Westlake (WLK) Reports Q3 Earnings: What Key Metrics Have to Say

Core Insights - Westlake reported revenue of $2.84 billion for the quarter ended September 2025, a decrease of 9% year-over-year, with an EPS of -$0.29 compared to $1.41 in the same quarter last year [1] - The revenue fell short of the Zacks Consensus Estimate of $2.94 billion, resulting in a surprise of -3.44%, while the EPS surprise was -261.11% against a consensus estimate of $0.18 [1] Financial Performance Metrics - Net external sales for Performance and Essential Materials were $1.75 billion, below the four-analyst average estimate of $1.81 billion, reflecting a year-over-year decline of 13.5% [4] - Net external sales for Housing and Infrastructure Products reached $1.09 billion, slightly below the four-analyst average estimate of $1.11 billion, with a year-over-year change of -0.6% [4] - Performance Materials under Performance and Essential Materials reported net external sales of $1.01 billion, compared to the average estimate of $1.04 billion, marking a year-over-year decline of 13.2% [4] - Essential Materials under Performance and Essential Materials had net external sales of $737 million, below the average estimate of $791.16 million, representing a year-over-year decrease of 13.8% [4] - Housing Products under Housing and Infrastructure Products reported net external sales of $928 million, compared to the two-analyst average estimate of $954.76 million, showing a year-over-year change of -1% [4] - Infrastructure Products under Housing and Infrastructure Products had net external sales of $163 million, slightly above the average estimate of $170.69 million, with a year-over-year increase of 1.2% [4] - EBITDA for Housing and Infrastructure Products was $215 million, below the four-analyst average estimate of $245.11 million [4] - EBITDA for Performance and Essential Materials was -$654 million, significantly lower than the four-analyst average estimate of $127.18 million [4] Stock Performance - Westlake's shares have returned -4.3% over the past month, contrasting with the Zacks S&P 500 composite's increase of +3.6% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating potential underperformance relative to the broader market in the near term [3]