Overview

* Methanex ( MEOH ) Q3 revenue and adjusted EPS missed analyst expectations

* Company reported a net loss of $7 mln in Q3 2025

* Production increased to 2,212,000 tonnes

Outlook

* Methanex ( MEOH ) expects 2025 production to be 8.0 mln tonnes, including 7.8 mln tonnes methanol

* Company anticipates higher Q4 Adjusted EBITDA

* Methanex ( MEOH ) projects average realized price of $335-$345 per tonne for Oct-Nov 2025

Result Drivers

* PRODUCTION INCREASE - Methanex's ( MEOH ) Q3 production rose to 2,212,000 tonnes due to contributions from newly acquired Beaumont and Natgasoline plants, along with higher production from Geismar, Medicine Hat, and New Zealand

* PRICE DECLINE - Average realized price of methanol decreased to $345 per tonne from $374 per tonne in Q2 2025

* CHILE OPERATIONS - Chile I operated at full rates for the first time in over ten years, while Chile IV completed a turnaround with increased gas availability from Argentina

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q3 Miss $927 mln $978.80

Revenue mln (4

Analysts

)

Q3 Miss $0.06 $0.53 (6

Adjusted Analysts

EPS )

Q3 EPS -$0.09

Q3 Miss $5 mln $33 mln

Adjusted (3

Net Analysts

Income )

Q3 Net -$7 mln

Income

Q3 Miss $191 mln $222.20

Adjusted mln (5

EBITDA Analysts

)

Q3 Basic -$0.09

EPS

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

* The average consensus recommendation for the commodity chemicals peer group is "buy"

* The stock recently traded at 10 times the next 12-month earnings vs. a P/E of 10 three months ago

Press Release:

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)