Celanese Corp reported a net loss of $10.44 per share on a diluted basis for the full year 2025, while adjusted earnings per share stood at $3.98, a sharp decline from the $8.37 adjusted EPS recorded in 2024.
Total net sales fell 7% to $9.5 billion, driven by 4% declines in both price and volume. The company posted an operating loss of $786 million, with adjusted EBIT of $1.2 billion and operating EBITDA of $1.9 billion, resulting in operating margins of –8%, 12%, and 20% respectively. A $1.1 billion goodwill impairment and other one‑time charges were the primary drivers of the loss.
Compared with 2024, Celanese’s full‑year 2025 results show a 7% drop in sales and a 53% decline in adjusted EPS. In 2024 the company generated $10.3 billion in net sales, $8.37 in adjusted EPS, an operating loss of $697 million, adjusted EBIT of $1.6 billion, and operating EBITDA of $2.4 billion.
Management highlighted that the results were largely impacted by a $1.1 billion goodwill impairment and other one‑time charges, but emphasized ongoing cost‑reduction initiatives and a shift toward higher‑margin products. CEO Scott Richardson said, “Our full‑year performance demonstrates the strength of our action plans and disciplined execution in a challenging environment.”
The company reiterated its focus on deleveraging, cost improvement, and top‑line growth, and provided guidance for the first quarter of 2026. Management forecast adjusted earnings per share between $0.70 and $0.85, below the analyst consensus of approximately $0.93, and projected free cash flow of $650 million to $750 million.
Market reaction to the earnings was negative; shares fell 1.4% in after‑hours trading and were down $3.22 during midday trading on February 17, 2026.
The miss on Q4 2025 EPS ($0.67 versus an estimate of $0.89) and revenue ($2.2 billion versus an estimate of $2.23 billion) reflected weaker‑than‑expected demand and destocking in key end‑markets such as automotive, paints, coatings, and construction. The company faces ongoing pricing pressure and competitive dynamics, but its cost‑reduction programs and higher‑margin product focus are intended to mitigate these headwinds.
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