Key factsItemDetailCompanyAir Products and Chemicals IncTickerAPD (NYSE)SectorBasic materials / industrial gases and chemicalsHeadquartersAllentown, Pennsylvania, United StatesFY2026 guidanceRoughly 8% to 10% adjusted EPS growth at the midpointQ3 FY2026 adjusted EPS guidance$3.25 to $3.35Capital ExpenditureApproximately $4.0 billion for full-year fiscal 2026Analyst consensusBuy rating reported across covering …
Key factsItemDetail (as of mid-2026)CompanyCommercial Metals CompanyTicker / exchangeCMC (NYSE)HeadquartersIrving, Texas, United StatesSectorSteel stocks / US basic materials stocksApproximateMarket ValueRoughly $8bn52-week share price rangeAround $45.50 to $84.87QuarterlyDividend$0.20 per share (recently raised about 11%)Dividend recordAmong the longest unbroken quarterly payout streaks in the sectorNext resultsReporting …
Key factsItemDetailCompanyElement Solutions IncTickerESI (NYSE)SectorSpecialty chemicals / US basic materials stocksRecent share priceAround US$40.75 (late May 2026)Average analyst price targetApproximately US$47.30Q1 2026 net sales growthUp roughly 41% year on year, including about 10% organic growthElectronics organic growthAround 15% in Q1 20262026 adjusted EBITDA guidanceRoughly …
Key factsItemDetailCompanyFirst Majestic Silver CorpTickerAG (NYSE)SectorUS-listedMining/ silver2025 silver outputRecord reported around 15.4m ounces2026 silver guidanceRoughly 13.0-14.4m ounces (Margin-focused)Q1 2026 realised silver priceReported around $86 per ounceMajor dealGatos SilverAcquisition(Los Gatos JV), completed early 2025DividendSharply increased / policy shift to higher payoutHeadlineBuy-leaning ratings amid silver enthusiasmA …
Key factsItemDetailCompanyAngloGold Ashanti PLCTickerAU (NYSE)SectorBasic materials / goldMiningQ1 2026 EPSAbout $2.52 per share, up roughly 186% year on yearQ1 2026 freeCash FlowRecord of about $1.2 billion; net cash around $868 millionQ1 2026 productionAbout 724,000 ounces, up roughly 1% year on year2026 production guidanceAround 2.8 …
Key factsItemDetailCompanyBalchem CorporationListingNasdaq, ticker BCPCSectorSpecialty ingredients: human nutrition, animal nutrition, specialty productsRecent share priceAround USD 170 in early June 2026Full-year 2025 net salesAbout USD 1.037 billionFull-year 2025 netEarningsAbout USD 154.8 millionFull-year 2025 adjusted EBITDAAbout USD 274.9 millionDividendAnnual dividend of USD 0.96 per share, a …
Key factsItemDetailCompanyChina Hongqiao Group LimitedPrimary listingHong Kong Stock Exchange (1378.HK)US tradingOver-the-counter (OTC) under CHHQFSectorAluminium production (one of the world’s largest)FY2025RevenueAbout RMB162.4bnFY2025Net IncomeAbout RMB22.6bnFY2025 basic EPSAbout RMB2.38Proposed 2025 finalDividendHK$1.65 per share (subject to approval)FY2026 outlookAnalyst estimates cited around RMB168bn revenueOpeningChina Hongqiao Group Limited has drawn …
Key factsItemDetailCompanyAlbemarle CorporationListingNew York Stock Exchange (NYSE: ALB)SectorBasic materials / specialty chemicals (lithium)Q1 2026 EPSAbout US$2.95, reported well above expectationsQ1 2026 adjusted EBITDAAbout US$664m, up around 148% year on yearLithium priceReported around US$28,750 per tonne, up roughly 300% year on yearShare-price trendReported strong gains …
Key factsItemDetailCompanyAlamos Gold Inc.TickersAGI (NYSE and TSX)SectorGoldMiningQ1 2026RevenueAbout US$596.7m (record)Q1 2026 gold sales121,924 ounces at an average realised price of about US$4,829/ozQ1 2026 netEarningsUS$191.4m, or US$0.46 per shareQuarterlyDividendUS$0.04 per share (raised 60% in February 2026)2026 production guidance570,000-650,000 ouncesLong-term ambitionToward roughly one million ounces a …
There are rallies, and then there are the kind that stop experienced market observers in their tracks. A nearly 40% gain across four trading sessions in a large-cap enterprise software company is the latter. ServiceNow's move following Jensen Huang's Computex keynote was not a …