Tearsheet

Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.

0

Attractive yield
Dividend Yield is 7.5%, FCF Yield is 8.5%

Megatrend and thematic drivers
Megatrends include Advanced Materials, Sustainable & Green Buildings, and Water Infrastructure. Themes include Specialty Chemicals for Performance, Show more.

Trading close to highs
Dist 52W High is -3.3%

Weak multi-year price returns
2Y Excs Rtn is -74%, 3Y Excs Rtn is -110%

Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 13%

Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -24 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -0.4%

Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 83%

Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -3.5%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -11%, Rev Chg QQuarterly Revenue Change % is -5.2%

Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -11%

Key risks
HUN key risks include [1] demand sensitivity to economic downturns in its key cyclical end markets such as construction and automotive and [2] margin compression from volatile raw material and high energy costs, Show more.

0 Attractive yield
Dividend Yield is 7.5%, FCF Yield is 8.5%
1 Megatrend and thematic drivers
Megatrends include Advanced Materials, Sustainable & Green Buildings, and Water Infrastructure. Themes include Specialty Chemicals for Performance, Show more.
2 Trading close to highs
Dist 52W High is -3.3%
3 Weak multi-year price returns
2Y Excs Rtn is -74%, 3Y Excs Rtn is -110%
4 Meaningful short interest
Short Interest % of Basic SharesShort Interest % of Basic Shares = (Short Interest Quantity) / (Basic Shares Outstanding). A high fraction of short interest can indicate potential risk of a short squeeze. is 13%
5 Not profitable at operating income level
Op Inc LTMOperating Income, Last Twelve Months is -24 Mil, Op Mgn LTMOperating Margin = Operating Income / Revenue Reflects profitability before taxes and before impact of capital structure (interest payments). is -0.4%
6 Debt is significant
Net D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is 83%
7 Weak revenue growth
Rev Chg LTMRevenue Change % Last Twelve Months (LTM) is -3.5%, Rev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -11%, Rev Chg QQuarterly Revenue Change % is -5.2%
8 Yield minus risk free rate is negative
ERPEquity Risk Premium (ERP) = Total Yield - Risk Free Rate, Reflects the premium above risk free assets offered by the investment. is -11%
9 Key risks
HUN key risks include [1] demand sensitivity to economic downturns in its key cyclical end markets such as construction and automotive and [2] margin compression from volatile raw material and high energy costs, Show more.

Valuation, Metrics & Events

Price Chart

Why The Stock Moved

Qualitative Assessment

AI Analysis | Feedback

Huntsman (HUN) stock has gained about 35% since 12/31/2025 because of the following key factors:

1. Better-than-Expected Q4 2025 Revenue and Strong Cash Flow.

Huntsman reported fourth-quarter 2025 revenue of $1.36 billion, surpassing analyst estimates of $1.34 billion. Despite an adjusted loss per share of $0.37 that missed the consensus estimate of $0.29, the company demonstrated strong cash management by generating nearly $300 million in operational cash flow. This financial performance provided positive momentum for the stock, with shares trading up over 10% immediately after the earnings announcement on February 18, 2026.

2. Aggressive Cost-Cutting and Restructuring Initiatives.

By the end of 2025, Huntsman achieved a $100 million annualized run rate in cost savings through approximately 500 headcount reductions and the closure of seven facilities. Management projects an additional $45 million in-year savings for 2026 from these initiatives, indicating a clear focus on improving operational efficiency and profitability despite a challenging industry environment.

Show more

Stock Movement Drivers

Fundamental Drivers

The 36.6% change in HUN stock from 12/31/2025 to 4/14/2026 was primarily driven by a 36.6% change in the company's P/S Multiple.
(LTM values as of)123120254142026Change
Stock Price ($)9.9313.5736.6%
Change Contribution By: 
Total Revenues ($ Mil)5,7805,7800.0%
P/S Multiple0.30.436.6%
Shares Outstanding (Mil)1731730.0%
Cumulative Contribution36.6%

LTM = Last Twelve Months as of date shown

Market Drivers

12/31/2025 to 4/14/2026
ReturnCorrelation
HUN36.6% 
Market (SPY)-5.4%31.4%
Sector (XLB)14.7%64.6%

Fundamental Drivers

The 53.4% change in HUN stock from 9/30/2025 to 4/14/2026 was primarily driven by a 55.5% change in the company's P/S Multiple.
(LTM values as of)93020254142026Change
Stock Price ($)8.8513.5753.4%
Change Contribution By: 
Total Revenues ($ Mil)5,8605,780-1.4%
P/S Multiple0.30.455.5%
Shares Outstanding (Mil)1731730.0%
Cumulative Contribution53.4%

