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U.S. Chemicals Industry Analysis

UpdatedJul 06, 2026
DataAggregated Company Financials
Companies128
  • 7D2.8%
  • 3M2.7%
  • 1Y6.4%
  • YTD18.1%

The Chemicals industry is up 2.8% in the last week, with Linde up 5.2%. In the last 12 months, the industry was up 6.4%. Earnings are forecast to grow by 16% annually.

Industry Valuation and Performance

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

DateMarket CapRevenueEarningsPEAbsolute PEPS
Mon, 06 Jul 2026US$855.5bUS$360.7bUS$11.9b25.9x71.9x2.4x
Wed, 03 Jun 2026US$814.2bUS$360.7bUS$11.6b28x70x2.3x
Fri, 01 May 2026US$837.6bUS$357.8bUS$6.7b26.8x124.1x2.3x
Sun, 29 Mar 2026US$826.3bUS$357.0bUS$7.5b27.4x110.1x2.3x
Tue, 24 Feb 2026US$841.7bUS$358.5bUS$8.4b25.8x100.6x2.3x
Thu, 22 Jan 2026US$763.4bUS$372.0bUS$11.0b23.6x69.3x2.1x
Sat, 20 Dec 2025US$718.3bUS$371.7bUS$11.0b23.9x65.4x1.9x
Mon, 17 Nov 2025US$712.3bUS$371.6bUS$11.0b22.9x64.8x1.9x
Wed, 15 Oct 2025US$741.6bUS$367.8bUS$15.6b25x47.7x2x
Fri, 12 Sep 2025US$781.1bUS$367.7bUS$15.5b26x50.4x2.1x
Sun, 10 Aug 2025US$766.5bUS$367.9bUS$15.7b24.8x48.9x2.1x
Tue, 08 Jul 2025US$805.6bUS$376.6bUS$17.9b23.1x44.9x2.1x
Thu, 05 Jun 2025US$776.8bUS$378.4bUS$18.0b23.1x43.1x2.1x
Sat, 03 May 2025US$753.1bUS$379.0bUS$19.2b19.5x39.3x2x
Mon, 31 Mar 2025US$773.7bUS$380.9bUS$23.0b19.4x33.6x2x
Wed, 26 Feb 2025US$810.9bUS$380.9bUS$23.4b21.9x34.6x2.1x
Fri, 24 Jan 2025US$822.2bUS$384.4bUS$23.4b22.8x35.1x2.1x
Sun, 22 Dec 2024US$790.2bUS$384.3bUS$23.4b20.4x33.7x2.1x
Tue, 19 Nov 2024US$841.3bUS$385.1bUS$23.8b23.3x35.3x2.2x
Thu, 17 Oct 2024US$904.0bUS$388.7bUS$24.2b26.7x37.4x2.3x
Sat, 14 Sep 2024US$853.7bUS$383.8bUS$23.4b25.6x36.4x2.2x
Mon, 12 Aug 2024US$824.4bUS$384.5bUS$23.8b24.6x34.6x2.1x
Wed, 10 Jul 2024US$802.0bUS$379.9bUS$23.4b25.2x34.2x2.1x
Fri, 07 Jun 2024US$822.1bUS$377.3bUS$23.4b27.2x35.1x2.2x
Sun, 05 May 2024US$809.7bUS$378.3bUS$23.8b22.2x34.1x2.1x
Tue, 02 Apr 2024US$854.5bUS$384.6bUS$25.6b21.4x33.4x2.2x
Thu, 29 Feb 2024US$809.7bUS$384.6bUS$25.4b19.6x31.8x2.1x
Sat, 27 Jan 2024US$785.7bUS$398.6bUS$31.6b20.5x24.9x2x
Mon, 25 Dec 2023US$811.0bUS$398.4bUS$31.6b21.7x25.7x2x
Wed, 22 Nov 2023US$763.5bUS$398.8bUS$31.6b19.1x24.1x1.9x
Fri, 20 Oct 2023US$726.8bUS$412.0bUS$31.3b15.2x23.2x1.8x
Sun, 17 Sep 2023US$779.3bUS$412.0bUS$31.2b16.9x25x1.9x
Tue, 15 Aug 2023US$789.7bUS$412.0bUS$31.2b15.5x25.3x1.9x
Thu, 13 Jul 2023US$820.8bUS$444.3bUS$39.1b13.9x21x1.8x
Price to Earnings Ratio

