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Huntsman (HUN)

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Earnings summaries and quarterly performance for Huntsman.

Research analysts who have asked questions during Huntsman earnings calls.

Frank Mitsch

Frank Mitsch

Fermium Research

6 questions for HUN

Also covers: AVNT, CE, CTVA +13 more
Hassan Ahmed

Hassan Ahmed

Alembic Global Advisors

6 questions for HUN

Also covers: CC, CE, DOW +8 more
JE

John Ezekiel Roberts

Mizuho Securities

6 questions for HUN

Also covers: ALB, APD, ASH +22 more
Kevin McCarthy

Kevin McCarthy

Vertical Research Partners

6 questions for HUN

Also covers: ALB, ALTM, APD +18 more
Patrick Cunningham

Patrick Cunningham

Citigroup

6 questions for HUN

Also covers: ALB, APD, AXTA +17 more
Salvator Tiano

Salvator Tiano

Bank of America

6 questions for HUN

Also covers: ADM, BG, CE +7 more
DB

David Begleiter

Deutsche Bank

5 questions for HUN

Also covers: ALB, APD, ASH +24 more
AY

Aleksey Yefremov

KeyBanc Capital Markets

4 questions for HUN

Also covers: ALB, ALTM, AVNT +17 more
AV

Arun Viswanathan

RBC Capital Markets

4 questions for HUN

Also covers: ALB, AMBP, AMCR +27 more
JZ

Jeffrey Zekauskas

JPMorgan Chase & Co.

4 questions for HUN

Also covers: ALB, AMCR, APD +31 more
Matthew Blair

Matthew Blair

Tudor, Pickering, Holt & Co.

4 questions for HUN

Also covers: AMTX, BG, CE +20 more
Michael Sison

Michael Sison

Wells Fargo

4 questions for HUN

Also covers: ALB, APD, ASH +16 more
JS

Josh Spector

UBS Group

3 questions for HUN

Also covers: ALB, AMBP, APD +30 more
Joshua Spector

Joshua Spector

UBS

3 questions for HUN

Also covers: ALB, AMBP, APD +37 more
MH

Mike Harrison

Seaport Research Partners

3 questions for HUN

Also covers: ASH, AVD, AVNT +16 more
Vincent Andrews

Vincent Andrews

Morgan Stanley

3 questions for HUN

Also covers: ALB, APD, AVNT +20 more
AT

Adam Trigg

RBC Capital Markets

2 questions for HUN

DR

Dan Rizzo

Jefferies Financial Group Inc.

2 questions for HUN

Also covers: ICL, OEC
JZ

Jeff Zekauskas

JPMorgan

2 questions for HUN

Also covers: CC, CTVA, DOW +8 more
MH

Michael Harrison

Seaport Research Partners

2 questions for HUN

Also covers: APD, ASH, AVNT +17 more
Mike Sison

Mike Sison

Wells Fargo

2 questions for HUN

Also covers: CE, DOW, EMN +5 more
RP

Ryan Pirnat

KeyBanc Capital Markets

2 questions for HUN

Also covers: DD, WLK
TH

Turner Hinrichs

Morgan Stanley

2 questions for HUN

Also covers: AVNT, DD, EMN +1 more
AR

Aaron Rosenthal

JPMorgan Chase & Co.

1 question for HUN

Also covers: NE, PDS, TROX
DR

Daniel Rizzo

Jefferies

1 question for HUN

Also covers: APD, ASH, ATR +16 more
E

Elon

JPMorgan Chase & Co.

1 question for HUN

Emily Fusco

Emily Fusco

Deutsche Bank

1 question for HUN

Also covers: APD, AVNT, CBT +4 more
Kevin Estok

Kevin Estok

Jefferies

1 question for HUN

Also covers: ASH, AVNT, CBT +8 more
LA

Laurence Alexander

Jefferies

1 question for HUN

Also covers: AIQUY, ALB, APD +27 more

Recent press releases and 8-K filings for HUN.

