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Celanese (CE)
NYSE:CE
Earnings Data
Report Date
May 12, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.8Last Year’s EPS
0.57Same Quarter Last Year
Moderate Buy
Based on 14 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: material operational weakness in 2025 (notably in the Acetyl Chain and acetate tow) and ongoing demand/headwinds in parts of Asia were balanced by strong management focus on cash generation, refinancing, targeted cost actions, divestiture progress, and clear free cash flow guidance ($650–$750M). Management expressed confidence in hitting cash and deleveraging targets while acknowledging near-term H1 pressure (inventory timing and scheduled turnarounds) and the need for market stabilization in certain product lines. Overall, improvements are primarily expected through cash/cost levers and selective growth in Engineered Materials (electronics and select auto/medical), with stabilization in challenged pockets anticipated by mid-year rather than immediate recovery.Company Guidance
Focused Cash Generation and Refinancing
Management emphasized cash generation as the primary priority, noting successful bond refinancing, materially lower near-term maturities, and confidence in deleveraging without issuing equity.
Free Cash Flow Target
Company reiterated a free cash flow target range of $650 million to $750 million for 2026 and expressed confidence in achieving it through a mix of modest earnings improvement and cash levers.
Working Capital and Inventory Improvement
Working capital performance was strong in 2025 (~$390 million improvement cited) and management is targeting an additional ~$100 million of inventory reduction in 2026 to support cash flow.
Divestiture Progress Toward $1B Goal
Target to generate $1.0 billion of divestiture proceeds by 2027 remains intact; management said they are 'about halfway there' with probability-weighted deals in process and expect another deal in 2026. MicroMax was highlighted as a recent fast execution (~9 months).
Cost Savings from Lanakan Plant Closure
Lanakan plant closure expected to deliver $20 million to $25 million of annual cost benefit, with $5 million to $10 million of that expected to be realized in 2026.
Engineered Materials Bright Spots and Growth Pathways
Engineered Materials showed sequential improvement driven by volume and mix; electronics (AI/data centers) singled out as a bright spot, with opportunities in automotive and medical. Management still expects the potential for $1 to $2 of EPS uplift versus 2025 driven by EM growth, pricing pockets and cost reductions.
Lower Cash Interest and Tax Benefits
Company expects cash interest to be down roughly $50 million in 2026 and lower cash taxes (management cited ~$50 million to $60 million of tax improvement), both supporting cash generation.
1% Volume Sensitivity and Leverage
Management reiterated operating leverage: a 1% volume improvement in the Western Hemisphere Acetyl Chain equates to ~$15–$20 million/year and a 1% improvement in Engineered Materials equates to ~$20–$25 million/year, indicating meaningful upside from small demand improvements.
CE Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CE Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | $55.74 | $54.86 | -1.58% |
Nov 06, 2025 | $36.11 | $41.30 | +14.37% |
Aug 11, 2025 | $47.39 | $41.19 | -13.08% |
May 05, 2025 | $44.72 | $48.99 | +9.56% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Celanese (CE) report earnings?
Celanese (CE) is schdueled to report earning on May 12, 2026, After Close (Confirmed).
What is Celanese (CE) earnings time?
Celanese (CE) earnings time is at May 12, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CE EPS forecast?
CE EPS forecast for the fiscal quarter 2026 (Q1) is 0.8.