Celanese (CE) Beats Q3 Earnings Estimates

Core Insights - Celanese reported quarterly earnings of $1.34 per share, exceeding the Zacks Consensus Estimate of $1.27 per share, but down from $2.44 per share a year ago, indicating an earnings surprise of +5.51% [1] - The company posted revenues of $2.42 billion for the quarter ended September 2025, missing the Zacks Consensus Estimate by 1.69% and down from $2.65 billion year-over-year [2] - Celanese shares have declined approximately 46.6% year-to-date, contrasting with the S&P 500's gain of 15.6% [3] Earnings Outlook - The future performance of Celanese's stock will largely depend on management's commentary during the earnings call and the company's earnings outlook [4] - Current consensus EPS estimate for the upcoming quarter is $0.96 on revenues of $2.32 billion, and for the current fiscal year, it is $4.27 on revenues of $9.7 billion [7] Industry Context - The Chemical - Specialty industry, to which Celanese belongs, is currently ranked in the bottom 34% of over 250 Zacks industries, which may negatively impact stock performance [8] - Empirical research indicates a strong correlation between near-term stock movements and trends in earnings estimate revisions, suggesting that investors should monitor these revisions closely [5][6]