CE · Celanese Corp
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AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Celanese reported Q2 adjusted EPS of $2.45, its highest in nearly three years, with adjusted EBIT of $470 million on 18% sequential revenue growth, but reiterated full-year 2026 guidance of approximately $6.00 adjusted EPS and $700–$800 million of free cash flow while signaling Q3 EPS will moderate to $1.35–$1.75 due to higher EM raw material costs and inventory absorption from footprint actions.
- + Q2 adjusted EPS of $2.45 was the highest in nearly three years on 18% sequential revenue growth and adjusted EBIT of $470 million.
- + Acetyl Chain Q2 adjusted EBIT jumped to $321 million from $131 million as pricing rose 22% sequentially, capturing Western Hemisphere supply opportunities.
- + Company remains committed to $1 billion divestiture target by end of 2027, about halfway there after Micromax, with at least one more deal expected this year.
- − Q3 adjusted EPS guided to $1.35–$1.75, well below Q2's $2.45, due to moderation of supply opportunities, EM raw material headwinds, and inventory absorption from nylon 6.6 and Lanaken actions.
- − Other Activities operating loss widened to $117 million in Q2, with compensation expense running higher; CFO guided to roughly $75 million per quarter in Other Activities post-2026 as a baseline.
- − Q3 will include an incremental $20 million absorption hit for Acetyl Chain, and Q3 equity earnings about $10 million lower than expected from Ibn Sina not operating in Q2.
- − Acetyl Chain Asia margins had returned to pre-war levels by mid-Q2, with CEO expecting ongoing market compression as supply chains normalize.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Chemicals — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CE
this stock
Celanese Corp
|
$4.93B | +4.9% | -7.1% | — | 6.4% |
|
SHECF
Shin-Etsu Chemical Co., Ltd.
|
$67.96B | +14.6% | — | — | 0.2% |
|
DOW
Dow Inc.
|
$20.65B | +17.8% | -7.0% | — | 4.9% |
|
NPXYY
Nippon Sanso Holdings Corporation/ADR
|
$15.19B | +17.6% | — | — | 0.0% |
|
MEOH
Methanex Corp
|
$4.55B | +47.7% | — | — | 3.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CE | -8.5% | +0.5% | -28.8% | -2.4% | +4.9% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -7.8% | +0.4% | -41.0% | -1.9% | -6.9% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.