Equity Profile

HUN

Huntsman Corporation

MaterialsDiversified Chemicals$1.8B

Jul30Thu

Pre-Earnings Brief

UpcomingQ2-2026After Close5:00 PM EDT

Company Snapshot

Huntsman Corporation (HUN) is a global manufacturer of diversified chemicals, serving various industries including automotive, construction, and textiles. With a market cap of $2 billion, the company plays a significant role in the materials sector, which is influenced by trends in consumer spending and industrial demand.

Key Metrics to Watch

EPS

Earnings per share is a key indicator of profitability and will show how well Huntsman is managing its costs and revenues.

$0.07

Revenue

Total revenue reflects the company's sales performance and demand for its products, which is crucial for assessing growth.

$1.6B

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 better than the estimated -$0.21, indicating a small positive surprise. However, the stock rose by 8.45% the next day, suggesting some investor optimism despite ongoing challenges.

Management Promises & Guidance

Expectations

Wall Street Expectations

Analysts are cautiously optimistic about Huntsman's upcoming earnings, with expectations for a modest profit and stable revenue. However, the company's recent history of mixed earnings surprises adds uncertainty.

Bull Case

If Huntsman can exceed the EPS estimate and show strong revenue growth, it may indicate improving operational efficiency and market demand, potentially driving the stock higher.

Bear Case

Conversely, if the company reports a loss or lower-than-expected revenue, it could signal ongoing struggles in the market, leading to a negative reaction from investors.

Key Metrics to Watch

EPS

$0.07

Earnings per share is a key indicator of profitability and will show how well Huntsman is managing its costs and revenues.

Revenue

$1.6B

Total revenue reflects the company's sales performance and demand for its products, which is crucial for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Huntsman achieve an EPS of $0.07 or better?

This figure is crucial as it will indicate whether the company is turning a profit and managing its costs effectively.

What is the revenue outlook for $1.6 billion?

Revenue performance will provide insights into market demand and the company's ability to grow sales in a competitive environment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Huntsman's ability to rebound from recent losses, as the company has shown resilience in previous quarters despite challenges.

Supporting Evidence

The options market is pricing a 6.75% move, indicating expectations for volatility that may not align with the company's potential for a positive surprise.

Huntsman's recent EPS surprises have been mixed, suggesting that analysts may not fully account for the company's operational improvements.

Key Risk

If Huntsman reports an EPS significantly above $0.07, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical for assessing Huntsman's recovery trajectory and overall market health.

Bull Confirmed If

Achieving an EPS of $0.07 or better with revenue exceeding $1.6 billion would confirm the bull case.

Bear Confirmed If

An EPS below $0.02 or revenue falling short of $1.5 billion would confirm the bear case.

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, suggesting that traders expect volatility based on the results.

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 4.6%, with a raw directional average of -0.1% (roughly flat 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 the first day, confirming a positive trend.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in management's commentary.

Miss

A miss could lead to a decline of approximately 2.03%, indicating continued struggles in the market.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management initiatives and their impact on profitability.
2Insights into demand trends in key markets such as automotive and construction.
3Management's commentary on supply chain challenges and their resolution.
4Details on any new product launches or innovations.
5Guidance on future revenue expectations and market conditions.

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

EPS

Earnings per share is a key indicator of profitability and will show how well Huntsman is managing its costs and revenues.

$0.07

Revenue

Total revenue reflects the company's sales performance and demand for its products, which is crucial for assessing growth.

$1.6B

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

Management Promises & Guidance

Expectations

Wall Street Expectations

Bull Case

If Huntsman can exceed the EPS estimate and show strong revenue growth, it may indicate improving operational efficiency and market demand, potentially driving the stock higher.

Bear Case

Conversely, if the company reports a loss or lower-than-expected revenue, it could signal ongoing struggles in the market, leading to a negative reaction from investors.

Key Metrics to Watch

EPS

$0.07

Earnings per share is a key indicator of profitability and will show how well Huntsman is managing its costs and revenues.

Revenue

$1.6B

Total revenue reflects the company's sales performance and demand for its products, which is crucial for assessing growth.

Expectations

Two Questions That Matter

The print will turn on these two things.

Will Huntsman achieve an EPS of $0.07 or better?

This figure is crucial as it will indicate whether the company is turning a profit and managing its costs effectively.

What is the revenue outlook for $1.6 billion?

Revenue performance will provide insights into market demand and the company's ability to grow sales in a competitive environment.

Edge

What the Street Is Missing

Why consensus could be wrong

The Street may be underestimating Huntsman's ability to rebound from recent losses, as the company has shown resilience in previous quarters despite challenges.

Supporting Evidence

The options market is pricing a 6.75% move, indicating expectations for volatility that may not align with the company's potential for a positive surprise.

Huntsman's recent EPS surprises have been mixed, suggesting that analysts may not fully account for the company's operational improvements.

Key Risk

If Huntsman reports an EPS significantly above $0.07, it could challenge the current bearish sentiment.

Edge

Thesis-Break Levels

Pre-commit to what would confirm each case.

This quarter's performance is critical for assessing Huntsman's recovery trajectory and overall market health.

Bull Confirmed If

Achieving an EPS of $0.07 or better with revenue exceeding $1.6 billion would confirm the bull case.

Bear Confirmed If

An EPS below $0.02 or revenue falling short of $1.5 billion would confirm the bear case.

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, suggesting that traders expect volatility based on the results.

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 the first day, confirming a positive trend.

In-Line / Cautious

If results are in line with expectations, the stock may react cautiously, reflecting uncertainty in management's commentary.

Miss

A miss could lead to a decline of approximately 2.03%, indicating continued struggles in the market.

Earnings Track Record

Preparation

What to Listen For

Call Prep

1Any updates on cost management initiatives and their impact on profitability.
2Insights into demand trends in key markets such as automotive and construction.
3Management's commentary on supply chain challenges and their resolution.
4Details on any new product launches or innovations.
5Guidance on future revenue expectations and market conditions.