HUNHuntsman Corporation
Huntsman Corporation (HUN) is a specialty chemicals company that produces industrial gases, polymers, and specialty products for automotive, aerospace, and construction markets. The next catalyst is Sep 29, 2026 — Huntsman and Olin Merger Termination News, which will test whether the company can pivot from a stalled merger to renewed operational focus.
- Huntsman reported a first-quarter 2026 net loss of $53 million, with revenue down 5.8% YoY.
- Free cash flow was negative $160 million in the trailing twelve months, and net margins remain at -4.2%.
- The company has a debt-to-equity ratio of 0.86x, with $2.75 billion in shareholders’ equity.
The Read
7% on Q1 2026 earnings meeting estimates and signs of a bottoming cycle but fell 5%.
The schedule
- Fri29Jan
The Q3 earnings release will test the company's ability to sustain growth and manage cash flow as it transitions from the merger termination. This will be a pivotal moment for assessing long-term strategic direction.
- Fri30Apr
The Q1 2027 earnings release will test the company's ability to deliver consistent performance and meet long-term growth targets. This will be a critical moment for assessing the success of the strategic shift post-merger termination.
- Fri30Apr
The Q4 2026 earnings release will test the company's ability to deliver consistent performance and meet long-term growth targets. This will be a critical moment for assessing the success of the strategic shift post-merger termination.
- Fri30Jul
The Q2 2027 earnings release will test the company's ability to deliver consistent performance and meet long-term growth targets. This will be a critical moment for assessing the success of the strategic shift post-merger termination.
Past
- Tue29Sep
The termination of the merger with Olin will test the P&L, product mix, and cash flow as the company repositions its strategy. This event will likely impact the company's ability to scale and maintain margins, differing from the last merger-related event which had a more positive outcome.
- Fri31Jul
Actual outcome: Bear · $10.02 at outcome
Huntsman reported break-even earnings for Q2, matching expectations, but the stock fell below the bear floor. The mixed earnings result, combined with subdued demand growth and weak housing indicators, led to a bearish sentiment, while the price action confirmed the bear classification.
- Fri1May
Actual outcome: Bull · $15.35 at outcome
Huntsman reported a Q1 net loss that met Wall Street estimates, with elevated leverage of 6.1x reflecting cyclically depressed earnings. The stock remained flat as these ongoing fundamental challenges were balanced by signs of a bottoming cycle, including resilient volumes, margin expansion in Advanced Materials, and early benefits from cost-cutting initiatives.