LTM = Last Twelve Months as of date shown

Market Drivers

9/30/2025 to 4/14/2026
ReturnCorrelation
HUN53.4% 
Market (SPY)-2.9%37.0%
Sector (XLB)16.7%63.9%

Fundamental Drivers

The -8.8% change in HUN stock from 3/31/2025 to 4/14/2026 was primarily driven by a -4.6% change in the company's P/S Multiple.
(LTM values as of)33120254142026Change
Stock Price ($)14.8713.57-8.8%
Change Contribution By: 
Total Revenues ($ Mil)6,0365,780-4.2%
P/S Multiple0.40.4-4.6%
Shares Outstanding (Mil)172173-0.1%
Cumulative Contribution-8.8%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2025 to 4/14/2026
ReturnCorrelation
HUN-8.8% 
Market (SPY)16.3%48.3%
Sector (XLB)22.8%67.7%

Fundamental Drivers

The -42.5% change in HUN stock from 3/31/2023 to 4/14/2026 was primarily driven by a -28.0% change in the company's Total Revenues ($ Mil).
(LTM values as of)33120234142026Change
Stock Price ($)23.6013.57-42.5%
Change Contribution By: 
Total Revenues ($ Mil)8,0235,780-28.0%
P/S Multiple0.60.4-26.9%
Shares Outstanding (Mil)1881739.2%
Cumulative Contribution-42.5%

LTM = Last Twelve Months as of date shown

Market Drivers

3/31/2023 to 4/14/2026
ReturnCorrelation
HUN-42.5% 
Market (SPY)63.3%44.2%
Sector (XLB)36.2%65.7%

Return vs. Risk

Price Returns Compared

 202120222023202420252026Total [1]
Returns
HUN Return42%-19%-5%-25%-41%37%-33%
Peers Return41%-16%22%-25%-35%50%4%
S&P 500 Return27%-19%24%23%16%-0%81%

Monthly Win Rates [3]
HUN Win Rate58%50%42%42%25%100% 
Peers Win Rate57%55%47%38%37%70% 
S&P 500 Win Rate75%42%67%75%67%50% 

Max Drawdowns [4]
HUN Max Drawdown-2%-30%-15%-27%-56%0% 
Peers Max Drawdown-5%-30%-7%-29%-43%-0% 
S&P 500 Max Drawdown-1%-25%-1%-2%-15%-7% 


[1] Cumulative total returns since the beginning of 2021
[2] Peers: DOW, LYB, EMN, CE, OLN. See HUN Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 4/14/2026 (YTD)

How Low Can It Go

Unique KeyEventHUNS&P 500
2022 Inflation Shock2022 Inflation Shock  
2022 Inflation Shock% Loss% Loss-45.0%-25.4%
2022 Inflation Shock% Gain to Breakeven% Gain to Breakeven81.7%34.1%
2022 Inflation ShockTime to BreakevenTime to BreakevenNot Fully Recovered days464 days
2020 Covid Pandemic2020 Covid Pandemic  
2020 Covid Pandemic% Loss% Loss-46.7%-33.9%
2020 Covid Pandemic% Gain to Breakeven% Gain to Breakeven87.7%51.3%
2020 Covid PandemicTime to BreakevenTime to Breakeven199 days148 days
2018 Correction2018 Correction  
2018 Correction% Loss% Loss-50.8%-19.8%
2018 Correction% Gain to Breakeven% Gain to Breakeven103.2%24.7%
2018 CorrectionTime to BreakevenTime to Breakeven948 days120 days
2008 Global Financial Crisis2008 Global Financial Crisis  
2008 Global Financial Crisis% Loss% Loss-92.5%-56.8%
2008 Global Financial Crisis% Gain to Breakeven% Gain to Breakeven1230.3%131.3%
2008 Global Financial CrisisTime to BreakevenTime to Breakeven1,929 days1,480 days

Compare to DOW, LYB, EMN, CE, OLN

In The Past

Huntsman's stock fell -45.0% during the 2022 Inflation Shock from a high on 2/18/2022. A -45.0% loss requires a 81.7% gain to breakeven.

Preserve Wealth

Limiting losses and compounding gains is essential to preserving wealth.

Asset Allocation

Actively managed asset allocation strategies protect wealth. Learn more.

