Huntsman Corporation (HUN) Earnings Call Transcripts
Huntsman Corporation's Latest Earnings Call - June 16, 2026
On June 16, 2026, Huntsman Corporation (HUN:US) announced a significant all-stock merger with Olin Corporation, creating a combined entity valued at over $12 billion. The merger is expected to generate more than $400 million in cost synergies and integration benefits, with a pro forma revenue of approximately $12.5 billion and adjusted EBITDA of around $1.3 billion for 2025. Management indicated that the transaction will close in the first half of 2027, pending regulatory approvals, and emphasized a focus on disciplined capital allocation and shareholder value creation moving forward.
Reported metrics
| Metric | Value |
|---|---|
| Revenue | $12.5B (positive) |
| Adjusted EBITDA | $1.3B (positive) |
| Cost Synergies | $400M (positive) |
| Cash Tax Benefits | $125M (positive) |
| Net Leverage | 4.6x (neutral) |
| Cost to Achieve Synergies | $150M to $200M (neutral) |
Guidance from management
Management expects the merger to close in the first half of 2027, with a focus on achieving $400 million in cost synergies and maintaining a stable dividend policy. They also indicated a commitment to deleveraging the balance sheet post-merger.
What management said
Emily, this is Ken. Listen, that $75 million is what we generate when we look at the joint purchases or the purchases that we do as independent companies and you bring us together and you look at the price leverage that we'll have we'll be reducing supplier bases. Those are pretty standard. So we feel highly confident about achieving that $75 million.
I would just note, Emily, that as we look at that 75%, we've had our purchasing groups that have been able to interact and be able to pick. I wouldn't say that just the low-hanging fruit, but as you get these teams together, you get better integrated as you get operating and looking at the number of warehouses and transportation, logistics, all those areas that fall under purchasing, we -- both Ken and I feel that th...
What analysts pressed on
Analysts raised concerns about the strategic direction of Huntsman, questioning whether the merger aligns with its recent focus on downstream operations. There is also apprehension regarding the timing of realizing synergies and the potential impact on market positioning.
Main topics on the call
- Merger Announcement — The merger between Huntsman and Olin is structured as an all-stock transaction, with Huntsman shareholders receiving 0.576 shares of Olin for each Huntsman share. This merger is expected to create a more resilient financ...
- Cost Synergies — Management identified over $400 million in cost synergies, with $300 million expected to be realized within the first 24 months post-close. This includes savings from purchasing, raw materials integration, and operationa...
- Pro Forma Financials — On a pro forma basis, the combined company would have generated approximately $12.5 billion in revenue and $1.3 billion in adjusted EBITDA for 2025. This highlights the scale and financial strength of the new entity.
- Management Structure — Post-merger, Ken Lane will serve as CEO, while Peter Huntsman will be Non-Executive Chairman. This leadership structure aims to leverage the strengths of both companies for effective integration.
Read the full Huntsman Corporation transcript (June 16, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.
About Huntsman Corporation
Huntsman Corporation (HUN) is a publicly listed company in the Chemicals industry, within the Materials sector. It trades on NYSE and is based in US. EarningsCalls.dev maintains a free, full-text archive of its earnings call transcripts — 41 calls on record spanning February 13, 2020 to July 31, 2026. Every transcript is split into speaker-by-speaker segments with headline metrics, free to read or available through our REST API.
Earnings Call History
EarningsCalls.dev has 41 Huntsman Corporation earnings call transcripts on record, spanning February 13, 2020 to July 31, 2026. Based on this history, Huntsman Corporation reports quarterly. The most recent call on file is dated July 31, 2026. The full list is below — each row opens the complete, free-to-read transcript.