Huntsman beats Q4 revenue expectations

Huntsman

17/02/2026 21:26

Overview

Specialty chemicals maker's Q4 revenue beat analysts' expectations

Company reported wider-than-expected adjusted net loss

Adjusted EBITDA for Q4 beat analyst expectations

Outlook

Huntsman expects 2026 capital expenditure levels similar to 2025

Company prioritizes cash management and controlling fixed costs amid challenging market

Huntsman anticipates eventual improvement in chemical market cycle

Result Drivers

POLYURETHANES - Lower average selling prices led to decreased revenues, despite increased sales volumes in Americas and Asia

PERFORMANCE PRODUCTS - Competitive pressures resulted in lower average selling prices, impacting revenues and adjusted EBITDA

ADVANCED MATERIALS - Decreased sales volumes in infrastructure coatings and general industry, offset by favorable currency exchange

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$1.36 bln
$1.34 bln (13 Analysts)
Q4 Adjusted Net Income
Miss
-$63 mln
-$53.23 mln (11 Analysts)
Q4 Net Income
-$96 mln
Q4 Adjusted EBITDA
Beat
$35 mln
$31.25 mln (14 Analysts)
Q4 Gross Profit
$164 mln
Q4 Operating Income
-$59 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 3 "strong buy" or "buy", 10 "hold" and 4 "sell" or "strong sell"

The average consensus recommendation for the diversified chemicals peer group is "buy."

Wall Street's median 12-month price target for Huntsman Corp is $11.00, about 16.7% below its February 13 closing price of $13.21

Press Release: ID:nPn6sjDWWa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)