About Huntsman (HUN)

Huntsman Corporation manufactures and sells differentiated organic chemical products worldwide. The company operates through four segments: Polyurethanes, Performance Products, Advanced Materials, and Textile Effects. The Polyurethanes segment offers polyurethane chemicals, including methyl diphenyl diisocyanate, polyols, thermoplastic polyurethane, propylene oxide, and methyl tertiary-butyl ether products. The Performance Products segment manufactures amines and maleic anhydrides, including ethylene oxide, propylene oxide, glycols, ethylene dichloride, caustic soda, ammonia, hydrogen, methylamines, and acrylonitrile. The Advanced Materials segment offers epoxy, acrylic, polyurethane, and acrylonitrile-butadiene-based polymer formulations; high performance thermoset resins, curing agents and toughening agents, and carbon nanotubes additives; and base liquid and solid resins. The Textile Effects segment provides textile chemicals and dyes. The company's products are used in a range of applications, including adhesives, aerospace, automotive, construction products, durable and non-durable consumer products, electronics, insulation, medical, packaging, coatings and construction, power generation, refining, synthetic fiber, textile chemicals, and dye industries. Huntsman Corporation was founded in 1970 and is headquartered in The Woodlands, Texas.

AI Analysis | Feedback

  • Like BASF, but focused on specialized industrial chemicals and advanced materials.
  • A focused version of Dow Chemical, supplying chemical building blocks to diverse industries.

AI Analysis | Feedback

  • Polyurethane Chemicals: Includes methyl diphenyl diisocyanate (MDI), polyols, and thermoplastic polyurethanes (TPU) vital for insulation, automotive, and construction industries.
  • Amines and Maleic Anhydrides: Versatile chemical intermediates used across various sectors for products like detergents, fuels, and resins.
  • Advanced Materials Formulations: Comprises epoxy, acrylic, and polyurethane polymer formulations, high-performance resins, and additives for demanding applications in aerospace, automotive, and electronics.
  • Textile Chemicals and Dyes: Specialized products provided to the textile industry for fabric treatment, coloring, and finishing.

AI Analysis | Feedback

Huntsman Corporation (HUN) sells its differentiated organic chemical products primarily to other companies, rather than directly to individuals. Due to the broad nature of its product portfolio and extensive, diversified customer base across numerous industries globally, Huntsman does not publicly disclose specific names of its major customers by name and stock symbol. It is common for diversified chemical manufacturers to supply thousands of customers, with no single customer representing a significant, reportable portion (e.g., >10%) of their overall revenue.

Huntsman's products are utilized as intermediate materials or components by manufacturers in a wide range of end markets. Therefore, its customers are companies operating within, but not limited to, the following sectors:

  • Manufacturers of adhesives
  • Companies in the aerospace industry
  • Manufacturers of automotive components
  • Producers of construction products
  • Manufacturers of durable and non-durable consumer products
  • Companies in the electronics sector
  • Manufacturers of insulation materials
  • Companies in the medical industry
  • Producers of packaging materials
  • Manufacturers of coatings
  • Companies involved in power generation
  • Companies in the refining industry
  • Producers of synthetic fibers
  • Manufacturers of textile chemicals and dyes

AI Analysis | Feedback

null

AI Analysis | Feedback

Peter R. Huntsman, Chairman of the Board, President and Chief Executive Officer

Mr. Huntsman has served as the Chief Executive Officer and President of Huntsman Corporation since July 2000, and as Chairman of the Board since 2018. He joined Huntsman Polypropylene Corporation as a Vice President in 1987 and was President and Chief Operating Officer from 1994 to 2000. His father, Jon Huntsman Sr., founded Huntsman Corporation. Mr. Huntsman previously held leadership roles at Olympus Oil, Huntsman Chemical Corporation, and Huntsman Packaging Corporation, a former subsidiary. He has been instrumental in portfolio optimization, governance refresh, and cost programs, overseeing more than 25 acquisitions and over $500 million in cost initiatives.

Philip M. Lister, Executive Vice President and Chief Financial Officer

Mr. Lister was appointed Executive Vice President and Chief Financial Officer in July 2021. He has spent his entire 25-year career with Huntsman or its predecessors, beginning in the polyurethanes division of Imperial Chemical Industries, which Huntsman acquired in 1999. Before becoming CFO, he served as Vice President of Corporate Development from May 2019 to June 2021. In this role, he successfully completed a series of acquisitions and dispositions valued at over $3.5 billion, significantly transforming the company's portfolio.

Amy Smedley, Executive Vice President, General Counsel and Corporate Secretary

Ms. Smedley was appointed to her current position in January 2026. She first joined Huntsman in 2006, serving as Vice President and Deputy General Counsel before her departure in 2022 to become Executive Vice President and Chief Legal Officer for Savage Companies. Her prior experience includes practicing law at Snell & Wilmer L.L.P. and clerking for a U.S. Bankruptcy Judge.

