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Methanex Earnings Calls
| Release date | Oct 29, 2025 |
| EPS estimate | $0.510 |
| EPS actual | $0.0600 |
| EPS Surprise | -88.24% |
| Revenue estimate | 1.03B |
| Revenue actual | 917.153M |
| Revenue Surprise | -10.92% |
| Release date | Jul 30, 2025 |
| EPS estimate | $0.420 |
| EPS actual | $0.97 |
| EPS Surprise | 130.95% |
| Revenue estimate | 977.939M |
| Revenue actual | 809.629M |
| Revenue Surprise | -17.21% |
| Release date | Apr 30, 2025 |
| EPS estimate | $1.25 |
| EPS actual | $1.30 |
| EPS Surprise | 4.00% |
| Revenue estimate | 1.02B |
| Revenue actual | 896.474M |
| Revenue Surprise | -12.12% |
| Release date | Jan 29, 2025 |
| EPS estimate | $0.94 |
| EPS actual | $1.24 |
| EPS Surprise | 31.91% |
| Revenue estimate | 994.527M |
| Revenue actual | 948.96M |
| Revenue Surprise | -4.58% |
Last 4 Quarters for Methanex
Below you can see how MEOH performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jan 29, 2025 |
| Price on release | $49.85 |
| EPS estimate | $0.94 |
| EPS actual | $1.24 |
| EPS surprise | 31.91% |
| Date | Price |
|---|---|
| Jan 23, 2025 | $50.89 |
| Jan 24, 2025 | $50.78 |
| Jan 27, 2025 | $50.36 |
| Jan 28, 2025 | $49.04 |
| Jan 29, 2025 | $49.85 |
| Jan 30, 2025 | $51.76 |
| Jan 31, 2025 | $52.20 |
| Feb 03, 2025 | $52.08 |
| Feb 04, 2025 | $53.61 |
| 4 days before | -2.04% |
| 4 days after | 7.54% |
| On release day | 3.83% |
| Change in period | 5.34% |
| Release date | Apr 30, 2025 |
| Price on release | $31.29 |
| EPS estimate | $1.25 |
| EPS actual | $1.30 |
| EPS surprise | 4.00% |
| Date | Price |
|---|---|
| Apr 24, 2025 | $30.93 |
| Apr 25, 2025 | $31.07 |
| Apr 28, 2025 | $31.45 |
| Apr 29, 2025 | $31.78 |
| Apr 30, 2025 | $31.29 |
| May 01, 2025 | $32.37 |
| May 02, 2025 | $32.98 |
| May 05, 2025 | $31.84 |
| May 06, 2025 | $32.34 |
| 4 days before | 1.16% |
| 4 days after | 3.36% |
| On release day | 3.45% |
| Change in period | 4.56% |
| Release date | Jul 30, 2025 |
| Price on release | $32.84 |
| EPS estimate | $0.420 |
| EPS actual | $0.97 |
| EPS surprise | 130.95% |
| Date | Price |
|---|---|
| Jul 24, 2025 | $33.51 |
| Jul 25, 2025 | $34.27 |
| Jul 28, 2025 | $33.95 |
| Jul 29, 2025 | $33.87 |
| Jul 30, 2025 | $32.84 |
| Jul 31, 2025 | $33.44 |
| Aug 01, 2025 | $33.15 |
| Aug 04, 2025 | $33.11 |
| Aug 05, 2025 | $33.63 |
| 4 days before | -2.00% |
| 4 days after | 2.41% |
| On release day | 1.83% |
| Change in period | 0.358% |
| Release date | Oct 29, 2025 |
| Price on release | $33.99 |
| EPS estimate | $0.510 |
| EPS actual | $0.0600 |
| EPS surprise | -88.24% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $35.93 |
| Oct 24, 2025 | $35.70 |
| Oct 27, 2025 | $35.18 |
| Oct 28, 2025 | $34.52 |
| Oct 29, 2025 | $33.99 |
| Oct 30, 2025 | $33.88 |
| Oct 31, 2025 | $39.32 |
| Nov 03, 2025 | $37.21 |
| Nov 04, 2025 | $35.93 |
| 4 days before | -5.40% |
| 4 days after | 5.71% |
| On release day | -0.324% |
| Change in period | 0% |
Methanex Earnings Call Transcript Summary of Q3 2025
Key points for investors: Methanex reported Q3 2025 results with an average realized price of $345/tonne, produced methanol sales of ~1.9 million tonnes, adjusted EBITDA of $191 million and adjusted net income of $0.06 per share. The recently acquired Beaumont (fully owned) and Natgasoline (50%) assets operated at high rates in Q3, producing a combined ~482 kt methanol and 92 kt ammonia; an 18-month integration plan is underway with roughly $30 million of targeted synergies (IT, insurance, logistics/terminals). Management expects Q4 2025 adjusted EBITDA to be meaningfully higher than Q3 as produced sales move closer to the new run-rate (estimated equity production guidance for 2025 ~8.0 million tonnes: 7.8 Mt methanol, 0.2 Mt ammonia). Posted regional prices (Q4 Europe EUR 535/t; Nov: NA $802/t, Asia Pacific $360/t, China $340/t) imply an Oct–Nov average realized price range of $335–$345/t. Operational notes: most plants returned to high rates (Geismar, Medicine Hat, New Zealand), Chile plants running full into Apr 2026, Egypt faced summer gas constraints but is currently at full rates, New Zealand gas availability remains tight. Financial position: closed OCI acquisition financed via 2024 bond proceeds and $550M Term Loan A (repaid $125M in Q3); cash balance $413M at quarter end; near-term capital allocation priority is to direct free cash flow to repay the remaining Term Loan A (management cited roughly $350M left) and target gross leverage in the 2.5–3.0x net debt/EBITDA range; annual maintenance/growth CapEx guidance ~ $150M (includes 2–3 turnarounds/year). Gas hedging: North American exposure roughly ~70% hedged near-term to year-end; 2026–27 hedges closer to 50–60% with opportunistic layering if prices fall. Market commentary: global methanol demand relatively flat (2–3% growth driven by China/Asia), MTO in China running high (~90%), increased Iranian supply (~70% rates) contributed to coastal inventory build in China but inventories are moderating as MTO rates rose. Management invited investors to an Investor Day on Nov 13 for more detail.
