Reading filings and transcripts…
Reading filings and transcripts…
Arkema
“We will continue to exit product lines that do not clear our return threshold, and we expect that work to be substantially complete within eighteen months.”Chief Executive Officer · Q3 2026 Earnings Call →
“Two thirds of the portfolio work is behind us. What remains is the harder two thirds of the value.”Chief Executive Officer
“We are not going to give you a date on the remaining divestitures. They will happen when the price is right.”Chief Executive Officer · Q3 2025 Earnings Call →
“Our capital allocation priorities are unchanged: organic growth first, then the dividend, then opportunistic repurchase.”Chief Executive Officer · Q3 2026 Earnings Call →
“If we cannot clear our hurdle rate on a project, we would rather hand the money back than force it.”Chief Executive Officer
“Capital expenditure for the year is expected to exceed the prior period as previously announced capacity projects reach construction.”Chief Executive Officer
“Unplanned downtime cost us more than any single commercial factor this year, and fixing it is the operating priority.”Chief Executive Officer · Q3 2026 Earnings Call →
“The Company experienced unplanned outages at two facilities during the period, adversely affecting segment results.”Chief Executive Officer
“Single-source exposure remains our largest operational risk, and we are actively qualifying second sources across critical inputs.”Chief Executive Officer · Q3 2026 Earnings Call →
“We want two qualified suppliers on every critical input. Today we have one on rather more of them than I would like.”Chief Executive Officer