Huntsman Reports Q4 2025 Results, Outlines 2026 Outlook and Cost Savings
HUN
Earnings
Guidance Update
Debt Issuance
Feb 18, 2026, 3:00 PM
Huntsman Reviews Challenging 2025, Anticipates 2026 Recovery and Strategic Consolidation
HUN
Earnings
Guidance Update
M&A
  • Huntsman experienced a challenging 2025 due to struggles in North American housing and durable goods, a slowing Chinese domestic market, and record chemical production loss in Europe, yet managed to convert 45% of its EBITDA to free cash flow.
  • For 2026, the company anticipates a gradual recovery in North American home building and durable goods, and an improvement in Chinese domestic markets, while expecting $45 million of in-year cost savings from prior restructuring efforts.
  • Management foresees 2026 as a year for potential mergers, joint ventures, and industry consolidation, with a primary focus on expanding its Advanced Materials footprint in applications like aerospace and adhesives.
  • The CFO expressed no concern regarding debt leverage ratios for 2026, noting that the credit agreement's EBITDA definition includes over $200 million in adders.
Feb 18, 2026, 3:00 PM
Huntsman Reports Q4 and Full Year 2025 Results, Provides Q1 2026 Outlook
HUN
Earnings
Guidance Update
Demand Weakening
  • Huntsman reported Q4 2025 revenues of $1,355 million and a net loss attributable to Huntsman Corporation of ($96) million, with Adjusted EBITDA of $35 million. For the full year 2025, revenues were $5,683 million, and the company posted a net loss of ($284) million.
  • The company's liquidity stood at $1,323 million at the end of Q4 2025, with net debt of $1,582 million and a net debt leverage of 5.8x.
  • Huntsman's cost realignment program is targeting ~$100 million in run rate benefits, with ~$55 million in-year savings realized in 2025 and ~$100 million expected in 2026. Approximately 80% of the ~500 target headcount reduction was complete by year-end 2025.
  • For Q1 2026, Huntsman projects total Adjusted EBITDA to range from ~$45 million to $75 million.
Feb 18, 2026, 3:00 PM
Huntsman Reports Q4 2025 Results and Provides 2026 Outlook
HUN
Earnings
Guidance Update
Debt Issuance
  • Huntsman converted 45% of its EBITDA to free cash flow in 2025, a higher percentage than many in the industry.
  • The company achieved an annualized run rate of $100 million in cost savings by the end of 2025, resulting from 500 headcount reductions and the closure of 7 facilities. An additional $45 million in-year savings is expected in 2026.
  • For Q1 2026, Huntsman projects Polyurethanes EBITDA to be between $25 million and $40 million, compared to $42 million in Q1 2025, partly due to rising natural gas costs.
  • Huntsman anticipates a gradual recovery in North American home building and durable goods and an improvement in Chinese domestic markets in 2026, with early signs of improved volumes and pricing in Europe.
  • The company secured a new $800 million revolver and extended its $300 million securitization program capacity, holding over $400 million in cash at year-end 2025, resulting in approximately $1 billion net liquidity moving forward.
Feb 18, 2026, 3:00 PM
Huntsman Announces Fourth Quarter and Full Year 2025 Earnings
HUN
Earnings
Demand Weakening
Guidance Update
  • Huntsman Corporation reported Q4 2025 revenues of $1,355 million, a decrease from $1,452 million in the prior year period, and a net loss attributable to Huntsman of $96 million.
  • Adjusted EBITDA for Q4 2025 was $35 million, down from $71 million in the prior year period, with an adjusted diluted loss per share of $0.37.
  • For the full year 2025, the company generated $298 million in net cash provided by operating activities from continuing operations and $125 million in free cash flow from continuing operations.
  • Management emphasized the company's focus on restructuring and cash generation during 2025, committing to disciplined cash management, balance sheet, and cost control for 2026, with similar capital expenditure levels expected.
Feb 17, 2026, 9:30 PM
Huntsman Announces Fourth Quarter and Full Year 2025 Earnings
HUN
Earnings
Demand Weakening
Guidance Update
