Huntsman Corporation is navigating a challenging environment with significant supply chain disruptions and uncertainties due to trade tariffs. While there are strategic advantages from domestic production and tariff impacts on competitors, the company faces notable challenges in aligning supply with demand and managing costs in Europe.
Company Guidance
During the Huntsman Corporation First Quarter 2025 Earnings Call, CEO Peter Huntsman highlighted the company's decision to focus on quarterly rather than yearly guidance due to the current volatile economic landscape. He noted significant disruptions in supply chains, with automotive build rates dropping by low single-digit percentages, yet resulting in double-digit reductions in order patterns. Huntsman emphasized that tariffs, especially on North American MDI, have led to a dramatic decrease in imports, particularly from China, and anticipated continued impacts in the second quarter. The company sees potential for margin expansion due to stabilizing MDI prices and falling raw material costs, despite ongoing challenges in Europe related to industrial policy and high energy costs. The call also addressed plans to double cost savings to $100 million, with further details to be provided later, and a focus on maintaining a strong balance sheet and shareholder value amidst market uncertainties.
MDI Tariff Impact
North American MDI tariffs have significantly reduced imports from China, dropping by 75% by the end of Q1. This allows Huntsman, which produces MDI domestically, to benefit from reduced competition and potential price stabilization.
Cost Management and Structural Adjustments
Huntsman announced consolidation efforts such as the closure of their Boisbriand, Canada facility, and right-sizing their European operations to adapt to market conditions and reduce costs.
Local Production Advantage
Huntsman's strategy of producing MDI domestically in both the Americas and China provides a competitive advantage amidst international trade uncertainties.
Huntsman (HUN) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
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
HUN Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
May 01, 2025
$13.37
$12.12
-9.35%
Nov 04, 2024
$21.14
$20.17
-4.59%
Aug 05, 2024
$20.65
$19.89
-3.68%
May 02, 2024
$23.14
$23.34
+0.86%
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 Huntsman Corp (HUN) report earnings?
Huntsman Corp (HUN) is schdueled to report earning on Aug 05, 2025, TBA Not Confirmed.
What is Huntsman Corp (HUN) earnings time?
Huntsman Corp (HUN) earnings time is at Aug 05, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.