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Westlake Chemical PRN (WLKP)
NYSE:WLKP
US Market
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Westlake Chemical PRN (WLKP) AI Stock Analysis

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WLKP

Westlake Chemical PRN

(NYSE:WLKP)

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Outperform 75 (OpenAI - Gpt-5.6Sol)
Rating:75Outperform
Price Target:
$24.50
▲(13.27% Upside)
Action:Reiterated
Date:09/06/26
WLKP scores well primarily due to strong recent cash flow generation and robust operating margins, supporting the sustainability of its high distribution. The score is tempered by limited top-line growth, volatility in net profitability, and thin distribution coverage near 1.0x. Technicals and valuation are supportive overall, with modestly positive momentum and an income-friendly yield alongside a moderate P/E.
Positive Factors
Contracted margin protection
The fixed-margin agreement covering most production reduces exposure to ethylene price swings and improves cash-flow predictability. This contractual protection supports operating stability and distribution planning over the next several quarters, even when chemical markets are volatile.
Negative Factors
Thin distribution coverage
Coverage only modestly exceeds the distribution, leaving limited protection if production, cash flow, or maintenance spending deteriorates. This narrow cushion can constrain retained capital and make distribution sustainability more sensitive to operational setbacks.
Read all positive and negative factors
Positive Factors
Negative Factors
Contracted margin protection
The fixed-margin agreement covering most production reduces exposure to ethylene price swings and improves cash-flow predictability. This contractual protection supports operating stability and distribution planning over the next several quarters, even when chemical markets are volatile.
Read all positive factors

Westlake Chemical PRN (WLKP) vs. SPDR S&P 500 ETF (SPY)

Westlake Chemical PRN Business Overview & Revenue Model

Company Description
Westlake Chemical Partners LP concentrates on acquiring, developing, and operating facilities dedicated to ethylene production, along with related infrastructure, throughout the United States. These plants primarily function by converting ethane i...
How the Company Makes Money
WLKP makes money primarily by producing ethylene and selling it under long-term contractual arrangements. Its key revenue stream is the sale of ethylene (and certain related coproducts, where applicable) generated from its owned production facilit...

Westlake Chemical PRN 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 presented a largely positive picture of financial and operational stability: steady net income, a meaningful increase in distributable cash flow (+$3M, ~+20% YoY), conservative leverage (~1x), healthy cash balances, extended and improved financing arrangements, and a fixed-margin ethylene agreement that insulates most margins. Key risks noted were thin distribution coverage (quarterly coverage 1.0x; trailing 12-month 1.04x), flat earnings growth, exposure to market volatility from geopolitical events, and reliance on parent support. Overall, the positive items—stability of cash flows, DCF improvement, distribution track record, and stronger financing terms—outweigh the limited operational and market risks.
Positive Updates
Stable Partnership Net Income
Westlake Partners reported net income of $14 million ($0.40 per unit) for Q2 2026, essentially in line with both Q2 2025 and Q1 2026, demonstrating stability in the partnership's earnings.
Negative Updates
Flat Net Income Growth
Partnership net income remained flat year-over-year and quarter-over-quarter at $14 million, indicating limited near-term earnings growth despite stable operations.
Read all updates
Q2-2026 Updates
Negative
Stable Partnership Net Income
Westlake Partners reported net income of $14 million ($0.40 per unit) for Q2 2026, essentially in line with both Q2 2025 and Q1 2026, demonstrating stability in the partnership's earnings.
Read all positive updates
Company Guidance
On guidance, management said for modeling purposes there are no planned turnarounds in 2026 and reiterated that the partnership can sustain the current distribution without accessing the capital markets; key metrics cited include a Q2 2026 distribution of $0.4714 per unit (payable Aug 28, record Aug 13), 48 consecutive quarterly distributions since the July 2014 IPO (distributions up 71% from the original $0.275 minimum), Q2 Westlake Partners net income of $14 million ($0.40/unit) and consolidated net income of $82 million on consolidated net sales of $297 million, distributable cash flow of $18 million ($0.50/unit, +$3M YoY), a quarterly coverage ratio of 1.0x and trailing 12‑month coverage of 1.04x (improved from 1.0x), consolidated cash/investments of $93 million, long‑term debt of $400 million (partnership $377M, OpCo $23M), OpCo Q2 capex of $12 million, consolidated leverage ~1.0x, a fixed ethylene margin of $0.10 per pound on 95% of production, and recently extended revolvers through 2031 with a 10‑basis‑point interest reduction; management said it will evaluate growth via four levers (higher OpCo ownership, acquisitions, organic expansions and negotiating a higher fixed margin).

