Every material Form 8-K Celanese filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Celanese furnished prepared remarks and a slide deck for its third quarter 2026 earnings, showing adjusted earnings per share of $1.65, up 23% from the prior year, and free cash flow of $461 million. The company raised its full-year 2026 free cash flow outlook to $750 million to $800 million and expects full-year adjusted EPS of approximately $6.00 to $6.25. Management also said a sale of a further 19% stake in the Nutrinova joint venture to Mitsui, for about $152 million, is expected to close in the coming weeks.
Q3 2026 adjusted EPS of $1.65, up 23% from the same period last year; free cash flow of $461 million
Full-year 2026 free cash flow outlook raised to $750 million to $800 million
Full-year 2026 adjusted EPS expected at approximately $6.00 to $6.25
Net debt-to-operating EBITDA was 4.9x at quarter end, with a target of about 4.7x at the end of 2026
Celanese reported third quarter 2026 net sales of $2.6 billion, up 6% from a year earlier, and adjusted earnings per share of $1.65 versus $1.34 a year earlier. The company raised its 2026 free cash flow outlook to $750 to $800 million and expects full-year 2026 adjusted earnings per share of approximately $6.00 to $6.25, which gives shareholders a clearer view of earnings and cash generation for the year.
Q3 2026 net sales $2.6 billion, up 6% year over year; U.S. GAAP diluted EPS $0.68 and adjusted EPS $1.65
Full-year 2026 adjusted EPS outlook of approximately $6.00 to $6.25; free cash flow outlook raised to $750 to $800 million
Agreement to sell an additional 19% of Nutrinova joint venture to Mitsui & Co. for about $152 million in cash, expected to close in Q4 2026
Investor Event scheduled for December 9, 2026 in Florence, Kentucky
Celanese Corporation's Board increased its size from 10 to 11 members and elected Luis Fernandez-Moreno as a director, effective September 16, 2026. The filing describes him as independent under SEC and NYSE standards, with a background in specialty chemicals, and says he has not yet been appointed to any board committee.
Board expanded from 10 to 11 members; Fernandez-Moreno serves until the 2027 Annual Meeting of Shareholders
Board determined he is independent under SEC rules and NYSE listing standards; 10 of 11 directors are independent
Previously served as SVP at Ashland, Inc. (2013-2017) and is a director at Ingevity Corporation since 2016
No committee assignments yet; compensated under the company's non-management director practices
Celanese reported second quarter 2026 net sales of $2.8 billion, up 18 percent sequentially, and adjusted earnings per share of $2.45, compared with $1.43 a year earlier. Its U.S. GAAP diluted EPS from continuing operations fell to $1.15 from $1.89 a year earlier, and management expects third quarter adjusted EPS of about $1.35 to $1.75, moderating from the second quarter.
Net sales $2.752 billion in Q2 2026 vs. $2.337 billion in Q1 2026 and $2.532 billion in Q2 2025
Adjusted EPS $2.45 vs. $0.85 in Q1 2026 and $1.43 in Q2 2025; management called it the highest in nearly three years
Q3 2026 adjusted EPS expected at approximately $1.35 to $1.75; full-year 2026 adjusted EPS of approximately $6.00 and free cash flow of $700 to $800 million reaffirmed
Q2 free cash flow was $140 million, down from $311 million in Q2 2025
On July 31, 2026, Celanese US Holdings, a subsidiary of Celanese, signed an amendment to its revolving credit agreement with Bank of America as administrative agent. The amendment raises the consolidated net leverage covenant to an initial 5.50:1.00 starting with the quarter ending March 31, 2027, and increases a debt basket for foreign and Chinese subsidiaries from $900 million to $1,050 million.
Amendment dated July 31, 2026 amends the credit agreement dated August 11, 2025
Net leverage covenant increases to an initial 5.50:1.00 from the quarter ending March 31, 2027 through maturity, with modified step-downs thereafter
Combined debt basket for foreign subsidiary acquisitions and Chinese subsidiary corporate purposes rises from $900 million to $1,050 million
Celanese reported first quarter 2026 GAAP diluted EPS from continuing operations of $0.41 and adjusted EPS of $0.85, compared with $(0.17) and $0.54 a year earlier. Net sales were $2.3 billion, down from $2.4 billion a year earlier but up 6 percent sequentially, and the company raised its full-year free cash flow outlook to $700 million to $800 million, which matters to shareholders because it points to expected cash generation and deleveraging. The company also guided second-quarter adjusted EPS to $2.00 to $2.40.
Adjusted EPS of $0.85 versus $0.54 in Q1 2025; GAAP diluted EPS from continuing operations of $0.41 versus $(0.17)
Net sales of $2.3 billion, up 6 percent sequentially from $2.2 billion in Q4 2025 and down from $2.4 billion in Q1 2025
Full-year 2026 free cash flow outlook raised to $700 million to $800 million
Q2 2026 adjusted EPS expected at $2.00 to $2.40; about $3.00 expected for second half of 2026
Celanese Corporation expanded its Board of Directors from nine to 10 members and elected Anne P. Noonan as a director, effective April 20, 2026. The filing describes Ms. Noonan as independent and notes she has not yet been assigned to any Board committee.
Anne P. Noonan elected to the Board effective April 20, 2026; the Board voted April 16, 2026 to increase its size from nine to 10 members
Ms. Noonan will stand for shareholder election at the 2027 Annual Meeting; she has no committee assignments yet
Previously CEO and director of Summit Materials, Inc. (September 2020 to February 2025) and CEO of OMNOVA Solutions Inc. (2016 to 2020)
Celanese director Timothy Go resigned from the company's Board of Directors effective February 27, 2026, according to an 8-K filed March 4, 2026. The filing states the resignation was not due to any disagreement with the company on operations, policies, or practices.
Timothy Go resigned from the Board effective February 27, 2026
Filing states no disagreement with the company on operations, policies, or practices
Board and company thanked Mr. Go for his service as a Director
Celanese reported fourth-quarter and full-year 2025 results on February 17, 2026. Full-year net sales fell 7% to $9.5 billion, and adjusted EPS was $3.98 versus $8.18 in 2024, while the full-year U.S. GAAP diluted loss per share from continuing operations narrowed to $10.44 from $14.04. The company also guided first-quarter 2026 adjusted EPS to $0.70 to $0.85 and targets 2026 free cash flow of $650 million to $750 million.
Q4 2025 net sales were $2.2 billion, down 9% from the prior quarter and slightly below $2.358 billion in Q4 2024; Q4 adjusted EPS was $0.67 versus $1.33 a year earlier.
Full-year 2025 free cash flow was $773 million, up from $498 million in 2024, and operating cash flow was $1.1 billion.
Full-year 2025 results include Certain Items totaling $1.6 billion, primarily a goodwill and trade name impairment, which drove the U.S. GAAP loss.
First-quarter 2026 adjusted EPS guidance is $0.70 to $0.85, and the company targets 2026 free cash flow of $650 million to $750 million.
Celanese director Scott M. Sutton resigned from the Board of Directors effective January 4, 2026, citing the time commitment of his appointment as Chief Executive Officer of Rayonier Advanced Materials Inc. The company said the resignation was not the result of any disagreement with Celanese on its operations, policies, or practices.
Scott M. Sutton notified the Board on January 4, 2026 of his resignation as a director.
Resignation was tied to his appointment as CEO of Rayonier Advanced Materials Inc.
The filing states the resignation was not due to any disagreement with Celanese.
Celanese announced the departure in a press release dated January 6, 2026 (Exhibit 99.1).
Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Celanese filing is on SEC EDGAR ↗. 8-K briefs of other companies →