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Earnings, M&A, and capital-markets coverage of the chemicals and analytical-instruments value chain. What the numbers mean for operators on the line.
Specialty chemicals dealmaking through May 2026 leans on carve-outs and bolt-ons rather than transformative consolidation - BASF Coatings to Carlyle, an amended Honeywell-Johnson Matthey deal, Element Solutions on EFC.
Bruker reported $823.4 million in Q1 2026 revenue, up 2.7% on a 4.5% FX tailwind, but organic growth was negative 4.4% even as BSI bookings rose at a high-single-digit pace for a third straight quarter.
Agilent reported $1.80 billion in first-quarter fiscal 2026 revenue, up 7.0% reported and 4.4% on a core basis, with all three operating segments growing ahead of the May 27 second-quarter release.
Thermo Fisher's Analytical Instruments segment posted $1.72 billion in Q1 2026 revenue, flat year-on-year, with a 2% organic decline tied to softer academic and government demand.
BASF, Dow, and LyondellBasell all reported Q1 2026 results that point to tight capex, footprint rationalisation, and cost programmes - shifting process-analytics demand toward brownfield retrofits, not greenfield builds.