Jan Buberl, Division President, Performance Products

Mr. Buberl serves as the President of the Huntsman Performance Products Division. Previously, he was Vice President of Huntsman Polyurethanes, Americas, and a director for Huntsman's joint venture with Sinopec for PO/MTBE in China. His career also includes time at Venator (formerly Huntsman Pigments) and sixteen years with BASF, where he held various global roles, including leading the development of BASF's North American corporate strategy.

Steen Weien Hansen, Division President, Polyurethanes

Mr. Hansen was appointed Division President of Polyurethanes in June 2025. Prior to this role, he served as Senior Vice President, Global Automotive and Global Elastomers for the Polyurethanes Division since January 2022. He also held positions as Vice President, EAMEI for the Polyurethanes Division and Vice President, Asia Pacific for the Advanced Materials Division.

AI Analysis | Feedback

The key risks to Huntsman Corporation's business include a significant cyclical downturn in its core end markets and global oversupply in its key product segments, high leverage and financial instability, and the volatility of raw material and energy costs.

  1. Cyclical Downturn in Key End Markets and Global Oversupply: Huntsman Corporation is significantly exposed to cyclical downturns in its primary end markets, such as construction, automotive, and electronics, which negatively impact demand for its chemical products. This exposure has led to declining revenues and profitability. The company's core polyurethanes business, in particular, faces challenging conditions due to this downturn and a persistent global oversupply in polyurethanes and methyl diphenyl diisocyanate (MDI) markets, leading to pressure on pricing and margins.
  2. High Leverage and Financial Instability: Huntsman exhibits a high level of debt and faces concerns regarding its financial stability. The company's financial metrics indicate declining profitability and operational challenges, with a low Altman Z-Score placing it in a distress zone, suggesting a potential risk of financial instability. High net debt relative to EBITDA also raises concerns about refinancing capabilities and potential breaches of lending agreements if profits do not improve.
  3. Raw Material and Energy Cost Volatility: As a chemical manufacturer, Huntsman's profitability is highly sensitive to the volatile costs and availability of raw materials and energy. Fluctuations in these input costs, including high energy costs in regions like Europe, can significantly increase operational expenses and reduce margins, especially if the company is unable to pass these increases on to customers through higher selling prices.

AI Analysis | Feedback

A rapid acceleration in demand for bio-based chemicals and materials, as well as those derived from advanced chemical recycling, driven by stricter environmental regulations and increasingly stringent corporate sustainability targets from major end-use customers. This trend challenges Huntsman's predominantly fossil-fuel-based product portfolio across segments like Polyurethanes, Performance Products, and Advanced Materials, potentially leading to market share erosion if the company is unable to rapidly innovate and scale cost-competitive, high-performance alternatives.

