Expectations trend
FY2027 · fiscal year ending 2027-12-31 · fmp
Huntsman Corp (HUN)
NYSEMaterialsChemicalsSnapshot 2026-11-04
$9.79-1.61%
Close 2026-11-05 · 1-day change
NYSEMaterialsChemicalsSnapshot 2026-11-04
The long-term thesis, the evidence coming in, and the environment around it. Thesis dated Jul 8, 2026.
Next-FY EPS estimate change · 30 days
0.10 → 0.08 EPS · FY ending Dec 31, 2027 · 6 analysts
One observable signal. This measures changing earnings expectations, not the probability of a gain or loss.
Change in the same fiscal period’s mean EPS estimate from Oct 5, 2026 to Nov 4, 2026: (new ÷ prior − 1). Contributor count changed from 7 to 6; this is not the number of analysts revising. The ±10% axis is a display range.
The EPS and P/E reference is not available for HUN yet.
| Measure / period | Management expectations | Analyst expectations |
|---|
Management figures unavailable.
Current consensus figures unavailable.
4 published thesis conditions, with dated milestones shown separately.
| Key Factor | Why It Matters | Current Status | Break Condition | Latest Evidence |
|---|---|---|---|---|
Maintain capital expenditures within $170-180M | A supporting condition in Huntsman Corp's published investment case. The stated target is capex <= $180 million. | Intact | capex exceeds $180 million in FY25 | Capital expenditures: $30M FY2026-Q2; GAAP. Published target: capex <= $180 million. Annual target cannot be compared with a quarterly or TTM observation. Jul 31, 202630,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Compare these dated observations with the operating requirements above
FY2027 · fiscal year ending 2027-12-31 · fmp
The evidence, the remaining questions, and what comes next
No recovery evidence is reported in the available driver assessments.
Observed price history; separate from operating scenarios
The weekly editorial context below is a separate assessment from the dated monitor evidence above. Recovery observations do not automatically change the published thesis. Unverified outside influences are hypotheses, not measured driver evidence.
HUN is a high-risk, loss-making chemicals company with a recovery thesis, not a proven durable compounder. Its long-term thesis is in a watch state: pricing initiatives have improved recent results, but performance remains below its industry cohort.
The valuation evidence points to HUN being cheap versus peers, though model confidence is low. The expectations gap is negative, which suggests market expectations are not aligned with the evidence for improvement; the priced-in assessment is labeled justified, with low fragility.
Near term, recent quarter misses and a 50% estimated miss probability make the next earnings report a key risk. From Q1 to Q2 2026, revenue rose from $1.42 billion to $1.66 billion and adjusted EBITDA increased from $73 million to $120 million as volumes and pricing initiatives improved. Management is on track with merger milestones and capital spending guidance, though company quality recently declined.
The multi-year thesis depends in part on completing the Olin merger, which has shareholder approval and is expected to close in the first half of 2027. Near term, another guidance cut could add pressure to an already weak earnings picture. Continued strength or weakness among sector bellwethers DOW, DD, and CE could also shape the sector backdrop for HUN.
Over the next one to three years, HUN’s case rests on sustained profitability gains, merger execution, and a supportive sector backdrop; recent misses and high risk leave meaningful uncertainty. Not investment advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
| It targets better cash flow to stabilize finances. |
| Broken |
| cash from operations remains negative over next 4 quarters |
Cash from operations: $-60M FY2026-Q2; GAAP. Published target: cash from operations positive. Target period is not explicitly aligned with this observation. Jul 31, 2026-60,000,000 USD · source valueLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Increase profitability through pricing initiatives | Huntsman aims to improve profits through global pricing. | Under Pressure | operating margin remains negative or deteriorates over next 4 quarters | Operating margin: 2.27% FY2026-Q3; GAAP. Published target: positive operating profit margin sustained. Target percentage unit is not explicit. Nov 3, 20262.271404 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Sustain revenue growth near consensus | A supporting condition in Huntsman Corp's published investment case. The stated target is >=6.7% YoY revenue growth. | Intact | YoY revenue growth falls below 6.7% in FY27 | Revenue growth: 17.6% FY2026-Q3; GAAP. Published target: >=6.7% YoY revenue growth. Annual target cannot be compared with a quarterly or TTM observation. Nov 3, 202617.60274 percent · calculatedLast status assessment Nov 4, 2026Compare required operating outcomesCompare scope, accounting basis and period before treating this evidence as progress against an annual requirement. |
Stored thesis · Jul 8, 2026. Latest Evidence uses source-matched measurements where available, alongside the last thesis-monitor assessment. Source periods and assessment dates are shown separately. A new measurement does not automatically change the published status or verify an older target.
