The Q3 financial results of the world’s top 50 chemical companies are out! BASF, Dow, Hengli, Wanhua, and others...

Solvay’s net sales for Q3 2021 amounted to €2.573 billion (approx. USD 2.9 billion), up from €2.103 billion in the same period last year. Its Q3 EBITDA stood at €599 million, versus €473 million a year earlier. Net profit for the quarter reached €273 million, compared to €176 million in Q3 2020. Henkel Group reported a nominal sales growth of 1.9% for Q3 2021, reaching €5.092 billion. For the first nine months of 2021, nominal sales rose 3.7% to €15.019 billion. Arkema Group recorded Q3 2021 sales of €2.398 billion (approx. USD 2.7 billion), up from €1.908 billion in Q3 2020. Its EBITDA reached €474 million, versus €307 million a year earlier. Adjusted net profit for the quarter was €258 million, up sharply from €109 million in Q3 2020. DSM posted Q3 2021 sales of €2.299 billion (approx. USD 2.59 billion), up from €1.961 billion in Q3 2020. Adjusted EBITDA for the quarter was €449 million, versus €383 million a year earlier. LANXESS delivered strong Q3 2021 results, with sales surging 33.5% year-on-year to €1.951 billion (approx. USD 2.2 billion). Johnson Matthey announced its half-year financial results ended September 30, 2021. Revenue totaled £8.586 billion, up 23% from £6.979 billion in the prior-year period. Operating profit stood at £20 million, down 71% from £68 million in the prior-year period. Wacker Chemie achieved group sales of €1.66 billion in Q3 2021, up 40% year-on-year; EBITDA surged over 100% to €434 million; net profit reached €249 million. Clariant’s Q3 sales totaled CHF 1.096 billion (approx. RMB 7.6765 billion), up 23% year-on-year; EBITDA reached CHF 180 million (approx. RMB 1.2607 billion), up 41% year-on-year. Syngenta Group’s revenue for the first nine months of 2021 totaled USD 21.0 billion, up 25% year-on-year. EBITDA for the same period reached USD 3.5 billion, up 18% year-on-year. Q3 revenue stood at USD 6.5 billion, up 27% year-on-year; Q3 EBITDA reached USD 800 million, up 13% year-on-year. Specifically: Syngenta Crop Protection revenue was USD 3.1 billion (+18% y-o-y); ADAMA revenue was USD 1.4 billion (+22% y-o-y); Syngenta Seeds revenue was USD 800 million (+42% y-o-y); Syngenta Group China revenue was USD 1.7 billion (+54% y-o-y). Yara International reported Q3 2021 revenue of USD 4.486 billion, up from USD 3.083 billion in Q3 2020. The company posted a net loss of USD 143 million for the quarter, compared to net profit of USD 340 million in Q3 2020. Bayer Group’s Q3 2021 sales rose 14.3% (adjusted for currency and portfolio changes) to €9.781 billion. EBITDA before special items increased 16.4% to €2.089 billion.

The Q3 earnings season is gaining momentum!

Moreover, its downstream customers are concentrated in traditional telecommunications and mobile phone industries—thus its connection to AI is rather indirect. As a result, its performance in the first half of the year was unimpressive. However, driven by an industry-wide shortage of copper-clad laminates (CCL), prices soared across the entire sector—boosting even second-tier CCL stocks’ earnings dramatically. It follows that other PCB and CCL-related stocks are also likely to post solid Q3 results. Accordingly, today the PCB sector rallied collectively, especially mid- and small-cap stocks. These stocks—similar to Ultrasonic Electronics—delivered only modest H1 results and carried low market expectations, yet stand to achieve substantial turnarounds in H2. Other similar stocks include: BoMin Electronics, Aoshikang, Yiton Electronics, Jinbaize, Xunjiexing, Junya Technology, Sihui Fushi, Mankun Technology, Benchuan Intelligent, and Kexiang Co., Ltd. In contrast, first-tier industry leaders show markedly lower elasticity—mainly because their H1 expectations were already fully priced in, leaving little room for upside surprises. ………… Next, let’s review some notable Q3 earnings previews released recently. 1. Lianxun Instrument Q3 earnings forecast: +1866.00% to +2072.95% y-o-y—the fastest projected growth among all announced previews so far. As this year’s top-performing A-share stock, Lianxun Instrument’s earnings have indeed justified its share price surge. Yet concerns persist: the company operates in the optical module and optical chip sector—a space currently under U.S. policy restrictions—causing investor anxiety and reluctance to commit capital. By comparison, the PCB sector faces fewer policy hurdles and thus attracts stronger investor interest. Indeed, the PCB sector has demonstrated significantly stronger resilience and rebound strength than the optical module sector recently. — 2. Allwinner Technology A leader in AIoT and automotive chips, Allwinner Technology’s Q3 earnings preview is also robust: +129.85% to +140.62% y-o-y. Yet the stock plunged today, primarily because its H1 net profit reached RMB 490 million (+204.17% y-o-y), while its forecast for the first three quarters is RMB 640–670 million—implying Q3 net profit of only ~RMB 150 million, representing a sequential decline. Today, many high-profile semiconductor stocks were dragged down by this news. Stocks with exceptionally strong H1 results warrant caution to avoid downside risks. — 3. Hansoh Pharmaceutical A leading innovator in novel drugs and APIs, the company forecasts a 502.65%–530.68% y-o-y increase in net profit for the first nine months. Non-GAAP net profit is expected to surge 726.29%–765.64% y-o-y—extremely strong. Recently, the innovative drug sector has been weighed down by the disappointing global Phase III clinical trial failure of Akeso’s furmonertinib, dampening overall sector sentiment. Yet Hansoh Pharmaceutical remains largely unaffected: its share price rose 7% over the past week, continuing its steady upward trend. The main reason is that its current core earnings driver is API business—not innovative drugs. The company is one of China’s largest suppliers of GLP-1 series APIs (including liraglutide, semaglutide, and tirzepatide), primarily serving overseas pharmaceutical companies. GLP-1 anti-obesity drugs represent the fastest-growing segment in the global pharmaceutical industry in recent years. Only two overseas industry leaders dominate this space: Eli Lilly and Novo Nordisk. Eli Lilly holds dominant advantages in the U.S. market and has seen its share price repeatedly hit record highs; its latest market capitalization stands at USD 1.11 trillion—far ahead of peers in the pharmaceutical industry.

Balchem Third Quarter Sales Rise 8.6% to $290.7 Million

Oct 23, 2026

Balchem Corporation reported an 8.6% year-over-year increase in third-quarter net sales to $290.7 million, driven by growth across its Human Nutrition, Animal Nutrition, and Specialty Products segments. GAAP net earnings rose 16% to $46.7 million.

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