HUN earnings / call / takeaways

HUN Q3 FY26 earnings call: key takeaways

What HUN said on its earnings call of November 3, 2026: results against expectations, what changed since last quarter, guidance and the questions analysts pressed on.

By Lician·November 3, 2026·AI-generated from the call transcript and Lician data

EPS of $0.04 missed the $0.07 consensus (5:59)

Results vs expectations

Metric	Consensus	Reported	Result
EPS	$0.07	$0.04	miss
Revenue	$1.61B	–	–

EPS basis: Adjusted EPS, provider (EODHD); matches the company press release

The stock moved -4.0% over the report window (S&P 500 ETF +0.3%). Earnings history

What changed since last quarter

Guidance for 2027 remains unchanged, with a focus on cost, pricing, and operating discipline (1:59)

What analysts pressed on

Whether new MDI capacity will pressure margins in North America (7:06)
Concerns about the impact of European energy costs on the chemical industry (21:29)
Questions about the sustainability of growth in advanced materials without additional capital expenditure (15:29)

In their words

We need to be able to do more than simply wait around for times to get better... Peter Huntsman (1:59)
We're going to continue to see growth and opportunity in places like power, industrial applications... (36:45)
The worst thing we can do is just sit around and wait for the markets to turn. (33:28)

Read the full transcript with the AI summary, or listen on the company's official webcast.

Every past call in full and transcript search come with Lician Pro.

Written by AI from the automatic transcript of the company's public webcast and Lician's earnings data. Each sentence cites the passage it comes from, and a sentence with a figure that is not in its sources was removed. Not investment advice.