Huntsman Updates Fourth Quarter 2025 Outlook

Huntsman (NYSE: HUN) reported an unplanned outage at its Polyurethanes facility in Rotterdam, Netherlands that will likely reduce Q4 2025 adjusted EBITDA by approximately $10 million.

Rhea-AI Summary

Huntsman (NYSE: HUN) reported an unplanned outage at its Polyurethanes facility in Rotterdam, Netherlands that will likely reduce Q4 2025 adjusted EBITDA by approximately $10 million. The larger of two MDI lines is affected and is expected to resume production by mid-December 2025. As a result, management now expects Q4 2025 adjusted EBITDA to be at the low end of the $25 million to $50 million range previously communicated on November 6, 2025. Excluding the Rotterdam outage, the quarter is trending as previously expected.

Positive

• Outage expected to resume by mid-December 2025
• Excluding the outage, the quarter is trending as previously expected

Negative

• Estimated $10 million negative impact to Q4 2025 adjusted EBITDA
• Q4 2025 adjusted EBITDA now expected at the low end of the $25 million–$50 million range
• Disruption at the larger of two MDI lines in Rotterdam

Argus Dec 2 session

-0.77% close to close Open Argus

Details

News Market Reaction – HUN

On Dec 2, the first trading day after this news, HUN closed 0.77% below the previous close.

Data tracked by StockTitan Argus for the Dec 2 session.

Key Figures

Q4 2025 EBITDA impact: $10 million Q4 2025 EBITDA guidance low end: $25 million Q4 2025 EBITDA guidance high end: $50 million +2 more

Q4 2025 EBITDA impact

$10 million

Expected negative impact from Rotterdam outage on adjusted EBITDA

Q4 2025 EBITDA guidance low end

$25 million

Low end of adjusted EBITDA range reaffirmed for Q4 2025

Q4 2025 EBITDA guidance high end

$50 million

High end of adjusted EBITDA range communicated Nov 6, 2025

MDI lines at facility

2 lines

Larger of two MDI lines in Rotterdam affected by outage

Production restart timing

Mid-December 2025

Larger MDI line expected to resume production by mid-December

Historical Context

5 past events · Latest: Dec 01

5 events

1. Dec 01

   Operational outage update

   24h Move

   -0.8%

   Unplanned Rotterdam outage likely cuts Q4 2025 adjusted EBITDA by $10M.

2. Nov 06

   Dividend declaration

   24h Move

   -3.5%

   Board declared a $0.0875 per share Q4 2025 cash dividend.

3. Nov 06

   Q3 2025 earnings

   24h Move

   -3.5%

   Q3 2025 revenues $1,460M with net loss and dividend reset lower.

4. Oct 03

   Earnings call notice

   24h Move

   +0.9%

   Company scheduled Nov 7, 2025 call to discuss Q3 2025 results.

5. Sep 26

   Management change

   24h Move

   -1.2%

   Planned new General Counsel withdrew; incumbent to remain during search.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

adjusted EBITDA, MDI, Polyurethanes

3 terms

adjusted EBITDA financial

"negative impact on fourth quarter 2025 adjusted EBITDA of approximately $10 million"

Adjusted EBITDA is a way companies measure how much money they make from their core operations, like running a business, by removing certain costs or income that aren’t part of regular business activities. It helps investors see how well a company is doing without distractions from unusual expenses or gains, making it easier to compare companies or track performance over time.

MDI technical

"The larger of the two MDI lines at the facility is impacted"

A metered-dose inhaler (MDI) is a small, handheld device that sprays a measured amount of medicine directly into the lungs to treat breathing problems like asthma or other chronic lung conditions. Investors watch MDIs because regulatory approvals, manufacturing capacity, device patents and supply chain reliability determine whether a respiratory drug can be sold at scale; think of the MDI as the product’s delivery packaging — its quality and availability directly affect sales, costs and risk.

Polyurethanes technical

"unplanned outage at its Polyurethanes facility located in Rotterdam"

Polyurethanes are a family of synthetic materials that can be made as hard plastics, flexible foams, coatings or sealants—think of them as a versatile plastic that can be as stiff as a hard shell or as soft as a sponge. Investors watch polyurethane businesses because demand tracks construction, automotive, furniture and appliance markets and their profit margins are sensitive to raw material and energy costs, making sales and margins cyclical and tied to broader economic activity.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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THE WOODLANDS, Texas, Dec. 1, 2025 /PRNewswire/ -- Huntsman Corporation (NYSE: HUN) is currently experiencing an unplanned outage at its Polyurethanes facility located in Rotterdam, Netherlands which will likely have a negative impact on fourth quarter 2025 adjusted EBITDA of approximately $10 million.  The larger of the two MDI lines at the facility is impacted and is expected to resume production by mid-December. As a result of the outage, Management currently expects the fourth quarter 2025 adjusted EBITDA to be at the low end of the $25 million to $50 million range communicated on November 6, 2025. Excluding the outage the quarter is trending as previously expected.

About Huntsman:
Huntsman Corporation is a publicly traded global manufacturer and marketer of differentiated and specialty chemicals with 2024 revenues of approximately $6 billion. Our chemical products number in the thousands and are sold worldwide to manufacturers serving a broad and diverse range of consumer and industrial end markets. We operate more than 60 manufacturing, R&D and operations facilities in approximately 25 countries and employ approximately 6,300 associates within our continuing operations. For more information about Huntsman, please visit the company's website at www.huntsman.com.

Social Media:
X: www.x.com/Huntsman_Corp
Facebook: www.facebook.com/huntsmancorp
LinkedIn: www.linkedin.com/company/huntsman

Forward-Looking Statements: 
Certain information in this release constitutes forward-looking statements within the meaning of Section 27A of the Securities Act of 1933 and Section 21E of the Securities Exchange Act of 1934. These statements are based on management's current beliefs and expectations. The forward-looking statements in this release are subject to uncertainty and changes in circumstances and involve risks and uncertainties that may affect the company's operations, markets, products, services, prices and other factors as discussed under the caption "Risk Factors" in the Huntsman companies' filings with the U.S. Securities and Exchange Commission. Significant risks and uncertainties may relate to, but are not limited to, volatile global economic conditions, cyclical and volatile product markets, disruptions in production at manufacturing facilities, reorganization or restructuring of Huntsman's operations, including any delay of, or other negative developments affecting the ability to implement cost reductions, timing of proposed transactions, and manufacturing optimization improvements in Huntsman businesses and realize anticipated cost savings, and other financial, economic, competitive, environmental, political, legal, regulatory and technological factors. The company assumes no obligation to provide revisions to any forward-looking statements should circumstances change, except as otherwise required by applicable laws.

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SOURCE Huntsman Corporation

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What did Huntsman (HUN) announce on December 1, 2025 about Rotterdam?

Huntsman announced an unplanned outage at its Rotterdam Polyurethanes facility that will likely reduce Q4 2025 adjusted EBITDA by about $10 million.

How much will the Rotterdam outage affect HUN's Q4 2025 adjusted EBITDA?

Management estimates an approximate $10 million negative impact on Q4 2025 adjusted EBITDA.

When will the affected Rotterdam MDI line for HUN resume production?

The larger MDI line at the Rotterdam facility is expected to resume production by mid-December 2025.

How does the outage change Huntsman's Q4 2025 guidance (HUN)?

Because of the outage, management currently expects Q4 2025 adjusted EBITDA to be at the low end of the previously communicated $25 million to $50 million range.

Will the Rotterdam outage change Huntsman's overall quarter performance?

Excluding the Rotterdam outage, the company says the quarter is trending as previously expected.