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Industry top-down

Specialty Chemicals

Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.

24 companiesMedian revenue YoY: -1.7%EPS beat rate:

AI industry top-down

The specialty chemicals industry showed an overall slowdown in revenue, with its median revenue YoY at -1.35%. While some companies experienced double-digit or higher revenue declines, others achieved robust revenue growth. Despite the revenue decrease, many companies reported positive EPS YoY, highlighting strong efforts in profitability management. However, performance varied significantly across companies, with some experiencing substantial EPS declines.

  • Most companies experienced a revenue decline: median YoY -1.35%.
  • Profitability improvement efforts: Despite revenue decline, several companies achieved EPS YoY growth.
  • Industry-wide growth slowdown: Revenue growth rates were low or negative.
Where companies diverge: Significant variations in company-specific revenue growth rates, e.g., stark differences like PRM (+21.9%) and DD (-45%). · Stark differences in EPS growth rates, e.g., wide discrepancies like LIN (+477%) and ECL (-139%).

AI synthesis of disclosed results and analyst research across these companies — not investment advice.

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
LINLINDE PLCFY2026 Q1$8.11B+0.1%$3.51+4.8%
ECLECOLAB INC.FY2026 Q1$3.7B-1.5%$1.41-1.4%
APDAir Products & Chemicals, Inc.FY2026 Q2$5.85B-1.3%$-5.00
PPGPPG INDUSTRIES INCFY2026 Q1$3.68B-4.3%$1.63-3.6%
LYBLyondellBasell Industries N.V.FY2026 Q1$7.68B-7.6%$0.54-62.5%
ALBALBEMARLE CORPFY2026 Q1$1.08B-20.9%$0.00
DDDuPont de Nemours, Inc.FY2026 Q1$1.61B-45.0%$-1.40
IFFINTERNATIONAL FLAVORS & FRAGRANCES INCFY2026 Q1$2.84B-1.9%$-3.98
ESIElement Solutions IncFY2026 Q1$593.7M+3.3%$0.40+73.9%
EMNEASTMAN CHEMICAL COFY2026 Q1$2.29B-0.9%$1.57+12.9%
NEUNEWMARKET CORPFY2026 Q1$700.95M+0.6%$13.26+18.1%
AXTAAxalta Coating Systems Ltd.FY2026 Q1$1.26B-2.5%$0.45+150.0%
PRMPerimeter Solutions, Inc.FY2026 Q1$72.03M+22.0%$0.36
BCPCBALCHEM CORPFY2026 Q1$250.52M+4.5%$1.13+27.0%
CBTCABOT CORPFY2026 Q2$1.89B-4.4%$3.36+41.8%
CCChemours CoFY2026 Q1$1.37B+0.4%$-0.03
AVNTAVIENT CORPFY2026 Q1$826.6M-0.3%$-0.22
HWKNHAWKINS INCFY2026 Q3$729.11M+4.7%$3.25+10.9%
CLMTCalumet, Inc. /DEFY2026 Q1$993.9M-1.2%$-1.87
ASHASHLAND INC.FY2026 Q2$884M-15.6%$-2.88
KWRQUAKER CHEMICAL CORPFY2026 Q1$442.91M-5.7%$0.73-62.6%
MTXMINERALS TECHNOLOGIES INCFY2026 Q1$491.8M-8.0%$-4.51
NGVTIngevity CorpFY2026 Q1$247.9M-27.1%$0.56
IOSPINNOSPEC INC.FY2026 Q1$440.8M-11.9%$1.31-20.6%

YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).

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