Huntsman (HUN) AGM 2026 summary
Event summary combining transcript, slides, and related documents.
AGM 2026 summary
15 May, 2026Opening remarks and agenda
Meeting called to order virtually with all board members and senior management present.
Dr. Mary Beckerle recognized for 15 years of board service and her leadership during major transitions.
Deloitte & Touche LLP and American Election Services LLC representatives in attendance for audit and election oversight.
Meeting rules and agenda, including Q&A procedures, outlined for participants.
Board and executive committee updates
Dr. Beckerle is not standing for re-election after significant contributions to the company and external achievements.
Shareholder proposals
Four proposals presented: election of directors, advisory vote on executive compensation, ratification of auditor, and a shareholder proposal for an independent board chair.
Shareholder John Chevedden advocated for separating the roles of CEO and board chair, citing governance and performance concerns.
Board recommended against the independent chair proposal.
Latest events from Huntsman
- Q2 2026 revenue up 14%, EBITDA up 62%, and Olin merger targets $300–400M in synergies.HUN
Q2 2026 - Olin and Huntsman shareholders to vote on a merger of equals, forming OlinHuntsman Corporation.HUN
Proxy filing - $12B+ merger forms a chemicals leader with $400M+ synergies and balanced governance.HUN
Investor presentation - $12B+ all-stock merger creates a chemicals leader with $400M+ synergies, closing H1 2027.HUN
M&A announcement - Net loss widened to $53M on flat revenue, with Advanced Materials outperforming other segments.HUN
Q1 2026 - Board urges support for all director nominees, highlighting Mr. Muñoz’s strategic value despite attendance concerns.HUN
Proxy filing - Revenue fell 5%, net loss narrowed, and a 65% dividend cut preserved cash amid restructuring.HUN
Q3 2025 - Q2 2024 saw lower revenue and EBITDA, higher net income, and 9% sales volume growth.HUN
Q2 2024 - Q4 2024 saw revenue growth and improved EBITDA, but net loss and restructuring persist.HUN
Q4 2024