AI Analysis | Feedback

```html

Addressable Markets for Huntsman's Main Products and Services

Polyurethanes Segment

  • Polyurethanes: The global polyurethane market size was estimated at USD 96.11 billion in 2025 and is projected to reach USD 148.37 billion by 2034, growing at a CAGR of 4.4% from 2026 to 2034. Asia Pacific dominated the market with a valuation of USD 44.72 billion in 2025. The market size in the U.S. is projected to reach an estimated value of USD 26.07 billion by 2032.
  • Methyl Diphenyl Diisocyanate (MDI): The global MDI market size was valued at USD 30.0 billion in 2024 and is poised to grow to USD 49.83 billion by 2033, growing at a CAGR of 5.8% during the forecast period (2026-2033). Another source states the global MDI market size was valued at USD 8,300.45 million in 2024 and is projected to reach USD 14,025.89 million by 2032. Asia-Pacific dominated the market in 2024, accounting for a 46.20% share valued at USD 3.3 billion.
  • Polyols: The global polyols market was valued at USD 16.83 billion in 2025 and is projected to reach USD 21.59 billion by 2030, growing at a CAGR of 5.1% from 2025 to 2030. Another report estimates the global polyols market size at USD 31.0 billion in 2025, projected to reach USD 48.3 billion by 2034. Asia-Pacific dominated the market, holding a significant market share of over 44.3% in 2025. The global polyether polyols market size was valued at USD 18.5 billion in 2022 and is projected to cross USD 29 billion by 2032.
  • Thermoplastic Polyurethane (TPU): The global TPU market size was USD 3.00 billion in 2025 and is projected to grow to USD 6.45 billion in 2034. Asia Pacific dominated the thermoplastic polyurethane market with a market share of 58.60% in 2025. The TPU market size in the U.S. is projected to reach USD 583.1 million by 2032.
  • Propylene Oxide: The global propylene oxide market size was valued at USD 13.64 billion in 2025 and is projected to grow to USD 22.85 billion by 2034, exhibiting a CAGR of 5.9% during the forecast period. Asia Pacific dominated the global propylene oxide market with a share of 46.33% in 2025. Another source states the global propylene oxide market size was valued at USD 23.0 billion in 2025 and is estimated to reach USD 33.8 billion by 2034. The U.S. propylene oxide market is growing, with the construction industry alone expected to be worth more than USD 2 trillion in 2024.

Performance Products Segment

  • Amines: The global amines market size was valued at USD 16.80 billion in 2025 and is projected to grow to USD 24.70 billion by 2034. Asia Pacific dominated the amines market with a market share of 42.20% in 2025. The amines market size in the U.S. is projected to reach an estimated value of USD 3.9 billion by 2032. Another source reports the global amines market size reached USD 21.5 billion in 2024 and is expected to reach USD 31.7 billion by 2033.
  • Maleic Anhydrides: The global maleic anhydride market size was valued at USD 3.36 billion in 2025 and is projected to grow to USD 5.01 billion by 2034. Asia Pacific dominated the maleic anhydride market with a market share of 69% in 2025. The market value in the U.K. is expected to be USD 0.04 billion in 2026, and Germany is projecting to hit USD 0.12 billion in 2026. Another report indicates the global maleic anhydride market size reached USD 3.7 billion in 2025 and is expected to reach USD 5.3 billion by 2034.

Advanced Materials Segment

  • Epoxy Resins: The global epoxy resin market size accounted for USD 12.33 billion in 2025 and is predicted to increase to approximately USD 21.22 billion by 2035. Asia Pacific accounted for the largest market share of 59.81% in 2025. Another source states the global epoxy resin market size was valued at USD 14.32 billion in 2025 and is projected to hit USD 23.89 billion by 2034.
  • Acrylic Polymers: The global acrylic polymers market size was valued at USD 20.05 billion in 2024 and is projected to grow from USD 20.91 billion in 2025 to USD 29.25 billion by 2032. Asia Pacific dominated the global acrylic polymer market with a market share of 43.24% in 2024. Another report values the global acrylic polymer market size at USD 722.0 million in 2025, projected to reach USD 1256.9 million by 2035.

Textile Effects Segment

  • Textile Chemicals and Dyes: The global textile chemicals market size was estimated at USD 27,293.7 million in 2024 and is projected to reach USD 40,429.0 million by 2033. Asia Pacific dominated the textile chemicals market, accounting for a 57.6% revenue share in 2024. Another report indicates the global textile chemicals market size was valued at approximately USD 31.81 billion in 2025 and is projected to climb to roughly USD 50.84 billion by 2034.
```

AI Analysis | Feedback

Huntsman Corporation (HUN) is focusing on several key drivers to spur future revenue growth over the next two to three years:

  1. Recovery in Key End Markets: Huntsman anticipates a gradual recovery in North American homebuilding and durable goods sectors, along with an improvement in Chinese domestic markets. The company has also observed early indications of improved volumes and pricing in Europe, although acknowledging these increases are still in nascent stages.
  2. New Product Development and Innovation: The company plans to drive growth by securing new business through innovation and the development of new products. This includes expanding its material usage and capabilities within the aerospace, power generation, and rapidly evolving automotive industries. Specifically, Huntsman is prioritizing higher-value methyl diphenyl diisocyanate (MDI) grades through its new MDI splitter in Geismar, Louisiana, which will support markets such as spray foam, appliance, and construction insulation. Additionally, new Araldite epoxy formulations are being introduced for transportation lightweighting, aerospace composites, wind blade repair, and for electric vehicle (EV) battery enclosures, e-motors, and power electronics.
  3. Capacity Optimization and Upgrades: Huntsman aims to maximize its capacities and upgrade materials, particularly through its MDI splitter in Geismar. The company is also implementing capacity increases for high-purity amines, which are utilized in the tech industry and catalysts.
  4. Strategic Mergers, Acquisitions, and Industry Consolidation: Huntsman is actively seeking and prepared to capitalize on opportunities for mergers, joint ventures, and industry consolidation as market dynamics evolve. The company is also open to bolt-on mergers and acquisitions that enhance technology, application, or regional access, while simultaneously divesting underperforming assets.
  5. Targeted Price Increases: The company has been working to implement multiple price increases across its portfolio. Specifically, Huntsman is initiating a series of price increases in the European market to counteract ongoing pricing pressures in that region.

