US · Basic Materials · Chemicals
EPS came in at 1.65 against a street estimate of 1.52 — a beat of 8.6%.
Analysts rate Celanese Corporation a buy (10 buy, 8 hold, 0 sell out of 18) with an average price target of $61.17.
CONFIDENT Q2 beat expectations on supply disruptions; Western Hemisphere acetyl margins remain strong. Normalized guidance for H2 factored in. EM pricing offsets raw inflation. Management targets $700–800M baseline FCF, $80–100M cost cuts in 2027. Q2 2026 Western Hemisphere supplies 80%+ of Acetyl profitability historically. Asia margin spike (2021–2023) reversed; now normalized. Europe supply chains stabilizing post-disruption. Analysts pressed on supply normalization (destocking tow offset vinyls), EM subsegment TAM and penetration (data centers/GLP-1 drug delivery), and 2027 earnings bridge (cost cuts vs. moderation). Management emphasized value-over-volume shift in EM, real customer development on AI data centers, and structural cost reductions ahead. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| Dodge & Cox | 13.92% |
| BlackRock Inc | 12.18% |
| NORGES BANK | 8.51% |
| Vanguard Portfolio Management, LLC | 5.95% |
| Vanguard Capital Management, LLC | 4.53% |
| State Street Corp | 3.66% |
| Capital Research Global Investors | 3.42% |
| Fuller & Thaler Asset Management Inc | 3.21% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 net sales were $2,556 million, up from $2,419 million in the third quarter of 2025. • Third-quarter operating | 2026-11-03 |
| Reg FD disclosure · Q4 2026 OTHER NOTABLE POINTS • Celanese Corporation filed a Form 8-K dated November 2, 2026, regarding its third-quarter 2026 investor presentation. • Chief | 2026-11-02 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 net sales were $2,556 million, down 7% sequentially from $2,752 million and up 6% year over year from $2,419 million. • N | 2026-11-02 |
| Board / officer change · Q3 2026 CELANESE CORPORATION – FORM 8-K SUMMARY Document Date: September 16, 2026 --- BUSINESS & SEGMENT HIGHLIGHTS • Celanese Corporation is a publicly tr | 2026-09-16 |
| Quarterly report · Q2 2026 CELANESE CORPORATION - Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Net sales (6M 2026): $5,089 million vs. $4,921 million (6M 2025), up 3.4% • Net sales | 2026-08-05 |
| Reg FD disclosure · Q3 2026 CELANESE CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • This is an 8-K filing dated August 4, 2026, announcing a Q2 2026 earnings presentation • | 2026-08-04 |
| Results announced · Q3 2026 CELANESE CORPORATION – FINANCIAL SUMMARY Non-GAAP Measures Document | August 4, 2026 --- HEADLINE NUMBERS • Q2 2026 Net Sales: $2,752 million (up 1 | 2026-08-04 |
| Material agreement · Q3 2026 CELANESE CORPORATION FORM 8-K SUMMARY HEADLINE NUMBERS • Credit Agreement Amendment Date: July 31, 2026 • Consolidated Net Leverage Ratio Covenant: | 2026-08-04 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.03 / share ex-date Oct 27, 2026 · pay Nov 10, 2026 | 2026-10-27 |
| Dividend | $0.03 / share ex-date Jul 28, 2026 · pay Aug 10, 2026 | 2026-07-28 |
| Dividend | $0.03 / share ex-date Apr 27, 2026 · pay May 11, 2026 | 2026-04-27 |
| Dividend | $0.03 / share ex-date Feb 24, 2026 · pay Mar 10, 2026 | 2026-02-24 |
| Dividend | $0.03 / share ex-date Oct 28, 2025 · pay Nov 12, 2025 | 2025-10-28 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Celanese Corporation — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.