【DT新材料】 获悉，2026年2月17日， 亨斯迈 公司宣布，对美国市场的MDI产品涨价260美元/ 吨，聚醚产品涨价110美元/吨。涨价自即日起生效，或按既定合同执行。 此前，亨斯迈已经宣布自2025年12月2日起，在欧洲、非洲和中东地区对所有MDI产品提价350 欧元/吨，或按既定合同执行。 此外， 万华化学 宣布从2025年12月1日起，上调其东南亚及南亚地区的聚合MDI与纯MDI产品 价格，调涨幅度为200美元/吨，或按既定合同执行。 巴斯夫 已于11月20日对南亚地区MDI系列 产品提价200美元/吨； MDI产能高度集中，全球五大巨头（万华化学、巴斯夫、科思创、亨斯迈、陶氏）合计占据约 90%的市场份额，其中，万华化学 约380万吨/年，全球第一。 据悉，每年2月前后，是聚氨酯产品的传统涨价节点之一，这主要是由于聚氨酯的主要消费市场 比如中国，中国台湾，越南等东南亚国家处于春节假期。此外，中东市场处于斋月期，节日备货 需求提升，使得MDI和聚醚等聚氨酯厂家顺利出货，库存降至低位。 同时，去年下半年， 装置 停产和检修周期的叠加，加剧了全球MDI供需紧张局面。 此外，2月17日，伊朗关闭霍尔木兹海 ...

Core Viewpoint - Huntsman Corporation (HUN) has underperformed over the past year due to a challenging macro environment affecting the entire chemicals sector, leading to a reduction in its dividend [1]. Company Performance - The company has faced significant difficulties in the current macroeconomic landscape, which has negatively impacted its stock performance [1]. - As a result of these challenges, Huntsman Corporation was compelled to cut its dividend, indicating financial strain [1]. Industry Context - The chemicals sector as a whole is experiencing adverse conditions, which have contributed to the struggles faced by Huntsman Corporation [1].

Shares of Huntsman Corporation ( HUN ) have been a poor performer over the past year as the company has battled an extremely difficult macro environment, which has weighed on the entire chemicals sector. This forced the company to slash its dividend asOver fifteen years of experience making contrarian bets based on my macro view and stock-specific turnaround stories to garner outsized returns with a favorable risk/reward profile. If you want me to cover a specific stock or have a question for an article, ju ...

Looking to 2026, Huntsman said the company anticipates a “gradual recovery” in North American home building and durable goods, and improvement in China’s domestic markets. He added that Huntsman is seeing “very early signs” of improved volumes and pricing in Europe, while cautioning it is too early to know whether those increases will fully materialize.Despite those conditions, Huntsman said the company continued cutting and restructuring its cost base, including closing multiple facilities. He said Huntsma ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 FOR THE FISCAL YEAR ENDED DECEMBER 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 | Commission | Exact name of registrant as specified in its charter, | State of | I.R.S. employer | | --- | --- | --- | --- | | file number | principal office address and telep ...

Core Insights - Huntsman Corporation reported a fourth-quarter 2025 loss of 56 cents per share, an improvement from a loss of 82 cents in the same quarter last year. Adjusted loss per share was 37 cents, wider than the previous year's loss of 25 cents and above the Zacks Consensus Estimate of 29 cents [1][9]. Revenue Performance - Revenues for the quarter were $1,355 million, down approximately 7% year over year, but exceeded the Zacks Consensus Estimate of $1,327.9 million. The company faced volume pressure and lower pricing in certain segments [2][9]. Segment Highlights - **Polyurethanes**: Revenues decreased by 8% year over year to $897 million, surpassing the estimate of $883 million. The decline was attributed to lower average selling prices, although higher sales volumes partially offset this [3]. - **Performance Products**: Revenues fell 6% to $224 million, below the estimate of $225.7 million, primarily due to lower sales prices, while sales volumes remained stable [4]. - **Advanced Materials**: Revenues decreased by 4% to $243 million, missing the estimate of $264.6 million. The decline was mainly due to lower sales volumes, particularly in infrastructure coatings and general industry segments, despite higher average selling prices [5]. Financial Overview - Free cash flow from continuing operations was $20 million, down from $108 million in the prior-year quarter. The company had approximately $1.3 billion in combined cash and unused borrowing capacity as of December 31, 2025. Capital expenditures from continuing operations were $57 million, compared to $51 million in the previous year [6]. Q1 2026 Outlook - For the first quarter of 2026, adjusted EBITDA is expected to be in the range of $25 million to $40 million for Polyurethanes, $20 million to $30 million for Performance Products, and $38 million to $42 million for Advanced Materials. The outlook reflects ongoing challenging market conditions, seasonal softness, and benefits from cost-saving measures [7]. Stock Performance - Huntsman shares have declined by 30.6% over the past year, compared to a 14.6% decline in the Zacks Chemicals Diversified industry [10].

Huntsman (NYSE:HUN) Q4 2025 Earnings call February 18, 2026 10:00 AM ET Company ParticipantsAdam Trigg - Head of ChemicalsHassan Ahmed - Partner and Head of ResearchIvan Marcuse - VP of Investor Relations and Corporate DevelopmentJosh Spector - Director of Equity ResearchMatthew Blair - Managing Director of Refiners, Chemicals, and Renewable Fuels ResearchMike Sison - Managing DirectorPeter Huntsman - Chairman, CEO and PresidentPhil Lister - EVP and CFORyan Pirnat - Managing DirectorTurner Hinrichs - Equity ...

Huntsman (NYSE:HUN) Q4 2025 Earnings call February 18, 2026 10:00 AM ET Company ParticipantsAdam Trigg - Head of ChemicalsHassan Ahmed - Partner and Head of ResearchIvan Marcuse - VP of Investor Relations and Corporate DevelopmentJosh Spector - Director of Equity ResearchMatthew Blair - Managing Director of Refiners, Chemicals, and Renewable Fuels ResearchMike Sison - Managing DirectorPeter Huntsman - Chairman, CEO and PresidentPhil Lister - EVP and CFORyan Pirnat - Managing DirectorTurner Hinrichs - Equity ...

Huntsman (NYSE:HUN) Q4 2025 Earnings call February 18, 2026 10:00 AM ET Speaker14Greetings, and welcome to the Huntsman fourth quarter 2025 earnings conference call. At this time, all participants are in listen-only mode. A question and answer session will follow the formal presentation. You may be placed in the question queue at any time by pressing star one on your telephone keypad, and we ask you please ask one question and one follow-up, then return to the queue. As a reminder, this conference is being ...

4Q25 Earnings Summary February 17, 2026 1 4th Quarter 2025 Earnings Summary Conference Call Wednesday, February 18, 2026 10:00 a.m. ET Webcast Link: https://event.choruscall.com/mediaframe/webcast.html?webcastid=IMeg0PNW Participant dial-in numbers: Domestic callers: (877) 402-8037 International callers: (201) 378-4913 2 General Disclosure Forward-Looking Statements This presentation includes "forward-looking statements" within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the ...