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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.

21 companiesMedian revenue YoY: +9.5%EPS beat rate: —

AI industry top-down

The Specialty Chemicals industry generally experienced a trend of declining revenue, with median revenue YoY recording -1.51%. While some companies achieved double-digit or higher revenue growth, a significant number of companies saw their revenue decline. Nevertheless, many companies achieved robust EPS growth due to cost efficiencies or strength in specific business segments, highlighting a notable divergence in performance among companies.

  • Overall declining sales trend (median sales YoY -1.51%)
  • Many companies show EPS growth despite sales decline
  • Significant variation in sales growth rates across companies
Where companies diverge: Extreme difference in revenue growth rates: PRM showed high growth, while DD significantly decreased · Existence of companies with profit growth despite revenue decline, and companies with simultaneous decline in both revenue and profit

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

Companies — latest quarter

CompanyPeriodRevenueRev YoYEPSEPS YoYSurprise
LINLINDE PLCFY2026 Q2$9.29B+9.3%$4.15+11.3%—
SHWSHERWIN WILLIAMS COFY2026 Q2$6.79B+7.5%$3.43+14.3%—
ECLECOLAB INC.FY2026 Q2$4.42B+9.7%$1.90+3.3%—
APDAir Products & Chemicals, Inc.FY2026 Q3$3.16B+4.6%$-6.47——
PPGPPG INDUSTRIES INCFY2026 Q1$3.93B+6.7%$1.70+4.3%—
IFFINTERNATIONAL FLAVORS & FRAGRANCES INCFY2026 Q2$1.95B-29.3%$0.20-91.6%—
LYBLyondellBasell Industries N.V.FY2026 Q2$9.18B+19.8%$1.71——
DDDuPont de Nemours, Inc.FY2026 Q2$1.82B-44.2%$1.05——
ALBALBEMARLE CORPFY2026 Q2$1.74B+31.1%$3.52——
RPMRPM INTERNATIONAL INC/DE/FY2026 Q3$1.61B+8.9%$0.400.0%—
SOLSSolstice Advanced Materials Inc.FY2026 Q2$1.15B—$0.75——
ESIElement Solutions IncFY2026 Q1$840M+41.5%$0.23-42.5%—
WLKWESTLAKE CORPFY2026 Q2$3.27B+10.8%$2.01——
NEUNEWMARKET CORPFY2026 Q2$747.09M+7.0%$14.54+22.8%—
EMNEASTMAN CHEMICAL COFY2026 Q2$2.51B+9.9%$1.59+32.5%—
AXTAAxalta Coating Systems Ltd.FY2026 Q1$1.25B-0.6%$0.42-6.7%—
SXTSENSIENT TECHNOLOGIES CORPFY2026 Q2$462.08M+11.6%$1.20+36.4%—
BCPCBALCHEM CORPFY2026 Q2$284M+11.2%$1.39+18.8%—
PRMPerimeter Solutions, Inc.FY2026 Q2$213.81M+31.5%$-1.11——
CLMTCalumet, Inc. /DEFY2026 Q2$1.45B+40.8%$-1.09——
CBTCABOT CORPFY2026 Q3$982M+6.4%$0.12-93.5%—

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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