Huntsman Updates Fourth Quarter 2025 Outlook

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

News Market Reaction

-0.77%

2 alerts

-0.77% News Effect

-$14M Valuation Impact

$1.81B Market Cap

0.8x Rel. Volume

On the day this news was published, HUN declined 0.77%, reflecting a mild negative market reaction. Our momentum scanner triggered 2 alerts that day, indicating moderate trading interest and price volatility. This price movement removed approximately $14M from the company's valuation, bringing the market cap to $1.81B at that time.

Data tracked by StockTitan Argus on the day of publication.

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

5 metrics

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

Market Reality Check

Price: $11.91 Vol: Volume 6,085,209 vs 20-da...

normal vol

$11.91 Last Close

Volume Volume 6,085,209 vs 20-day average 5,257,835 (relative volume 1.16) ahead of the outage update. normal

Technical Shares at $10.69, trading below the 200-day MA of $11.37 and far under the $20.94 52-week high.

Peers on Argus

HUN was up 5.96% while peers like TROX (+5.33%) and ASPI (+7.67%) also rose, but...

HUN was up 5.96% while peers like TROX (+5.33%) and ASPI (+7.67%) also rose, but scanner data flags no unified sector momentum and no peers in the momentum list.

Historical Context

5 past events · Latest: Dec 01 (Negative)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Dec 01	Operational outage update	Negative	-0.8%	Unplanned Rotterdam outage likely cuts Q4 2025 adjusted EBITDA by $10M.
Nov 06	Dividend declaration	Positive	-3.5%	Board declared a $0.0875 per share Q4 2025 cash dividend.
Nov 06	Q3 2025 earnings	Negative	-3.5%	Q3 2025 revenues $1,460M with net loss and dividend reset lower.
Oct 03	Earnings call notice	Neutral	+0.9%	Company scheduled Nov 7, 2025 call to discuss Q3 2025 results.
Sep 26	Management change	Negative	-1.2%	Planned new General Counsel withdrew; incumbent to remain during search.

Pattern Detected

Recent news events, including earnings, dividend changes, and governance updates, have often coincided with modestly negative price reactions, suggesting a cautious market stance toward company updates.

Recent Company History

This announcement follows a series of challenging updates. On Nov 6, 2025, Huntsman reported Q3 2025 results with an adjusted EBITDA of $94M, a net loss and a 65% dividend reduction to $0.0875 per share. Governance changes were disclosed on Sep 26, 2025, and an earnings call was scheduled for early November. Today’s outage update, which pushes Q4 2025 adjusted EBITDA toward the low end of the prior $25M–$50M range, extends that cautious narrative.

Market Pulse Summary

This announcement highlighted an unplanned outage at Huntsman’s Rotterdam Polyurethanes facility, wi...

Analysis

This announcement highlighted an unplanned outage at Huntsman’s Rotterdam Polyurethanes facility, with management estimating a $10 million negative impact on Q4 2025 adjusted EBITDA. Even so, guidance remains at the low end of the previously stated $25M–$50M range, and trends excluding the outage are described as unchanged. Investors may focus on the actual duration of the disruption, recovery of the affected MDI line, and any follow-on operational updates.

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. Not financial advice.

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.

View original content to download multimedia:https://www.prnewswire.com/news-releases/huntsman-updates-fourth-quarter-2025-outlook-302629501.html

SOURCE Huntsman Corporation

FAQ

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.