It has been about a month since the last earnings report for Celanese (CE) . Shares have added about 4.2% in that time frame, outperforming the S&P 500.Will the recent positive trend continue leading up to its next earnings release, or is Celanese due for a pullback? Before we dive into how investors and analysts have reacted as of late, let's take a quick look at the most recent earnings report in order to get a better handle on the important catalysts.How Have Estimates Been Moving Since Then?It turns out ...

DALLAS, March 19, 2025 /PRNewswire/ -- Celanese Corporation (NYSE: CE) ("Celanese"), a global chemical and specialty materials company, today announced the pricing of offers by its direct wholly-owned subsidiary Celanese US Holdings LLC (the "Company") to purchase for cash any validly tendered (and not validly withdrawn) and accepted notes in an aggregate principal amount equal to (i) €552,082,000 of 4.777% Senior Notes due 2026 (the "EUR Notes") and (ii) $500,000,000 of 6.415% Senior Notes due 2027 (the "U ...

Core Viewpoint - Celanese Corporation is conducting early tender offers to purchase a total of €552,082,000 of 4.777% Senior Notes due 2026 and $500,000,000 of 6.415% Senior Notes due 2027, with increased Series Caps for both notes [1][2]. Group 1: Tender Offer Details - The tender offers are for cash purchases of validly tendered notes, with the total principal amount of EUR Notes and USD Notes being increased from previously announced amounts [1][2]. - As of the Early Tender Time, €552,082,000 of EUR Notes and $1,354,646,000 of USD Notes were validly tendered and not withdrawn [4]. - The Series Cap for the EUR Notes is set at €552,082,000, while the USD Notes have a Series Cap of $500,000,000 [6][8]. Group 2: Acceptance and Pricing - The Company expects to accept all validly tendered EUR Notes and $500,000,000 of USD Notes, with a pro rata acceptance for the USD Notes based on a proration factor of 36.40% [4][7]. - The Total Consideration for each €1,000 or $1,000 principal amount of Notes will be determined based on fixed spreads and reference yields, including an Early Tender Premium [9]. - Payment for the accepted Notes is expected to occur on March 21, 2025, following the pricing announcement [10]. Group 3: Company Overview - Celanese Corporation is a global leader in chemistry, producing specialty material solutions across major industries, with 2024 net sales reported at $10.3 billion [24].

Celanese Corporation (CE) recently announced that its subsidiary, Celanese US Holdings LLC, has priced registered offerings of $2.6 billion in total principal amount of notes, including $700 million total principal amount of 6.5% Senior Notes due 2030, $1.1 billion total principal amount of 6.75% Senior Notes due 2033 and €750 million (roughly $810 million) total principal amount of 5.000% Senior Notes due 2031. The aggregate principal amount of notes in the offering was increased from $2 billion to $2.6 bi ...

Group 1 - Celanese Corporation (CE) has partnered with Baumit to develop sustainable paint and plaster solutions utilizing carbon capture and utilization (CCU) technology aimed at Baumit's European customers [1][2] - CE's ECO-CC products convert waste emissions into chemical raw materials, capturing CO2 to be used as a raw material in binders, which will be 100% recycled into facade plasters and paints, thereby reducing carbon emissions [2] - This collaboration is expected to reduce Baumit's CO2 emissions by over 5,000 tons annually, aligning with Baumit's GO2morrow sustainability goal and promoting a circular economy [3] Group 2 - CE's stock has experienced a significant decline of 64.2% over the past year, contrasting with a 22% decline in the industry [3] - CE currently holds a Zacks Rank of 5 (Strong Sell), while competitors like Ingevity Corporation (NGVT), Carpenter Technology Corporation (CRS), and ArcelorMittal (MT) have better rankings [4] - Ingevity's current-year earnings estimate is $4.45 per share, with a notable average earnings surprise of 202.9% over the past four quarters [5] - Carpenter Technology's earnings estimate stands at $6.95 per share, with an impressive average earnings surprise of 15.7% and a stock increase of 211.7% in the past year [6] - ArcelorMittal's earnings estimate is $3.72 per share, with a consistent performance of surpassing earnings estimates in three of the last four quarters [7]

DALLAS, March 5, 2025 /PRNewswire/ -- Celanese Corporation (NYSE: CE) ("Celanese"), a global chemical and specialty materials company, today announced that its direct wholly-owned subsidiary Celanese US Holdings LLC (the "Company") has commenced offers to purchase for cash any validly tendered (and not validly withdrawn) and accepted notes in an aggregate principal amount of up to (i) €500,000,000 of 4.777% Senior Notes due 2026 (the "EUR Notes") and (ii) $250,000,000 of 6.415% Senior Notes due 2027 (the "U ...

NEW YORK, March 3, 2025 /PRNewswire/ -- Pomerantz LLP is investigating claims on behalf of investors of  Celanese Corporation ("Celanese" or the "Company") (NYSE: CE). Such investors are advised to contact Danielle Peyton at [email protected] or 646-581-9980, ext. 7980.The investigation concerns whether Cleanese and certain of its officers and/or directors have engaged in securities fraud or other unlawful business practices. [Click here for information about joining the class action] On November 4, 2024, C ...

