The earnings call highlighted significant cost savings and growth in strategic areas like battery binders, but these positives were overshadowed by weak demand, volume declines, and pricing pressures, especially in core segments like Latex Binders and automotive applications. Despite strategic progress in sustainability and growth initiatives, the overall environment remains challenging.

Company Guidance -

Q3 2025

During Trinseo's second quarter 2025 earnings call, the company provided guidance that reflects both the challenges and strategic actions they are undertaking. Trinseo anticipates approximately $200 million in adjusted EBITDA for the full year 2025. They expect to realize $105 million of EBITDA benefits from self-help initiatives, including $35 million in fixed cost savings, $30 million from mix improvement and commercial initiatives, and $40 million from changes in the polycarbonate business model. Additionally, Trinseo has made significant progress in reducing working capital by $560 million over the past three years, including a 17-day reduction in their cash conversion cycle. The company is also seeing growth in higher-value applications, with recycled plastic products growing by 7% in the first half of 2025. Despite experiencing weaker-than-expected demand and unfavorable net timing associated with falling feedstock prices, the company remains focused on controlling fixed costs and working capital, while continuing to invest in key growth platforms such as their battery binders, which have shown a compound annual growth rate of 63% over the past five years.

Significant Cost Savings Achieved

Trinseo expects to realize $105 million of EBITDA benefits from self-help actions in 2025, including $35 million from restructuring initiatives, $30 million from commercial initiatives, and $40 million from changes in the polycarbonate business model.

Improvement in Working Capital

Over the past three years, Trinseo has reduced working capital by $560 million, with a 17-day reduction in the cash conversion cycle.

Growth in Battery Binders Segment

Battery binders volume grew 19% year-over-year in Q2 2025, with a 63% compounded annual growth rate over the past five years. The business is expected to continue double-digit growth over the next five years.

Sustainability and Corporate Social Responsibility Progress

Trinseo released its 15th Annual Sustainability and Corporate Social Responsibility report, highlighting progress towards 2030 sustainability goals.

Trinseo (TSE) 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 >

TSE Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 31, 2025	2025 (Q3)	-1.84 / -	-1.62	―	―	―
Aug 06, 2025	2025 (Q2)	-1.50 / -2.12	-1.46	-45.21% (-0.66)
May 07, 2025	2025 (Q1)	-1.50 / -1.37	-1.94	29.38% (+0.57)
Feb 12, 2025	2024 (Q4)	-2.29 / -2.67	-2.99	10.70% (+0.32)
Nov 06, 2024	2024 (Q3)	-1.41 / -1.62	-1.03	-57.28% (-0.59)
Aug 06, 2024	2024 (Q2)	-1.32 / -1.46	-1.92	23.96% (+0.46)
May 08, 2024	2024 (Q1)	-2.11 / -1.94	-1.01	-92.08% (-0.93)
Feb 12, 2024	2023 (Q4)	-1.33 / -2.99	-1.72	-73.84% (-1.27)
Nov 03, 2023	2023 (Q3)	-1.25 / -1.03	-2.91	64.60% (+1.88)
Aug 03, 2023	2023 (Q2)	-0.39 / -1.92	1.79	-207.26% (-3.71)

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

TSE Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 06, 2025	$2.55	$2.06	-19.22%
May 07, 2025	$4.32	$2.80	-35.19%
Feb 12, 2025	$4.74	$4.78	+0.84%
Nov 06, 2024	$4.58	$3.85	-15.94%

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 Trinseo (TSE) report earnings?

Trinseo (TSE) is schdueled to report earning on Oct 31, 2025, After Close (Confirmed).

What is Trinseo (TSE) earnings time?

Trinseo (TSE) earnings time is at Oct 31, 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 TSE EPS forecast?

TSE EPS forecast for the fiscal quarter 2025 (Q3) is -1.84.

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