Celanese Beheer
Beheer criteriumcontroles 3/4
De CEO Celanese is Scott Richardson, benoemd in Jan2025, heeft een ambtstermijn van 1.33 jaar. De totale jaarlijkse vergoeding van { bedraagt $ 10.14M, bestaande uit 11.3% salaris en 88.7% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.067% van de aandelen van het bedrijf, ter waarde $ 4.20M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 2.5 jaar en 3.3 jaar.
Belangrijke informatie
Scott Richardson
Algemeen directeur
US$10.1m
Totale compensatie
| Percentage CEO-salaris | 11.34% |
| Dienstverband CEO | 1.3yrs |
| Eigendom CEO | 0.07% |
| Management gemiddelde ambtstermijn | 2.5yrs |
| Gemiddelde ambtstermijn bestuur | 3.3yrs |
Recente managementupdates
Recent updates
Analyse-update • May 10
CE: Carbon Capture Progress And Michigan Tech Expansion Will Support Future Upside
Analysts now see Celanese's fair value at about $90, down from roughly $94. The change reflects slightly adjusted assumptions for revenue growth, profit margin and future P/E, while maintaining a broadly similar risk profile.Analyse-artikel • May 08
Celanese Corporation Just Missed Earnings - But Analysts Have Updated Their Models
It's been a mediocre week for Celanese Corporation ( NYSE:CE ) shareholders, with the stock dropping 14% to US$58.40 in...Seeking Alpha • May 07
Celanese: Why I'm Buying The Q1 Post-Earnings Dip
Summary Celanese remains a buy despite Q1 '26 earnings miss and macro-driven selloff, trading at under 10x earnings with a 9–10% free cash flow yield. CE's cost structure is improving through strategic asset closures, product mix upgrades, and targeted expansion in higher-margin specialty markets. Management guides for significant EPS recovery in Q2 and H2'26, assuming supply chain normalization post-Strait of Hormuz disruptions. The nylon restructuring and ongoing deleveraging reinforce a multi-year repositioning, making CE better positioned for cyclical recovery and margin expansion. Read the full article on Seeking AlphaAnalyse-update • Apr 21
CE: Expanded Michigan Technology Hub Will Support A Stronger Long Term Earnings Profile
Analysts have nudged their fair value estimate for Celanese to about $94.43 from roughly $93.94. This reflects updated views on revenue growth, profit margins, the discount rate and a modestly higher future P/E assumption.Analyse-update • Apr 06
CE: Expanded Technology Hub Will Support A Stronger Long Term Earnings Profile
Analysts have lifted their price target for Celanese from about $91.95 to roughly $93.94, citing updated assumptions for a slightly lower discount rate, modestly higher revenue growth, a small improvement in profit margins, and a marginally lower future P/E multiple. What's in the News Completed a share repurchase program covering 14,782,830 shares, described as 12.76% of the company, for a total of US$1,937.27 million under the buyback announced on April 18, 2019 (Key Developments).Analyse-update • Mar 23
CE: Expanded Technology Hub Will Support A Stronger Long Term Earnings Profile
Analysts have revised their price target on Celanese to $91.95 from $86.00 as they factor in updated assumptions around revenue growth, profit margins, the discount rate, and future P/E expectations. What's in the News Completion of a share repurchase program, with 14,782,830 shares bought back for a total of US$1,937.27 million under the authorization announced on April 18, 2019 (Key Developments).
Analyse-update • Mar 09
CE: Expanded Technology Investments And Lower Multiple Assumptions Will Weigh On Future Upside
Analysts have reduced their price target on Celanese to $41.00. The change is primarily linked to updated assumptions on the discount rate, revenue trends, profit margin and future P/E.Analyse-update • Feb 23
CE: Expanded Technology Push And Sustainability Efforts Will Not Offset Weak Revenue Outlook
Analysts have nudged their fair value estimate for Celanese up from $40.00 to $41.00, citing a slightly lower discount rate and a modestly higher assumed future P/E multiple, even as they adjust revenue growth expectations and keep profit margin assumptions essentially unchanged. What's in the News Celanese opened an expanded Michigan Technology Center in Troy and Auburn Hills, bringing piloting, application development, and advanced engineering prototyping into a single hub focused on Engineered Materials and its 2026 growth strategy (Key Developments).Analyse-update • Feb 09
CE: Sustainability Certification Will Support A Stronger Long Term Earnings Profile
Narrative Update Overview Analysts now place Celanese's fair value at about US$86 per share, up from roughly US$85, as they adjust assumptions around the discount rate, revenue growth, profit margin, and future P/E multiples in their updated models. What's in the News Celanese received Carbon Footprint Certification from International Sustainability & Carbon Certification for its Hostaform and Celcon POM ECO-C grades produced in Frankfurt, Germany, and Bishop, Texas, expanding its network of certified facilities (Key Developments).Analyse-artikel • Feb 07
Celanese Corporation (NYSE:CE) Surges 29% Yet Its Low P/S Is No Reason For Excitement
The Celanese Corporation ( NYSE:CE ) share price has done very well over the last month, posting an excellent gain of...Analyse-update • Jan 25
CE: Impairments And Asset Closures Will Outweigh Sustainability Progress Going Forward
Analysts have raised their price target on Celanese, aligning their outlook with updated assumptions that now indicate 26.0% revenue growth, an 8.4% profit margin and a future P/E of 7.60x. This reflects a shift in how they balance growth and profitability expectations for the company.
