earnings
confidence high
sentiment positive
materiality 0.75
Celanese Q2 adjusted EPS $2.45, net sales $2.8B; Q3 guidance $1.35-$1.75
Celanese Corp
- GAAP diluted EPS $1.15, adjusted EPS $2.45; net sales $2.8B (+18% sequentially on 4% volume, 14% price).
- Engineered Materials net sales $1.45B (+9% seq), adjusted EBIT $234M; Acetyl Chain net sales $1.33B (+28% seq), adjusted EBIT $321M.
- Operating cash flow $209M, free cash flow $140M; full-year free cash flow guidance $700-$800M.
- Q3 2026 adjusted EPS guidance $1.35-$1.75; full-year adjusted EPS ~$6.00.
- Completed Ulsan compounding closure and nylon 6,6 optimization; expects >$50M annualized fixed-cost savings.