Loading...
•
Dec 31, 2025
Methanex Corp Q4 2025 Earnings Report
Methanex reported lower profitability in Q4 2025 due to an impairment charge despite solid sales volumes and stable methanol pricing.
Key Takeaways
Methanex reported Q4 2025 revenue of $968.8 million with a net loss attributable to shareholders of $88.8 million, primarily driven by a non-cash impairment charge related to its New Zealand operations. Despite the loss, the company delivered Adjusted EBITDA of $186 million supported by higher methanol sales volumes.
Revenue reached $968.8 million in Q4 2025 driven by higher methanol sales volumes.
Net loss attributable to shareholders was $88.8 million largely due to an $82 million impairment charge related to New Zealand assets.
Adjusted EBITDA totaled $186 million reflecting solid operational performance despite lower realized prices.
Methanol production increased to 2.36 million tonnes during the quarter.
Forward Guidance
Methanex expects slightly higher Adjusted EBITDA in Q1 2026 compared with Q4 2025 driven by similar sales volumes and slightly higher realized methanol prices, while maintaining focus on reliable operations and integration of acquired OCI assets.
Positive Outlook
- Expected slightly higher Adjusted EBITDA in Q1 2026 compared with Q4 2025.
- Average realized methanol price expected to range between $330 and $340 per tonne.
- Production outlook of approximately 9.0 million tonnes of methanol for 2026.
- Integration of OCI Global methanol assets expanding production portfolio.
- Continued focus on safe and reliable operations across global facilities.
Challenges Ahead
- Methanol prices declined sequentially during Q4 2025.
- Non-cash impairment charges impacted profitability.
- Natural gas supply constraints may affect some regions such as New Zealand.
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...