Acquisition and Joint Ventures - Celanese completed the acquisition of DuPont's Mobility & Materials business for a purchase price of $11.0 billion, enhancing its portfolio in engineering thermoplastics and elastomers [29]. - In September 2023, Celanese formed a food ingredients joint venture with Mitsui, retaining a 30% interest while Mitsui acquired 70% for $503 million [30]. - The company formed a food ingredients joint venture named Nutrinova with Mitsui in September 2023 [58]. - The company has a 30% ownership in Nutrinova Netherlands B.V., which produces food safety and shelf-life improvement products [64]. Business Segments and Operations - Celanese operates through two main business segments: Engineered Materials and the Acetyl Chain, focusing on high-performance engineered polymers and acetyl products [19]. - The Engineered Materials segment leverages a project pipeline model to commercialize new projects rapidly, driven by customer engagement and market trends [22][23]. - The Acetyl Chain segment includes acetic acid, VAM, acetic anhydride, and acetate esters, serving diverse applications in paints, adhesives, and pharmaceuticals [39]. - The company has a global production network with sites in Belgium, Canada, China, Germany, Mexico, the Netherlands, Singapore, Sweden, Switzerland, and the U.S., positioning it as a leader in the acetyls market [41]. - The emulsion polymers business produces vinyl acetate-based emulsions for applications such as paints, adhesives, and textiles, with high demand in Europe and Asia [49]. - The EVA polymers business is a leading North American manufacturer of specialty EVA resins, used in flexible packaging films and automotive parts [41]. Financial Performance and Investments - In 2024, the equity method strategic affiliates generated combined sales of $2.2 billion, resulting in $149 million of equity in net earnings and $130 million of dividends recorded by the company [61]. - The company received cash dividends of $127 million, $125 million, and $132 million from its Acetyl Chain ventures in 2024, 2023, and 2022, respectively [68]. - The company is focused on developing products to help customers meet sustainability goals, including those for building materials and electric vehicles [77]. - The company has invested in projects to increase energy efficiency and renewable energy usage, including a carbon dioxide capture project in Texas [76]. Workforce and Safety - The company employs 12,163 people worldwide and has 56 global production facilities, with operations primarily in North America, Europe, and Asia [18]. - As of December 31, 2024, the total global workforce consists of 12,163 employees, with 4,948 in North America, 4,205 in Europe, 2,889 in Asia, and 121 in the Rest of the World [81]. - The attrition rate for global employees is 9.1%, with women at 9.3% and people of color in the U.S. at 10.8% [82]. - In 2024, the company achieved a Total Recordable Incident Rate (TRIR) of 0.15 and a Lost Time Incident Rate (LTIR) of 0.02, reflecting world-class safety performance [86]. Market Trends and Challenges - The company’s broad marketplace presence reflects its understanding of global trends, including the demand for lightweight vehicles and improved health and wellness solutions [24]. - Approximately 31% of net sales in 2024 originated from Europe, which historically accounts for about one-third of annual net sales [96]. - The company has significant operations in China and other Asian countries, with potential risks of slowing growth impacting financial results [95]. - The company has experienced supply disruptions and increased costs of inputs, which have affected operating costs and may continue to do so [100]. Risks and Regulatory Environment - The company is exposed to credit risks associated with suppliers and customers, particularly in cyclical industries, which may adversely affect cash flow and profitability [119]. - The company is subject to evolving environmental regulations that may increase operational costs and impact demand for its products [139]. - The company anticipates that the EPA will develop a draft risk management plan for formaldehyde, which could affect product classification and demand [140]. - The company is involved in various legal and regulatory proceedings that could materially affect its business and financial condition [150]. Financial Strategy and Debt Management - As of December 31, 2024, the company's total debt was $12.6 billion, with plans to continue borrowing additional debt if necessary [165]. - The company announced an intent to reduce its quarterly dividend by approximately 95% starting in the first quarter of 2025 [165]. - The company has paused its share repurchase program as part of its deleveraging efforts [165]. - The company is currently evaluating additional cash generation or conservation opportunities following the pause of its share repurchase program [130]. Impairments and Financial Adjustments - The company recorded a non-cash goodwill impairment loss of $1.5 billion in the Engineered Materials segment as of December 31, 2024, with goodwill in that segment totaling $5.0 billion [287]. - An interim impairment test of indefinite-lived intangible assets resulted in a non-cash impairment loss of $83 million, primarily related to certain trade names in the Engineered Materials segment [288]. - The company has recognized aggregate non-cash impairment losses of $117 million for the year ended December 31, 2024, primarily related to certain trade names in the Engineered Materials segment [118]. Cybersecurity and Operational Risks - Cybersecurity threats pose significant risks to the company's information and operational technology systems, especially as it integrates the M&M Business's technology environment [126]. - Disruptions in production at manufacturing facilities or suppliers could materially affect the company's ability to meet customer demands [104]. - The company maintains insurance coverage for operational risks, but acknowledges that it may not fully cover all potential liabilities, including environmental remediation [121].

Shares in chemicals and specialty materials company Celanese (CE 0.22%) slumped by 22.7% in the week to Friday morning. The move follows a disappointing set of fourth-quarter earnings released on Tuesday. In addition, investors were left unimpressed by management's guidance for 2025.Celanese disappoints the marketChemical companies are often highly cyclical. Weak demand conditions can lead to volume deterioration and a pricing slump, rapidly reducing earnings.That's pretty much what happened with Celanese i ...

2025 Key Actions February 2025 Disclosures Forward-Looking Statements This presentation may contain "forward-looking statements," which include information concerning Celanese Corporation's (the "Company") plans objectives, goals, strategies, future revenues, cash flow, financial performance, synergies, capital expenditures, deleveraging efforts, dividend policy, financing needs and other information that is not historical information. All forward-looking statements are based upon current expectations and b ...