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HUN Stock Analysis 2026 - Huntsman CORP AI Rating

HUN NYSE Chemicals & Allied Products DE CIK: 0001307954
Recently Updated • Analysis: Apr 11, 2026 • SEC Data: 2025-12-31
STRONG SELL
85% Conf
Pending
Analysis scheduled

📊 HUN Key Takeaways

Revenue: $5.7B
Net Margin: -5.0%
Free Cash Flow: $116.0M
Current Ratio: 1.30x
Debt/Equity: 0.73x
EPS: $-1.65
AI Rating: STRONG SELL with 85% confidence

Is HUN a Good Investment? Thesis Analysis

Claude

Huntsman is in acute financial distress with negative net income of $284M (down 25.1% YoY), zero revenue growth, and critically negative interest coverage (-1.1x) indicating inability to service debt from operations. The company is destroying shareholder value across all metrics (negative ROE, ROA) with collapsing profitability despite maintaining some operating cash flow.

Why Buy HUN? Key Strengths

Claude
  • + Positive operating cash flow of $289M despite net losses indicates underlying operations haven't completely collapsed
  • + Moderate debt-to-equity ratio of 0.73x provides some financial flexibility relative to leverage of peers in distress
  • + Cash reserves of $429M provide limited liquidity buffer for near-term obligations

HUN Investment Risks to Consider

Claude
  • ! Critical: Unprofitable with negative net income (-$284M) and operating income (-$131M), destroying shareholder value
  • ! Critical: Negative interest coverage ratio (-1.1x) creates acute default risk; unable to cover debt service from operations
  • ! Profitability collapsing rapidly with net income down 25.1% YoY and EPS down 50% YoY indicating accelerating deterioration
  • ! Zero revenue growth combined with margin compression signals structural operational challenges requiring restructuring
  • ! Quick ratio of 0.78x indicates liquidity stress when excluding inventory; reliant on weak asset base
  • ! Negative returns to both equity (ROE -10.3%) and assets (ROA -4.0%) demonstrate value destruction

Key Metrics to Watch

Claude
  • * Operating income and net income recovery to positive territory
  • * Interest coverage ratio improvement from negative to sustainable positive levels
  • * Operating cash flow sustainability given negative earnings and debt service requirements
  • * Revenue growth stabilization and margin recovery
  • * Debt refinancing capacity and covenant compliance risk

HUN Financial Metrics

Revenue
$5.7B
Net Income
$-284.0M
EPS (Diluted)
$-1.65
Free Cash Flow
$116.0M
Total Assets
$7.0B
Cash Position
$429.0M

💡 AI Analyst Insight

The relatively thin 2.0% FCF margin may limit capital allocation flexibility.

HUN Profitability Ratios

Gross Margin 13.2%
Operating Margin -2.3%
Net Margin -5.0%
ROE -10.3%
ROA -4.0%
FCF Margin 2.0%

HUN vs Default Sector

How Huntsman CORP compares to Default sector averages

Net Margin
HUN -5.0%
vs
Sector Avg 12.0%
HUN Sector
ROE
HUN -10.3%
vs
Sector Avg 15.0%
HUN Sector
Current Ratio
HUN 1.3x
vs
Sector Avg 1.8x
HUN Sector
Debt/Equity
HUN 0.7x
vs
Sector Avg 0.7x
HUN Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is HUN Overvalued or Undervalued?

Based on fundamental analysis, Huntsman CORP shows some fundamental concerns relative to the Default sector in 2026.

