Huntsman Q1 revenue beats analyst expectations on polyurethanes demand

Huntsman

30/04/2026 21:32

Overview

US chemicals maker's Q1 revenue rose slightly, beating analyst expectations

Adjusted loss per share for Q1 met analyst consensus

Adjusted EBITDA for Q1 beat analyst expectations

Outlook

Huntsman anticipates improved profitability in Q2 2026 due to higher volumes and margin expansion

Company expects market conditions to remain highly unpredictable amid geopolitical volatility

Huntsman expects 2026 capital expenditures to be similar to 2025

Result Drivers

FEEDSTOCK COST VOLATILITY - Co said war in the Middle East caused a sharp rise in feedstock costs, particularly benzene and European natural gas, leading to increased price volatility

SEGMENT PERFORMANCE - Polyurethanes revenue rose on higher sales volumes in Americas and Europe, but margins weakened due to lower average selling prices

ADVANCED MATERIALS GROWTH - Advanced Materials revenue grew as sales into aerospace, power, and automotive markets increased

PERFORMANCE PRODUCTS DECLINE - Performance Products revenue and EBITDA fell due to lower sales volumes from a facility closure and weaker demand, as well as shipment disruptions in Saudi Arabia

Company press release: ID:nPn6klZrfa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Revenue
Beat
$1.42 bln
$1.39 bln (11 Analysts)
Q1 Adjusted EPS
Meet
-$0.20
-$0.20 (15 Analysts)
Q1 Adjusted Net Income
Miss
-$35 mln
-$32.59 mln (9 Analysts)
Q1 Net Income
-$53 mln
Q1 Adjusted EBITDA
Beat
$73 mln
$58.97 mln (13 Analysts)
Q1 Gross Profit
$183 mln
Q1 Operating Income
-$16 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 2 "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 $13.00, about 1.9% below its April 29 closing price of $13.25

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)