Celanese Corporation (CE)

Over the past six months, Celanese Corp.'s stock price has trended downwards by 3.43%. In November 2024, the stock price fell by 26.32% after Celanese reported third-quarter 2024 financial results that missed consensus estimates. In February 2025, following the release of its full-year and fourth-quarter 2024 financial results, Celanese's stock price dropped by 21.46%. In August 2025, the stock price experienced another decline of 13.07% after Celanese reported disappointing second-quarter 2025 financial results.

Demand for Celanese Corp.'s products exhibits seasonality, particularly within its Acetyl Chain segment. The Engineered Materials segment has been impacted by automotive and industrial destocking, especially in the fourth quarter. The company's financial reports have noted persistently weak global demand in critical end-markets such as automotive, paints, coatings, construction, and industrial.

Celanese Corporation is a global technology and specialty materials company based in Irving, Texas. It operates in the chemicals and advanced materials sector, manufacturing and selling chemical products and materials for industries like automotive, consumer goods, medical, and electronics. The company operates through two main business segments: Engineered Materials and Acetyl Chain. Its major products include Acetyl Chain products such as acetic acid and vinyl acetate monomer, Engineered Materials like thermoplastics and elastomers, Cellulose Derivatives including acetate tow, and Food Ingredients like high-intensity sweeteners.

Celanese Corporation has a significant global presence, operating in over 30 countries with facilities across North America, Europe, and Asia. In 2024, the United States was the largest region by revenue, contributing $2.75 billion, followed by Germany with $2.20 billion, and China with $1.98 billion. Other notable revenue-generating regions include Singapore, Mexico, Switzerland, Japan, India, Canada, Brazil, Belgium, the United Kingdom, France, Spain, and the Republic of Korea.

In the past year, Celanese has focused on enhancing its brand reputation through sustainability initiatives, publishing its 2023-2024 Sustainability Report, "The Chemistry of Change," and a Sustainability Index. The company is committed to expanding lower-carbon footprint solutions and improving emissions tracking. An "INVESTOR ALERT" in October 2025, investigating potential securities fraud, could indirectly affect public perception and investor confidence.

Celanese Corporation's ownership is primarily distributed among institutional shareholders and insiders. Institutional shareholders hold approximately 107.62% of the company's stock, while Celanese insiders own 21.71%. Major institutional owners include Dodge & Cox, BlackRock, Inc., and Vanguard Group Inc. Adage Capital Partners GP LLC is the largest individual Celanese shareholder, holding 13.59 million shares, representing 12.41% of the company.