Financial Data and Key Metrics Changes - Huntsman Corporation reported a significant drop in EBITDA projections for Performance Products, estimating a decrease of 25% to 35% for Q1 2025 compared to 42% in the previous year [64][66] - The company has managed to reduce SG&A expenses by over 6% and offset more than $150 million in global inflationary costs since 2022 [14][22] Business Line Data and Key Metrics Changes - The Performance Products division is expected to gradually improve throughout 2025, primarily driven by recovery in the construction sector and expansion in Conroe, Texas [33][66] - The maleic business in Europe is currently facing challenges, with negative EBITDA expected, prompting a strategic review of the facility [36][39] Market Data and Key Metrics Changes - Publicly reported polymeric MDI prices in China have reached a three-year high, indicating early signs of recovery in pricing and margins [20][52] - The U.S. market is experiencing multiple players announcing price increases across various segments, suggesting a more favorable pricing environment [56][60] Company Strategy and Development Direction - The company is focusing on optimizing its asset footprint and minimizing costs while preparing for potential recovery in demand and pricing [22][22] - Huntsman is strategically relocating manufacturing capacities to regions like Asia and the U.S. to align with customer needs and market demands [27][28] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism regarding market recovery, particularly in North America, while acknowledging ongoing challenges in Europe due to high energy costs and competitive pressures [58][112] - The company is not providing yearly guidance but is focusing on capitalizing on current market forces and conditions [8][15] Other Important Information - Huntsman has closed or relocated several facilities in Europe and Asia as part of its restructuring efforts, aiming to streamline operations and reduce costs [11][12] - The company is exploring alternatives for energy-intensive production in Europe due to unfavorable energy policies impacting profitability [112][113] Q&A Session Summary Question: Size and scope of restructuring actions - Management indicated that restructuring is focused on aligning business operations with customer needs and market conditions, particularly in Europe [27][30] Question: Margin improvement in Performance Products - Management expects gradual margin improvement driven by recovery in construction and new capacity coming online [32][66] Question: Maleic business and potential shutdown - Management is evaluating the maleic facility's future due to competitive pressures and negative EBITDA, with a decision expected soon [36][39] Question: Pricing strategies in the U.S. market - Management noted that multiple players are pushing for price increases, indicating a more favorable pricing environment [56][60] Question: Impact of tariffs on trade flows - Management expressed uncertainty about the immediate impact of tariffs but noted that they typically do not have as damaging effects as expected [82][84] Question: Corporate costs and inflation - Management acknowledged that corporate costs have been impacted by inflation but have seen a reduction from previous highs [128] Question: Strategy for European downstream business - Management plans to focus on efficient system houses and align capacity with customer demand, particularly in the automotive sector [131][132]

Financial Performance - Q4 2024 - Revenues for Q4 2024 were $1452 million, a 35% increase compared to $1403 million in Q4 2023[8] - Net loss attributable to Huntsman Corporation was $(141) million in Q4 2024, compared to a loss of $(71) million in Q4 2023[8] - Adjusted EBITDA was $71 million in Q4 2024, compared to $44 million in Q4 2023[8] - Free cash flow from continuing operations was $108 million in Q4 2024, compared to $83 million in Q4 2023[8] Segment Performance - Q4 2024 - Polyurethanes revenues increased to $970 million in Q4 2024 from $895 million in Q4 2023, with adjusted EBITDA increasing to $50 million from $13 million[11, 13] - Performance Products revenues decreased to $239 million in Q4 2024 from $260 million in Q4 2023, with adjusted EBITDA decreasing to $23 million from $28 million[18, 20] - Advanced Materials revenues slightly increased to $254 million in Q4 2024 from $251 million in Q4 2023, with adjusted EBITDA remaining relatively stable at $37 million and $38 million respectively[24, 26] Liquidity and Capital Structure - The company had $1719 million in liquidity at the close of Q4 2024[41] - Net debt was $1495 million, resulting in a net debt leverage of 36x[41] - Capital expenditures for the full year 2025 are expected to be between $180 million and $190 million[42] Outlook - Q1 2025 - Total adjusted EBITDA is expected to be approximately $70 million to $100 million[46] - Polyurethanes adjusted EBITDA is projected to be between $45 million and $60 million[46] - Performance Products adjusted EBITDA is projected to be between $25 million and $35 million[46] - Advanced Materials adjusted EBITDA is projected to be between $40 million and $45 million[46]

