Stocks · News reference
Reference Details
Poisar stores the source's headline, summary and market tags for reference. Reporting and full article text remain with the original publisher.
Keep reading
Trump touts a massive Belarus potash deal at lower prices than Canada, but Lukashenko says no supply is available.
U.S. diesel prices hit a record $6.50 a gallon, putting fresh pressure on farmers. Here’s what soaring fuel costs could mean for agriculture ETFs.
https://www.ft.com/content/e1b2e9c2-9086-4ba1-bbda-58133c60f011?syn-25a6b1a6=1
Element Solutions (ESI) shares have surged 40.8% year-to-date, outperforming its industry. The company raised 2026 adjusted EBITDA guidance to $690-$710 million and expects ~20% EPS growth, driven by strong AI-related electronics demand, operational efficiency improvements, and improved cash generation.
Kronos Worldwide (KRO) is experiencing strong recovery driven by 10% year-over-year TiO2 sales volume growth, market share gains across all major markets, and improved pricing. The company's gross margin expanded to 18% in Q2 2026 from 13% a year earlier, supported by restructuring savings and lower-cost inventory. EBITDA surged to $52.9 million while operating cash flow improved significantly, with the stock gaining 36.6% over the past year.
Air Products and Chemicals (APD) raised its fiscal 2026 adjusted earnings guidance to $13.39-$13.49 per share, driven by high-return industrial gas projects, strategic acquisitions, and productivity initiatives. The company benefits from a $3 billion project backlog, the NEOM green hydrogen project in Saudi Arabia, and $250 million in expected annual cost savings from headcount reductions. Analyst sentiment remains positive with earnings estimates revised upward over the past 60 days.