7 Aug 2026
Review of the key figures and data to emerge over the last seven days from leading players worldwide
SHARE PRICES
Selected tire manufacturers’ share-price trends
|
Company |
30-31 July |
6-7 Aug |
Change |
|
Bridgestone Corp. |
Yen4,050 |
Yen3,989 |
-1.5% |
|
Goodyear |
$7.12 |
$6.94 |
-2.5% |
|
Hankook |
KRW65,100 |
KRW70,500 |
+8.3% |
|
Michelin |
€34.88 |
€34.24 |
-1.8% |
|
Nokian Tyres |
€15.34 |
€15.06 |
+1.8% |
|
Pirelli |
€6.44 |
€6.57 |
+2.0% |
|
Sumitomo Rubber (SRI) |
Yen2,317 |
Yen2,342 |
+1.1% |
|
Yokohama Rubber (YRC) |
Yen7,694 |
Yen7,670 |
-0.3% |
|
ZC Rubber |
CNY50.18 |
CNY49.12 |
-2.1% |
Selected rubber product manufacturers’ share-price trends
|
Company |
30-31 July |
6-7 Julyd |
Change |
|
Avon Technologies |
£17.60 |
£19.10 |
+8.5% |
|
Cooper-Standard |
$28.78 |
$31.17 |
+8.3% |
|
Datwyler |
CHF141.60 |
CHF140.00 |
-1.1% |
|
Hexpol |
SEK88.20 |
SEK90.90 |
+3.1% |
|
Sanok Rubber |
PLN22.10 |
PLN22.10 |
0.0% |
|
Semperit |
€14.60 |
€15.10 |
+3.4% |
|
Top Glove |
MYR0.67 |
MYR0.63 |
-6.0% |
|
Trelleborg |
SEK426.00 |
SEK438.60 |
+3.0% |
MATERIALS
Natural rubber
NR futures ended the final trading week of July mostly lower, with Japan's Osaka Exchange the only major market to post a weekly gain, according to Japan Exchange Group (JPX). "Increased production … coupled with signs of a slowing Chinese economy, continued to weigh on rubber prices," JPX said. The report added that expectations of higher interest rates, elevated crude oil prices and "persistent inflationary pressures" could continue to weigh on commodity markets.
Selected natural rubber futures price trends on major trading exchanges
|
Exchange |
Commodity |
Delivery |
Week to 24/7/26 |
Week to 31/7/26 |
% Change |
|
Osaka |
RSS3 |
Sept ‘26 |
416.0 (JPY) |
423.6 (JPY) |
+1.8% |
|
SHFE |
SCR/RSS |
Sept ‘26 |
16,855 (CNY) |
16,460 (CNY) |
-2.3% |
|
INE |
TSR |
Sept ’26 |
14,585 (CNY) |
14,225 (CNY) |
-2.5% |
|
SICOM |
TSR20 |
Sept ‘26 |
214.4 (US$c) |
211.5 (US$c) |
-1.4% |
|
SHFE |
BR |
Sept ‘26 |
13,990 (CNY) |
12,740 (CNY) |
-8.95% |
(ERJ calculation for selected futures pricing, as tracked by JPX) S
BUSINESS
Financial results reported over recent weeks
|
Company |
Period |
Sales |
YoY change |
Earnings |
YoY change |
|
Goodyear |
Q2/26 |
$4.3bn |
-4.8% |
$36m1 |
-77% |
|
Goodyear |
H1/26 |
$8.1bn |
-6.7% |
$131m1 |
-63% |
|
Continental Tires |
Q2/26 |
€3.3bn |
-0.2% |
€509m2 (adj) |
+26% |
|
Continental Tires |
H1/26 |
€6.58bn |
-2.4% |
€977m2 (adj) |
+14% |
|
Kumho Tire |
Q2/26 |
KRW1,332bn (€810m) |
+9% |
KRW182bn1 |
+24% |
|
ContiTech |
Q2/26 |
€1.1bn |
-29% |
€79m2 (adj) |
-15.5% |
|
ContiTech |
H1/26 |
€2.3bn |
-27% |
€168m2 (adj) |