In its upcoming report, Huntsman (HUN) is predicted by Wall Street analysts to post quarterly loss of $0.12 per share, reflecting an increase of 42.9% compared to the same period last year. Revenues are forecasted to be $1.46 billion, representing a year-over-year increase of 4.2%.The consensus EPS estimate for the quarter has been revised 95.1% lower over the last 30 days to the current level. This reflects how the analysts covering the stock have collectively reevaluated their initial estimates during thi ...

Wall Street expects a year-over-year increase in earnings on higher revenues when Huntsman (HUN) reports results for the quarter ended December 2024. While this widely-known consensus outlook is important in gauging the company's earnings picture, a powerful factor that could impact its near-term stock price is how the actual results compare to these estimates.The earnings report, which is expected to be released on February 17, 2025, might help the stock move higher if these key numbers are better than exp ...

Huntsman (HUN) shares ended the last trading session 5.6% higher at $17.24. The jump came on an impressive volume with a higher-than-average number of shares changing hands in the session. This compares to the stock's 1.2% loss over the past four weeks.HUN’s rally appears to reflect optimism about higher demand in Polyurethanes and Performance Products segments and recovery in aerospace and coatings markets in Advanced Materials. The company is likely to benefit from volume growth on the back of improved de ...

Looking for a stock that has been consistently beating earnings estimates and might be well positioned to keep the streak alive in its next quarterly report? Huntsman (HUN) , which belongs to the Zacks Chemical - Diversified industry, could be a great candidate to consider.This chemical company has seen a nice streak of beating earnings estimates, especially when looking at the previous two reports. The average surprise for the last two quarters was 13.89%.For the most recent quarter, Huntsman was expected ...

Core Viewpoint - Huntsman Corporation will hold a conference call on February 18, 2025, to discuss its fourth quarter 2024 financial results, following the release of its earnings press release on February 17, 2025 [1][2]. Company Overview - Huntsman Corporation is a global manufacturer and marketer of differentiated and specialty chemicals, with revenues of approximately $6 billion in 2023 [3]. - The company operates over 60 manufacturing, R&D, and operations facilities in around 25 countries and employs approximately 6,000 associates [3].

Investors in Huntsman Corporation (HUN) need to pay close attention to the stock based on moves in the options market lately. That is because the Jan 17, 2025 $13.00 Call had some of the highest implied volatility of all equity options today.What is Implied Volatility?Implied volatility shows how much movement the market is expecting in the future. Options with high levels of implied volatility suggest that investors in the underlying stocks are expecting a big move in one direction or the other. It could a ...

Huntsman Corporation’s (HUN) third-quarter 2024 adjusted earnings per share fell to 10 cents from 15 cents in the year-ago quarter. The bottom line beat the Zacks Consensus Estimate of 9 cents.Find the latest EPS estimates and surprises on Zacks Earnings Calendar.Revenues were $1,540 million, up around 2.2% year over year. The top line missed the Zacks Consensus Estimate of $1,550.7 million.HUN’s Segment HighlightsPolyurethanes: Revenues from the segment rose 4% year over year to $1,003 million. It beat our ...

THE WOODLANDS, Texas , Nov. 5, 2024 /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 December 31, 2024, to stockholders of record as of December 13, 2024.About Huntsman:Huntsman Corporation is a publicly traded global manufacturer and marketer of differentiated and specialty chemicals with 2023 revenues of approximately $6 billion. Our chemical products number in the thous ...