Q2 26 EPS
$0.00
MISS 100.00%
Est. $0.06
Q2 26 Revenue
$1.66B
BEAT +3.53%
Est. $1.61B
vs S&P Since Q2 26
-15.5%
TRAILING MARKET
HUN -12.0% vs S&P +3.5%
Market Reaction
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% … Read more 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
HUN 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, source: SEC Filings
HUN Revenue by Segment
With YoY comparisons, source: SEC Filings
“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.”
— Peter R. Huntsman, Q2 2026 Earnings Press Release
HUN Earnings Trends
HUN vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
HUN EPS Trend
Earnings per share: estimate vs actual
HUN Revenue Trend
Quarterly revenue: estimate vs actual
HUN Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q2 26 MISS | $0.06 | $0.00 | -100.00% | $1.66B | +3.53% |
| Q1 26 BEAT | $-0.21 | $-0.20 | +2.58% | $1.42B | +2.17% |
| Q4 25 MISS FY | $-0.31 | $-0.37 | -17.57% | $1.36B | +0.89% |
| FY Full Year | — | $-0.70 | — | $5.68B | — |
| Q3 25 BEAT | $-0.15 | $-0.03 | +79.61% | $1.46B | +1.10% |
| Q2 25 MISS | $-0.12 | $-0.20 | -64.34% | $1.46B | -2.46% |