  • Huntsman reported Q4 2025 revenues of $1,355 million and a net loss attributable to Huntsman of $96 million, with full-year 2025 revenues of $5,683 million and a net loss of $284 million.
  • Adjusted EBITDA for Q4 2025 was $35 million, a decrease from $71 million in the prior year, and full-year 2025 adjusted EBITDA was $275 million.
  • The company generated $20 million in free cash flow from continuing operations for Q4 2025 and $125 million for the full year 2025.
  • As of December 31, 2025, Huntsman maintained approximately $1.3 billion in combined cash and unused borrowing capacity.
  • Management expects similar capital expenditure levels in 2026 as in 2025 , and the CEO noted generating close to $300 million of cash flow from operations in 2025 despite a challenging market.
Feb 17, 2026, 9:15 PM
Huntsman International LLC Secures $800 Million Revolving Credit Facility
HUN
Debt Issuance
Financial Covenants
  • Huntsman International LLC (HI), a wholly-owned subsidiary of Huntsman Corporation, entered into an $800 million senior secured revolving credit facility on February 9, 2026.
  • The credit facility will mature on February 9, 2031, and HI has the option to increase commitments by up to $400 million.
  • Borrowings under the agreement will bear interest with applicable margins ranging from 0.50% to 1.00% per annum for Alternate Base Rate borrowings and 1.50% to 2.00% per annum for Term Benchmark and SONIA borrowings, based on HI's leverage ratio.
  • The Credit Agreement includes financial covenants, such as a maximum Total Net Leverage Ratio starting at 6.25 to 1.00 for March 31, 2026, and a minimum Fixed Charge Coverage Ratio of 2.50 to 1.00 commencing March 31, 2026.
Feb 13, 2026, 9:19 PM
Huntsman Updates Fourth Quarter 2025 Outlook Due to Outage
HUN
Guidance Update
Profit Warning
  • Huntsman Corporation is experiencing an unplanned outage at its Polyurethanes facility in Rotterdam, Netherlands, impacting the larger of its two MDI lines.
  • This outage is expected to negatively affect fourth quarter 2025 adjusted EBITDA by approximately $10 million.
  • As a result, management anticipates Q4 2025 adjusted EBITDA will be at the low end of the previously communicated $25 million to $50 million range.
  • Production at the affected facility is projected to resume by mid-December.
Dec 1, 2025, 9:15 PM
Huntsman Reports Q3 2025 Results and Provides Q4 2025 Outlook
HUN
Earnings
Guidance Update
Dividends
  • Huntsman reported revenues of $1,460 million and Adjusted EBITDA of $94 million for Q3 2025, alongside a net loss attributable to Huntsman Corporation of $(25) million and an adjusted diluted loss per share of $(0.03).
  • For Q4 2025, the company projects Adjusted EBITDA to be between $25 million and $50 million , citing challenged market conditions, seasonal volume decline, and no improvement in global construction markets.
  • Huntsman announced cost realignment plans targeting ~$100 million in run rate benefits by the end of 2026, which include a headcount reduction of ~500.
  • The quarterly dividend was reset to $0.0875 per share, representing a 65% reduction.
Nov 7, 2025, 3:00 PM
Huntsman Details Q3 2025 Performance, Cost Reductions, and Market Headwinds
HUN
Guidance Update
Demand Weakening
Layoffs
  • Huntsman is on track to complete its $100 million cost reduction program by 2026, which includes the elimination or relocation of over 600 positions and the closure of seven sites, primarily in Europe.
  • The company delivered $200 million of operating cash in Q3 2025 and over $100 million in year-to-date free cash flow, attributing this to aggressive working capital management.
  • The industry is facing significant challenges, including the effects of high inflation and rising interest rates in the U.S. impacting consumer durables and home building, lack of consumer confidence and spending in China, and the deindustrialization of Europe.
  • Huntsman is prioritizing inventory reduction and cash generation, aiming to enter 2026 with lower than average inventories to calibrate production to actual demand, and anticipates a modest recovery starting in 2026.
  • The electronics business now accounts for 40% of the company's earnings and has doubled over the last seven years, with MDI growth projected at 1.5 times GDP over the cycle.
Nov 7, 2025, 3:00 PM