-0.6% |
|
Cabot Reinforcement |
fQ3/26 (Q to 30/6) |
$599m |
+4.5% |
$117m3 |
-20% |
|
Wacker Silicones |
Q2/26 |
€757m |
+6% |
€123m3 |
+18% |
|
Nocil Ltd |
fQ1/27 |
INR4bn |
+20% |
INR280m5 |
+61% |
|
Pirelli |
Q1/26 |
€1.76bn |
+1.0% |
€280.4m2 |
+0.7% |
|
Pirelli |
H1/26 |
€3.49bn |
-0.1% |
€794.5m3 |
+3.0% |
|
Zeon Corp Elastomers ERJ report |
fQ1/26 (to 30 June) |
Yen58.2bn |
~0% |
Yen5.5bn1 |
+31% |
|
Nexen Tire |
Q2/26 |
KRW891.3bn |
+10.8% |
KRW34.3bn1 |
-19.5% |
|
Michelin Group |
H1/26 |
€12.69bn |
- 2.6% |
€1.4bn1 |
~0% |
|
Datwyler |
H1/26 |
CHF582.7m |
3.5% |
CHF75.7m2 |
9.9% |
|
Doublestar Group |
H1/26 forecast |
n/s |
n/s |
Yuan110-160m5 |
c/f Yuan35.4m loss |
|
Linglong Tire |
H1/26 forecast |
n/s |
n/s |
Yuan110m5 (€14m) |
-87% |
|
Nokian Tyres |
Q2/26 |
€380m |
+10.6% |
€35m1 |
+136% |
|
Nokian Tyres |
H1/26 |
€660m |
+7.6% |
€17m1 |
c/f loss of €21m |
1(Segment) operating income; 2EBIT; 3EBITDA, 4Business profit; 5Net income; 6EBITA
PROJECTS
Recently reported capacity additions & expansions
|
Reported |
Company |
Project |
Location |
Capex |
Details |
|
4 Aug |
Zeon Corp. |
Built demo bio-BD facility |
Tokuyama, Shunan City, Yamaguchi, Japan |
n/s |
Project with Yokohama Rubber to commercialise tech by 2034.
|
|
4 Aug |
Nocil Ltd |
Plan to expand rubber chemicals capacity |
Dahej, India |
INR1.3bn (€12m) |
Via backward-integration project |
|
27 July |
South Korea ministry of climate, energy, environment |
Higher-value recycling of end-of-life tires |
South Korea |
KRW48 billion (€30 million) |
Increase use of rCB in new-tire production |
|
22 July |
Befar Group |
Build 250ktpa speciality rubber plant by 2029 |
Binzhou City, Shandong, China |
Phase I: Yuan1.82bn (€235) |
Phase I includes 70ktpa halobutyl rubber unit |
|
21 July |
Sinochem Quanzhou Petrochemical |
New 80ktpa carbon black plant |
Quanzhou, Fujian, China |
Yuan543m (€70m) |
Commissioning environmental protection facilities |
|
20 July |
Ceat Ltd |
Plan to expand 2W tire production |
Nagpur, Maharashtra, India |
INR12.1bn (€109m) |
Add 53k to current 80k units/day capacity |
|
13 July |
Kumho Tire |
Investment in new tire plant to start in 2028 |
Hampyeong, South Korea |
Up to KRW760bn (€440m), from prev. KRW661bn |
Capacity: 5.3m/yr tires, 7m/yr units "refined rubber" |
This week’s top news stories
Sinochem completes €1bn sale of Pirelli stake to Czech investor (ERJ report)
Salzgitter selling Desma to German-French industrial group (ERJ report)
Goodyear reports 77% earnings drop on lower sales, volumes (ERJ report)
Cabot Reinforcement Materials earnings fall despite higher volumes (ERJ report)
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