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Westlake Corporation (WLK)
NYSE:WLK
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Westlake Corporation (WLK) AI Stock Analysis

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WLK

Westlake Corporation

(NYSE:WLK)

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Neutral 49 (OpenAI - Gpt-5.6Sol)
Rating:49Neutral
Price Target:
$74.00
â–¼(-1.07% Downside)
Action:Reiterated
Date:09/06/26
WLK’s score is held down primarily by weak recent financial performance (losses, very thin/negative margins, and negative free cash flow) and a longer-term bearish technical setup (below key moving averages, negative MACD). Offsetting factors include a more positive earnings-call backdrop showing operational improvement and a moderate dividend yield, but these are not yet enough to outweigh the current-cycle profitability and cash flow pressure.
Positive Factors
Profitability improvement program
The profitability program is producing measurable savings and management says it is tracking ahead of plan. If these benefits persist, they can structurally improve cost competitiveness, rebuild margins from cyclical lows, and support stronger earnings and cash generation over the next several quarters.
Negative Factors
Severe current profitability and cash-flow weakness
The sharp swing from prior-cycle profitability to very thin gross margin, sizable losses, and negative free cash flow indicates substantial current earnings pressure. Until pricing, utilization, or costs improve sustainably, financial flexibility and the ability to self-fund reinvestment remain constrained.
Read all positive and negative factors
Positive Factors
Negative Factors
Profitability improvement program
The profitability program is producing measurable savings and management says it is tracking ahead of plan. If these benefits persist, they can structurally improve cost competitiveness, rebuild margins from cyclical lows, and support stronger earnings and cash generation over the next several quarters.
Read all positive factors

Westlake Corporation (WLK) vs. SPDR S&P 500 ETF (SPY)

Westlake Corporation Business Overview & Revenue Model

Company Description
Westlake Corporation operates as a global producer and supplier of petrochemicals, polymers, and a diverse range of building materials. Its business activities are structured into two main divisions: Performance and Essential Materials, and Housin...
How the Company Makes Money
Westlake primarily makes money by manufacturing and selling products across two main operating areas: chemicals and building products. In its chemicals operations, the company generates revenue from the sale of commodity and downstream chemical pr...

Westlake Corporation Earnings Call Summary

Earnings Call Date:Aug 04, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Oct 29, 2026
Earnings Call Sentiment Positive
The call emphasized meaningful operational and financial improvement driven by PEM's advantaged feedstock position, substantial contributions from the 3-pillar profitability program, strong HIP volume growth (notably in Pipe & Fittings), debt reduction and strategic acquisitions. Offsetting items include remaining reliability issues and margin pressure in HIP from lower average selling prices and higher logistics/raw material costs, plus some near-term market volatility and pull-forward demand risk. On balance, management presented sustainable cost savings, improving operations and a constructive outlook for pricing in key products, while acknowledging and addressing remaining operational and macro uncertainties.
Positive Updates
Strong Overall Results
Net sales of $3.3 billion and adjusted EBITDA of $679 million in Q2 2026; net income of $260 million ($2.01 per share) vs. a net loss of $12 million in Q2 2025.
Negative Updates
Plant Reliability and Unplanned Outages
Management acknowledged residual unplanned outages in Q2 that prevented reliability from reaching targets; corrective actions completed by end of Q2 but reliability remains an ongoing focus to sustain improved monthly/quarterly runs.
Read all updates
Q2-2026 Updates
Negative
Strong Overall Results
Net sales of $3.3 billion and adjusted EBITDA of $679 million in Q2 2026; net income of $260 million ($2.01 per share) vs. a net loss of $12 million in Q2 2025.
Read all positive updates
Company Guidance
The company guided that HIP revenue for 2026 should land toward the lower end of its prior $4.4–$4.6 billion range with an EBITDA margin of about 19%–21% (excluding identified items); total company capital expenditures are still expected to be $900 million for 2026 and cash interest about $215 million; management reiterated the $600 million EBITDA target from its 3‑pillar profitability program for 2026 and expects H2 cash flow to benefit from a significant working‑capital release (especially in Q4). Management also said PEM pricing will remain sensitive to global oil moves (with polyethylene and PVC expected to be higher year‑over‑year by year‑end), caustic should average higher in H2 while chlorine is roughly flat, and the company will balance debt reduction and opportunistic buybacks — its Q2 liquidity and actions included $1.9 billion of cash and investments, $5.1 billion of total debt (weighted‑average maturity >17 years, average coupon ~4%), retirement of $500 million of 2026 notes, $30 million of share repurchases in Q2 and roughly $100 million returned to shareholders YTD, with Q2 net cash provided by operations of $318 million.

