Can a Temporary Shutdown at Huntsman (HUN) Reveal Deeper Resilience in Its Recovery Story?

• Huntsman Corporation recently announced that an unplanned disruption at its Rotterdam polyurethanes facility led to a downward revision of its fourth-quarter 2025 adjusted EBITDA forecast, following a shutdown of the larger MDI production line.
• This incident is expected to reduce quarterly EBITDA by approximately US$10 million, with production at the affected line projected to resume by mid-December 2025.
• We’ll explore how the unexpected plant shutdown and lowered earnings forecast could affect Huntsman’s broader investment outlook and recovery themes.

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Huntsman Investment Narrative Recap

To be a shareholder in Huntsman today, you have to believe in the company's ability to recover margins and profitability through portfolio transformation and exposure to long-term trends in sustainability and advanced materials. The recent disruption at the Rotterdam plant does not materially change the most important short-term catalyst, macroeconomic and end-market recovery, but it highlights ongoing operational risks and adds near-term earnings pressure given already tight industry conditions.

One recent announcement closely tied to this event is the closure of the energy-intensive Maleic Anhydride facility in Germany earlier this year, which reflects Huntsman's ongoing efforts to address profitability challenges in its European footprint. This development echoes the company’s focus on managing costs and restructuring lower-margin operations, a theme that remains central as investors weigh the impact of temporary setbacks and recovery signals.

In contrast, one aspect that investors should be aware of is how ongoing weakness in European markets could...

Read the full narrative on Huntsman (it's free!)

Huntsman's narrative projects $6.4 billion in revenue and $43.7 million in earnings by 2028. This requires 2.7% yearly revenue growth and a $353.7 million increase in earnings from the current level of -$310.0 million.

Uncover how Huntsman's forecasts yield a $9.62 fair value, a 8% downside to its current price.

Exploring Other Perspectives

Simply Wall St Community members placed fair value for Huntsman between US$8.78 and US$17.16, with five distinct estimates. Persistent margin pressure in Europe could influence whether these expectations prove optimistic or conservative, explore how differing views might inform your next move.

Explore 5 other fair value estimates on Huntsman - why the stock might be worth 16% less than the current price!

Build Your Own Huntsman Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Huntsman research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Huntsman research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Huntsman's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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