Analyse-update • Jan 10
CE: Low Carbon Materials And Digital Platform Will Support Future Margin Upside
Analysts have trimmed their fair value estimate for Celanese by US$1 to US$51.50, citing updated assumptions for revenue growth, profit margins, and the future P/E multiple. What's in the News Celanese received Carbon Footprint Certification from ISCC for its Hostaform and Celcon POM ECO-C grades at Frankfurt, Germany and Bishop, Texas, expanding its network of certified facilities and supporting lower product carbon footprints for customers (Key Developments).Analyse-update • Dec 25
CE: Margin Expansion And Sustainability Efforts Will Offset Impairments And Operational Risks
Analysts have modestly raised their price target on Celanese, citing expectations for improved profitability and margin expansion, even as they assume slightly weaker revenue growth and a marginally higher discount rate. What's in the News Received ISCC Carbon Footprint Certification for Hostaform and Celcon POM ECO-C grades in Frankfurt and Bishop, supported by large scale CCU investment at Clear Lake to cut product carbon footprints and fossil based inputs (Key Developments) Integrated Life Cycle Assessment data and Product Carbon Footprint letters into the Chemille digital assistant, giving customers more transparent, sustainability driven material selection tools (Key Developments) Recorded approximately $1.5 billion in asset impairments in Q3 2025, mainly related to goodwill and Zytel trade name write downs following annual impairment testing (Key Developments) Announced intent to cease operations at the Lanaken acetate tow facility in the second half of 2026, a change that may affect about 160 employees due to weak demand, regulatory uncertainty, and high energy costs (Key Developments) Preparing to showcase new digital services, materials, and capabilities at the K Show in Dusseldorf, including an enhanced Chemille AI powered assistant and multiple new grades for automotive, consumer, and industrial applications (Key Developments) Valuation Changes Fair Value Estimate remains unchanged at $40.0 per share, indicating no revision to the intrinsic value assessment.Analyse-update • Dec 11
CE: Digital Platform And Low Carbon Materials Will Support Margin Upside
Analysts have modestly raised their price target on Celanese, reflecting a reassessment of its earnings power and risk profile that supports a fair value of approximately $52.50 per share. What's in the News Celanese received Carbon Footprint Certification from ISCC for its Hostaform and Celcon POM ECO-C grades in Frankfurt and Bishop, supported by CCU technology at the Clear Lake methanol joint venture with Mitsui.Analyse-update • Nov 27
CE: Digital Platform Launch Set To Improve Margins Amid Operational Shifts
Analysts have slightly raised their price target for Celanese from $52.38 to $52.50. This change reflects incremental improvements in projected revenue growth and profit margins.Analyse-update • Nov 13
CE: Digital Services Rollout Will Drive Margin Improvement Despite Demand Challenges
Analysts have lowered their fair value estimate for Celanese from $53.69 to $52.38. They cite more conservative assumptions for future revenue growth, despite marginal improvements in profit margin projections.Analyse-update • Oct 28
Digital Services And New Materials Will Drive Industry Opportunities Ahead
Analysts have lowered their price target for Celanese by $1 to $53.69, citing softer revenue growth expectations that modestly offset a stable profit margin outlook. What's in the News Celanese plans to cease operations at its acetate tow facility in Lanaken during the second half of 2026, impacting approximately 160 employees as part of a cost structure optimization plan.Analyse-update • Sep 04
Lightweight Automotive And Green Chemistry Will Open Future Markets
Both Celanese's consensus revenue growth and net profit margin forecasts remained stable, resulting in an unchanged analyst price target of $54.94. What's in the News Celanese and Bentley Mills launched the use of Celanese's VAE ECO-CC emulsions, made from captured CO2, in Bentley’s carpet tile manufacturing to increase sustainability and recycled content.Analyse-artikel • May 28
Celanese Corporation's (NYSE:CE) Price Is Right But Growth Is Lacking After Shares Rocket 27%
Celanese Corporation ( NYSE:CE ) shares have had a really impressive month, gaining 27% after a shaky period...Seeking Alpha • Mar 25
