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Huntsman Updates Outlook for Q4 2025 Amid Unplanned Outages

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Key Takeaways

  • Huntsman warns its Q4 2025 adjusted EBITDA will land at the low end of its earlier $25M-$50M range.
  • The unplanned Rotterdam outage affects the larger MDI line and is expected to reduce Q4 EBITDA by about $10M.
  • The larger MDI line is expected to resume production by mid-December 2025.

Huntsman Corporation (HUN - Free Report) has announced an update to its fourth-quarter 2025 outlook amid challenges due to an unplanned outage at its Polyurethanes facility located in Rotterdam, Netherlands. This is expected to result in a negative impact of approximately $10 million on fourth-quarter 2025 adjusted EBITDA.

Out of the two MDI lines, the larger is impacted with resumption expected by mid-December. The current outage has caused a shift in management expectations. It currently expects the fourth-quarter 2025 adjusted EBITDA to be at the lower end of the $25 million to $50 million range as announced on Nov. 6, 2025. Leaving out the impact of the outage, the company is trending as was previously expected.

The company’s shares have lost 43.3% over the past year against the industry’s 21.4% decline.

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Image Source: Zacks Investment Research

HUN, in its third-quarter call, noted that cost management and cash generation remain its top priorities. Its restructuring programs were expected to deliver more than $100 million in savings this year.

HUN’s cash generation has been strong over the past year. Factoring in the economic conditions globally, its board had reset the regular dividend to 35 cents a share annually, marking a reduction of 65%. The move allows HUN to maintain its financial flexibility amid the current operating environment.

HUN’s Zacks Rank & Key Picks

HUN currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the Basic Materials space are Kinross Gold Corporation (KGC - Free Report) , Fortuna Mining Corp. (FSM - Free Report) and Harmony Gold Mining Company Limited (HMY - Free Report) . At present, KGC sports a Zacks Rank #1 (Strong Buy), while FSM and HMY carry a Zacks Rank #2 (Buy) each. You can see the complete list of today’s Zacks #1 Rank stocks here.

The Zacks Consensus Estimate for KGC’s current-year earnings is pegged at $1.63 per share, indicating a rise of 139.71%. Its earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, with an average surprise of 17.37%. KGC’s shares have gained 199.6% in the past year.

The Zacks Consensus Estimate for FSM’s current fiscal-year earnings stands at 83 cents per share, reflecting an 80.4% year-over-year increase.Its shares have surged 118.5% in the past year.

The Zacks Consensus Estimate for HMY’s 2026 earnings is pegged at $2.66 per share, indicating a rise of 112% from year-ago levels. HMY’s shares have gained 118.7% in the past year.

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