AI Analysis | Feedback

Share Repurchases

  • Huntsman's board authorized a doubling of its share repurchase program from $1 billion to $2 billion on March 28, 2022.
  • As of December 31, 2021, $102 million worth of shares had already been repurchased under the original program.
  • As of December 31, 2025, Huntsman completed repurchases of 48,158,253 shares for $1,452.51 million under the buyback announced on November 9, 2021, with approximately $547 million remaining under the authorization.

Share Issuance

  • The Huntsman Corporation 2025 Stock Incentive Plan authorized 4,650,000 shares of common stock for issuance.

Inbound Investments

  • Starboard Value initiated an approximate 8% activist stake in Huntsman in 2022.

Outbound Investments

  • Huntsman completed the acquisition of Gabriel Performance Products, a North American specialty chemical manufacturer, for $250 million in an all-cash transaction in January 2021.

Capital Expenditures

  • Huntsman reported capital expenditures of $326 million in 2021, $272 million in 2022, $230 million in 2023, and $173 million in 2024.
  • For 2025, the company expected capital expenditures to be between approximately $180 million to $190 million, with $125 million in free cash flow.
  • For 2026, capital expenditures are expected to be at a similar level to 2025, approximately $150 million, focusing on critical maintenance, cybersecurity risk mitigation, and mandatory safety and environmental spend.

Better Bets vs. Huntsman (HUN)

Trade Ideas

Select ideas related to HUN.

Unique KeyDateTickerCompanyCategoryTrade Strategy6M Fwd Rtn12M Fwd Rtn12M Max DD
AXTA_3272026_Dip_Buyer_FCFYield03272026AXTAAxalta Coating SystemsDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
3.2%3.2%-0.6%
IFF_3272026_Insider_Buying_GTE_1Mil_EBITp+DE_V203272026IFFInternational Flavors & FragrancesInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
2.2%2.2%-0.1%
IP_3132026_Insider_Buying_GTE_1Mil_EBITp+DE_V203132026IPInternational PaperInsiderInsider Buys | Low D/EStrong Insider Buying
Companies with strong insider buying in the last 1 month, positive operating income and reasonable debt / market cap
-4.2%-4.2%-9.4%
ARIS_3062026_Dip_Buyer_FCFYield03062026ARISAris MiningDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-3.9%-3.9%-16.7%
EMN_3062026_Dip_Buyer_FCFYield03062026EMNEastman ChemicalDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
9.8%9.8%-6.0%
HUN_8312022_Insider_Buying_45D_2Buy_200K08312022HUNHuntsmanInsiderInsider Buys 45DStrong Insider Buying
Companies with multiple insider buys in the last 45 days
9.2%2.9%-13.8%
HUN_1312020_Dip_Buyer_FCFYield01312020HUNHuntsmanDip BuyDB | FCFY OPMDip Buy with High FCF Yield and High Margin
Buying dips for companies with high FCF yield and meaningfully high operating margin
-8.3%32.8%-36.8%

Recent Active Movers

Peer Comparisons

Peers to compare with:

Financials

HUNDOWLYBEMNCEOLNMedian
NameHuntsman Dow Lyondell.Eastman .Celanese Olin  
Mkt Price13.5739.1673.2573.7965.1028.1752.13
Mkt Cap2.328.123.68.47.13.27.8
Rev LTM5,78039,96830,1538,7529,5446,7819,148
Op Inc LTM-2415883195876939464
FCF LTM199-1,447384424803248316
FCF 3Y Avg1263741,925553888431492
CFO LTM3661,0322,2629701,1464741,001
CFO 3Y Avg3323,0473,6741,2101,3376511,274

Growth & Margins

HUNDOWLYBEMNCEOLNMedian
NameHuntsman Dow Lyondell.Eastman .Celanese Olin  
Rev Chg LTM-3.5%-7.0%-9.7%-6.7%-7.1%3.7%-6.8%
Rev Chg 3Y Avg-11.5%-10.8%-14.5%-5.9%-0.0%-9.2%-10.0%
Rev Chg Q-5.2%-9.1%-9.2%-12.1%-6.5%-0.4%-7.8%
QoQ Delta Rev Chg LTM-1.4%-2.3%-2.3%-3.0%-1.6%-0.1%-1.9%
Op Mgn LTM-0.4%0.4%2.8%10.9%8.1%0.6%1.7%
Op Mgn 3Y Avg1.2%3.2%7.0%12.4%9.6%5.8%6.4%
QoQ Delta Op Mgn LTM-0.5%-0.8%-1.3%-2.2%-0.5%-2.9%-1.0%
CFO/Rev LTM6.3%2.6%7.5%11.1%12.0%7.0%7.2%
CFO/Rev 3Y Avg5.5%7.0%11.3%13.2%12.9%9.6%10.5%
FCF/Rev LTM3.4%-3.6%1.3%4.8%8.4%3.7%3.5%
FCF/Rev 3Y Avg2.1%0.7%5.8%6.0%8.6%6.4%5.9%

