Huntsman Corp (HUN)
NYSE:HUN
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Earnings Data
Report Date
Aug 04, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.05Last Year’s EPS
-0.2Same Quarter Last Year
Based on 10 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a cautiously positive tone: operational execution and pricing initiatives are driving near-term improvements (sold-out MDI plants, pricing ahead of benzene, Advanced Materials recovery, Q2 EBITDA step-ups). However, management emphasized limited visibility beyond Q2, significant raw material cost pass-through required (>$100M in Q2), regional supply disruptions (including a JV outage and Middle East impacts), and uncertainty around demand sustainability. On balance, the positive developments around pricing, utilization, and segment recoveries outweigh the medium-term risks, but the company remains watchful of demand and geopolitical/energy-driven headwinds.Company Guidance
Successful Pricing Actions and Margin Expansion
Company is aggressively raising prices to offset rising raw material costs and expand margins; management reports they are staying ahead of benzene (benzene settled at $4.71) and expect price/mix to turn positive in Q2 after several quarters of negative price/mix.
Strong Operational Performance and Plant Reliability
Operations were described as 'excellent' in Q1 and into Q2; Huntsman reports U.S. and China MDI operations are largely sold out and overall company plants are running at high utilization levels.
High MDI Industry Utilization and Company Sales
Industry MDI utilization moved from low-to-mid-80s to roughly high-80s (company believes global industry is approaching ~90% utilization in some regions); Huntsman's Chinese operation and much of U.S. MDI capacity reported as sold out.
Advanced Materials Recovery
Advanced Materials segment showing recovery driven by aerospace and power end markets (characterized as better-than-GDP growth businesses); management says trends are continuing quarter-over-quarter and contributing to improved segment performance.
European Polyurethanes Volumes Improving
Polyurethanes volumes in Europe were reported as up ~4% year-over-year, with green shoots in composite wood products, technical insulation, and ACE (adhesives, coatings, elastomers).
Performance Products Near-Term Improvement
Performance Products EBITDA expected to step up from roughly $26 million in Q1 to a guide range of $30–$40 million in Q2, driven in part by strengthening maleic fundamentals and pricing exceeding raw material increases.
PO/Propylene Oxide JV Turnaround in China
Huntsman noted the PO/MTBE joint venture in China is now contributing positively (company estimates a low- to mid-single-digit millions of dollars impact), with current profitability driven by PO margins over propylene.
Specialty Amines for Semiconductors Coming Online
New specialty amines capacity for the semiconductor market is progressing through qualification; management expects approximately $5+ million of contribution in 2026 as volumes ramp toward a normalized run-rate.
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 |
|---|---|---|---|
Apr 30, 2026 | $14.37 | $14.63 | +1.81% |
Feb 17, 2026 | $12.27 | $13.32 | +8.59% |
Nov 06, 2025 | $7.31 | $8.06 | +10.25% |
Jul 31, 2025 | $9.34 | $8.86 | -5.06% |
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 04, 2026, Before Open (Confirmed).
What is Huntsman Corp (HUN) earnings time?
Huntsman Corp (HUN) earnings time is at Aug 04, 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 (Q2) is 0.05.