Celanese management expects supply chain disruptions to ease by Q2 end, projecting roughly $3 per share earnings in H2 2026.
Celanese (NYSE:CE) is focusing on cash generation and operational flexibility amid weak end-market demand, with supply chain disruptions expected to unwind by the end of Q2. The company anticipates volumes and margins will moderate in the second half of 2026, targeting approximately $3 in earnings per share.
The Acetyl Chain segment is benefiting from regional supply chain disruptions, particularly in the Western Hemisphere and at its Clear Lake, Texas site. Profitability is driven by vinyl-related downstream products, though pricing trends remain mixed across regions. Engineered Materials is offsetting higher feedstock costs with pricing actions and inventory adjustments.
Management highlighted growth opportunities in higher-value areas such as medical, electronics, and data centers, while acknowledging persistent low end-use demand. The company is also pursuing cost savings, including nylon-related reductions.