Westlake Corporation Financial Statement Overview

Summary
Financial statements point to a down-cycle: revenue is roughly stable, but profitability has deteriorated sharply with very thin/negative margins and sizable losses in the most recent period. The balance sheet has a meaningful equity base but notable leverage (debt-to-equity ~0.75), and while operating cash flow is positive, free cash flow is negative, signaling reduced flexibility until margins recover.
Income Statement
24
Negative
Balance Sheet
52
Neutral
Cash Flow
38
Negative
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue11.29B11.17B12.14B12.55B15.79B11.78B
Gross Profit533.00M289.00M1.96B2.22B4.07B3.50B
EBITDA-40.00M-199.00M2.21B1.96B4.18B3.69B
Net Income-1.24B-1.51B602.00M479.00M2.25B2.02B
Balance Sheet
Total Assets19.44B19.96B20.75B21.04B20.55B18.46B
Cash, Cash Equivalents and Short-Term Investments1.85B2.93B2.92B3.30B2.23B1.91B
Total Debt5.75B6.41B5.28B5.52B5.50B5.64B
Total Liabilities10.23B10.67B9.71B10.27B10.09B9.93B
Stockholders Equity8.71B8.79B10.53B10.24B9.93B7.96B
Cash Flow
Free Cash Flow-265.00M-530.00M306.00M1.30B2.29B1.74B
Operating Cash Flow631.00M465.00M1.31B2.34B3.40B2.39B
Investing Cash Flow-1.09B-1.22B-1.00B-1.04B-2.48B-3.21B
Financing Cash Flow23.00M530.00M-650.00M-245.00M-587.00M1.44B

Westlake Corporation Technical Analysis

Technical Analysis Sentiment
Negative
Last Price74.80
Price Trends
50DMA
75.12
Negative
100DMA
81.88
Negative
200DMA
87.41
Negative
Market Momentum
MACD
-1.66
Positive
RSI
38.60
Neutral
STOCH
14.66
Positive
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For WLK, the sentiment is Negative. The current price of 74.8 is above the 20-day moving average (MA) of 74.21, below the 50-day MA of 75.12, and below the 200-day MA of 87.41, indicating a bearish trend. The MACD of -1.66 indicates Positive momentum. The RSI at 38.60 is Neutral, neither overbought nor oversold. The STOCH value of 14.66 is Positive, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for WLK.

Westlake Corporation Risk Analysis

Westlake Corporation disclosed 34 risk factors in its most recent earnings report. Westlake Corporation reported the most risks in the "Production" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Westlake Corporation Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
73
Outperform
$21.14B-57.96-3.36%5.30%-11.13%-245.92%
69
Neutral
$3.76B22.017.17%2.69%2.36%42.56%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
60
Neutral
$7.54B16.817.42%5.16%-4.30%-46.24%
49
Neutral
$8.95B-7.35-13.93%3.00%-3.95%-1725.20%
47
Neutral
$2.21B-7.21-170.31%2.43%-1.38%28.10%
47
Neutral
$450.65M-25.20-2.20%3.85%2.96%-122.83%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
WLK
Westlake Corporation
70.66
-14.01
-16.54%
EMN
Eastman Chemical
65.07
2.22
3.54%
LYB
LyondellBasell
64.90
14.55
28.91%
AVNT
Avient
40.93
6.13
17.63%
CC
Chemours Company
14.42
-2.38
-14.19%
ASIX
AdvanSix
16.63
-3.53
-17.53%

Westlake Corporation Corporate Events

Business Operations and StrategyExecutive/Board ChangesRegulatory Filings and Compliance
Westlake Corporation Appoints New Chief Accounting Officer
Positive
Aug 31, 2026
On August 31, 2026, Westlake Corporation appointed Tommy E. Darby as Vice President, Chief Accounting Officer of the company and of Westlake Chemical Partners GP LLC, succeeding Jeffrey A. Holy, who moved to Vice President, Finance and Investor Re...
Business Operations and StrategyFinancial Disclosures
Westlake Corporation Posts Strong Q2 2026 Turnaround
Positive
Aug 4, 2026
In the second quarter of 2026, Westlake reported net sales of $3.3 billion, net income of $260 million, or $2.01 per share, and EBITDA of $679 million, marking a significant turnaround from losses in both the prior quarter and the same period in 2...
Legal Proceedings
Westlake’s European Ethylene Lawsuits Partially Dismissed in Court
Positive
Jul 29, 2026
On July 29, 2026, the District Court of Amsterdam dismissed two major components of the Ethylene Antitrust Litigation brought against Westlake and other ethylene consumers, rejecting claims by Shell Chemical Europe B.V., which sought about €...
Business Operations and StrategyM&A Transactions
Westlake Expands European Chlorovinyls Footprint with German Acquisition
Positive
Jun 15, 2026
On June 15, 2026, Westlake Corporation announced that its German subsidiary, Westlake Vinnolit GmbH Co. KG, completed the acquisition of a polyvinyl chloride and vinyl chloride monomer production site in Wilhelmshaven, Germany, which had been in ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Sep 06, 2026