BASF Se: EPS $0.21 vs $0.12 expected; revenue $18.2B vs $18.0B
Key Facts
Q3 FY2026 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 0.21 | 0.12 | +75.0% | 0.05 |
| Revenue (USD bn) | 18.22 | 18.03 | +1.1% | 17.76 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 28, 2026 | Q3 FY2026 | 0.21 | 0.1200 | +75.0% | 18.22 | 18.03 | +1.1% |
| Jul 29, 2026 | Q2 FY2026 | 0.37 | 0.2354 | +57.2% | 19.58 | 18.85 | +3.9% |
| Apr 30, 2026 | Q1 FY2026 | 0.39 | 0.3131 | +24.6% | 18.79 | 18.44 | +1.9% |
| Feb 27, 2026 | Q4 FY2025 | −0.12 | 0.0536 | — | 16.57 | 16.55 | +0.1% |
| Oct 29, 2025 | Q3 FY2025 | 0.05 | 0.1100 | −54.5% | 17.76 | 17.69 | +0.4% |
| Jul 30, 2025 | Q2 FY2025 | 0.14 | 0.2000 | −30.0% | 18.57 | 15.22 | +22.0% |
| May 2, 2025 | Q1 FY2025 | 0.41 | 0.3800 | +7.9% | 19.08 | 15.79 | +20.9% |
| Feb 28, 2025 | Q4 FY2024 | 0.16 | 0.1100 | +45.5% | 16.42 | 16.52 | −0.6% |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures. Figures are in USD as carried for this US-traded line; the company reports in another currency.
BASF Se results: EPS $0.21 vs $0.12 expected; revenue $18.2B vs $18.0B. The results cover the company's Q3 FY2026. EPS came in above analysts' estimate by 75.0%; revenue above the estimate by 1.1%. Figures are in USD as carried for this US-traded line; the company reports in EUR.
Revenue was up 2.6% from $17.8 billion a year earlier (Q3 FY2025). EPS was up 320.0% from $0.05 a year earlier. On its record, EPS topped analysts' estimates in 4 of 6 earlier comparable reports.
What the results mean
BASF Se has broad exposure to industrial activity, spanning basic chemicals, specialized materials, coatings, care ingredients and crop protection. This diversity makes the business mix essential to interpreting results, because demand for industrial materials responds to different needs from agriculture and consumer products.
Revenue growth indicates an expansion in sales value, but alone does not reveal the contribution of volumes, pricing or product mix. Diverse activities also need not share similar profitability, so understanding the significance of growth requires identifying its sources and how it translates into margins.
What to watch on the earnings call: The earnings call merits attention for management’s explanation of sales growth, the roles of volumes, pricing and product mix, and differences in demand across industrial, agricultural and consumer activities. Input costs and their effect on margins, alongside how the company allocates spending across its businesses, also warrant discussion.
For the full analysis of BASF Se stock — valuation, scores and financial statements — see the stock page linked with this story.