Methanol producer Methanex's Q3 revenue misses estimates

Methanex

29/10/2025 21:56

Overview

Methanex Q3 revenue and adjusted EPS missed analyst expectations

Company reported a net loss of $7 mln in Q3 2025

Production increased to 2,212,000 tonnes

Outlook

Methanex expects 2025 production to be 8.0 mln tonnes, including 7.8 mln tonnes methanol

Company anticipates higher Q4 Adjusted EBITDA

Methanex projects average realized price of $335-$345 per tonne for Oct-Nov 2025

Result Drivers

PRODUCTION INCREASE - Methanex's Q3 production rose to 2,212,000 tonnes due to contributions from newly acquired Beaumont and Natgasoline plants, along with higher production from Geismar, Medicine Hat, and New Zealand

PRICE DECLINE - Average realized price of methanol decreased to $345 per tonne from $374 per tonne in Q2 2025

CHILE OPERATIONS - Chile I operated at full rates for the first time in over ten years, while Chile IV completed a turnaround with increased gas availability from Argentina

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Revenue
Miss
$927 mln
$978.80 mln (4 Analysts)
Q3 Adjusted EPS
Miss
$0.06
$0.53 (6 Analysts)
Q3 EPS
-$0.09
Q3 Adjusted Net Income
Miss
$5 mln
$33 mln (3 Analysts)
Q3 Net Income
-$7 mln
Q3 Adjusted EBITDA
Miss
$191 mln
$222.20 mln (5 Analysts)
Q3 Basic EPS
-$0.09


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

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

The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release: ID:nGNX29ts7d

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