Celanese Corporation Q4 2025 Earnings Call Summary

Management attributed the 2025 earnings decline primarily to volume and price headwinds in the Acetyl Chain, particularly within the acetate tow business and margin compression in China. Engineered Materials performance was driven by a balance of volume and price declines, partially offset by cost reduction initiatives and favorable NAFTA deals. The company is shifting its internal mantra to include a growth focus, specifically targeting high-growth sectors like AI-driven electronics and data centers ...