings
7D
3.5%
1Y
61.8%
LIN
US$504.71
Linde
7D
-0.7%
1Y
12.6%

Linde plc (LIN): The Global Powerhouse Braces for a Record-Setting Verdict

Linde plc (LIN) , the undisputed vanguard of global industrial gases and engineering, enters the final week of April 2026 in a state of formidable operational momentum. The company is scheduled to release its Q1 2026 earnings report on Friday, May 1, 2026, before the market opens.
APD
US$302.50
Air Products and Chemicals
7D
1.9%
1Y
11.6%

Air Products and Chemicals (APD): The Hydrogen Pioneer Faces a High-Pressure Test

Air Products and Chemicals, Inc. (APD) , the global vanguard of industrial gas production and the world's leading supplier of hydrogen, enters the final week of April 2026 in a state of high-stakes strategic execution.
SXT
US$120.54
Sensient Technologies
7D
25.9%
1Y
28.3%

SXT: Future Natural Color Capacity And Acquisitions Will Support Balanced Upside Potential

The analyst price target for Sensient Technologies has increased from $118 to $126. Analysts attribute this change to updated assessments of fair value, discount rates, revenue growth, profit margins, future P/E assumptions, and the impact of recent bullish Street research.
DOW
US$39.55
Dow
7D
1.9%
1Y
29.3%
DD
US$44.62
DuPont de Nemours
7D
-3.0%
1Y
-32.4%

DD: PFAS Legal Overhang Will Set Up Future Water And Healthcare Upside

Analysts reaffirm a $64.00 price target on DuPont de Nemours, citing modest adjustments to the discount rate, revenue growth, profit margin, and future P/E assumptions rather than a shift in their overall view of the shares. What's in the News DuPont plans to seek shareholder approval in May 2026 for a potential reverse stock split of its common stock at a ratio between 1 for 2 and 1 for 4, with the board retaining discretion on timing and whether to proceed.
CC
US$26.34
Chemours
7D
9.6%
1Y
112.8%

CC: Cooling Partnership And 2026 Outlook Will Support Further Earnings Upside

Analysts now cite slightly higher long term revenue growth, profit margin, and P/E assumptions as reasons for raising Chemours fair value estimate from $25.00 to $29.00 per share. What's in the News Chemours and 2CRSi entered a Joint Development Agreement following the qualification of Chemours' Opteon two phase immersion cooling fluid in current generation 2CRSi servers, aimed at advancing two phase cooling technologies for high density IT infrastructure and AI workloads (Key Developments).
RPM
US$100.69
RPM International
7D
-5.5%
1Y
-5.7%

RPM: Mixed Earnings Visibility Will Test Cost Actions And Operating Leverage

RPM International's analyst price target is unchanged at $115, as analysts balance recent target increases of up to $10 with several modest cuts and slightly softer assumptions for revenue growth and profit margins. Analyst Commentary Recent research updates on RPM International reflect a mix of optimism and caution, with several price target revisions in both directions and one rating upgrade.
LYB
US$73.29
LyondellBasell Industries
7D
1.8%
1Y
25.9%
SQM
US$91.01
Sociedad Química y Minera de Chile
7D
4.7%
1Y
166.1%
IFF
US$68.89
International Flavors & Fragrances
7D
-3.2%
1Y
-12.2%

IFF: Portfolio Optimization And 2026 Guidance Will Support Future Re Rating

Analysts have trimmed their average price targets for International Flavors & Fragrances by around $10 to $11 in recent updates, citing refreshed models after earnings, portfolio optimization progress, and more cautious assumptions around growth and profitability. Analyst Commentary Recent research shows a mix of price target trims and prior upward revisions, as analysts recalibrate models around International Flavors & Fragrances after earnings and portfolio moves.
SOLS
US$76.96
Solstice Advanced Materials
7D
-5.0%
1Y
n/a