Earnings summaries and quarterly performance for Celanese.
Executive leadership at Celanese.
Scott Richardson
Detailed
Chief Executive Officer and President
CEO
AD
Ashley Duffie
Detailed
Senior Vice President, General Counsel and Corporate Secretary
CK
Chuck Kyrish
Detailed
Senior Vice President and Chief Financial Officer
MM
Mark Murray
Detailed
Senior Vice President, Acetyls
TE
Todd Elliott
Detailed
Senior Vice President, Engineered Materials
Board of directors at Celanese.
BC
Bruce Chinn
Detailed
Director
CK
Christopher Kuehn
Detailed
Director
DH
David Hoffmeister
Detailed
Director
DK
Deborah Kissire
Detailed
Director
EG
Edward Galante
Detailed
Independent Chair of the Board
GM
Ganesh Moorthy
Detailed
Director
JI
Jay Ihlenfeld
Detailed
Director
KH
Kathryn Hill
Detailed
Director
KR
Kim Rucker
Detailed
Director
MK
Michael Koenig
Detailed
Director
SS
Scott Sutton
Detailed
Director
TG
Timothy Go
Detailed
Director
Research analysts who have asked questions during Celanese earnings calls.
AY
Aleksey Yefremov
KeyBanc Capital Markets
10 questions for CE
Also covers: ALB, ALTM, AVNT +17 more
Ghansham Panjabi
Robert W. Baird & Co.
10 questions for CE
Also covers: AMCR, ATR, AVNT +20 more
Hassan Ahmed
Alembic Global Advisors
10 questions for CE
Also covers: CC, DOW, HUN +8 more
JZ
Jeffrey Zekauskas
JPMorgan Chase & Co.
10 questions for CE
Also covers: ALB, AMCR, APD +31 more
JE
John Ezekiel Roberts
Mizuho Securities
10 questions for CE
Also covers: ALB, APD, ASH +22 more
Patrick Cunningham
Citigroup
10 questions for CE
Also covers: ALB, APD, AXTA +17 more
Salvator Tiano
Bank of America
10 questions for CE
Also covers: ADM, BG, EMN +7 more
DB
David Begleiter
Deutsche Bank
9 questions for CE
Also covers: ALB, APD, ASH +24 more
AV
Arun Viswanathan
RBC Capital Markets
8 questions for CE
Also covers: ALB, AMBP, AMCR +27 more
Michael Sison
Wells Fargo
8 questions for CE
Also covers: ALB, APD, ASH +16 more
Vincent Andrews
Morgan Stanley
8 questions for CE
Also covers: ALB, APD, AVNT +20 more
Frank Mitsch
Fermium Research
7 questions for CE
Also covers: AVNT, CTVA, DD +13 more
Kevin McCarthy
Vertical Research Partners
7 questions for CE
Also covers: ALB, ALTM, APD +18 more
Joshua Spector
UBS
5 questions for CE
Also covers: ALB, AMBP, APD +37 more
Matthew Blair
Tudor, Pickering, Holt & Co.
5 questions for CE
Also covers: AMTX, BG, CLNE +21 more
JS
Josh Spector
UBS Group
4 questions for CE
Also covers: ALB, AMBP, APD +30 more
Aziza Gazieva
Fermium Research
2 questions for CE
Also covers: AVNT, PPG, TROX +1 more
LA
Laurence Alexander
Jefferies
2 questions for CE
Also covers: AIQUY, ALB, APD +28 more
Mike Sison
Wells Fargo
2 questions for CE
Also covers: DOW, EMN, HUN +5 more
TH
Turner Hendricks
Morgan Stanley
2 questions for CE
Also covers: AVNT
A
Adam
RBC Capital Markets
1 question for CE
Also covers: ULS
AS
Adam Samuelson
The Goldman Sachs Group, Inc.
1 question for CE
Also covers: BERY, HRL, LW +3 more
AO
Aziza Osinaike
Fermium Research
1 question for CE
JC
James Cannon
UBS Securities
1 question for CE
Also covers: CC, EMN, ESI +4 more
John McNulty
BMO Capital Markets
1 question for CE
Also covers: APD, ASH, AVY +15 more
KE
Kevin Estecon
Jefferies
1 question for CE
Kevin Estok
Jefferies
1 question for CE
Also covers: ASH, AVNT, CBT +8 more
Michael Leithead
Barclays
1 question for CE
Also covers: AMBP, APD, AVY +15 more
Recent press releases and 8-K filings for CE.
