HighGravityDataSigned in · PRO
Guidance history, every release
Raised · a change from the previous releaseSame · restated unchanged— · not stated in that releaseEvery value links to its sentence in the filing
| Metric | Oct 31, 2024 FY24 Q3 | Jan 30, 2025 FY24 Q4 | Apr 24, 2025 FY25 Q1 | Jul 31, 2025 FY25 Q2 | Nov 3, 2025 FY25 Q3 | Jan 29, 2026 FY25 Q4 | Apr 30, 2026 FY26 Q1 | Jul 30, 2026 FY26 Q2 |
|---|---|---|---|---|---|---|---|---|
| For FY2026 | ||||||||
| Additives & Functional Products earnings (sequential) | — | — | — | — | — | — | — | New“expected to decline modestly” |
| Adjusted diluted EPS | — | — | — | — | — | — | — | New“approach second-quarter 2026 EPS of $1.97” |
| Adjusted diluted EPS | — | — | — | — | — | — | New“$1.70 to $1.90” | — |
| Adjusted EPS | — | — | — | — | — | — | — | New“approach second-quarter 2026 EPS of $1.97” |
| Adjusted EPS | — | — | — | — | — | New“between $1.00 and $1.20” | — | — |
| Chemical Intermediates earnings (sequential) | — | — | — | — | — | — | — | New“expected to modestly decline” |
| Earnings growth | — | — | — | — | — | New“meaningfully improve earnings compared to 2025” | — | — |
| Earnings growth vs. prior year | — | — | — | — | — | — | New“significantly improve earnings in 2026 versus 2025” | Reiterated“significantly improve earnings in 2026 versus 2025” |
| Fibers earnings (sequential) | — | — | — | — | — | — | — | New“expect higher earnings in Fibers” |
| Additional structural cost reduction, net of inflation | — | — | — | — | New“approximately $100 million” | — | — | — |
| Advanced Materials EBIT (sequential) | — | — | — | — | — | — | — | New“expect EBIT to be higher” |
| Automotive end market demand | — | — | — | — | — | — | New“decline by low-single-digits” | — |
| Capital expenditures | — | — | — | — | — | — | New“approximately $400 million” | Reiterated“approximately $400 million” |
| Cost reduction | — | — | — | — | — | — | New“between $125 million and $150 million, net of inflation” | — |
| Cost reduction, net of inflation | — | — | — | — | — | — | — | New“between $125 million and $150 million” |
| Cost savings target, net of inflation | — | — | — | — | — | — | New“between $125 million and $150 million” | — |
| Costs from planned maintenance | — | — | — | — | — | — | New“approximately $45 million” | — |
| Operating cash flow | — | — | — | — | — | — | — | New“approach $900 million” |
| Operating cash flow | — | — | — | — | — | New“similar to 2025” | Reiterated“approach 2025 levels” | — |
| Planned maintenance cost headwind | — | — | — | — | — | — | New“approximately $45 million” | — |
| Structural costs reduction | — | — | — | — | New“approximately $100 million, net of inflation” | — | — | — |
| Working capital | — | — | — | — | — | — | — | New“expect to release working capital in the second half of 2026” |
| For FY2025 | ||||||||
| Revenue from Kingsport methanolysis facility | — | — | — | — | New“a modest increase in revenue” | — | — | — |
| Adjusted diluted EPS | — | — | New“$1.70 to $1.90” | — | — | — | — | — |
| Adjusted earnings per share | — | — | — | — | New“between $5.40 and $5.65” | — | — | — |
| Adjusted earnings per share | — | — | — | New“around $1.25” | — | — | — | — |
| Adjusted earnings per share | — | — | — | New“around $1.25” | — | — | — | — |
| Adjusted EPS | — | — | New“in the range of $1.70 to $1.90” | — | — | — | — | — |
| Asset utilization headwind to earnings | — | — | — | New“around $50 million” | — | — | — | — |
| Asset utilization headwind to earnings from inventory reduction (back half of year) | — | — | — | New“$75 million to $100 million” | — | — | — | — |
| Asset utilization headwind to earnings from inventory reduction (third quarter) | — | — | — | New“around $50 million” | — | — | — | — |
| Circular platform EBITDA growth commitment | — | New“$75 million-$100 million” | — | — | — | — | — | — |
| EPS | — | New“between $8.00-$8.75” | — | — | — | — | — | — |
| Capital expenditures | — | — | New“around $550 million” | — | — | — | — | — |
| Cash from operations | — | New“approximately $1.3 billion” | — | — | — | — | — | — |
| Cost reduction | — | — | — | — | New“more than $75 million, net of inflation” | — | — | — |
| Cost reduction target | — | — | New“approximately $75 million net of inflation” | — | — | — | — | — |
| Cost structure reduction, net of inflation | — | — | — | — | New“more than $75 million” | — | — | — |
| Operating cash flow | — | — | New“approximately $1.2 billion” | Lowered“~$1 billion” | Reiterated“approach $1 billion” | — | — | — |
| Operating cash flow | — | — | — | New“~$1 billion” | — | — | — | — |
| Recycled content production increase versus 2024 | — | — | — | New“greater than 2.5 times” | — | — | — | — |
| Sales volume (seasonal decline) | — | — | — | — | New“greater than normal seasonal decline in volume” | — | — | — |
| Specialty business volume growth | — | New“modest volume growth” | — | — | — | — | — | — |
| Structural cost reduction | — | New“reduce structural costs to more than offset inflation” | — | — | — | — | — | — |
| For FY2024 | ||||||||
| EPS | New“between $7.50 and $7.70” | — | — | — | — | — | — | — |
| Cash from operations | New“approach $1.3 billion” | — | — | — | — | — | — | — |
| No period stated | ||||||||
| Asset utilization headwind to earnings | — | — | — | New“$75 million to $100 million” | — | — | — | — |
| Methanolysis facility incremental earnings | — | — | — | — | — | — | New“~$30 million” | — |
| Inventory reduction | — | — | — | New“greater than $200 million” | — | — | — | — |
| Price increases across the portfolio | — | — | — | — | — | — | New“~$500 million” | — |
| Reduce costs, net of inflation | — | — | — | — | — | — | — | New“between $125 million and $150 million” |
Values in quotation marks are the company’s words. Change labels compare each statement with the same metric and target year in the previous release. HighGravityData does not judge whether guidance was met.