Celanese
Makes specialty materials through Engineered Materials and Acetyl Chain.
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Profile
Makes specialty materials through Engineered Materials and Acetyl Chain. Its engineered-materials platform expanded through the 2022 acquisition of most of DuPont’s Mobility & Materials business, alongside a corporate history that returned it to the NYSE in 2005.
Engineered Materials and Acetyl Chain form the two operating segments of a global chemical and specialty-materials company. The engineered-materials platform expanded in 2022 with the acquisition of most of DuPont’s Mobility & Materials business.
Based in Irving, Texas, the business serves international markets and traces its roots to a U.S. cellulose-acetate company incorporated in 1918. Its corporate history includes Hoechst ownership, a German spin-off, Blackstone’s take-private acquisition, and a 2005 return to the New York Stock Exchange.
The current structure combines the two segments with assets brought into Engineered Materials through the Mobility & Materials acquisition. The company has operated as the NYSE-listed Celanese Corporation since that return to public markets.
Company facts
Key statistics
Year to date +6.7% · Average volume (30d) 1.8M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Deutsche Bank | Target | $60 | $50 | ||
| Aug 6, 2026 | Wells Fargo | Reiterate | Overweight | $75 | $65 | |
| Aug 5, 2026 | Mizuho Securities | Target | $55 | $50 | ||
| Aug 5, 2026 | BMO Capital | Reiterate | Market Perform | $57 | $54 | |
| Jul 22, 2026 | Deutsche Bank | Reiterate | Buy | $52 | $60 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $2.23 | $2.45 | +9.9% | $2.75B | $2.75B | +0.2% | −4.64% |
| May 5, 2026Q1 FY26 | $0.88 | $0.85 | −3.4% | $2.34B | $2.34B | −0.3% | −9.98% |
| Feb 17, 2026Q4 FY25 | $0.89 | $0.67 | −24.7% | $2.25B | $2.20B | −2.2% | −1.58% |
| Nov 6, 2025Q3 FY25 | $1.27 | $1.34 | +5.5% | $2.25B | $2.42B | +7.7% | +14.37% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $2.39B | $2.53B | $2.42B | $2.20B | $2.34B | $2.75B | |
| Gross profit | $476.0M | $535.0M | $521.0M | $383.0M | $443.0M | $618.0M | |
| Operating income | $168.0M | $233.0M | −$1.28B | $128.0M | $189.0M | $276.0M | |
| Net income | −$21.0M | $199.0M | −$1.36B | $19.0M | $44.0M | $125.0M | |
| Diluted EPS | −$0.19 | $1.81 | −$12.39 | $0.17 | $0.40 | $1.13 | |
| Gross margin | 19.9% | 21.1% | 21.5% | 17.4% | 19.0% | 22.5% | |
| Operating margin | 7.0% | 9.2% | -52.7% | 5.8% | 8.1% | 10.0% |
Fiscal years (4-quarter sums)FY21 $8.54B · FY22 $9.67B · FY23 $10.94B · FY24 $10.28B · FY25 $9.54B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $1.36B · Total debt $12.32B · Total assets $21.41B · Shareholders' equity $4.17B
Dividends
Last cut to $0.03 from $0.70 in Feb 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 28, 2026 | Jul 28 | Aug 10 | $0.03 | |
| Apr 27, 2026 | Apr 27 | May 11 | $0.03 | |
| Feb 24, 2026 | Feb 24 | Mar 10 | $0.03 | |
| Oct 28, 2025 | Oct 28 | Nov 12 | $0.03 | |
| Jul 29, 2025 | Jul 29 | Aug 11 | $0.03 | |
| Apr 28, 2025 | Apr 28 | May 12 | $0.03 | |
| Feb 25, 2025 | Feb 25 | Mar 11 | $0.03 | cut from $0.70 |
| Oct 30, 2024 | Oct 30 | Nov 13 | $0.70 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 109.66M · Float 102.14M · 93.1% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Dodge & Cox | 15.28M | 13.94% | 13F | Aug 13, 2026 |
| BlackRock, Inc. | 13.36M | 12.19% | 13F | Aug 7, 2026 |
| Norges Bank | 9.34M | 8.52% | 13F | Aug 12, 2026 |
| Vanguard Portfolio Management LLC | 6.53M | 5.95% | 13F | Aug 13, 2026 |
| Vanguard Capital Management LLC | 4.97M | 4.53% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 14, 2026 | Chuck Kyrish | officer: SVP & CFO | +2,300 | $45.52 |
| Aug 11, 2026 | Ashley B. Duffie | officer: SVP & GC | +600 | $45.60 |
| Aug 11, 2026 | Mark Christopher Murray | officer: SVP - Acetyls | +2,153 | $45.52 |
| Dec 10, 2025 | Scott A. Richardson | director, officer: CEO & President | +3,800 | $41.59 |
| Dec 9, 2025 | Chuck Kyrish | officer: SVP & CFO | +5,000 | $41.03 |
Peers
- Eastman Chemical
Acetyl intermediates and specialty materials overlap
- Dow
VAM, binders and performance materials overlap
- LyondellBasell
Industrial chemicals and polymers overlap across end markets
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Celanese | $45.00 | +0.04% | $4.93B | — | 7.7 | 0.5 | +8.7% |
| Eastman Chemical | $73.03 | 0.00% | $8.35B | 19.0 | 10.8 | 0.9 | +9.7% |
| Dow | $30.50 | −0.02% | $22.04B | — | 12.2 | 0.5 | +19.7% |
| LyondellBasell | $63.72 | +0.07% | $20.55B | — | 7.8 | 0.7 | +19.8% |
| Median | 19.0 | 10.8 | 0.7 | +19.7% |