Celanese outlines Q4 2025 results and 2026 outlook
CE
Earnings
Guidance Update
M&A
- Free cash flow targeted at $650–$750 million for 2026, with management prioritizing cash generation amid demand uncertainty.
- $1 billion divestiture plan by end-2027 (≈50% completed); another non-core asset sale expected in 2026, focusing on joint ventures.
- Lanaken plant closure to deliver $20–$25 million annual cost savings, including $5–$10 million benefit in 2026.
- Expect $1–$2 EPS uplift in 2026 through Engineered Materials volume growth and Acetyl Chain optimizations; Q2 earnings likely flat to Q1 and second-half weighted.
- Electronics markets are a bright spot, while automotive is mixed (softness in China EV credits); moderate seasonal recovery in coatings and auto expected into Q1.
Feb 18, 2026, 2:00 PM
Celanese outlines Q4 2025 earnings and 2026 outlook
CE
Earnings
Guidance Update
M&A
- Focus on cash: 2026 free cash flow is targeted at $650 million–$750 million, driven by $100 million of additional inventory reductions, $50 million lower interest expense, $50 million–$60 million lower cash taxes and reduced cost-program outlays.
- Divestiture plan: targeting $1 billion of asset sales by end-2027 (approximately half secured), with another transaction expected in 2026 to support debt reduction.
- Engineered Materials: saw sequential volume/mix improvements led by electronics and stable U.S./European auto; growth levers include AI/data-center build-outs, automotive hybrids and medical applications.
- Acetyl Chain challenges: 2025 Adjusted EBIT declined by ~$400 million due to volume and price weakness; the Lanaken plant closure will yield $20 million–$25 million in annual cost savings (with $5 million–$10 million in 2026), and Chinese margins have stabilized with mid-year normalization expected.
- EPS outlook: management targets a $1–$2 per-share uplift in 2026 versus 2025, noting that a 1% volume gain equates to $15 million–$20 million in Acetyl Chain or $20 million–$25 million in Engineered Materials annually, and anticipates H2 weighting due to turnarounds.
Feb 18, 2026, 2:00 PM
Celanese reports Q4 2025 earnings
CE
Earnings
Guidance Update
M&A
- Q4 2025 results: adjusted EPS of $0.67, free cash flow of $160 M, Engineered Materials EBIT of $183 M and Acetyl Chain EBIT of $146 M.
- FY2025 free cash flow of $773 M, surpassing targets; FY2026 FCF guidance of $650–$750 M.
- Q1 2026 outlook: adjusted EPS of $0.70–$0.85, Adjusted EBIT guidance of $210–$230 M (Engineered Materials: $110–$125 M).
- Deleveraging: completed Micromax divestiture and debt refinancing, generating ~$2.6 B (2023–2025) and reducing net debt by ~$2.0 B.
- Cost savings: achieved >$120 M in 2025; targeting $50–$70 M incremental savings in 2026.
Feb 18, 2026, 2:00 PM
Celanese reports Q4 2025 earnings call highlights
CE
Earnings
Guidance Update
M&A
- Management targets $650 million–$750 million free cash flow for 2026 and plans $1 billion of divestitures by the end of 2027 to reduce leverage, with confidence in achieving this even under low‐demand scenarios.
- Closure of the Lanaken acetate tow plant will deliver $20 million–$25 million in annual cost savings, with $5 million–$10 million realized in 2026.
- Demand in Engineered Materials is led by electronics, with automotive mixed—soft in China, stable in Europe, and a potential tailwind from ICE/hybrid focus in the U.S.—and a moderate seasonal uptick in coatings and U.S. EM volumes expected in Q1.
- Contract pricing is largely unchanged, spot volumes remain pressured by overcapacity, Western Hemisphere acetyl margins are more resilient, and Chinese acetyl spreads have stabilized at low levels after recent capacity-driven troughs.
Feb 18, 2026, 2:00 PM
Celanese Corp reports Q4 2025 earnings
CE
Earnings
Guidance Update
Debt Issuance
- Celanese delivered Q4 2025 adjusted EPS of $0.67 and free cash flow of $160 million, driving FY 2025 adjusted EPS of $3.98 and free cash flow of $773 million, up over 50% year-over-year.
