Westlake expects fourth-quarter HIP revenue of $900 million to $1 billion
WLK•Westlake expects fourth-quarter 2026 Housing and Infrastructure Products revenue of $900 million to $1 billion, with an approximately 13% EBITDA margin. Its profitability improvement plan targets a $600 million EBITDA benefit for full-year 2026.
1. Fourth-quarter outlook
Westlake expects fourth-quarter 2026 Housing and Infrastructure Products revenue of $900 million to $1 billion, with an approximately 13% EBITDA margin. The segment’s third-quarter EBITDA margin was 18%, pressured by cost inflation, while sales volume fell 6% year over year amid slowing building-products demand.
2. Profitability plan
Westlake’s profitability improvement plan targets a $600 million EBITDA benefit for full-year 2026, following approximately $200 million delivered in the third quarter. Most annual benefits should accrue to Performance and Essential Materials, where higher European energy costs are expected to pressure fourth-quarter earnings. Recovering selling prices could partially offset seasonally lower volumes and rising input costs in that segment.
