RS

Dow Inc. reported Q3 2026 adjusted EPS of 71 cents, beating consensus estimates, with sales rising 13% to $11.3B. The company's self-help initiatives and higher pricing offset rising input costs. Operating EBITDA reached $1.55B, and Dow remains on track to deliver $700M in transformation benefits in 2026 with approximately $2B total uplift expected by 2027.

Arkema S.A. has officially opened the expansion of its Shanghai R&D Center in China, increasing laboratory space by 20% and adding collaborative facilities including an interactive showroom. The expansion supports the company's focus on high-growth markets including energy, electronics, and mobility through sustainable materials research and development.

Newmont Corporation is set to report Q3 2026 results on October 22, with analysts predicting an earnings beat. While higher realized gold prices (~$4,428/oz, up 25% YoY) are expected to boost revenues and margins, weaker production (down 13% YoY to 1.29M oz) and significantly higher costs (AISC up 25.2% YoY to $1,961/oz) are likely to offset pricing gains. The company faces headwinds from strategic divestitures, lower output from key mines, and elevated sustaining capital spending.

BASF has launched its GLYTHERMIN DC and PG coolant product lines to address the growing thermal management needs of AI-driven data centers. As server rack power density increases with heat loads exceeding 150 kW, direct liquid cooling demand is rising. The products qualify as NVIDIA DSX Ready Coolants and leverage BASF's expertise in heat transfer fluids and corrosion protection.

Southern Copper (SCCO) is expected to report Q3 2026 revenues of $4.50 billion (up 33.3% YoY) and EPS of $2.07 (up 53.3% YoY), driven by higher metal prices offsetting lower production volumes. However, the company faces headwinds from a 3.5% decline in copper production, lower ore grades in Peru, and elevated operating costs. The Zacks model does not predict an earnings beat due to a negative Earnings ESP of -4.35%, despite the company's strong historical track record of beating estimates.

Nucor Corporation announced a $105 million expansion of its Crawfordsville, Indiana utility structures facility, subject to regulatory approvals. The project will add over 120,000 square feet of manufacturing space with advanced automation and create 100 new jobs with average annual wages of $87,500. The expansion supports electric grid modernization and increasing electricity demands.

Kronos Worldwide (KRO) has seen its shares surge 72.2% year-to-date, driven by a 16% increase in titanium dioxide sales volumes, market-share gains, and improving profitability. The company is implementing cost-reduction and pricing initiatives to support margin expansion, while maintaining strong liquidity with $261 million in revolving credit availability.

Cabot Corporation (CBT) is strengthening its long-term growth prospects through capital-efficient battery materials expansion and improved earnings guidance. The company targets $40 million in battery materials EBITDA for fiscal 2026, supported by rising global battery demand. With $278 million in nine-month operating cash flow and $30 million in targeted cost savings, CBT is well-positioned for sustained growth.

BASF SE has launched new Ultradur RC1 grades containing up to 30% post-consumer recycled content for automotive applications. These glass fiber-reinforced compounds deliver performance comparable to conventional grades while helping customers meet sustainability goals and regulatory requirements for recycled content. The company will showcase the new materials at Fakuma 2026.

Ingevity Corporation (NGVT) shares have gained 33.9% over the past year driven by portfolio transformation, strategic divestitures, and disciplined capital allocation. The company is focusing on high-return markets and targeting $300 million in share repurchases through 2027.

However, challenges include weakness in the APT business segment, macroeconomic uncertainties, and softer North American auto production forecasts. NGVT carries a Zacks Rank #3 (Hold) rating.

Ingevity Corporation (NGVT) shares have gained 30.6% over the past year, outperforming its industry. The company's portfolio optimization through divestitures and acquisitions, combined with improved cash flow generation and debt reduction to 2.5X leverage, has boosted investor confidence. NGVT is pursuing growth opportunities in PFAS filtration, biofuels applications, and capacity expansions while planning a $300 million share repurchase program through 2027.

Westlake Corporation announced the closure of its 165,000-metric-ton PVC plant in Cologne, Germany, to optimize costs and improve profitability amid weak demand, elevated energy costs, and rising Asian imports. The closure is expected to result in $205 million in pre-tax charges ($100 million cash, $105 million non-cash), with approximately $110 million recognized in 2026 and the remainder in 2027. The company will continue serving customers from lower-cost German PVC sites, including the recently acquired Wilhelmshaven facility.