Celanese (NYSE:CE) Updates Q2 2026 Earnings Guidance

Celanese (NYSE:CE) updated its second quarter 2026 earnings guidance on Tuesday. The company provided EPS guidance of 2.000-2.400 for the period, compared to the consensus EPS estimate of 1.540. The company issued revenue guidance of -.

Analyst Ratings Changes

Several research firms recently weighed in on CE. Tudor Pickering raised Celanese from a “hold” rating to a “buy” rating in a research report on Monday, March 9th. Citigroup upped their price objective on Celanese from $81.00 to $84.00 and gave the company a “buy” rating in a research report on Thursday, April 16th. Evercore set a $63.00 price objective on Celanese in a research report on Wednesday, February 18th. UBS Group upped their price objective on Celanese from $58.00 to $64.00 and gave the company a “neutral” rating in a research report on Thursday, April 9th. Finally, Jefferies Financial Group raised Celanese from a “hold” rating to a “buy” rating and set a $86.00 price objective on the stock in a research report on Thursday, February 5th. Nine analysts have rated the stock with a Buy rating, nine have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $66.00.

Celanese Stock Performance

Celanese stock traded up $0.42 during trading on Tuesday, reaching $69.16. The company had a trading volume of 2,174,940 shares, compared to its average volume of 2,466,942. Celanese has a 52 week low of $35.13 and a 52 week high of $70.70. The firm’s 50-day simple moving average is $60.05 and its 200 day simple moving average is $49.69. The firm has a market capitalization of $7.58 billion, a price-to-earnings ratio of -6.52, a price-to-earnings-growth ratio of 0.45 and a beta of 0.81. The company has a current ratio of 1.55, a quick ratio of 0.94 and a debt-to-equity ratio of 2.55.

Celanese (NYSE:CE) last announced its earnings results on Tuesday, May 5th. The basic materials company reported $0.85 EPS for the quarter, missing analysts’ consensus estimates of $0.88 by ($0.03). Celanese had a positive return on equity of 8.75% and a negative net margin of 12.15%.During the same period in the prior year, the firm earned $0.57 earnings per share. The business’s revenue for the quarter was down 2.2% on a year-over-year basis. Celanese has set its Q2 2026 guidance at 2.000-2.400 EPS. Sell-side analysts forecast that Celanese will post 5.16 earnings per share for the current fiscal year.

Celanese Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Monday, May 11th. Shareholders of record on Monday, April 27th will be issued a dividend of $0.03 per share. The ex-dividend date of this dividend is Monday, April 27th. This represents a $0.12 dividend on an annualized basis and a yield of 0.2%. Celanese’s dividend payout ratio (DPR) is currently -1.13%.

Celanese News Summary

Here are the key news stories impacting Celanese this week:

• Positive Sentiment: Management set Q2 2026 EPS guidance of $2.00–$2.40 vs. the consensus ~$1.54, a big beat that likely drove the rally by signaling stronger near-term profitability. Celanese Corporation Reports First Quarter Earnings
• Positive Sentiment: Underlying operations showed improvement: operating profit rose ~27% YoY and operating cash flow and cash balances improved substantially — evidence of stronger cash generation despite top-line pressure. Insider purchases by senior execs were also reported. Celanese Corporation (CE) Releases Q1 2026 Earnings
• Positive Sentiment: Morgan Stanley raised its price target to $72 (Equal Weight), providing additional analyst support for the name. Analyst upward revisions can reinforce buying interest after earnings. Benzinga – Price target raise
• Neutral Sentiment: Company announced strategic “nylon uplift” initiatives for its engineered materials business — a longer-term product/portfolio move that may improve margins over time but is not an immediate earnings driver. Celanese Outlines Strategic Nylon Uplift Initiatives
• Neutral Sentiment: Celanese and SharpCell Oy announced a collaboration on carbon capture and utilization for airlaid nonwovens — a sustainability/technology partnership that supports long-term strategy but has limited near-term earnings impact. Celanese and SharpCell Oy Collaborate
• Negative Sentiment: Q1 showed revenue and EPS misses on some vendor estimates: revenue (~$2.34B) came in below consensus and some outlets flagged EPS as a miss versus their models — plus year‑over‑year net income declined significantly on a reported basis, which is a warning for longer-term profitability until guidance proves out. Celanese (CE) Lags Q1 Earnings Estimates (Zacks) Quiver – Q1 details

Institutional Inflows and Outflows

A number of institutional investors have recently made changes to their positions in CE. Royal Bank of Canada grew its position in Celanese by 1,539.8% in the fourth quarter. Royal Bank of Canada now owns 2,133,216 shares of the basic materials company’s stock worth $90,192,000 after acquiring an additional 2,003,127 shares in the last quarter. Turtle Creek Asset Management Inc. boosted its position in shares of Celanese by 21.0% during the third quarter. Turtle Creek Asset Management Inc. now owns 5,115,365 shares of the basic materials company’s stock valued at $215,255,000 after buying an additional 887,600 shares during the period. Bank of America Corp DE boosted its position in shares of Celanese by 103.7% during the second quarter. Bank of America Corp DE now owns 1,645,689 shares of the basic materials company’s stock valued at $91,056,000 after buying an additional 837,944 shares during the period. Holocene Advisors LP boosted its position in shares of Celanese by 872.6% during the third quarter. Holocene Advisors LP now owns 693,796 shares of the basic materials company’s stock valued at $29,195,000 after buying an additional 622,460 shares during the period. Finally, BNP Paribas Financial Markets boosted its position in shares of Celanese by 142.8% during the second quarter. BNP Paribas Financial Markets now owns 956,650 shares of the basic materials company’s stock valued at $52,931,000 after buying an additional 562,615 shares during the period. Hedge funds and other institutional investors own 98.87% of the company’s stock.

Celanese Company Profile

Celanese Corporation is a global chemical and specialty materials company that develops, manufactures and markets a broad portfolio of products serving diverse industries. The company operates through two primary business segments—Engineered Materials and Acetyl Chain—offering solutions that range from high-performance polymers and specialty additives to industrial chemicals and intermediates. Its engineered materials are used in applications such as automotive components, consumer electronics, medical devices and packaging, while its acetyl derivatives find uses in coatings, adhesives, solvents and personal care products.

In the Engineered Materials segment, Celanese produces a variety of high-performance thermoplastics, polyether-block-amide (PEBA) elastomers and functional additives designed to enhance product durability, thermal resistance and sustainability.