The earnings call highlighted strong performance in the HIP segment and aggressive cost reduction plans. However, challenges in the PEM segment, including planned and unplanned outages, led to a net loss and the closure of the Pernis facility. While there are positive strategic moves, significant hurdles remain.

Company Guidance

During the fiscal year 2025 second-quarter earnings call, Westlake Corporation provided guidance on various financial metrics and strategic initiatives. The company reported EBITDA of $340 million on net sales of $3 billion, with the Housing and Infrastructure Products (HIP) segment contributing $275 million in EBITDA and a strong 24% EBITDA margin on sales of $1.2 billion. Despite a challenging environment with elevated interest rates, the HIP segment benefited from increased demand for municipal water applications, supported by the 2021 Infrastructure Act. For the Performance and Essential Materials (PEM) segment, EBITDA was pressured by lower production levels due to planned and unplanned outages, impacting EBITDA by approximately $110 million. To address this, Westlake outlined a three-pronged profitability improvement strategy for PEM, targeting cost reductions of $150 million to $175 million for 2025 and an additional $200 million by 2026. They also announced the closure of the epoxy site in Pernis, Netherlands, to improve profitability. The guidance for 2025 HIP revenue was adjusted to $4.2 billion to $4.4 billion, with an EBITDA margin between 20% and 22%. Additionally, total capital expenditures for the year were projected to be around $900 million, with a cash interest expense of approximately $160 million.

HIP Segment Performance

HIP delivered solid EBITDA of $275 million on sales of $1.2 billion, representing a strong 24% EBITDA margin. Sales rose 16% from the first quarter of 2025, driven by a 14% increase in sales volumes due to pipe and fittings and seasonal demand.

Cost Reduction Achievements

The company achieved over $75 million in cost reductions in the first half of 2025, with a target of $150 million to $175 million for the full year. An additional $200 million in cost reductions is planned by 2026.

Infrastructure Act Benefits

Increased demand for municipal water applications, driven by spending from the 2021 Infrastructure Act, provided a solid foundation for pipe and fittings sales.

Westlake Corporation (WLK) 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

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WLK Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.38 / -	1.41	―	―	―
Aug 05, 2025	2025 (Q2)	0.08 / -0.09	2.4	-103.75% (-2.49)
May 02, 2025	2025 (Q1)	0.65 / -0.31	1.34	-123.13% (-1.65)
Feb 24, 2025	2024 (Q4)	1.05 / 0.06	0.72	-91.67% (-0.66)
Nov 05, 2024	2024 (Q3)	2.21 / 1.41	2.2	-35.91% (-0.79)
Aug 06, 2024	2024 (Q2)	1.99 / 2.40	2.31	3.90% (+0.09)
May 01, 2024	2024 (Q1)	1.03 / 1.34	3.05	-56.07% (-1.71)
Feb 20, 2024	2023 (Q4)	0.91 / 0.72	1.79	-59.78% (-1.07)
Nov 02, 2023	2023 (Q3)	1.97 / 2.20	3.1	-29.03% (-0.90)
Aug 03, 2023	2023 (Q2)	2.92 / 2.31	6.6	-65.00% (-4.29)

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

WLK Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$75.76	$82.55	+8.96%
May 02, 2025	$91.08	$78.82	-13.46%
Feb 24, 2025	$107.77	$107.60	-0.16%
Nov 05, 2024	$128.64	$129.69	+0.82%

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 Westlake Corporation (WLK) report earnings?

Westlake Corporation (WLK) is schdueled to report earning on Oct 30, 2025, Before Open (Confirmed).

What is Westlake Corporation (WLK) earnings time?

Westlake Corporation (WLK) earnings time is at Oct 30, 2025, Before Open (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 WLK EPS forecast?

WLK EPS forecast for the fiscal quarter 2025 (Q3) is 0.38.

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