HUNHuntsman Corp
Earnings Recap
• Reported GAAP EPS of -$0.56 up 31.71% YoY • Reported revenue of $1.35B down -6.68% YoY • Huntsman expects similar capital expenditure levels in 2026 compared to 2025. Management remains confident the economic cycle for chemicals will eventually improve in core markets, though meaningful changes may not occur immediately.
Bullish
Huntsman improved its net loss and diluted loss per share in Q4 2025, while maintaining a strong liquidity position with $1.3B in cash and unused borrowing capacity, and prioritizing cash management.
Bearish
Huntsman experienced a significant decline in Q4 2025 adjusted EBITDA and increased adjusted net loss, driven by lower selling prices and sales volumes across segments, alongside a substantial decrease in free cash flow.