Specialty chemicals firm Trinseo's Q3 net sales miss estimates

Trinseo

06/11/2025 22:22

Overview

Trinseo Q3 net sales fall 14% yr/yr, missing analyst expectations

Adjusted EBITDA for Q3 misses analyst estimates, impacted by lower volumes and margins

Company to cease virgin MMA production in Italy, close polystyrene asset in Germany

Outlook

Trinseo expects Q4 net loss of $170 mln to $180 mln

Company forecasts Q4 Adjusted EBITDA of $30 mln to $40 mln

Trinseo anticipates Q4 Free Cash Flow of approximately $20 mln

Result Drivers

COMPETITIVE PRESSURE - Margin compression in Polymer Solutions and Latex Binders due to competitive price pressure in Europe

RESTRUCTURING SAVINGS - Savings from restructuring initiatives partially offset lower equity income from Americas Styrenics

TARIFF UNCERTAINTY - Tariff uncertainty disrupted trade flows and negatively affected consumer sentiment

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q3 Sales
Miss
$743 mln
$791 mln (2 Analysts)
Q3 Adjusted EPS
Miss
-$2.41
-$1.93 (4 Analysts)
Q3 Adjusted Net Income
Miss
-$87 mln
-$67.50 mln (2 Analysts)
Q3 Adjusted EBITDA
Miss
$30 mln
$49.70 mln (3 Analysts)
Q3 EBITDA
$26 mln
Q3 Operating income
-$28.20 mln


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is no "strong buy" or "buy", 4 "hold" and no "sell" or "strong sell"

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

Wall Street's median 12-month price target for Trinseo PLC is $2.50, about 44.4% above its November 5 closing price of $1.39

Press Release: ID:nBw2zCPTna

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.)