Huntsman Corp (NYSE:HUN)
$ 9.76 -2.31 (-19.14%) Market Cap: 1.71 Bil Enterprise Value: 3.67 Bil PE Ratio: 0 PB Ratio: 0.64 GF Score: 68/100

Q2 2025 Huntsman Corp Earnings Call Transcript

Aug 01, 2025 / 02:00PM GMT
Release Date Price: $9.21 (-5.05%)

Key Points

Positve
  • Huntsman Corp (HUN) experienced a rebound in Advanced Materials, contributing to more normalized earnings.
  • The company generated positive cash flow in the second quarter due to aggressive inventory and working capital management.
  • Huntsman Corp (HUN) is focusing on maintaining a strong balance sheet by being prudent with capital spending.
  • The company is actively managing its cost structure to align with market conditions and cash generation.
  • Huntsman Corp (HUN) is optimistic about potential improvements in the construction sector and China's focus on overcapacity.
Negative
  • The company faced sluggishness in construction activity and tariff uncertainty, particularly affecting polyurethanes.
  • MDI utilization rates are operating in the low to mid-80 percentile, indicating underutilization.
  • There is a competitive pricing environment in Europe, with domestic producers impacting margins.
  • Huntsman Corp (HUN) had to close its maleic anhydride facility in Europe due to lack of competitiveness.
  • The company is experiencing a more intense competitive environment in Europe, particularly in the polyurethanes segment.
Operator

Greetings and welcome to the Huntsman Corporation second-quarter 2025 earnings call.

(Operator Instructions) As a reminder, this conference is being recorded.

It's now my pleasure to introduce Ivan Marcuse, Vice President of Investor Relations and Corporate Development.

Ivan Marcuse
Huntsman Corp - Vice President - Investor Relations and Corporate Development

Thank you, Joe, and good morning, everyone.

Welcome to Huntsman's second-quarter 2025 earnings call. Joining us on the call today are Peter Huntsman, Chairman, CEO and President; and Phil Lister, Executive Vice President and CFO. Yesterday, July 31, 2025, we released our earnings for the second quarter 2025 via press release and posted to our website, huntsman.com.

We also posted a set of slides and detailed commentary discussing the second quarter of 2025 on our website. Peter Huntsman will provide some opening comments shortly, and we will then move to the Q&A session for the remainder of the call.

During the call, let me remind you that we may make

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