Celanese Corporation (CE)

Celanese Corp.'s stock price has trended down by 25.01% in the past six months and 32.28% over the past year. Key events include Q3 2025 earnings beat, where shares jumped 8% despite a net loss due to non-cash charges. Celanese announced a definitive agreement to sell its Micromax electronics materials business to Element Solutions Inc. for approximately $500 million in cash. The company announced plans to close its acetate tow facility in Lanaken, Belgium, by the second half of 2026. Celanese completed a $1.4 billion debt offering to extend its debt maturity profile. Celanese announced it would host a conference call to discuss its fourth-quarter 2025 results on February 18, 2026.

While specific seasonality in demand is not explicitly detailed, Celanese has experienced periods of soft demand and market challenges. In the third quarter of 2025, soft demand persisted across key end-markets, leading to a 9% year-over-year revenue decline. The company manages its asset utilization by running its lowest-cost assets at full capacity and adjusting other assets based on demand. Celanese anticipates seasonal volume declines in the fourth quarter, which it aims to offset with ongoing cost efficiencies.

Celanese Corporation is a global technology and specialty materials company headquartered in Irving, Texas, operating within the chemicals sector. It is a Fortune 500 corporation and a leading producer of essential chemical products and specialty materials, divided into the Acetyl Chain and Engineered Materials segments. The Acetyl Chain is a global leader in producing acetic acid and vinyl acetate monomer (VAM), used in various industries. The Engineered Materials segment focuses on high-performance plastics and specialty polymers for sectors such as automotive, electronics, and medical industries. Celanese offers products under brands like Celanyl, Hostaform, and Celanex.

Celanese Corporation has a significant global presence with operations in North America, Europe, and Asia. The company operates a network of commercial offices, technical centers, and production facilities across 27 countries, including 25 production plants and six research centers in 11 countries. Celanese owns and operates the world's three largest acetic acid plants, located in Clear Lake, Texas; Jurong Island, Singapore; and Nanjing, China.

Celanese has focused on sustainability and innovation, positively contributing to its brand reputation. The company achieved Carbon Footprint Certification (CFC) from International Sustainability & Carbon Certification (ISCC) for its Hostaform® and Celcon® POM ECO-C grades at production sites in Frankfurt, Germany, and Bishop, Texas. Celanese also launched its AI-powered Chemille® Digital Assistant to enhance material selection for customers. The company's engineered materials have been recognized in winning applications at the SPE Automotive Innovation Awards.

Celanese Corporation has significant institutional ownership, with 747 institutional owners and shareholders holding 147,547,096 shares, representing approximately 87% of the company's shares. Major institutional owners include Dodge & Cox, BlackRock, Inc., and Vanguard Group Inc. Individual ownership, including insiders, accounts for about 13% of the company, with Adage Capital Partners GP LLC noted as a large individual shareholder.