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What guidance did Huntsman's management provide for the next earnings period?

- **Cost Savings Accelerated**: $100M+ cost reduction program on track, with $40M+ incremental savings in 2026. 
- **Cash Prioritization**: $200M Q3 operating cash, $100M+ YTD free cash flow, vs. EBITDA focus. 
- **Strategic Shifts**: Relocating European production to U.S. (e.g., maleic anhydride), reducing European MDI imports by 75%. 
- **Dividend Adjustment**: 65% dividend cut to preserve liquidity, with potential upside if housing recovers. 
- **Growth Drivers**: Advanced Materials (40%+ EBITDA growth), aerospace adhesives, and automotive lightweighting.

**CEO Summary Section**
- **Market Challenges**: U.S. economic slowdown, China's manufacturing glut, and Europe's deindustrialization. 
- **Cost Reduction Program**: $100M savings through 600 job eliminations, 7 site closures, and relocating production to the U.S. (e.g., maleic anhydride). 
- **Cash Management**: $200M Q3 operating cash, $100M+ YTD free cash flow, and aggressive working capital management. 
- **Dividend Decision**: Reduced dividend to $60M to preserve balance sheet, with potential increase if conditions improve.

**CFO Financial Commentary**
- **Dividend Adjustment**: Cut dividend by 65% to $60M, freeing $115M in cash. 
- **Cash Flow**: Year-to-date free cash flow of $100M+; $40M incremental savings expected in 2026. 
- **Working Capital**: Improved through supply chain financing and extended supplier terms.

**Q&A Highlights**
- **Inventory Management**: Running below-average utilization to avoid overstocking; Q4 focus on reducing Performance Products inventory. 
- **European Risks**: Concerns about supply chain resilience in Rotterdam, but no immediate threats. 
- **U.S. MDI Imports**: European producers adding 150K tons capacity, but long-term economics questioned. 
- **Automotive/Aerospace Growth**: Advanced Materials seeing 40%+ EBITDA growth; aerospace wins (e.g., 777X adhesives) offset weak construction demand. 
- **Maleic Anhydride**: U.S. dominance with 50% tariffs; European market flooded with cheap Chinese imports.

Huntsman Corporation (HUN) Q3 2025 Earnings Call Transcript

Revenue

Sales and Services Revenue

Financing Services Revenue

Other Revenue

Cost of Revenue

Cost of Goods and Services

Cost of Financing Services

Other Cost

Gross Profit

Other Operating Income

Operating Expenses

Selling, General and Administrative Expenses

Selling and Marketing Expenses

General and Administrative Expenses

Research and Development Expenses

Loss on Bad Debts

Loss on Impairment of Other Assets

Loss on Disposal of Assets

Other Operating Expenses

Operating Income

Non-Operating Income (Loss)

Income (Loss) from Affiliates

Income (Loss) from Associates

Income (Loss) from Joint ventures

Gain (Loss) on Other Investment

Gain (Loss) on Change in Fair Value

Gain (Loss) on Foreign Currency Exchange

Other Non-Operating Income (Loss)

Net Interest Expense

Interest Expense

Interest Income

Pretax Income From Continuing Operations

Income Tax Expense

Current Income Tax

Deferred Income Tax

Income Tax Adjustments

Net Income from Continuing Operations

Income from Discontinued Operations

Other Items Before Net Income

Net Income

Net Income Attributable to Minority Interests

Net Income Attributable to Owners of the Company

Preferred Stock Dividends

Other Adjustments

Net Income Attributable to Common Stockholders

Other Comprehensive Income

Total Comprehensive Income

Total Comprehensive Income Attributable to Minority Interests

Total Comprehensive Income Attributable to Owners of the Company

Basic EPS

Basic EPS from Continuing Operations

Basic EPS from Discontinued Operations

Diluted EPS

Diluted EPS from Continuing Operations

Diluted EPS from Discontinued Operations

HUN

HUN fundamentals

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