Huntsman Corporation (HUN)

Huntsman Corporation (HUN) is a global manufacturer of differentiated and specialty chemical products. Led by CEO Peter Huntsman, Huntsman’s mission is to "Innovate for a more sustainable and high-performance world." The company holds a dominant industry position in Polyurethanes and Advanced Materials, serving aerospace, automotive, and construction markets. By late 2025, HUN stock has been in a "Cycle-Low Turnaround Phase," with the company resetting its dividend to $0.35 annually to preserve capital during a subdued global construction market. Its vision is to pivot entirely away from commodities and toward high-value, ESG-enabling chemistries like its MIRALON® carbon-nanotube technology.

The business operations of Huntsman are divided into Polyurethanes, Performance Products, and Advanced Materials. The core growth driver in 2025 has been "Advanced Materials Margin Preservation," as the company focused on bolt-on acquisitions and R&D for the aerospace and electronics sectors. In Q3 2025, HUN reported revenue of $1.5 billion and adjusted EBITDA of $94 million. The 2026 strategic roadmap focuses on "The MIRALON® Commercialization," aiming to replace traditional carbon black with high-strength, low-emission carbon structures. By utilizing its "Technical Moat"—owning thousands of patents for specialized epoxy and urethane formulations—Huntsman maintains a barrier to entry for low-cost competitors. This "Specialty Mix" is a primary driver for the HUN stock price. The company’s focus on free cash flow (generating $157 million in Q3 2025) provides it with the liquidity to survive the current industrial soft patch for HUN stock holders.