Q1 2026 Huntsman Corp Earnings Call Transcript
Key Points
- Huntsman Corp (HUN) successfully increased prices to offset rising costs, maintaining profitability despite economic challenges.
- The company reported stronger-than-expected demand going into the second quarter, driven by seasonality, pre-buying ahead of price increases, and supply chain disruptions.
- Operations have been reliable, ensuring product availability to meet demand, with plants performing excellently.
- Advanced Materials segment is performing well, with continued recovery in aerospace and power sectors.
- Huntsman Corp (HUN) is seeing positive pricing trends in North America and Europe, with expectations for continued margin expansion.
- There is uncertainty regarding the sustainability of current demand trends, particularly in the face of potential inflationary pressures.
- The company faces challenges in Europe due to high natural gas prices, impacting petrochemical producers.
- Concerns exist about the long-term impact of geopolitical tensions on supply chains and raw material availability.
- The Performance Products segment is experiencing headwinds due to disruptions in the ethyleneamines facility in Saudi Arabia.
- Construction activity remains stable but lacks significant growth, with a notable drop in residential permits raising concerns.
Greetings. Welcome to Huntsman's first-quarter 2026 earnings call (Operator Instructions) Please note, this conference is being recorded.
At this time, I'll turn the conference over to Ivan Marcuse, Vice President of Investor Relations and Corporate Development. Thank you. You may now begin.
Thanks, Rob, and good morning, everyone. Welcome to Huntsman's first-quarter 2026 earnings call. Joining us on the call today are Peter Huntsman, Chairman, CEO and President; and Phil Lister, Executive Vice President and CFO. Yesterday, April 30, 2026, we released our earnings for the First Quarter of 2026 via press release and posted to our website, huntsman.com. We also posted a set of slides and detailed commentary discussed in the first quarter 2026 on our website.
will provide some opening comments shortly, and we will then move to the question-and-answer session for the remainder of the call. During this call, let me remind you that we may make statements
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