Canadian methanol supplier Methanex posts Q4 loss due to impairment expense
Overview
Methanol producer's Q4 revenue rose
Adjusted EBITDA missed analyst expectations
Net loss driven by non-cash impairment expense related to New Zealand operations
Outlook
Methanex expects 2026 production of 9.0 mln tonnes of methanol
Company anticipates 2026 ammonia production of 0.3 mln tonnes
Methanex projects Q1 2026 Adjusted EBITDA to be slightly higher than Q4 2025
Result Drivers
PRODUCTION INCREASE - Methanex's Q4 methanol production rose due to higher output in Chile, supported by increased gas availability from Argentina
IMPAIRMENT EXPENSE - Net loss was largely driven by a non-cash impairment expense of $82 mln related to New Zealand operations
PRICE DECLINE - Average realized price of methanol fell to $331 per tonne from $345 per tonne in Q3, impacting revenue
Company press release: ID:nGNX1FW02x
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Adjusted EPS | Miss | -$0.14 | $0.66 (5 Analysts) |
Q4 Adjusted Net Income | Miss | -$11 mln | $45.33 mln (3 Analysts) |
Q4 Net Income |
| -$89 mln |
|
Q4 Adjusted EBITDA | Miss | $186 mln | $234.94 mln (4 Analysts) |
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.
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