21x


Total Market Cap: US$820.8bTotal Earnings: US$39.1bTotal Revenue: US$444.3bTotal Market Cap vs Earnings and Revenue0%0%0%
U.S. Chemicals Industry Price to Earnings3Y Average 50.4x202420252026
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 71.9x which is higher than its 3-year average PE of 50.4x.
  • The industry is trading close to its 3-year average PS ratio of 2.5x.
Past Earnings Growth
  • The earnings for companies in the Chemicals industry have declined 33% per year over the last three years,
  • Revenues have also declined 6.7% 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 Market1.63%
Materials0.26%
Chemicals2.79%
Industrial Gases6.82%
Fertilizers and Agricultural Chemicals2.82%
Specialty Chemicals0.94%
Diversified Chemicals-4.29%
Commodity Chemicals-4.95%
Industry PE
  • Investors are most optimistic about the Fertilizers and Agricultural Chemicals industry which is trading above its 3-year average PE ratio of 28.8x.
    • Analysts are expecting annual earnings growth of 15.8%, which is higher than its past year's earnings growth of 9.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Commodity Chemicals industry, expecting annual earnings growth of 39% over the next 5 years.
  • This is better than its past earnings decline of 11% per year.
  • In contrast, the Diversified Chemicals industry is expected to see its earnings decline by 6.9% 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
LIN LindeUS$546.647.0%
+US$16.5b		16.4%PE35.7x
APD Air Products and ChemicalsUS$314.1915.8%
+US$9.5b		8.7%PE33.1x
SHW Sherwin-WilliamsUS$352.482.4%
+US$2.0b		1.8%PE33.3x
IFF International Flavors & FragrancesUS$83.839.6%
+US$1.9b		11.8%PE25.9x
CTVA CortevaUS$85.802.9%
+US$1.6b		12.0%PE45.8x

Latest News

APD
US$314.19
Air Products and Chemicals
7D
15.8%
1Y
8.7%
CTVA
US$85.80
Corteva
7D
2.9%
1Y
12.0%
LIN
US$546.64
Linde
7D
7.0%
1Y
16.4%
Seeking Alpha • Jul 05

Linde: Space Growth Prospects Already At Orbit

Summary Linde offers diversified industrial gas exposure, with recent momentum from clean energy and emerging space sector demand. LIN's on-site gas business is expanding, providing higher margins and defensiveness, while Engineering backlog declines. Clean energy backlog growth may slow as mandates face pushback; space sector offers long-term upside but remains a small contributor. LIN is rated a hold, as current valuation already reflects base case growth from clean energy and space opportunities. Read the full article on Seeking Alpha
OLN
US$20.04
Olin
7D
-3.7%
1Y
-4.9%
ECL
US$283.36
Ecolab
7D
1.7%
1Y
4.3%
DOW
US$27.71
Dow
7D
-0.8%
1Y
0.8%
IFF
US$83.83
International Flavors & Fragrances
7D
9.6%
1Y
11.8%
MOS
US$21.13
Mosaic
7D
-5.8%
1Y
-43.9%
Seeking Alpha • Jul 03

Lower Lows In Mosaic Company On Trade Announcement

Summary The Mosaic Company remains a Buy, offering compelling value and a 4.16% dividend yield despite recent price weakness and sector headwinds. Temporary suspension of duties on Moroccan phosphate increases competition, but U.S. policy is likely to revert, supporting MOS’s long-term positioning. MOS’s valuation is attractive, with high grades in P/E, EV/Sales, Price/Book, and dividend yield, though recent earnings disappointed on EPS. I favor accumulating MOS on further price weakness, leveraging its volatility and yield, while monitoring risks from market downturns and policy shifts. Read the full article on Seeking Alpha
MTX
US$74.46
Minerals Technologies
7D
-3.8%
1Y
28.8%
SHW
US$352.48
Sherwin-Williams
7D
2.4%
1Y
1.8%
PPG
US$125.33
PPG Industries
7D
3.7%
1Y
8.5%
CBT
US$86.35
Cabot
7D
-4.4%
1Y
13.1%
SOLS
US$80.19
Solstice Advanced Materials
7D
-2.8%
1Y
n/a
CC
US$19.01
Chemours
7D
-6.2%
1Y
53.1%
ESI
US$43.64
Element Solutions
7D
-5.7%
1Y
77.0%
Narrative Update • Jun 24

ESI: Record Highs And Analyst Day Will Frame Measured Forward Outlook

Analysts have kept their $47.30 price target for Element Solutions unchanged, reflecting largely stable assumptions on the discount rate, revenue growth, profit margin, and future P/E in their valuation work. What's in the News for Element Solutions Element Solutions Inc stock reached a record high of $46.74 in Q1 2026, alongside first quarter earnings that were reported above company guidance, according to recent coverage citing multiple research firms and the London Company Small-Mid Cap Strategy investor letter.
SQM
US$72.70
Sociedad Química y Minera de Chile
7D
4.1%
1Y
102.2%
Narrative Update • Jun 22

SQM: Lithium Volume Expansion And Rebound Pricing Will Support 2026 Earnings

Analysts have raised the fair value estimate for Sociedad Química y Minera de Chile to $110 from $106, reflecting updated views on revenue growth, profit margins, and lithium pricing that are in line with recent price target increases across the Street, even where ratings remain cautious. Analyst Commentary Recent research on Sociedad Química y Minera de Chile points to a mixed but generally constructive tone, with several bullish analysts lifting price targets following the company’s Q1 results and updated guidance.