Trinseo Q2 revenue, adjusted profit miss estimates

Trinseo

06/08/2025 21:27

Overview

Trinseo Q2 net sales fall 15% yr/yr, missing analyst expectations, per LSEG data

Adjusted EBITDA of $42 mln misses estimates, driven by lower volumes and equity income

Adjusted EPS of negative $2.12 misses analyst expectations

Outlook

Trinseo expects full-year 2025 net loss of approximately $320 mln

Company forecasts 2025 adjusted EBITDA of around $200 mln

Trinseo projects negative free cash flow of $165 mln for 2025

Company sees no recovery in demand due to trade uncertainty

Result Drivers

COMPETITIVE PRICING - Lower margins in Polymer Solutions and Latex Binders due to competitive pricing pressures and lower plant utilization

GEOPOLITICAL UNCERTAINTY - Customer hesitancy and order cancellations driven by increased geopolitical and trade uncertainty, per CEO Frank Bozich

RESTRUCTURING SAVINGS - Restructuring initiatives partially offset lower volumes and equity income, contributing to adjusted EBITDA

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Miss
$784 mln
$839.80 mln (2 Analysts)
Q2 Adjusted EPS
Miss
-$2.12
-$1.49 (4 Analysts)
Q2 Adjusted Net Income
Miss
-$76 mln
-$50.50 mln (2 Analysts)
Q2 Adjusted EBITDA
Miss
$42 mln
$60.50 mln (3 Analysts)
Q2 EBITDA
$26 mln
Q2 Operating income
-$33.30 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 $3.25, about 16.6% above its August 5 closing price of $2.71

Press Release: ID:nBw89yXYJa

(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.)