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Huntsman's (HUN) Earnings and Revenues Beat Estimates in Q1

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Huntsman Corporation (HUN - Free Report) recorded profits of $240 million or $1.04 per share in the first quarter of 2022, rising from $100 million or 37 cents in the year-ago quarter.

Barring one-time items, adjusted earnings per share rose to $1.19 in the reported quarter from 66 cents in the year-ago quarter. The bottom line topped the Zacks Consensus Estimate of $1.

Revenues were $2,389 million, up 30% year over year. The top line surpassed the Zacks Consensus Estimate of $2,337.7 million. Huntsman witnessed higher sales across all segments in the reported quarter and reaped the benefits of economic recovery, higher average selling prices and higher volumes.

Huntsman Corporation Price, Consensus and EPS Surprise

 

Huntsman Corporation Price, Consensus and EPS Surprise

Huntsman Corporation price-consensus-eps-surprise-chart | Huntsman Corporation Quote

 

Segment Highlights

Polyurethanes: Revenues from the segment rose 30% year over year to $1,386 million in the reported quarter owing to higher MDI (methylene diphenyl diisocyanate) average selling prices in all the regions. An increase in sales volumes, mainly due to stronger demand in all regions  positively impacted revenues.

Performance Products: Revenues surged 57% to $480 million courtesy of higher average selling prices led by strong demand on market recovery and higher raw-material costs. Volumes rose on the back of stronger demand.

Advanced Materials: Revenues from the unit jumped 21% to $335 million on higher average selling prices, partly offset by lower sales volumes. Average selling prices rose across all markets in response to higher raw-material, energy and logistics costs.

Textile Effects: Revenues from the division rose 2% to $197 million. The increase can be attributed to higher average selling prices led by increases in direct costs.

Financials

Huntsman had total cash of $807 million at the end of the quarter, increasing 20% year over year. The free cash flow from continuing operations was $16 million in the quarter compared with the use of cash of $114 million a year ago. The long-term debt amounted to $1,529 million, down from $1,567 million a year ago.

The company repurchased around 5.5 million shares for roughly $210 million in the reported quarter. During the quarter, its board approved an increased share repurchase authorization to $2 billion from $1 billion. HUN intends to buy back around $1 billion in shares during 2022. Its board also increased its dividend by 13% in the first quarter.

Outlook

The company expects continued strong results in the second quarter. It expects to complete the Geismar MDI splitter project in June 2022, which will expand the differentiated Polyurethanes business in the Americas. It anticipates balance sheet strength and expected cash flow to provide flexibility and enable it to return cash to shareholders.

Price Performance

Shares of Huntsman have increased 13.9% in the past year against a 7.1% decline of the industry.

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Zacks Rank & Other Key Picks

Huntsman currently carries a Zacks Rank #3 (Hold).

Some better-ranked stocks in the basic materials space are The Mosaic Company (MOS - Free Report) , AdvanSix Inc. (ASIX - Free Report) and Allegheny Technologies Incorporated (ATI - Free Report) .

Mosaic has a projected earnings growth rate of 143.5% for the current year. The Zacks Consensus Estimate for MOS' current-year earnings has been revised 39.7% upward in the past 60 days.

Mosaic’s earnings beat the Zacks Consensus Estimate in three of the last four quarters, while missing once. It delivered a trailing four-quarter earnings surprise of roughly 3.7%, on average. MOS has rallied around 78.2% in a year and currently sports a Zacks Rank #1 (Strong Buy). You can see the complete list of today’s Zacks #1 Rank stocks here.

AdvanSix has a projected earnings growth rate of 54.7% for the current year. The Zacks Consensus Estimate for ASIX’s current-year earnings has been revised 43.6% upward in the past 60 days.

AdvanSix’s earnings beat the Zacks Consensus Estimate in three of the trailing four quarters, the average being 23.6%. ASIX has surged 40.8% in a year. The company carries a Zacks Rank #2 (Buy).

Allegheny, currently sporting a Zacks Rank #1, has an expected earnings growth rate of 707.7% for the current year. The Zacks Consensus Estimate for ATI's earnings for the current year has been revised 6.1% upward in the past 60 days.

Allegheny’s earnings beat the Zacks Consensus Estimate in each of the trailing four quarters, the average being 127.2%. ATI has rallied around 15% over a year.


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