CE
Market read
The latest filing is mixed. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
Invalidation: The isolated read changes if CE's group or a disclosed connection begins moving with it.
Research brief
The latest filing is mixed. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 6 directly disclosed connections are confirming.
Company research
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
No credible peer-relative valuation comparison is available yet.
Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
“Business Environment During the three months ended June 30, 2026, demand in the Western Hemisphere was supported by sequential seasonal improvement but remained overall muted in key end markets, including automotive, paints and coatings and construction, refl…”10-Q · Aug 5, 2026 ↗
“Business Environment During the three months ended June 30, 2026, demand in the Western Hemisphere was supported by sequential seasonal improvement but remained overall muted in key end markets, including automotive, paints and coatings and construction, refl…”10-Q · Aug 5, 2026 ↗
“46 Table of Contents Six Months Ended June 30, 2026 Compared to Six Months Ended June 30, 2025 Net sales increased for the six months ended June 30, 2026 compared to the same period in 2025, primarily due to: • higher pricing for most of our products globally…”10-Q · Aug 5, 2026 ↗
“The Company's maximum exposure to loss as a result of its involvement with these VIEs as of December 31, 2025 and 2024 was $ 190 million and $ 208 million, respectively, related primarily to the recovery of capital expenditures for certain property, plant and…”10-K · Feb 24, 2026 ↗
Valuation discipline
Jodie found no industry-matched filing peers suitable for a valuation comparison. It will not substitute broader financial-sector names.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
Jodie has not returned a relevant primary source or news item for CE. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Latest filing assessment
10-Q filed 2026-08-05 against the comparable filing from 2025-08-11.
Capital and cash conversion
Capex, revenue, and operating cash flow are matched to the same reported duration. Reported accounting context, not a forecast or trading recommendation.
“Net Cash Provided by (Used in) Operating Activities Net cash provided by operating activities decreased $162 million to $285 million for the six months ended June 30, 2026 compared to net cash provided by operating activities of $447 million for the same period in 2025, primarily due to: • unfavorable trade working capital of $396 million, primarily due to the timing of collections of trade receivables and inventory increases as a result of higher pricing and raw material costs, partially offset by timing of settlement of trade payables during the six months ended June 30, 2026; and • a decrease in earnings performance after noncash adjustments; partially offset by: • favorable changes in o...”
“Three Months Ended June 30, 2026 Compared to Three Months Ended June 30, 2025 Net sales increased for the three months ended June 30, 2026 compared to the same period in 2025, primarily due to: • higher pricing for most of our products, primarily due to pricing actions implemented during the three months ended June 30, 2026, as well as a more favorable product mix; and • a favorable currency impact, primarily resulting from a stronger euro and Chinese yuan relative to the U.S. dollar; largely offset by: • lower volume, primarily due to the completed sale of the Micromax ® business (see Note 3 - Acquisitions, Dispositions and Plant Closures in the accompanying unaudited interim consolidated...”
“Six Months Ended June 30, 2026 Compared to Six Months Ended June 30, 2025 Net sales increased for the six months ended June 30, 2026 compared to the same period in 2025, primarily due to: • a favorable currency impact, primarily resulting from a stronger euro and Chinese yuan relative to the U.S. dollar; and • higher pricing for most of our products, primarily due to pricing actions implemented during the three months ended June 30, 2026, as well as a more favorable product mix; largely offset by: • lower volume, primarily due to the completed sale of the Micromax ® business (see Note 3 - Acquisitions, Dispositions and Plant Closures in the accompanying unaudited interim consolidated financ...”
Historical filing backfill generated after the original filing window. It is not part of Jodie's live track record.
Business ecosystem
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
“Richardson held various finance, operational and leadership roles at American Airlines.”
“Our incurrence of debt to finance the purchase price for a majority of the Mobility & Materials business (the "M&M Business") acquired from DuPont de Nemours, Inc.”
Depended on by
“Effective March 17, 2023, the Company entered into a sales agreement (Sales Agreement) with Celanese Canada ULC (Celanese) under which Celanese will make available and supply to the Company certain raw materials used to create a nanoporous membrane utilized i…”
Filing peers
No filing peers are available for this name yet.
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What is moving around it
CE is currently a Leader in the organic co-movement group Commodity-Linked Cyclicals. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for CE; it is not active in the latest market snapshot.
Context history
No durable theme membership has been observed for this name yet.