undamentalytics Newsletter

Specialty Chemicals stocks

51 US-listed companies in specialty chemicals, with $154.4bn of combined revenue in their latest fiscal years. LyondellBasell is the largest ($30.2bn). The fastest grower with at least $100m of revenue in both years is Flotek Industries Inc, up 26.9%. The median company grew 0.6% with a net margin of 2.0%.

Companies51
Combined revenue$154.4bn
Median revenue growth0.6%
Median net margin2.0%
Median return on equity5.7%
#CompanyRevenueGrowthNet marginROEFiscal year
1 LyondellBasellLYB $30.2bn −9.7% −2.4% −6.5% 2025
2 Sherwin-WilliamsSHW $23.6bn 2.1% 10.9% 59.4% 2025
3 EcolabECL $16.1bn 2.2% 12.9% 22.4% 2025
4 PPG IndustriesPPG $15.9bn 0.2% 9.9% 21.4% 2025
5 International Flavors & FragrancesIFF $10.9bn −5.2% −3.3% −2.6% 2025
6 RPM International IncRPM $7.9bn 6.7% 8.4% 21.3% 2026
7 Albemarle CorporationALB $5.1bn −4.4% −9.9% −5.2% 2025
8 Axalta Coating Systems Ltd.AXTA $5.1bn −3.0% 7.4% 17.8% 2025
9 Solstice Advanced Materials Inc.SOLS $3.9bn 3.1% 6.1% 10.2% 2025
10 Cabot CorpCBT $3.7bn −7.0% 8.9% 22.3% 2025
11 Fuller H B CoFUL $3.5bn −2.7% 4.4% 7.9% 2025
12 Avient CorpAVNT $3.3bn 0.6% 2.5% 3.5% 2025
13 Newmarket CorpNEU $2.7bn −2.2% 15.4% 25.9% 2025
14 Element Solutions IncESI $2.6bn 3.8% 7.5% 7.5% 2025
15 Stepan CoSCL $2.3bn 7.0% 2.0% 3.9% 2025
16 Minerals Technologies IncMTX $2.1bn −2.2% −0.9% −1.1% 2025
17 Quaker Chemical CorpKWR $1.9bn 2.7% −0.1% −0.2% 2025
18 Ashland Inc.ASH $1.8bn −13.7% −46.3% −35.4% 2025
19 Innospec Inc.IOSP $1.8bn −3.7% 6.6% 9.2% 2025
20 Sensient Technologies CorpSXT $1.6bn 3.5% 8.3% 11.9% 2025
21 Ingevity CorpNGVT $1.2bn −2.7% −14.3% −148.6% 2025
22 Hawkins IncHWKN $1.1bn 11.2% 7.5% 16.4% 2026
23 Balchem CorpBCPC $1.0bn 8.8% 14.9% 12.9% 2025
24 Alto Ingredients, Inc.ALTO $918m −4.9% 1.5% 5.7% 2025
25 Texxon Holding LtdNPT $797m 18.5% −0.1% — 2025
26 Ecovyst Inc.ECVT $724m 20.9% −9.8% −10.9% 2025
27 Perimeter Solutions, Inc.PRM $653m 16.4% −31.6% −18.0% 2025
28 Graftech International LTDEAF $504m −6.4% −43.6% — 2025
29 Luxfer Holdings PLCLXFR $385m −1.9% 2.0% 3.5% 2025
30 Flotek Industries IncFTK $237m 26.9% 12.9% 26.9% 2025
31 Aemetis, IncAMTX $198m −26.2% −39.0% — 2025
32 Gevo, Inc.GEVO $161m 849.3% −21.1% −7.1% 2025
33 NLI Holdings, Inc.NL $158m 8.5% −23.9% −10.0% 2025
34 Arq, Inc.ARQ $120m 10.4% −43.7% −27.2% 2025
35 Futurefuel Corp.FF $96m −60.7% −51.6% −26.8% 2025
36 Northern Technologies International CorpNTIC $84m −1.0% 0.0% 0.0% 2025
37 Ascent Industries Co.ACNT $75m −7.2% 1.2% 1.0% 2025
38 Lanzatech Global, Inc.LNZA $56m 12.6% −87.7% — 2025
39 Tantech Holdings LTDTANH $38m −10.7% −80.9% −25.7% 2025
40 CN Energy Group. Inc.CNEY $36m −30.2% −31.3% −11.2% 2025
41 ASP Isotopes Inc.ASPI $24m 475.5% −670.2% −126.8% 2025
42 Bon Natural Life LtdBON $19m −21.7% −10.7% −3.9% 2025
43 PMA Graphene Technology Group Inc.PMA $15m −56.8% −39.4% — 2026
44 J-star Holding Co., Ltd.YMAT $10m −43.5% −203.2% — 2025
45 Purecycle Technologies, Inc.PCT $8m — −2185.1% −161.3% 2025
46 Zone Frontier Inc.ZONE $3m 64.3% −5112.7% — 2026
47 Park Ha Biological Technology Co., Ltd.BYAH $3m 6.0% −965.0% — 2025
48 Citrotech Inc.CITR $2m 194.6% −1546.9% — 2025
49 Senestech, Inc.SNES $2m 19.6% −287.4% −105.7% 2025
50 Research Frontiers IncREFR $1m −16.0% −182.4% −115.6% 2025
51 Aduro Clean Technologies Inc.ADUR $121,304 −26.8% −16057.4% −128.8% 2026

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.