- Full-year operating EBITDA was $1.9 billion, with margins above 20% in both Engineered Materials and the Acetyl Chain.
- The company refinanced approximately $4 billion of debt, reducing 2026–27 maturities from $4.8 billion to $2.1 billion, and completed the Micromax® divestiture, generating $492 million in cash proceeds.
- For 2026, Celanese targets $650–$750 million of free cash flow and expects Q1 2026 adjusted EPS of $0.70–$0.85, with segment EBIT guidance of $210–$230 million for Engineered Materials and $110–$125 million for the Acetyl Chain.
Feb 17, 2026, 9:54 PM
Celanese reports Q4 2025 earnings
CE
Earnings
Guidance Update
Demand Weakening
- Full-year 2025 net sales of $9.5 billion, U.S. GAAP diluted loss per share of $10.44 and adjusted EPS of $3.98; operating EBITDA of $1.9 billion and free cash flow of $773 million
- Q4 2025 net sales of $2.2 billion, U.S. GAAP diluted EPS of $0.23 and adjusted EPS of $0.67; operating EBITDA of $435 million and free cash flow of $160 million
- Results affected by lower demand in automotive, paints, coatings and construction; achieved over $120 million in cost reductions and completed the Micromax divestiture
- Outlook for Q1 2026 adjusted EPS of $0.70–$0.85 and full-year 2026 free cash flow target of $650–$750 million
Feb 17, 2026, 9:49 PM
Celanese reports FY2025 loss and sales decline
CE
Earnings
Guidance Update
M&A
- FY 2025 U.S. GAAP EPS: $10.44 loss, adjusted EPS $3.98 on net sales of $9.5 billion (down ~7% yoy)
- Q4 2025: adjusted EPS $0.67, revenue $2.2 billion, operating profit $93 million (adjusted EBIT $251 million)
- Year-end leverage of 5.7×, supported by a $500 million Micromax divestiture to accelerate deleveraging
- FY 2025 operating cash flow $1.1 billion, free cash flow $773 million; Q1 2026 adjusted EPS guidance $0.70–$0.85, 2026 FCF target $650–$750 million
Feb 17, 2026, 3:18 PM
Celanese increases prices for acetic acid, VAM and derivatives
CE
- Celanese is raising prices for acetic acid, Vinyl Acetate Monomer (VAM) and related derivatives in the Western Hemisphere, effective immediately or as contracts allow.
- Price hikes include $50/MT for acetic acid and esters, $60/MT for acetic anhydride, and $100/MT for VAM in the USA/Canada and Mexico/South America, with equivalent increases of €50–€100/MT in EMEA.
- Adjustments apply to both base products and their downstream derivatives, with customer-specific notifications for derivative pricing.
Feb 10, 2026, 12:34 AM
Celanese completes divestiture of Micromax business
CE
M&A
- Celanese completed the sale of its Micromax® business to Element Solutions Inc for $500 million in cash.
- Proceeds will be used to support the company’s deleverage efforts.
- CEO Scott Richardson said the transaction is value-accretive, strengthens the balance sheet and advances priorities of cash generation and deleveraging.
- Celanese is a Fortune 500 specialty materials and chemical company with over 11,000 employees and 2024 net sales of $10.3 billion.
Feb 2, 2026, 9:30 PM
Celanese: Orthopedic biomaterials market on track for USD 24.86 B by 2030
CE
- Global orthopedic biomaterials market projected to grow from USD 16.95 billion in 2025 to USD 24.86 billion by 2030 at a CAGR of 8.0%
- Growth driven by aging population, demand for patient-specific and bioactive implants, and shift toward minimally invasive procedures
- Metallic biomaterials held the largest share in 2024, led by load-bearing applications such as hip and knee arthroplasty and spinal instrumentation
- Asia Pacific is the fastest-growing region, supported by local manufacturing expansion and government initiatives to enhance surgical capacity
- Celanese is positioned as the star performer, leveraging its medical-grade polymers for spinal, trauma, and joint-replacement applications
Jan 22, 2026, 2:00 PM
Quarterly earnings call transcripts for Celanese.
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