Celanese Corporation: Fresh Funds May Mitigate Potential Material Dividend Cut
Summary Celanese Corporation's FY 2024 performance lagged behind peers, with operating efficiency issues and macroeconomic uncertainties limiting short-term upside, trading near its fair value of $62. The company plans to cut CAPEX and retire low-margin facilities by FY 2025, aiming to improve cash flow and deleverage its balance sheet. Weak profitability persists due to challenging demand in key markets, with management projecting lower EPS and asset impairments adding pressure. A bearish short-term outlook from management provides new investors with a limited margin of safety, however, a potential pullback towards $42 support level will provide new investors a better risk reward position. This is especially true considering CE's efforts to improve its cashflow and its new focus on high margin projects, making the stock worth monitoring in the long-run. Read the full article on Seeking AlphaSeeking Alpha • Feb 08
Celanese Cuts Its Dividend And Investors Cut Their Losses
Summary Celanese announced in Q3 the temporary suspension of its quarterly dividend, ending a 19-year streak of consecutive payments. Management’s plan to generate $800M - $900 million in annual FCF could be reasonable, but debt levels and industry headwinds make a dividend return unlikely before 2027. Weak demand in the automotive and industrial sectors, coupled with oversupply in acetyl and engineering materials, pressures margins and profitability. I see the company’s net debt to EBITDA ratio as high (~6.4 GAAP, 4.7 non-GAAP), and deleveraging to 3x will take time, limiting capital return to shareholders. A short-term bounce could be possible due to technical support. Despite my sell rating, I wouldn't short the company yet. Read the full article on Seeking AlphaSeeking Alpha • Dec 05
Celanese Presents Attractive Risk-Adjusted Return For Patient Investors
Summary Celanese Corporation, a global chemicals company, derives 54% of its revenue from engineered materials and 46% from the acetyl chain, with high-margin operations. Celanese's Engineered Materials segment is highly differentiated, while its Acetyl Chain segment has considerable cost and scale advantages. Both segments are highly profitable on a cross-cycle basis. Despite a 52% market cap loss in 2024 and a 95% dividend cut to reduce debt from the Dupont M&M acquisition, long-term gains are possible. Conservative deleveraging models suggest Celanese could achieve attractive IRRs of 21.2%-23.25% by 2028, assuming debt paydown and gradual EBITDA margin recovery. Risks include potential Chinese economic downturns, high leverage, and concerns about internal control following the Dupont M&M acquisition. Read the full article on Seeking AlphaSeeking Alpha • Nov 12
Celanese Corporation: The Pain Of Leverage
Summary Celanese Corporation's acquisition of DuPont's Materials & Mobility business led to high leverage at a good point in the cycle. Despite initial optimism, Celanese's earnings came down, pushing up leverage ratios a lot. Recent actions to address this include a 95% dividend cut, production idling, and cost-saving measures, but market conditions will ultimately dictate the outcome. Given the current dire situation and management's track record, I remain cautious and do not recommend buying the dip at this time. Read the full article on Seeking AlphaSeeking Alpha • Oct 21
Celanese: Sold In January 2024, Back In Again With A 'Buy'
Summary Celanese Corporation, a specialty chemicals company, has underperformed the S&P 500 but shows potential for recovery with a solid asset base and forecasted EPS growth. Despite recent challenges, including supplier disruptions, Celanese reported improved earnings and streamlined operations, particularly in engineered materials. The company's EPS is expected to grow at an annualized rate of 18.22% until 2026, with dividends remaining stable at $2.8/share. Celanese's credit rating remains BBB- with a leverage of 55%, but it consistently beats earnings estimates, indicating potential upside. Read the full article on Seeking AlphaSeeking Alpha • Aug 07
Celanese Corporation: Margin Expansion Story Doesn't Offset Leverage Risks
