Companies /Basic Materials

Huntsman Corp

NYSE: HUN Chemicals
$9.62
▼ $0.02 (−0.16%) today
Markets open · 2:04pm ET

Q2 2026 Earnings

Reported Jul 30, 2026, 4:30pm ET · SEC source
$0.00
Miss −100.00%
EPS · est. $0.06
$1.7B
Beat +3.53%
Revenue · est. $1.6B
1 quarter
Consecutive EPS misses

Market Reaction

% change · around the report
−14%−7%0+7%Jul 30Jul 31report 4:30pm ETearnings+0.1%−13.4%
−14%−7%0+7%Jul 30Jul 31earnings+0.1%−13.4%
HUN −13.4%S&P 500 +0.1%
−14%−7%0+7%Jul 30Jul 31report 4:30pm ETearnings−0.3%−13.4%
−14%−7%0+7%Jul 30Jul 31earnings−0.3%−13.4%
HUN −13.4%NASDAQ −0.3%
−12%−6%0+6%Jul 29Aug 7report 4:30pm ETearnings+4.2%−11.1%
−12%−6%0+6%Jul 29Aug 7earnings+4.2%−11.1%
HUN −11.1%S&P 500 +4.2%
−12%−6%0+6%Jul 29Aug 7report 4:30pm ETearnings+5.4%−11.1%
−12%−6%0+6%Jul 29Aug 7earnings+5.4%−11.1%
HUN −11.1%NASDAQ +5.4%
−19.14%
Day of report
+2.66%
Next session
+3.69%
One week

Did HUN Beat Earnings? Q2 2026 Results

Huntsman Corporation delivered a split verdict in Q2 2026, posting revenue that cleared Wall Street's bar while earnings fell entirely short. The specialty chemicals maker reported $1.66 billion in sales, topping the $1.61 billion consensus by 3.53% and marking a 14.1% increase from a year earlier, fueled by higher volumes across all three segments and pricing actions that helped offset rising raw material costs. Yet on the bottom line, Huntsman earned $0.00 per share on an adjusted basis, missing the $0.06 consensus estimate by the full 100%, as surging energy costs in Europe and a deeply negative free cash flow of $90 million, driven largely by a $120 million working capital headwind, weighed heavily on profitability. The quarter's defining narrative, however, extends well beyond the income statement; Huntsman's announced all-stock merger with Olin Corporation, with a stockholder vote set for August 25, 2026, dominated management's commentary, with CEO Peter Huntsman emphasizing expected synergies and vertical integration benefits for the combined OlinHuntsman entity. The company guided full-year capital expenditures to roughly $170 million.

Key Takeaways
  • Higher volumes across all three segments
  • Pricing actions offsetting raw material cost increases
  • MDI average selling prices increased across all three regions
  • Improved industrial demand
  • Cost savings from cost optimization program
  • Higher equity earnings from minority-owned joint venture in China
  • Favorable sales mix and positive foreign currency impact in Advanced Materials
  • Favorable demand in performance amines business

“We delivered a solid quarter, supported by higher volumes across all three segments and pricing actions that offset a significant increase in raw material costs. Improved industrial demand helped counter continued softness in construction. Rising and volatile energy and crude oil related costs, particularly in Europe, remain a headwind, and we will stay focused on additional price increases and cost-reduction initiatives to help offset these pressures.”

Huntsman CEO, on the earnings call

Forward Guidance & Outlook

Huntsman expects full-year 2026 capital expenditures of approximately $170 million. The company will stay focused on additional price increases and cost-reduction initiatives to offset rising and volatile energy and crude oil related costs, particularly in Europe. The planned merger of equals with Olin Corporation has its stockholder vote scheduled for August 25, 2026, and the combined company is expected to benefit from vertical integration, greater scale, a stronger financial profile, and synergy targets outlined by both teams.

HUN YoY Financials

Q2 2026 vs Q2 2025 · SEC filings Q2 2025 Q2 2026
$0$500.0M$1.0B$1.5B$1.5B$1.7BRevenue$182.0M$245.0MGross Profit$16.0M$37.0MOperating Income$-3,058,104$-6,000,000Net Income
$0$500.0M$1.0B$1.5BRevenueGross ProfitOperating IncomeNet Income

HUN Revenue by Segment

Polyurethanes$1.1B+16.0%
Advanced Materials$313.0M+19.0%
Performance Products$283.0M+5.0%

Figures from SEC filings and company reports. Not investment advice.