Huntsman (HUN) Q2 FY26 earnings call

Huntsman reported improved margins in Q2 FY26, nearly doubling EBITDA year-over-year, driven by strong performance in Advanced Materials and Polyurethanes despite a challenging macroeconomic environment. The company is actively progressing its merger with Olin Corporation, anticipating $300 million in synergies and an additional $100 million+ in replacement value, which is expected to significantly enhance shareholder value regardless of market conditions. Management remains cautious on demand trends, citing softening housing, languishing Chinese confidence, and high European energy costs.