What were Arkema's second-quarter EBITDA and net income results, and how did they compare to analyst consensus?

Arkema's second-quarter EBITDA rose 7.4% year-on-year to €390.9 million, surpassing the S&P Capital IQ consensus of €352.6 million; its EBITDA margin improved to 16.1% from 15.2%. Net income was €65.7 million, up from €47.2 million year-on-year, but significantly below the consensus of €104 million.

What is Arkema's updated 2026 EBITDA guidance, and what key factors support its confidence in delivering it?

Arkema maintains its guidance for 2026 EBITDA to be 'slightly higher than last year', reflecting traditional semester seasonality and expecting year-on-year growth in Adhesive Solutions and Coating Solutions in the second half; it also expects ~€50 million in additional EBITDA from the ramp-up of major projects, while acknowledging ongoing uncertainty from geopolitical tensions, raw material price increases, and supply chain disruption.

Arkema Maintains Guidance on Strong Adhesive and Coatings Solutions Performance

Jul 30, 2026

Arkema maintained its 2026 EBITDA guidance following improved Q2 earnings driven by adhesive and coatings segments, despite geopolitical tensions and rising raw material costs. The company highlighted growth in batteries and electronics while navigating supply chain disruptions.

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Arkema Maintains Guidance on Strong Adhesive and Coatings Solutions Performance

Arkema Maintains Guidance on Strong Adhesive and Coatings Solutions Performance

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