BASF Adjusted Earnings Miss Likely to Drive Consensus Downgrades -- Market Talk

Dow Jones

01/23

0646 GMT - BASF's weaker-than-expected fourth-quarter adjusted earnings are likely to drive consensus downgrades, J.P. Morgan analysts Chetan Udeshi and Angelina Glazova write in a note. The German chemical giant didn't provide a segment breakdown, so it isn't clear where the earnings miss originated, they say. Adjusted Ebitda was 14% and 10% below J.P. Morgan and Vara estimates, respectively, and fell 25% year over year, they add. The weaker adjusted earnings run rate could drive a further 2%-3% cut to 2026 consensus adjusted Ebitda and around a 5% downgrade to consensus adjusted earnings per share. (najat.kantouar@wsj.com)

(END) Dow Jones Newswires

January 23, 2026 01:46 ET (06:46 GMT)

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Morgan analysts Chetan Udeshi and Angelina Glazova write in a note. The German chemical giant didn't provide a segment breakdown, so it isn't clear where the earnings miss originated, they say. Adjusted Ebitda was 14% and 10% below J.P. Morgan and Vara estimates, respectively, and fell 25% year over year, they add. The weaker adjusted earnings run rate could drive a further 2%-3% cut to 2026 consensus adjusted Ebitda and around a 5% downgrade to consensus adjusted earnings per share. 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Morgan analysts Chetan Udeshi and Angelina Glazova write in a note. The German chemical giant didn't provide a segment breakdown, so it isn't clear where the earnings miss originated, they say. Adjusted Ebitda was 14% and 10% below J.P. Morgan and Vara estimates, respectively, and fell 25% year over year, they add. The weaker adjusted earnings run rate could drive a further 2%-3% cut to 2026 consensus adjusted Ebitda and around a 5% downgrade to consensus adjusted earnings per share. (najat.kantouar@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  January 23, 2026 01:46 ET (06:46 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BASFY","symbol_name":"BASF SE","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2605429017","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2605429017","pubTimestamp":1769150760,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0646 GMT - BASF's weaker-than-expected fourth-quarter adjusted earnings are likely to drive consensus downgrades, J.P. Morgan analysts Chetan Udeshi and Angelina Glazova write in a note. The German chemical giant didn't provide a segment breakdown, so it isn't clear where the earnings miss originated, they say. Adjusted Ebitda was 14% and 10% below J.P. Morgan and Vara estimates, respectively, and fell 25% year over year, they add. The weaker adjusted earnings run rate could drive a further 2%-3% cut to 2026 consensus adjusted Ebitda and around a 5% downgrade to consensus adjusted earnings per share. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BASFY":"BASF SE","BK4098":"多种化学制品"},"translate_title":"巴斯夫调整后盈利低于预期可能会导致普遍下调评级——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BASFY":0.9},"content_text":"0646 GMT - BASF's weaker-than-expected fourth-quarter adjusted earnings are likely to drive consensus downgrades, J.P. Morgan analysts Chetan Udeshi and Angelina Glazova write in a note. The German chemical giant didn't provide a segment breakdown, so it isn't clear where the earnings miss originated, they say. Adjusted Ebitda was 14% and 10% below J.P. Morgan and Vara estimates, respectively, and fell 25% year over year, they add. The weaker adjusted earnings run rate could drive a further 2%-3% cut to 2026 consensus adjusted Ebitda and around a 5% downgrade to consensus adjusted earnings per share. (najat.kantouar@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  January 23, 2026 01:46 ET (06:46 GMT)\n\n\n  Copyright (c) 2026 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}