Huntsman Corporation Earnings Recaps
Q1 2026
May 5, 2026
Huntsman’s shares declined modestly by 1.0% following the quarter, reflecting investor caution amid ongoing margin pressure and uncertainty about sustained demand beyond the near-term order uptick.
Key takeaways
- The company successfully raised prices to offset raw material cost inflation, aiming to improve margins from multi-year lows.
- Plant operations remained reliable, supporting stronger-than-expected demand into Q2, helped by seasonal factors and customer stockpiling ahead of price increases.
- Management highlighted supply chain disruptions, particularly among European customers reliant on Chinese suppliers, contributing to demand shifts.
- Visibility beyond June remains limited, with concerns about inflationary pressures tempering longer-term demand outlook.
- Regional cost disparities, especially high energy prices in Europe versus lower U.S. natural gas prices, continue to weigh on margin recovery efforts.
Q3 2025
Nov 8, 2025
Huntsman Corporation reported solid third-quarter results, delivering $200 million in operating cash flow despite ongoing economic challenges in the U.S., China, and Europe.
Key takeaways
- Successfully achieved $200 million in operating cash for the quarter; year-to-date free cash flow exceeds $100 million.
- On track with a $100 million cost reduction program, including the closure of 7 sites and restructuring of over 600 positions.
- Cautiously managing dividend payouts amid prolonged market downturns, signaling a focus on cash preservation and balance sheet strength.
- Directing efforts towards optimizing supply chains and exploring cost-effective sourcing options, particularly from the U.S. for European operations.
- Forecast for Q4 includes anticipated seasonality and potential inventory destocking, especially in Europe.