Huntsman Corporation (NYSE:HUN) Q2 2025 Earnings Call August 1, 2025 10:00 AM ET Company Participants Ivan Mathew Marcuse - Vice President of Investor Relations & Corporate Development Peter R. Huntsman - Chairman, President & CEO Philip M. Lister - Executive VP & CFO Conference Call Participants Aaron Rosenthal - JPMorgan Chase & Co, Research Division Aleksey V. Yefremov - KeyBanc Capital Markets Inc., Research Division Arun Shankar Viswanathan - RBC Capital Markets, Research Division David L. Begleiter - ...

Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 Form 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended June 30, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | | | State of | | | --- | --- | --- | --- | | Commission | Exact name of registrant as specified in its charter, | incorporation | I.R.S. ...

Huntsman (HUN) Q2 2025 Earnings Call August 01, 2025 10:00 AM ET Speaker0Greetings and welcome to the Huntsman Corporation Second Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. A question and answer session will follow the formal presentation. As a reminder, this conference is being recorded. It is now my pleasure to introduce Ivan Marcuse, Vice President of Investor Relations and Corporate Development.Speaker1Thank you, Joe, and good morning, everyone. W ...

Financial Performance Overview - Revenues for 2Q25 were $1458 million, a decrease compared to $1574 million in 2Q24[8] - Net loss attributable to Huntsman Corporation was $(158) million in 2Q25, compared to a net income of $22 million in 2Q24[8] - Adjusted net loss was $(34) million in 2Q25, compared to an adjusted net income of $24 million in 2Q24[8] - Adjusted EBITDA decreased to $74 million in 2Q25 from $131 million in 2Q24[8] - Free cash flow from continuing operations increased to $55 million in 2Q25 from $5 million in 2Q24[8] Segment Performance - **Polyurethanes:** Revenues decreased to $932 million in 2Q25 from $1001 million in 2Q24, with adjusted EBITDA at $31 million (3% margin) compared to $80 million (8% margin) in 2Q24[10, 12] - **Performance Products:** Revenues decreased to $270 million in 2Q25 from $299 million in 2Q24, with adjusted EBITDA at $32 million (12% margin) compared to $46 million (15% margin) in 2Q24[19, 21] - **Advanced Materials:** Revenues decreased to $264 million in 2Q25 from $279 million in 2Q24, with adjusted EBITDA at $45 million (17% margin) compared to $52 million (19% margin) in 2Q24[27, 29] Cost Realignment Plans - The company plans to deliver ~$100 million in run rate benefits by the end of 2026[43] - Expected restructuring cash costs are approximately ~$100 million, with associated capital expenditures of ~$20 million[43] - The cost savings program is expected to provide a benefit of ~$65 million in 2025, excluding inflation[54] 3Q25 Outlook - Polyurethanes adjusted EBITDA is estimated to be between $35 million and $50 million[50] - Performance Products adjusted EBITDA is estimated to be between $20 million and $30 million[50] - Advanced Materials adjusted EBITDA is estimated to be between $40 million and $45 million[50] - Corporate adjusted EBITDA is expected to be around ~($40 million)[50]

For the quarter ended June 2025, Huntsman (HUN) reported revenue of $1.46 billion, down 7.4% over the same period last year. EPS came in at -$0.20, compared to $0.14 in the year-ago quarter.The reported revenue represents a surprise of -1.26% over the Zacks Consensus Estimate of $1.48 billion. With the consensus EPS estimate being -$0.15, the EPS surprise was -33.33%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expect ...

THE WOODLANDS, Texas, July 31, 2025 /PRNewswire/ -- Huntsman Corporation (NYSE: HUN) announced today that its Board of Directors has declared a $0.25 per share cash dividend on its common stock. The dividend is payable on September 30, 2025, to stockholders of record as of September 15, 2025.About Huntsman:Huntsman Corporation is a publicly traded global manufacturer and marketer of differentiated and specialty chemicals with 2024 revenues of approximately $6 billion. Our chemical products number in the tho ...

Exhibit 99.1 News Release FOR IMMEDIATE RELEASE Media: Investor Relations: July 31, 2025 Kevin Gundersen Ivan Marcuse The Woodlands, TX (281) 719-4627 (281) 719-4637 NYSE: HUN Huntsman Announces Second Quarter 2025 Earnings Second Quarter Highlights | | | | Three months ended | | | | Six months ended | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | | | June 30, | | | | June 30, | | | In millions, except per share amounts | 2025 | | | 2024 | | 2025 | | 2024 | | Revenues | $ | 1,458 | $ | 1,574 ...

Second Quarter Highlights Second quarter 2025 net loss attributable to Huntsman of $158 million compared to net income of $22 million in the prior year period; second quarter 2025 diluted loss per share of $0.92 compared to diluted income per share $0.13 in the prior year period. Second quarter 2025 adjusted net loss attributable to Huntsman of $34 million compared to adjusted net income of $24 million in the prior year period; second quarter 2025 adjusted diluted loss per share of $0.20 compared to adjuste ...

Core Viewpoint - The market anticipates Huntsman (HUN) will report a year-over-year decline in earnings due to lower revenues, with a consensus EPS estimate of a loss of $0.15 per share, reflecting a significant decrease of 207.1% compared to the previous year [1][3]. Group 1: Earnings Expectations - Huntsman is expected to report revenues of $1.48 billion, which is a decline of 5.8% from the same quarter last year [3]. - The consensus EPS estimate has been revised down by 35.29% over the last 30 days, indicating a reassessment by analysts [4]. - A positive Earnings ESP of +19.23% suggests that analysts have recently become more optimistic about Huntsman's earnings prospects, despite the stock's Zacks Rank of 5, which complicates predictions of an earnings beat [12]. Group 2: Earnings Surprise History - Huntsman has matched consensus EPS estimates in the past, with no surprise reported in the last quarter where it was expected to post a loss of $0.11 per share and did so [13]. - Over the last four quarters, Huntsman has beaten consensus EPS estimates two times [14]. Group 3: Industry Context - In the Zacks Chemical - Diversified industry, Tronox (TROX) is also expected to report a loss of $0.04 per share, indicating a year-over-year change of -157.1% [18]. - Tronox's revenue is projected to be $777.52 million, down 5.2% from the previous year, with a consensus EPS estimate revised down by 43.1% over the last 30 days [19]. - Tronox has a Zacks Rank of 4 (Sell) and has not beaten consensus EPS estimates in any of the last four quarters, making predictions of an earnings beat difficult [20].

Core Viewpoint - Huntsman Corporation will hold a conference call on August 1, 2025, to discuss its second quarter 2025 financial results, with a question and answer session following the opening remarks [1]. Financial Information - The earnings press release, including financial statements and segment information, will be distributed after the market closes on July 31, 2025 [2]. - The company reported revenues of approximately $6 billion for the year 2024 [3]. Company Overview - Huntsman Corporation is a global manufacturer and marketer of differentiated and specialty chemicals, operating over 60 manufacturing, R&D, and operations facilities in about 25 countries [3]. - The company employs approximately 6,300 associates within its continuing operations [3].