Huntsman Corp
NYSE:HUN
Huntsman Corp
Huntsman Corporation began under the entrepreneurial vision of Jon Huntsman Sr. in the 1970s, initially establishing itself with packaging and plastics manufacturing. Over the years, the company underwent a transformative journey, evolving into a global specialty chemicals powerhouse. Through strategic acquisitions and a keen eye for market opportunities, Huntsman broadened its operations to include the production of differentiated chemicals such as polyurethanes, advanced materials, and textile effects, carving a niche in markets that demand high-performance products. Today, their cutting-edge solutions serve industries ranging from automotive and aerospace to construction and electronics, making them an indispensable player in the landscape of global material innovation.
The core of Huntsman’s business model lies in its diverse portfolio of chemical solutions that enhance performance across a variety of applications. By harnessing technological advancements, the company creates value through its robust research and development capabilities, ensuring their products meet and often exceed industry standards. This focus on innovation drives revenue as Huntsman’s products enhance durability, efficiency, and sustainability. Furthermore, the company’s emphasis on operational excellence and strategic market positioning allows it to capitalize on regional growth trends, thus maximizing returns. Focused on continual improvement and rich industry expertise, Huntsman stands as a formidable entity blending chemistry with functionality, supporting vital industries around the globe.
Huntsman Corporation began under the entrepreneurial vision of Jon Huntsman Sr. in the 1970s, initially establishing itself with packaging and plastics manufacturing. Over the years, the company underwent a transformative journey, evolving into a global specialty chemicals powerhouse. Through strategic acquisitions and a keen eye for market opportunities, Huntsman broadened its operations to include the production of differentiated chemicals such as polyurethanes, advanced materials, and textile effects, carving a niche in markets that demand high-performance products. Today, their cutting-edge solutions serve industries ranging from automotive and aerospace to construction and electronics, making them an indispensable player in the landscape of global material innovation.
The core of Huntsman’s business model lies in its diverse portfolio of chemical solutions that enhance performance across a variety of applications. By harnessing technological advancements, the company creates value through its robust research and development capabilities, ensuring their products meet and often exceed industry standards. This focus on innovation drives revenue as Huntsman’s products enhance durability, efficiency, and sustainability. Furthermore, the company’s emphasis on operational excellence and strategic market positioning allows it to capitalize on regional growth trends, thus maximizing returns. Focused on continual improvement and rich industry expertise, Huntsman stands as a formidable entity blending chemistry with functionality, supporting vital industries around the globe.
Challenging 2025: Huntsman faced weak demand in North America, China, and Europe, but outperformed market tonnage and executed significant cost reductions, including seven facility closures.
Cost Savings: $100 million of annualized cost savings achieved in 2025, with $45 million expected to flow through in 2026.
Industry Recovery Hopes: Management sees early signs of recovery in volumes and pricing, particularly in Europe, but cautions it's too early to call a robust turnaround.
Margin & Pricing Strategy: Huntsman is pushing through price increases in North America and Europe to offset rising raw material and energy costs, aiming to improve margins.
Strategic Actions: The company expects further industry consolidation in 2026 and remains open to mergers, joint ventures, or asset sales to create value, but will not overextend its balance sheet.
Balance Sheet & Liquidity: Huntsman has an $800 million revolver and $1.5 billion in liquidity, expressing confidence in its debt covenants and capital structure.
Inventory & Demand Outlook: Industry inventories are low, setting the stage for potential tightness if demand rebounds, especially in North America.
Aerospace & Advanced Materials: Aerospace business is expected to grow faster than widebody aircraft production rates, with Advanced Materials showing stability and recovery potential in the Americas.
