Chemicals
Commodity and industrial-gas producers, read through their margins and capital spending, US chemical output and prices, the gas that feeds them, and chemical-safety rules.
- Companies covered
- 11
- Latest quarter filed
- Sep 30, 2026
- SEC filings, last 30 days
- 5
- Comment periods open
- 3
- SEC EDGAR read
- 22:46 UTC, Oct 23
The numbers
US government series, latest print and the change on a year earlier · Federal Reserve Bank of St. Louis (FRED)Ninety days of filings
Every SEC filing by the companies below, one row each · move across to read a dayFri, Oct 23, 2026
1 filing
Jul 26 to Oct 23 · 39 filings, 4 in the last seven days · SEC EDGAR. Tall: quarterly and annual reports. Middle: current reports (8-K). Short: other forms. Red: an 8-K item that says something went wrong.
What changed
Filings by the companies below, last 30 days · SEC EDGARRules and notices
Federal Register, last 45 days- Oct 15Rule · Environmental Protection AgencySignificant New Use Rules on Certain Chemical Substances (24-5.5e); Correction
- Oct 15Rule · Environmental Protection AgencySignificant New Use Rules on Certain Chemical Substances (26-1)
- Oct 14Proposed Rule · Environmental Protection AgencyTrichloroethylene (TCE); Regulation Under the Toxic Substances Control Act (TSCA); Compliance Date Extensions
- Oct 6Notice · Environmental Protection AgencyCertain New Chemicals or Significant New Uses; Statements of Findings-June 2026
- Oct 1Notice · Treasury DepartmentSuperfund Tax on Chemical Substances; Request To Modify List of Taxable Substances; Notice of Filing for Styrene Isoprene Block Copolymer; x+z=482, y=2,178.51, a=1.70
- Sep 14Notice · Justice DepartmentNotice of Lodging of Proposed Stipulation and Order of Settlement Under the Toxic Substances Control Act
- Sep 9Notice · Treasury DepartmentSuperfund Tax on Chemical Substances; Request To Modify List of Taxable Substances; Notice of Filing for Acrylonitrile-butadiene Rubber; x=3,344.33, y=1,335.09, a=2.98
- Sep 9Notice · Treasury DepartmentSuperfund Tax on Chemical Substances; Request To Modify List of Taxable Substances; Notice of Filing for Solution Styrene Butadiene Rubber; m=5,474.21, n=504.08, a=3.30
- Sep 9Notice · Treasury DepartmentSuperfund Tax on Chemical Substances; Request To Modify List of Taxable Substances; Notice of Filing for Vinyl Acetate-dibutyl Maleate Copolymer in a Styrene Solution; x=6.17, y=1, s=10.94
- Sep 9Notice · Treasury DepartmentSuperfund Tax on Chemical Substances; Request To Modify List of Taxable Substances; Notice of Filing for Butadiene-acrylonitrile-methyl Methacrylate-styrene Copolymer; w=124.79, x=424.05, y=129.62, z=72.41
Matched by title against the industry’s terms; paperwork renewals and meeting notices left out · read 22:03 UTC, Oct 23
Who is exposed
Trailing twelve months to each company’s latest quarter, from its own XBRL filings · SEC EDGARAcross Revenue growth, last twelve months on the twelve beforeUp Operating margin, last twelve monthsSize Revenue, last twelve monthsRing Filed a current report (8-K) this week; red if it says something went wrongDot inside Beyond the scale, pinned to its edge
| Company | Quarter to | Revenue | Growth | Gross margin | Op. margin | Capex / revenue | Capex growth | Inventory days | Backlog |
|---|---|---|---|---|---|---|---|---|---|
| Dow DOWPlastics and intermediates | Sep 30, 2026 | — | — | — | — | — | — | — | $618M-15.9% |
| LyondellBasell LYBPlastics and refining | Jun 30, 2026 | $31.2B | -1.7% | 12.8% | 3.1% | 4.5% | -26.3% | 55 | — |
| DuPont DDSpecialty materials | Jun 30, 2026 | $7.0B | +3.3% | 35.1% | — | 4.9% | +129.1% | 97 | — |
| Eastman Chemical EMNSpecialty chemicals | Jun 30, 2026 | $8.9B | -4.5% | 19.9% | — | 5.1% | -24.2% | 108 | — |
| Celanese CEAcetyls and polymers | Jun 30, 2026 | $9.7B | -2.2% | 20.9% | -7.1% | 2.8% | -28.9% | 110 | $348M-52.0% |
| Olin OLNChlor-alkali | Jun 30, 2026 | $6.7B | +0.6% | 6.9% | -1.6% | 3.1% | +10.7% | 50 | — |
| Westlake WLKPVC and building products | Jun 30, 2026 | $11.3B | -4.0% | 9.6% | -11.0% | 7.9% | -12.2% | 63 | — |
| Linde LINIndustrial gases | Jun 30, 2026 | $35.4B | +6.6% | — | 26.5% | 15.6% | +13.9% | — | $64.0B+4.9% |
| Air Products APDIndustrial gases | Jun 30, 2026 | $12.6B | +4.5% | 32.1% | -4.7% | 38.7% | -35.7% | 32 | $28.0B+7.7% |
| Huntsman HUNPolyurethanes | Mar 31, 2026 | $5.7B | -4.7% | 12.9% | -3.3% | 3.1% | -1.7% | 65 | — |
| Chemours CCTitanium dioxide and fluoroproducts | Jun 30, 2026 | $5.8B | -0.9% | 15.3% | — | 3.1% | -42.6% | 108 | $122M-41.3% |
| Median of 11 with a current year | -1.3% | 15.3% | -3.3% | 4.7% |
Growth compares the latest twelve months with the twelve before. A quarter a company reports only inside a year-to-date total is the difference of the two totals it filed; a ratio is shown only when both sides cover the same four quarters. Backlog is remaining performance obligations, with its change on a year earlier. A dash means the company does not report that line.
What to watch
Comment deadlines and effective dates ahead · Federal Register- Oct 26Takes effect · RuleSignificant New Use Rules on Certain Chemical Substances (24-5.5e); Correction
- Oct 26Comments close · Noticetrans-1,2-Dichloroethylene Draft Risk Evaluation Under the Toxic Substances Control Act (TSCA); Notice of Availability and Request for Comment
- Oct 26Takes effect · RuleSignificant New Use Rules on Certain Chemical Substances (24-5.5e)
- Nov 3Comments close · Notice1,2-Dichloropropane Draft Risk Evaluation Under the Toxic Substances Control Act (TSCA); Notice of Availability and Request for Comment
- Nov 13Comments close · Proposed RuleTrichloroethylene (TCE); Regulation Under the Toxic Substances Control Act (TSCA); Compliance Date Extensions
- Dec 14Takes effect · RuleSignificant New Use Rules on Certain Chemical Substances (26-1)
Where US supply comes from
US imports, Jul 2026 · UN Comtrade- HS 2902Cyclic hydrocarbons · $172M · +119.2% on a year earlierTaiwan 29% · Canada 17% · South Korea 17%
- HS 3901Polyethylene · $434M · +38.7% on a year earlierCanada 80% · South Korea 4% · Germany 4%
- HS 2905Alcohols and glycols · $157M · +6.3% on a year earlierCanada 20% · Germany 19% · Netherlands 7%
ARCANE reporting
Published investigations that land on this page
The numbers disagree
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