$0.09 → $0.08 · observed estimates
$6.24B → $6.35B · observed estimates
One fiscal period and provider throughout. At least five contributors are required for each plotted metric; missing coverage stays a gap. Axes show the observed range. Counts measure coverage, not revisions.
| Snapshot | EPS | Revenue | EPS / revenue analysts |
|---|---|---|---|
| 2026-07-24 | $0.09 | $6,235,566,295 | 6 / 10 |
| 2026-07-25 | $0.09 | $6,235,566,295 | 6 / 10 |
| 2026-07-26 | $0.19 | $6,258,922,030 | 10 / 13 |
| 2026-07-27 | $0.19 | $6,258,922,030 | 10 / 13 |
| 2026-07-28 | $0.09 | $6,235,566,295 | 6 / 10 |
| 2026-07-29 | $0.09 | $6,235,566,295 | 6 / 10 |
| 2026-07-30 | $0.10 | $6,232,640,560 | 6 / 10 |
| 2026-07-31 | $0.19 | $6,257,942,610 | 10 / 12 |
| 2026-08-01 | $0.11 | $6,244,865,560 | 6 / 10 |
| 2026-08-02 | $0.20 | $6,269,334,280 | 9 / 12 |
| 2026-08-03 | $0.09 | $6,248,198,893 | 6 / 10 |
| 2026-08-04 | $0.20 | $6,269,334,280 | 9 / 12 |
| 2026-08-05 | $0.19 | $6,283,705,970 | 10 / 12 |
| 2026-08-06 | $0.19 | $6,283,705,970 | 10 / 12 |
| 2026-08-07 | $0.09 | $6,248,198,893 | 6 / 10 |
| 2026-08-08 | $0.21 | $6,299,000,130 | 10 / 12 |
| 2026-08-09 | $0.09 | $6,248,198,893 | 6 / 10 |
| 2026-08-10 | $0.21 | $6,299,000,130 | 10 / 12 |
| 2026-08-12 | $0.21 | $6,299,000,130 | 10 / 12 |
| 2026-08-13 | $0.21 | $6,299,000,130 | 10 / 12 |
| 2026-08-14 | $0.09 | $6,248,198,893 | 6 / 10 |
| 2026-08-15 | $0.09 | $6,248,198,893 | 6 / 10 |
| 2026-08-16 | $0.09 | $6,248,198,893 | 6 / 10 |
| 2026-08-17 | $0.09 | $6,248,198,893 | 6 / 10 |
| 2026-08-18 | $0.09 | $6,248,198,893 | 6 / 10 |
| 2026-08-19 | $0.09 | $6,248,198,893 | 6 / 10 |
| 2026-08-20 | $0.13 | $6,281,156,594 | 6 / 10 |
| 2026-08-21 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-08-22 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-08-23 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-08-24 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-08-25 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-08-26 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-08-27 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-08-28 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-08-29 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-08-30 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-08-31 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-09-01 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-09-02 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-09-03 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-09-04 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-09-05 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-09-06 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-09-07 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-09-08 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-09-09 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-09-10 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-09-11 | $0.13 | $6,301,979,761 | 6 / 10 |
| 2026-09-12 | $0.09 | $6,286,135,164 | 6 / 10 |
| 2026-09-13 | $0.09 | $6,286,135,164 | 7 / 11 |
| 2026-09-14 | $0.09 | $6,286,135,164 | 7 / 11 |
| 2026-09-15 | $0.09 | $6,286,135,164 | 7 / 11 |
| 2026-09-16 | $0.11 | $6,302,419,967 | 7 / 11 |
| 2026-09-17 | $0.11 | $6,302,419,967 | 7 / 11 |
