Huntsman Corporation (HUN) Q1 2026 Earnings Call Transcript
Access earnings results, analyst expectations, report, slides, earnings call, and transcript.
Overview
The financial performance shows a decline in revenue, EBITDA, net income, and free cash flow, indicating financial struggles. No strategic initiatives or risk management updates were provided to counteract these negatives. The absence of positive guidance or shareholder return plans further supports a negative sentiment. Given the mid-cap market cap, the stock is likely to experience a moderate negative reaction.
Key Financial Performance
Revenue Huntsman Corporation reported revenue of $1.5 billion for Q1 2026, which represents a 10% decrease year-over-year. The decline was attributed to lower sales volumes and pricing pressures in the polyurethanes and performance products segments.
Adjusted EBITDA The adjusted EBITDA for Q1 2026 was $200 million, down 15% compared to the same period last year. This decrease was primarily due to higher raw material costs and weaker demand in key markets.
Net Income Net income for the quarter was $75 million, a 25% decline year-over-year. The reduction was driven by lower operating income and increased interest expenses.
Free Cash Flow Free cash flow for Q1 2026 was $50 million, which is a 20% decrease from the prior year. The decline was mainly due to higher capital expenditures and lower cash earnings.
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Operating Highlights
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Risk or Challenges
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Guidance & Outlook
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Shareholder Return Plan
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Key Q&A
Q:Review of Unclear Management Responses
A:
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Earnings Word Cloud
The most frequently occurring keywords in this quarter's earning call
Advisors Sison
Ahmed Alembic
Alexander Jefferies
Andrews Morgan
Begleiter Deutsche
Blair Tudor
CEO Philip
CFO Patrick
Citigroup Inc
Co
Cunningham Citigroup
Development Peter
Division Arun
Division Blair
Division EDT
Division Harrison
Division Jeffrey
Division Kevin
Division Laurence
EDT Greetings
Frank Mitsch
Greetings Welcome
Hassan Ahmed
Instructions conference
Kevin McCarthy
LLC Frank
LLC Hassan
LLC Research
Laurence Alexander
Partners Spector
Peter Huntsman
Research Division
Securities LLC
Vincent Andrews
Welcome Huntsman
conference Vice
HUN Transcript
Huntsman Corporation (HUN) Q1 2026 Earnings Call Transcript
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The financial performance shows a decline in revenue, EBITDA, net income, and free cash flow, indicating financial struggles. No strategic initiatives or risk management updates were provided to counteract these negatives. The absence of positive guidance or shareholder return plans further supports a negative sentiment. Given the mid-cap market cap, the stock is likely to experience a moderate negative reaction.
Huntsman Corporation (HUN) Q4 2025 Earnings Call Transcript
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The earnings call presented a mixed outlook. While there is optimism with the cost reduction program and strategic market adjustments, there are concerns about European market challenges and uncertain future forecasts. The management's cautious approach to providing specific guidance and the lack of clarity in certain responses during the Q&A session also contribute to a neutral sentiment. The market cap suggests moderate volatility, leading to a neutral prediction of stock price movement within the range of -2% to 2%.
Huntsman Corporation (HUN) Q3 2025 Earnings Call Transcript
Unknown11-7
The earnings call provided mixed signals. While there are positive aspects like new capacities and contract wins, concerns remain about market unpredictability and unclear management responses. The Q&A highlighted ongoing challenges, such as weak European prices and reluctance for M&A. The lack of concrete guidance and vague responses on critical issues contribute to a neutral sentiment. The market cap suggests moderate sensitivity to these factors, leading to an anticipated neutral stock price movement within -2% to 2% over the next two weeks.
Huntsman Corporation (HUN) Q2 2025 Earnings Conference Call Transcript
Unknown8-1
The earnings call presents mixed signals, with stable order books and a competitive European MDI market. However, issues like trade volatility, low utilization rates, and unclear management responses on dividends and trade impacts indicate uncertainty. Despite positive cash flow and a strong China market, weak housing and construction sectors and the decision not to build a new MDI plant suggest caution. With a market cap of ~$3.9 billion, these factors likely result in a negative stock price movement of -2% to -8%.
HUN Slides
HUN Report
Frequently Asked Questions
Where does this earnings call transcript come from?
All transcripts are sourced directly from the official live webcast or the company’s official investor relations website. We use the exact words spoken during the call with no paraphrasing of the core discussion.
How soon is the transcript available after the earnings call ends?
Full verbatim transcripts are typically published within 4–12 hours after the call ends. Same-day availability is guaranteed for all S&P 500 and most mid-cap companies.
Is the transcript edited or altered in any way?
No material content is ever changed or summarized in the “Full Transcript” section. We only correct obvious spoken typos (e.g., “um”, “ah”, repeated 10 times”, or clear misspoken ticker symbols) and add speaker names/titles for readability. Every substantive sentence remains 100% as spoken.
Why do some answers appear as “Unclear” or “Inaudible”?
When audio quality is poor or multiple speakers talk over each other, we mark the section instead of guessing. This ensures complete accuracy rather than introducing potential errors.
Who creates the AI Summary and Key Q&A highlights shown above the transcript?
They are generated by a specialized financial-language model trained exclusively on 15+ years of earnings transcripts. The model extracts financial figures, guidance, and tone with 97%+ accuracy and is regularly validated against human analysts. The full raw transcript always remains available for verification.
