undamentalytics Newsletter

Commodity Chemicals stocks

14 US-listed companies in commodity chemicals, with $82.6bn of combined revenue in their latest fiscal years. Dow Inc. is the largest ($40.0bn). The fastest grower with at least $100m of revenue in both years is LSB Industries, Inc., up 17.8%. The median company grew −2.5% with a net margin of −3.3%.

Companies14
Combined revenue$82.6bn
Median revenue growth−2.5%
Median net margin−3.3%
Median return on equity−14.1%
#CompanyRevenueGrowthNet marginROEFiscal year
1 Dow Inc.DOW $40.0bn −7.0% −6.6% −15.7% 2025
2 Westlake CorpWLK $11.2bn −8.0% −13.5% −15.6% 2025
3 Olin CorpOLN $6.8bn 3.7% −1.5% −5.2% 2025
4 Chemours CoCC $5.8bn 0.4% −6.6% −94.0% 2025
5 Methanex CorpMEOH $3.6bn −3.5% 4.0% 6.4% 2025
6 Tronox Holdings plcTROX $2.9bn −5.7% −16.2% −29.6% 2025
7 Valhi IncVHI $2.1bn −1.3% −2.8% −5.6% 2025
8 Koppers Holdings Inc.KOP $1.9bn −10.2% 3.0% 10.5% 2025
9 Kronos Worldwide IncKRO $1.9bn −1.5% −6.0% −14.1% 2025
10 Orion S.a.OEC $1.8bn −3.8% −3.9% −16.3% 2025
11 Advansix Inc.ASIX $1.5bn 0.3% 3.2% 6.2% 2025
12 Rayonier Advanced Materials Inc.RYAM $1.5bn −10.1% −28.7% −81.6% 2025
13 Westlake Chemical Partners LPWLKP $1.2bn 2.7% 4.2% — 2025
14 LSB Industries, Inc.LXU $615m 17.8% 4.0% 4.9% 2025

Medians cover companies with at least $100m of revenue (growth: in both years). Growth is the latest fiscal year against the year before and includes acquisitions.

Other materials industries

Figures from each company's latest annual report filed with the SEC (10-K or 20-F), as reported, with the fiscal year shown. Not investment advice. How we read filings: methodology.