Huntsman Corp

HUN

Market cap $1.81B

HUN posts narrower Q3 loss and beats estimates despite pricing pressure, with strong cash flow and a reset dividend strategy.

Huntsman Corporation ( HUN ) Q3 2025 Earnings Call November 7, 2025 10:00 AM EST Company Participants Ivan Marcuse - Vice President of Investor Relations & Corporate Development Peter Huntsman - Chairman, President & CEO Philip Lister - Executive VP & CFO Conference Call Participants Michael Harrison - Seaport Research Partners Patrick Cunningham - Citigroup Inc., Research Division John Ezekiel Roberts - Mizuho Securities USA LLC, Research Division Aleksey Yefremov - KeyBanc Capital Markets Inc., Research Division Vincent Andrews - Morgan Stanley, Research Division Joshua Spector - UBS Investment Bank, Research Division Michael Sison - Wells Fargo Securities, LLC, Research Division Jeffrey Zekauskas - JPMorgan Chase & Co, Research Division Kevin McCarthy - Vertical Research Partners, LLC Hassan Ahmed - Alembic Global Advisors Salvator Tiano - BofA Securities, Research Division David Begleiter - Deutsche Bank AG, Research Division Arun Viswanathan - RBC Capital Markets, Research Division Matthew Blair - Tudor, Pickering, Holt & Co. Securities, LLC, Research Division Laurence Alexander - Jefferies LLC, Research Division Frank Mitsch - Fermium Research, LLC Presentation Operator Greetings and welcome to Huntsman's Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this conference is being recorded.

Huntsman shares have sharply underperformed, but management's aggressive cost-cutting and cash preservation position the company for eventual recovery. HUN's Q3 results showed margin pressure across most segments, especially Polyurethanes, due to weak construction demand and excess industry supply. Management cut the dividend by 65% to preserve financial health, signaling no near-term turnaround but strengthening HUN's balance sheet for the downturn.

The headline numbers for Huntsman (HUN) give insight into how the company performed in the quarter ended September 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.

Huntsman (HUN) came out with a quarterly loss of $0.03 per share versus the Zacks Consensus Estimate of a loss of $0.13. This compares to earnings of $0.1 per share a year ago.

THE WOODLANDS, Texas , Nov. 6, 2025 /PRNewswire/ -- Huntsman Corporation (NYSE: HUN) announced today that its Board of Directors has declared a $0.0875 per share cash dividend on its common stock. The dividend is payable on December 31, 2025, to stockholders of record as of December 15, 2025.

Third Quarter Highlights Third quarter 2025 net loss attributable to Huntsman of $25 million compared to a net loss of $33 million in the prior year period; third quarter 2025 diluted loss per share of $0.14 compared to diluted loss per share $0.19 in the prior year period. Third quarter 2025 adjusted net loss attributable to Huntsman of $5 million compared to adjusted net income of $17 million in the prior year period; third quarter 2025 adjusted diluted loss per share of $0.03 compared to adjusted diluted income per share of $0.10 in the prior year period.

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.

Huntsman (HUN) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

During times of turbulence and uncertainty in the markets, many investors turn to dividend-yielding stocks. These are often companies that have high free cash flows and reward shareholders with a high dividend payout.