Valuation

HUNDOWLYBEMNCEOLNMedian
NameHuntsman Dow Lyondell.Eastman .Celanese Olin  
Mkt Cap2.328.123.68.47.13.27.8
P/S0.40.70.81.00.70.50.7
P/EBIT-19.4-17.1-103.410.7-13.9117.8-15.5
P/E-7.1-10.7-31.717.8-6.2-31.8-8.9
P/CFO6.427.310.48.76.26.87.7
Total Yield-6.6%-4.0%4.3%7.9%-16.1%-0.3%-2.2%
Dividend Yield7.5%5.3%7.5%2.3%0.2%2.9%4.1%
FCF Yield 3Y Avg4.5%-0.7%7.3%5.8%10.7%9.9%6.6%
D/E1.00.70.60.61.81.00.8
Net D/E0.80.60.50.51.60.90.7

Returns

HUNDOWLYBEMNCEOLNMedian
NameHuntsman Dow Lyondell.Eastman .Celanese Olin  
1M Rtn12.8%6.9%1.3%6.6%12.7%13.9%9.8%
3M Rtn20.3%49.2%52.3%9.7%42.0%21.6%31.8%
6M Rtn68.2%83.5%63.5%25.0%59.7%16.9%61.6%
12M Rtn5.0%44.8%39.3%-2.5%66.5%39.8%39.5%
3Y Rtn-41.6%-17.2%-7.4%0.4%-38.7%-46.7%-28.0%
1M Excs Rtn7.7%1.9%-3.7%1.5%7.7%8.9%4.8%
3M Excs Rtn18.9%49.7%54.0%9.3%42.9%22.2%32.5%
6M Excs Rtn63.3%88.4%63.5%23.7%59.6%22.3%61.5%
12M Excs Rtn-25.1%20.9%15.0%-30.4%41.4%16.3%15.7%
3Y Excs Rtn-109.6%-84.1%-74.7%-67.0%-105.8%-116.2%-94.9%

Financials

Segment Financials

Revenue by Segment
$ Mil20242023202220212020
Polyurethanes3,8655,0675,0193,5843,911
Performance Products1,1781,7131,4851,0231,158
Advanced Materials1,0921,2771,1988391,044
Eliminations-24-34-32-25-79
Textile Effects   597763
Total6,1118,0237,6706,0186,797


Assets by Segment
$ Mil20242023202220212020
Polyurethanes4,2614,2864,6243,9703,437
Performance Products1,1701,1551,2071,0621,125
Advanced Materials1,1431,2461,3241,002774
Corporate and other674    
Corporate and other costs, net 1,0611,7092,1981,265
Current assets held for sale 472  1,208
Textile Effects   481511
Total7,2488,2208,8648,7138,320


Price Behavior

Price Behavior
Market Price$13.57 
Market Cap ($ Bil)2.3 
First Trading Date02/14/2005 
Distance from 52W High-3.3% 
   50 Days200 Days
DMA Price$12.59$10.52
DMA Trendupup
Distance from DMA7.8%29.0%
 3M1YR
Volatility72.8%57.2%
Downside Capture0.240.94
Upside Capture213.21142.78
Correlation (SPY)28.1%36.7%
HUN Betas & Captures as of 3/31/2026

 1M2M3M6M1Y3Y
Beta2.301.581.831.851.551.24
Up Beta2.391.752.902.461.631.47
Down Beta0.391.771.981.801.351.08
Up Capture492%257%279%303%169%77%
Bmk +ve Days7162765139424
Stock +ve Days12213166122335
Down Capture184%73%78%119%141%108%
Bmk -ve Days12233358110323
Stock -ve Days10213159128406

