The earnings call reflected a challenging environment with several markets experiencing weakened demand, particularly in China and Europe, and short-term visibility issues. However, the company remains focused on cash generation, cost reductions, and strategic pivots to maintain profitability.

Company Guidance

During the Celanese Second Quarter 2025 Earnings Call, the company provided guidance that emphasized their focus on achieving a quarterly EPS run rate of $2. This target is not viewed as aspirational but rather as an achievable milestone supported by concrete plans. The guidance highlighted key areas of focus, including cost structure improvements and the execution of differentiated business models. The company outlined a path to reach this target by bridging from a Q3 midpoint EPS guide of $1.25, with expectations for a $0.25 to $0.30 improvement from inventory movements and order timing adjustments by the fourth quarter. Additionally, Celanese plans to implement around $0.10 per quarter of cost actions next year. The company is also working on four controllable actions: further cost and footprint actions, high-impact programs in high-margin spaces, pricing opportunities in Engineered Materials, and additional opportunities in the Acetyl Chain. These efforts are expected to help reach the $2 per share target, albeit potentially delayed by a few quarters due to current demand conditions.

Strong Free Cash Flow Generation

Celanese reported free cash flow guidance of $700 million to $800 million, equating to approximately $7 per share, highlighting their strong cash generation capabilities driven by operations, not just working capital reductions.

Cost Structure Improvements

The company has made significant reductions in fixed costs and improved operational efficiencies, particularly in the Western Hemisphere for the Acetyl Chain and in Engineered Materials.

Focus on Value in Acetyl Chain

Celanese is pivoting further downstream in the Acetyl Chain to find pockets of value, with a focus on high-margin products and reducing reliance on third-party acetic acid sales.

Celanese (CE) 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

Daily Earnings Calendar >

CE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 10, 2025	2025 (Q3)	1.24 / -	2.44	―	―	―
Aug 11, 2025	2025 (Q2)	1.40 / 1.44	2.38	-39.50% (-0.94)
May 05, 2025	2025 (Q1)	0.38 / 0.57	2.08	-72.60% (-1.51)	―
Feb 18, 2025	2024 (Q4)	1.20 / 1.45	2.24	-35.27% (-0.79)	―
Nov 04, 2024	2024 (Q3)	2.85 / 2.44	2.5	-2.40% (-0.06)	―
Aug 01, 2024	2024 (Q2)	2.72 / 2.38	2.17	9.68% (+0.21)	―
May 08, 2024	2024 (Q1)	1.91 / 2.08	2.01	3.48% (+0.07)	―
Feb 20, 2024	2023 (Q4)	2.31 / 2.24	1.44	55.56% (+0.80)	―
Nov 06, 2023	2023 (Q3)	2.23 / 2.50	3.94	-36.55% (-1.44)	―
Aug 07, 2023	2023 (Q2)	2.48 / 2.17	4.99	-56.51% (-2.82)	―

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
Aug 11, 2025	$47.42	$41.22	-13.07%
May 05, 2025	$44.75	$49.02	+9.54%
Feb 18, 2025	$69.79	$54.81	-21.46%
Nov 04, 2024	$123.28	$90.84	-26.31%

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 Corp (CE) report earnings?

Celanese Corp (CE) is schdueled to report earning on Nov 10, 2025, After Close (Confirmed).

What is Celanese Corp (CE) earnings time?

Celanese Corp (CE) earnings time is at Nov 10, 2025, 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 2025 (Q3) is 1.24.

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