Celanese Q4 Revenue Slides 7%, EPS Drops 54% Below Forecasts
Celanese posted Q4 revenue of $2.2 billion, down 7% year over year and 1.2% below estimates, with EPS of $0.67, a 54% drop and a 25% forecast shortfall. Acetyl Chain sales fell 15.3% to $940M, Engineered Materials held flat at $1.28B and intersegment eliminations improved to -$13M.
1. Q4 Financial Results
Celanese reported group revenue of $2.2 billion for the quarter ended December 2025, down 7% from a year earlier and 1.2% below the consensus estimate. EPS came in at $0.67, a 54% drop from $1.45 in prior-year Q4 and 25% below forecast levels.
2. Segment Performance
Net sales in the Acetyl Chain segment declined 15.3% to $940M, underperforming the $1.01B estimate. Engineered Materials sales held flat at $1.28B, slightly above the $1.25B forecast, while intersegment eliminations improved to negative $13M versus a projected negative $22.5M.
3. Share Performance and Outlook
Over the past month, Celanese shares have returned 25.4%, significantly outperforming the S&P 500's decline of 1.4%. Analysts currently assign a sell rating to the shares, reflecting near-term underperformance expectations.