[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with HUN
HUN7.2%57.0%0.33-
Sector ETF (XLB)35.2%16.9%1.6164.1%
Equity (SPY)24.2%12.9%1.4937.4%
Gold (GLD)53.4%27.6%1.559.1%
Commodities (DBC)26.8%16.2%1.4713.7%
Real Estate (VNQ)18.7%13.8%1.0034.6%
Bitcoin (BTCUSD)-6.8%42.9%-0.0519.0%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 5-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with HUN
HUN-10.3%39.0%-0.17-
Sector ETF (XLB)7.6%18.9%0.3064.8%
Equity (SPY)11.1%17.0%0.5047.5%
Gold (GLD)22.5%17.8%1.0312.3%
Commodities (DBC)11.7%18.8%0.5120.2%
Real Estate (VNQ)3.9%18.8%0.1140.4%
Bitcoin (BTCUSD)5.8%56.5%0.3221.0%

Smart multi-asset allocation framework can stack odds in your favor. Learn How
Based On 10-Year Data
Annualized
Return
Annualized
Volatility
Sharpe
Ratio
Correlation
with HUN
HUN3.8%39.8%0.22-
Sector ETF (XLB)11.1%20.6%0.4869.8%
Equity (SPY)14.0%17.9%0.6756.2%
Gold (GLD)14.3%15.9%0.754.8%
Commodities (DBC)8.8%17.6%0.4228.6%
Real Estate (VNQ)5.4%20.7%0.2342.4%
Bitcoin (BTCUSD)67.7%66.9%1.0714.6%

Smart multi-asset allocation framework can stack odds in your favor. Learn How

Short Interest

Short Interest: As Of Date3312026
Short Interest: Shares Quantity22.8 Mil
Short Interest: % Change Since 3152026-9.4%
Average Daily Volume7.3 Mil
Days-to-Cover Short Interest3.1 days
Basic Shares Quantity172.6 Mil
Short % of Basic Shares13.2%

Earnings Returns History

Expand for More
 Forward Returns
Earnings Date1D Returns5D Returns21D Returns
2/17/20268.6%5.3%-2.5%
11/6/202510.2%18.1%35.6%
7/31/2025-5.1%-2.1%15.1%
5/1/2025-9.3%-10.1%-17.4%
2/18/20254.8%3.3%4.2%
11/4/2024-4.6%-8.0%-6.9%
8/5/2024-3.7%-6.8%2.0%
5/2/20240.9%2.2%-1.3%
...
SUMMARY STATS   
# Positive131315
# Negative11119
Median Positive2.4%3.3%5.4%
Median Negative-4.6%-5.0%-3.9%
Max Positive10.2%18.1%35.6%
Max Negative-9.3%-11.2%-17.4%

SEC Filings

Expand for More
Report DateFiling DateFiling
09/30/202511/07/202510-Q
06/30/202508/01/202510-Q
03/31/202505/02/202510-Q
12/31/202402/18/202510-K
09/30/202411/05/202410-Q
06/30/202408/06/202410-Q
03/31/202405/03/202410-Q
12/31/202302/22/202410-K
09/30/202311/01/202310-Q
06/30/202308/01/202310-Q
03/31/202305/05/202310-Q
12/31/202202/21/202310-K
09/30/202211/04/202210-Q
06/30/202208/02/202210-Q
03/31/202204/28/202210-Q
12/31/202102/15/202210-K

Recent Forward Guidance [BETA]

Latest: Q4 2025 Earnings Reported 2/17/2026

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2026 Capital Expenditures 173.00 Mil -1.1% LoweredActual: 175.00 Mil for 2025
2026 Restructuring Savings 100.00 Mil 0 AffirmedGuidance: 100.00 Mil for 2026

Prior: Q3 2025 Earnings Reported 11/6/2025

Forward GuidanceGuidance Change
MetricLowMidHigh% Chg% DeltaChangePrior
2025 Capital Expenditures170.00 Mil175.00 Mil180.00 Mil-5.4% LoweredGuidance: 185.00 Mil for 2025
2026 Restructuring Savings 100.00 Mil    

Insider Activity

Expand for More
#OwnerTitleHoldingActionFiling DatePriceSharesTransacted
Value
Value of
Held Shares
Form
1Lister, Philip MExec VP & CFODirectBuy111220258.1529,762242,709953,434Form
2Huntsman, Peter RChairman, President & CEODirectBuy508202511.1945,000503,40573,835,273Form
3Huntsman, Peter RChairman, President & CEODirectBuy507202511.7442,000492,95476,938,699Form
4Huntsman, Peter RChairman, President & CEODirectBuy305202516.5015,000247,500107,220,746Form
5Huntsman, Peter RChairman, President & CEODirectBuy305202515.7315,000235,905102,433,521Form