| 2026-09-18 | $0.11 | $6,302,419,967 | 7 / 11 |
| 2026-09-19 | $0.11 | $6,302,419,967 | 7 / 11 |
| 2026-09-20 | $0.11 | $6,302,419,967 | 7 / 11 |
| 2026-09-21 | $0.11 | $6,302,419,967 | 7 / 11 |
| 2026-09-22 | $0.11 | $6,302,419,967 | 7 / 11 |
| 2026-09-23 | $0.11 | $6,302,419,967 | 7 / 11 |
| 2026-09-24 | $0.11 | $6,302,419,967 | 7 / 11 |
| 2026-09-25 | $0.10 | $6,302,419,967 | 6 / 10 |
| 2026-09-26 | $0.10 | $6,302,419,967 | 6 / 10 |
| 2026-09-27 | $0.10 | $6,302,419,967 | 6 / 10 |
| 2026-09-28 | $0.10 | $6,302,419,967 | 6 / 10 |
| 2026-09-29 | $0.10 | $6,302,419,967 | 6 / 10 |
| 2026-09-30 | $0.10 | $6,302,419,967 | 6 / 10 |
| 2026-10-01 | $0.10 | $6,301,477,531 | 6 / 10 |
| 2026-10-02 | $0.10 | $6,301,477,531 | 7 / 11 |
| 2026-10-03 | $0.10 | $6,301,477,531 | 7 / 11 |
| 2026-10-04 | $0.10 | $6,301,477,531 | 7 / 11 |
| 2026-10-05 | $0.10 | $6,301,477,531 | 7 / 11 |
| 2026-10-06 | $0.09 | $6,305,351,931 | 7 / 11 |
| 2026-10-07 | $0.09 | $6,303,994,788 | 6 / 11 |
| 2026-10-08 | $0.09 | $6,303,994,788 | 6 / 11 |
| 2026-10-09 | $0.09 | $6,303,994,788 | 6 / 11 |
| 2026-10-10 | $0.09 | $6,303,994,788 | 6 / 11 |
| 2026-10-11 | $0.09 | $6,303,994,788 | 6 / 11 |
| 2026-10-12 | $0.09 | $6,303,994,788 | 6 / 11 |
| 2026-10-13 | $0.09 | $6,295,345,145 | 6 / 11 |
| 2026-10-14 | $0.07 | $6,295,345,145 | 6 / 11 |
| 2026-10-15 | $0.07 | $6,295,345,145 | 6 / 11 |
| 2026-10-16 | $0.07 | $6,295,345,145 | 6 / 11 |
| 2026-10-17 | $0.07 | $6,295,345,145 | 6 / 11 |
| 2026-10-18 | $0.07 | $6,295,345,145 | 6 / 11 |
| 2026-10-19 | $0.07 | $6,295,345,145 | 6 / 11 |
| 2026-10-20 | $0.07 | $6,295,345,145 | 6 / 11 |
| 2026-10-21 | $0.06 | $6,289,558,152 | 6 / 11 |
| 2026-10-22 | $0.06 | $6,282,933,225 | 6 / 11 |
| 2026-10-23 | $0.06 | $6,282,933,225 | 6 / 11 |
| 2026-10-24 | $0.06 | $6,282,933,225 | 6 / 11 |
| 2026-10-25 | $0.06 | $6,282,933,225 | 6 / 11 |
| 2026-10-26 | $0.06 | $6,282,933,225 | 6 / 11 |
| 2026-10-27 | $0.06 | $6,282,933,225 | 6 / 11 |
| 2026-10-28 | $0.06 | $6,282,933,225 | 6 / 11 |
| 2026-10-29 | $0.06 | $6,282,933,225 | 6 / 11 |
| 2026-10-30 | $0.06 | $6,282,933,225 | 6 / 11 |
| 2026-10-31 | $0.06 | $6,282,933,225 | 6 / 11 |
| 2026-11-01 | $0.06 | $6,282,933,225 | 6 / 11 |
| 2026-11-02 | $0.06 | $6,282,933,225 | 6 / 11 |
| 2026-11-03 | $0.06 | $6,288,673,225 | 6 / 11 |
| 2026-11-04 | $0.08 | $6,351,582,686 | 6 / 11 |
Revenue and EPS estimates track expectations. They are not delivered results or like-for-like proof of a required annual path.
Latest: 2 Buy / Strong Buy · 11 Hold · 2 Sell / Strong Sell
Recent actions · Oct 6–Nov 4 · 6 recorded
1 raises · 1 cuts · 0 unchanged · 2 without a comparable prior
Oct 6, 2026–Nov 4, 2026. Each firm's latest positive target is paired only with its immediately prior positive target from the same provider, at most 180 days earlier. Unmatched observations have one dot; conflicting observations are not compared.
Next earnings date unavailable
Look for updated results and guidance against the published targets, plus direct evidence for unresolved drivers.
4 of 4 published conditions remain under pressure or need verification. The next results need to address those conditions.
The dated weekly assessment and its assumptions are available in Read detailed Outlook.