Equity Profile

HUN

Huntsman Corporation

MaterialsDiversified Chemicals$2.5B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Huntsman Corporation (HUN) is a global manufacturer of diversified chemicals, playing a key role in various industries including construction, textiles, and automotive. With a market cap of $3 billion, Huntsman is positioned to benefit from trends in sustainable materials and increasing demand for specialty chemicals.

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is crucial as it indicates the company's profitability and performance relative to expectations.

N/A

Revenue Growth

Revenue growth is a key indicator of demand for Huntsman's products and overall business health.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

HUN Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

-12.27%

Avg Stock Reaction

-1.00%

Last Quarter Recap

In Q1 2026, Huntsman reported an EPS of -$0.20, slightly beating expectations of -$0.21. The stock reacted positively, gaining 8.45% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Huntsman's upcoming earnings report, given the slight beat last quarter. However, the company's recent performance has been mixed, leading to uncertainty.

Bull Case

If Huntsman can show improved revenue growth and continue to beat EPS expectations, it could signal a turnaround and boost investor confidence.

Bear Case

Conversely, if the company reports another loss or misses expectations, it could raise concerns about its long-term viability and lead to further declines in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

The EPS figure will be critical in assessing whether Huntsman can maintain its momentum from the previous quarter and meet investor expectations.

How is revenue expected to trend in the upcoming quarters?

Understanding revenue trends will provide insight into demand for Huntsman's products and overall market conditions.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Huntsman's potential for recovery, as recent EPS surprises indicate a capacity for better-than-expected performance.

Supporting Evidence

The company has shown a 50% EPS beat rate in the last eight quarters, suggesting potential for positive surprises.

Last quarter's positive reaction (+8.45%) indicates investor optimism that could carry into this report.

Key Risk

If Huntsman reports an EPS above -$0.20, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Huntsman can stabilize its earnings and demonstrate revenue growth amid a challenging market.

Bull Confirmed If

A positive EPS of $0.05 or better would confirm the bull case and indicate a recovery in profitability.

Bear Confirmed If

An EPS loss greater than -$0.25 would confirm the bear case, raising concerns about ongoing financial struggles.

Pre-Earnings Positioning

Options Market

Implied Move

±6.75%

Historical Avg

±3.2%

Pricing rich

The options market is pricing in a significant move around the earnings report, indicating heightened uncertainty among investors.

Options are pricing ±6.8% while HUN has averaged ±3.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

45.5%

Calls (252K)P/C Ratio: 2.71Puts (16K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Materials

n=30

Fade rate: 13 of 30 (43%)

This setup has occurred 30 times across Materials in the last 2 years. 13 of 30 faded and 17 held — no strong directional bias after the initial reaction. The average absolute 1-day move is 4.7%, with a raw directional average of +0.6% (modestly positive historical bias).

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Huntsman beats expectations, history suggests the stock could rise by around 0.03% on average, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction as investors weigh the mixed performance history.

Miss

A miss could lead to a decline of about 2.03% on average, as investors react negatively to ongoing losses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost-cutting measures and their impact on profitability.
2Insights into demand trends for Huntsman's key product segments.
3Management's outlook on market conditions and pricing power.
4Details on any new contracts or partnerships that could drive revenue.
5Comments on supply chain issues and their resolution.

See the full picture

AI-powered briefs, options data, and 20 quarters of history — everything you need before earnings.

No charge today · Auto-bills $8/mo after 7 days · Cancel anytime

More Earnings This Week

5 Reports

Jul27

KRCAMC

Kilroy Realty Corporation

PreviewView

Jul27

PIIAMC

Company Snapshot

Key Metrics to Watch

Earnings Per Share (EPS)

EPS is crucial as it indicates the company's profitability and performance relative to expectations.

N/A

Revenue Growth

Revenue growth is a key indicator of demand for Huntsman's products and overall business health.

N/A

Wall Street expectations, options signals, track record, and call prep available with Pro.

HUN Q2-2026 Earnings Preview

Context

Company Snapshot

Earnings Scorecard·Last 8Q

EPS Beat Streak

EPS Beat Rate

50%

Avg EPS Surprise

-12.27%

Avg Stock Reaction

-1.00%

Last Quarter Recap

In Q1 2026, Huntsman reported an EPS of -$0.20, slightly beating expectations of -$0.21. The stock reacted positively, gaining 8.45% the following day.

Management Promises & Guidance

Expectations

Wall Street Expectations

Investors are cautiously optimistic about Huntsman's upcoming earnings report, given the slight beat last quarter. However, the company's recent performance has been mixed, leading to uncertainty.

Bull Case

If Huntsman can show improved revenue growth and continue to beat EPS expectations, it could signal a turnaround and boost investor confidence.

Bear Case

Conversely, if the company reports another loss or misses expectations, it could raise concerns about its long-term viability and lead to further declines in stock price.

Expectations

Two Questions That Matter

The print will turn on these two things.

What will be the EPS for Q2-2026?

The EPS figure will be critical in assessing whether Huntsman can maintain its momentum from the previous quarter and meet investor expectations.

How is revenue expected to trend in the upcoming quarters?

Understanding revenue trends will provide insight into demand for Huntsman's products and overall market conditions.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may underestimate Huntsman's potential for recovery, as recent EPS surprises indicate a capacity for better-than-expected performance.

Supporting Evidence

The company has shown a 50% EPS beat rate in the last eight quarters, suggesting potential for positive surprises.

Last quarter's positive reaction (+8.45%) indicates investor optimism that could carry into this report.

Key Risk

If Huntsman reports an EPS above -$0.20, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

The core debate this quarter revolves around whether Huntsman can stabilize its earnings and demonstrate revenue growth amid a challenging market.

Bull Confirmed If

A positive EPS of $0.05 or better would confirm the bull case and indicate a recovery in profitability.

Bear Confirmed If

An EPS loss greater than -$0.25 would confirm the bear case, raising concerns about ongoing financial struggles.

Pre-Earnings Positioning

Options Market

Implied Move

±6.75%

Historical Avg

±3.2%

Pricing rich

The options market is pricing in a significant move around the earnings report, indicating heightened uncertainty among investors.

Options are pricing ±6.8% while HUN has averaged ±3.2% over the last 8 prints — setup is pricing rich.

Detail

ATM IV

0.6%

30d HV

45.5%

Calls (252K)P/C Ratio: 2.71Puts (16K)

Edge

Historical Setup Match

Cross-company pattern from 30 similar setups.

Prior-quarter beat + options rich in Materials

n=30

Fade rate: 13 of 30 (43%)

Preparation

Post-Print Playbook

Likely market behavior by outcome — not investment advice.

Beat & Raise

If Huntsman beats expectations, history suggests the stock could rise by around 0.03% on average, confirming a positive outlook.

In-Line / Cautious

If results are in line with expectations, the stock may see a muted reaction as investors weigh the mixed performance history.

Miss

A miss could lead to a decline of about 2.03% on average, as investors react negatively to ongoing losses.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost-cutting measures and their impact on profitability.
2Insights into demand trends for Huntsman's key product segments.
3Management's outlook on market conditions and pricing power.
4Details on any new contracts or partnerships that could drive revenue.
5Comments on supply chain issues and their resolution.