Q4 2025 Huntsman Corp Earnings Call Transcript
Key Points
- Huntsman Corp (HUN) achieved a conversion of 45% of its EBITDA to free cash flow, which is higher than many in the industry.
- The company anticipates a gradual recovery in North American homebuilding and durable goods, as well as improvement in the Chinese domestic markets.
- Huntsman Corp (HUN) is focusing on strategic growth through new product development and innovation, particularly in the aerospace, power, and auto industries.
- The company has targeted $100 million in cost savings through headcount reductions and facility closures, with $45 million expected to be realized in 2026.
- Huntsman Corp (HUN) is optimistic about growth in its Advanced Materials segment, particularly in the Americas, driven by reindustrialization and building recoveries.
- The company faced challenges in 2025 due to geopolitical tensions and economic slowdowns in key markets like China and Europe.
- Huntsman Corp (HUN) experienced pricing pressure in its polyurethanes segment throughout 2025, with prices declining in all three regions.
- The European market continues to struggle with high energy costs and structural issues, impacting profitability.
- There is uncertainty regarding the impact of new MDI capacity additions in North America, which could affect market dynamics.
- Huntsman Corp (HUN) is cautious about the potential for industry consolidation and the need to balance acquisitions with maintaining a strong balance sheet.
Greetings, and welcome to the Huntsman fourth-quarter 2025 earnings conference call. (Operator Instructions) As a reminder, this conference is being recorded. (Operator Instructions)
It is now my pleasure to turn the call over to Ivan Marcuse, Vice President, Investor Relations and Corporate Development. Please go ahead, Ivan.
Thank you, Kevin, and good morning, everyone. Welcome to Huntsmanâs fourth-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, February 17, 2026, we released our earnings for the fourth quarter of 2025 via press release and posted it to our website, huntsman.com. We also posted a set of slides and detailed commentary discussing the fourth quarter on our website. Peter Huntsman will provide some opening comments shortly, and we will then move into the questionâandâanswer session for the remainder of the call.
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