Summary Celanese is a global producer of specialty chemicals and material products that are involved in several end markets and for a wide range of applications globally. The company reported lower revenues and earnings per share in its recent Q2'24 results, with declines in both the Engineered Materials and Acetyl Chain businesses. Despite challenges, EBITDA grew 18% due to cost synergies, leading to margin expansion. High debt levels from past acquisitions pose a risk to Celanese's long-term growth potential; valuation isn't particularly compelling. Read the full article on Seeking AlphaAnalyse CEO-vergoeding
| Datum | Totale vergoeding | Salaris | Bedrijfswinsten |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | -US$1b |
| Dec 31 2025 | US$10m | US$1m | -US$1b |
| Sep 30 2025 | n/a | n/a | -US$3b |
| Jun 30 2025 | n/a | n/a | -US$2b |
| Mar 31 2025 | n/a | n/a | -US$2b |
| Dec 31 2024 | US$5m | US$800k | -US$2b |
| Sep 30 2024 | n/a | n/a | US$1b |
| Jun 30 2024 | n/a | n/a | US$2b |
| Mar 31 2024 | n/a | n/a | US$2b |
| Dec 31 2023 | US$4m | US$715k | US$2b |
| Sep 30 2023 | n/a | n/a | US$2b |
| Jun 30 2023 | n/a | n/a | US$1b |
| Mar 31 2023 | n/a | n/a | US$1b |
| Dec 31 2022 | US$3m | US$678k | US$2b |
| Sep 30 2022 | n/a | n/a | US$2b |
| Jun 30 2022 | n/a | n/a | US$2b |
| Mar 31 2022 | n/a | n/a | US$2b |
| Dec 31 2021 | US$5m | US$646k | US$2b |
| Sep 30 2021 | n/a | n/a | US$3b |
| Jun 30 2021 | n/a | n/a | US$3b |
| Mar 31 2021 | n/a | n/a | US$2b |
| Dec 31 2020 | US$3m | US$623k | US$2b |
| Sep 30 2020 | n/a | n/a | US$586m |
| Jun 30 2020 | n/a | n/a | US$645m |
| Mar 31 2020 | n/a | n/a | US$745m |
| Dec 31 2019 | US$2m | US$595k | US$858m |
Compensatie versus markt: De totale vergoeding ($USD 10.14M ) Scott } is ongeveer het gemiddelde voor bedrijven van vergelijkbare omvang in de US markt ($USD 8.40M ).
Compensatie versus inkomsten: De vergoeding van Scott is gestegen terwijl het bedrijf verliesgevend is.
CEO
Scott Richardson (48 yo)
1.3yrs
Tenure
US$10,137,072
Compensatie
Mr. Scott A. Richardson is Director of United Way Of Metropolitan Dallas, Inc. Mr. Richardson is Chief Executive Officer, President and Director at Celanese Corporation from January 1, 2025. He was COO of...
Leiderschapsteam
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 1.3yrs | US$10.14m | 0.067% $ 4.2m | |
| Senior VP & CFO | 2.5yrs | US$3.48m | 0.010% $ 636.3k | |
| Senior VP | 2.5yrs | US$3.00m | 0.014% $ 852.6k | |
| Senior Vice President of Engineered Materials | 1.3yrs | US$3.09m | 0.023% $ 1.5m | |
| VP of Finance | 4.2yrs | geen gegevens | 0.0066% $ 413.2k | |
| Senior VP & Chief Information Officer | 5.2yrs | geen gegevens | geen gegevens | |
| Vice President of Investor Relations | no data | geen gegevens | geen gegevens | |
| Senior VP & Chief Human Resources Officer | less than a year | geen gegevens | geen gegevens | |
| Senior Vice President of Global Manufacturing | 5.3yrs | geen gegevens | geen gegevens | |
| Senior VP & Chief Procurement Officer | 1.3yrs | geen gegevens | geen gegevens |
2.5yrs
Gemiddelde duur
51yo
Gemiddelde leeftijd
Ervaren management: Het managementteam van CE wordt beschouwd als ervaren (gemiddelde ambtstermijn 2.5 jaar).
Bestuursleden
| Naam | Positie | Tenure | Compensatie | Eigendom |
|---|---|---|---|---|
| President | 1.3yrs | US$10.14m | 0.067% $ 4.2m | |
| Independent Chairman | 13.3yrs | US$398.24k | 0.016% $ 988.1k | |
| Independent Director | 2.4yrs | US$318.73k | 0.0051% $ 322.2k | |
| Independent Director | 10.8yrs | US$299.98k | 0.012% $ 768.0k | |
| Lead Independent Director | 7.6yrs | US$321.23k | 0.000050% $ 3.1k | |
| Director | less than a year | geen gegevens | geen gegevens | |
| Independent Director | 4.3yrs | US$299.98k | 0.0027% $ 170.5k | |
| Independent Director | 1.3yrs | US$268.73k | geen gegevens | |
| Independent Director | 5.6yrs | US$324.98k | 0.0010% $ 62.7k | |
| Independent Director | 1.7yrs | US$299.98k | 0.00083% $ 52.0k |
3.3yrs
Gemiddelde duur
63.5yo
Gemiddelde leeftijd
Ervaren bestuur: De raad van bestuur van CE wordt beschouwd als ervaren (gemiddelde ambtstermijn 3.3 jaar).
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/05/11 23:40 |
| Aandelenkoers aan het einde van de dag | 2026/05/11 00:00 |
| Inkomsten | 2026/03/31 |
| Jaarlijkse inkomsten | 2025/12/31 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
Celanese Corporation wordt gevolgd door 34 analisten. 15 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| null null | Argus Research Company |
| Ghansham Panjabi | Baird |
| Sergey Vasnetsov | Barclays |