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Huntsman Corp (HUN)
NYSE:HUN
Earnings Data
Report Date
Apr 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
-0.2Last Year’s EPS
-0.11Same Quarter Last Year
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call balanced positive operational and financial progress against persistent market and regional headwinds. Highlights include meaningful cost savings ($100M annualized, $45M in‑year), strong free cash flow conversion (45% of EBITDA), improved liquidity (an $800M revolver plus securitization and >$400M cash), and early signs of demand/pricing improvement in parts of Europe and North America. Lowlights center on continued weakness and structural challenges in Europe, downward polyurethane pricing and margin pressure in 2025, natural gas cost headwinds (~$10M impact in Q1), and uncertainty around Asia/China demand and incremental MDI capacity. Overall, the company appears operationally stronger and better capitalized than a year ago but remains exposed to macro and regional demand risks, making the tone cautious but constructive.Company Guidance
Strong Free Cash Conversion
Converted 45% of EBITDA to free cash flow in 2025, a higher conversion rate than many peers and a key achievement supporting liquidity and dividend coverage.
Material Cost Savings Program Delivered
Achieved an annualized run rate of $100 million of cost savings by year-end 2025 (via ~500 headcount reductions, ~10% of workforce, and seven site closures); expecting about $45 million of in‑year savings to flow through in 2026 with additional savings to follow in 2027.
Improved Liquidity and Banking Package
Secured an $800 million revolver, extended securitization capacity (~$300 million), and closed 2025 with over $400 million of cash; overall liquidity posture provides roughly $1 billion of capacity while borrowings across programs were approximately $500 million at year‑end.
Working Capital Progress
Reduced cash conversion cycle by ~10% in 2025 and management targets further reductions in 2026, aiming for working capital to be an inflow absent significant macro deterioration.
Early Demand Green Shoots and Pricing Actions
Management is seeing early signs of improving volumes and pricing in Europe and anticipates gradual recovery in North American housing and Chinese domestic markets; price increase notifications were issued for MDI in North America and Europe to offset rising benzene and natural gas costs.
Advanced Materials Momentum
Advanced Materials expected to be stable with growth driven by aerospace (penetration in wide‑body applications) and power segments; management expects aerospace growth to outpace aircraft build rates for wide bodies.
Inventory / Supply Positioned for Upside
Company inventories are described as very low and supply chains generally lean, which could amplify upside if demand rebounds (management notes risk of rapid tightness leading to shortages during rebounds).
Disciplined Capital and M&A Stance
Management is open to value‑creating M&A, JVs or asset combinations but emphasizes balance‑sheet discipline (no sale process today) and preference for creative, non‑levering options (e.g., JVs) until the industry improves or monetization proceeds are available.
HUN 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
HUN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | $12.35 | $13.41 | +8.58% |
Nov 06, 2025 | $7.36 | $8.11 | +10.25% |
Jul 31, 2025 | $9.40 | $8.92 | -5.05% |
May 01, 2025 | $12.68 | $11.49 | -9.35% |
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 Apr 30, 2026, Before Open (Confirmed).
What is Huntsman Corp (HUN) earnings time?
Huntsman Corp (HUN) earnings time is at Apr 30, 2026, 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 HUN EPS forecast?
HUN EPS forecast for the fiscal quarter 2026 (Q1) is -0.2.