Return on Equity
-10.3%
Sector avg: 15%
Net Profit Margin
-5.0%
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.73x
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

HUN Balance Sheet & Liquidity

Current Ratio
1.30x
Quick Ratio
0.78x
Debt/Equity
0.73x
Debt/Assets
57.8%
Interest Coverage
-1.13x
Long-term Debt
$2.0B

HUN 5-Year Financial Trend & Growth Analysis

HUN 5-year financial data: Year 2020: Revenue $7.6B, Net Income $337.0M, EPS $1.39. Year 2021: Revenue $8.5B, Net Income $562.0M, EPS $2.44. Year 2022: Revenue $8.0B, Net Income $1.0B, EPS $4.66. Year 2023: Revenue $8.0B, Net Income $1.0B, EPS $4.72. Year 2024: Revenue $8.0B, Net Income $460.0M, EPS $2.27.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Huntsman CORP's revenue has shown modest growth of 6% over the 5-year period. The most recent EPS of $2.27 reflects profitable operations.

HUN Growth Metrics (YoY)

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
2.0%
Free cash flow / Revenue

HUN Quarterly Performance

Quarterly financial performance data for Huntsman CORP including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $1.5B -$25.0M $-0.14
Q2 2025 $1.5B -$15.0M $-0.09
Q1 2025 $1.4B -$5.0M $-0.03
Q3 2024 $1.5B N/A $0.00
Q2 2024 $1.6B -$15.0M $-0.09
Q1 2024 $1.5B -$37.0M $-0.22
Q3 2023 $1.5B N/A $0.00
Q2 2023 $1.6B $19.0M $0.11

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

HUN Capital Allocation

Operating Cash Flow
$289.0M
Cash generated from operations
Capital Expenditures
$173.0M
Investment in assets
Dividends Paid
$146.0M
Returned to shareholders

HUN SEC 10-K & 10-Q Filing Analysis

Access official SEC EDGAR filings for Huntsman CORP (CIK: 0001307954)

📋 Recent SEC Filings

Date Form Document Action
Mar 16, 2026 DEF 14A tm261517-1_def14a.htm View →
Feb 18, 2026 10-K hun20251231_10k.htm View →
Feb 17, 2026 4 xslF345X05/marketforms-72215.xml View →
Feb 17, 2026 4 xslF345X05/marketforms-72214.xml View →
Feb 17, 2026 4 xslF345X05/marketforms-72210.xml View →

Frequently Asked Questions about HUN

What is the AI rating for HUN?

Huntsman CORP (HUN) has an AI rating of STRONG SELL with 85% confidence, based on fundamental analysis of SEC EDGAR filings.

What are HUN's key strengths?

Claude: Positive operating cash flow of $289M despite net losses indicates underlying operations haven't completely collapsed. Moderate debt-to-equity ratio of 0.73x provides some financial flexibility relative to leverage of peers in distress.

What are the risks of investing in HUN?

Claude: Critical: Unprofitable with negative net income (-$284M) and operating income (-$131M), destroying shareholder value. Critical: Negative interest coverage ratio (-1.1x) creates acute default risk; unable to cover debt service from operations.

What is HUN's revenue and growth?

Huntsman CORP reported revenue of $5.7B.

Does HUN pay dividends?

Huntsman CORP pays dividends, with $146.0M distributed to shareholders in the trailing twelve months.

Where can I find HUN SEC filings?

Official SEC filings for Huntsman CORP (CIK: 0001307954) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is HUN's EPS?

Huntsman CORP has a diluted EPS of $-1.65.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is HUN a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Huntsman CORP has a STRONG SELL rating with 85% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is HUN stock overvalued or undervalued?

Valuation metrics for HUN: ROE of -10.3% (sector avg: 15%), net margin of -5.0% (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy HUN stock in 2026?

Our dual AI analysis gives Huntsman CORP a combined STRONG SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is HUN's free cash flow?

Huntsman CORP's operating cash flow is $289.0M, with capital expenditures of $173.0M. FCF margin is 2.0%.

How does HUN compare to other Default stocks?

Vs Default sector averages: Net margin -5.0% (avg: 12%), ROE -10.3% (avg: 15%), current ratio 1.30 (avg: 1.8).

Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 11, 2026 | Data as of: 2025-12-31 | Powered by Claude AI