Westlake Chemical PRN Financial Statement Overview

Summary
Overall fundamentals are solid, led by strong cash generation (TTM operating cash flow ~$466M and free cash flow ~$422M) and robust operating profitability (TTM operating margin ~29%, EBITDA margin ~38%). Offsetting factors include flat/slightly negative TTM revenue momentum, a notable drop in net margin to ~10% (from ~26% in 2025), and moderate leverage with a stated TTM debt data inconsistency that warrants caution.
Income Statement
72
Positive
Balance Sheet
66
Positive
Cash Flow
85
Very Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue1.23B1.17B1.14B1.19B1.59B1.21B
Gross Profit384.80M347.85M418.94M387.46M377.37M441.71M
EBITDA480.87M450.00M507.59M472.14M470.33M519.56M
Net Income57.60M48.70M62.39M54.28M64.17M82.55M
Balance Sheet
Total Assets1.22B1.26B1.29B1.32B1.37B1.48B
Cash, Cash Equivalents and Short-Term Investments49.32M44.27M58.32M58.62M64.78M17.06M
Total Debt399.67M399.67M399.67M399.67M399.67M399.67M
Total Liabilities447.94M454.18M458.64M460.59M468.27M508.00M
Stockholders Equity253.71M501.11M518.70M522.51M534.50M536.55M
Cash Flow
Free Cash Flow409.14M201.65M436.03M405.18M409.62M327.27M
Operating Cash Flow465.66M280.47M485.00M452.00M463.74M408.44M
Investing Cash Flow-56.52M31.18M-88.97M-75.94M-12.00M-64.30M
Financing Cash Flow-396.40M-325.70M-396.33M-382.23M-404.01M-344.24M

Westlake Chemical PRN Technical Analysis

Technical Analysis Sentiment
Positive
Last Price21.63
Price Trends
50DMA
21.55
Positive
100DMA
21.87
Positive
200DMA
20.79
Positive
Market Momentum
MACD
0.11
Negative
RSI
57.87
Neutral
STOCH
63.28
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For WLKP, the sentiment is Positive. The current price of 21.63 is below the 20-day moving average (MA) of 21.64, above the 50-day MA of 21.55, and above the 200-day MA of 20.79, indicating a bullish trend. The MACD of 0.11 indicates Negative momentum. The RSI at 57.87 is Neutral, neither overbought nor oversold. The STOCH value of 63.28 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for WLKP.

Westlake Chemical PRN Risk Analysis

Westlake Chemical PRN disclosed 2 risk factors in its most recent earnings report. Westlake Chemical PRN reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Westlake Chemical PRN Peers Comparison

Overall Rating
UnderperformOutperform
Sector (61)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
75
Outperform
$771.18M13.4213.12%8.62%12.06%9.40%
72
Outperform
$813.57M22.656.98%22.12%
61
Neutral
$10.43B7.12-0.05%2.87%2.86%-36.73%
52
Neutral
$574.98M-4.09-52.28%4.12%-3.56%68.49%
49
Neutral
$768.16M-1.39-40.45%4.16%3.53%-118.53%
47
Neutral
$471.17M-26.44-2.20%3.67%2.96%-122.83%
42
Neutral
$699.29M-0.69142.56%18.42%-1.40%2.39%
* Basic Materials Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
WLKP
Westlake Chemical PRN
21.88
1.79
8.90%
BAK
Braskem SA
1.89
-1.70
-47.35%
LXU
Lsb Industries
11.30
3.08
37.47%
TROX
TRONOX
4.81
0.45
10.27%
RYAM
Rayonier Advanced Materials
8.50
2.49
41.43%
ASIX
AdvanSix
17.45
-3.02
-14.76%

Westlake Chemical PRN Corporate Events

Business Operations and StrategyExecutive/Board Changes
Westlake Chemical Partners Reshapes Senior Financial Leadership Team
Positive
Aug 31, 2026
On August 31, 2026, Westlake Chemical Partners LP announced that Tommy E. Darby was appointed Vice President and Chief Accounting Officer of Westlake Chemical Partners GP LLC, and concurrently of Westlake Corporation, bringing extensive experience...
Business Operations and StrategyDividendsFinancial DisclosuresPrivate Placements and Financing
Westlake Chemical Partners Extends Credit Facilities, Maintains Distributions
Positive
Aug 4, 2026
Westlake Chemical Partners LP reported net income attributable to the Partnership of $14.2 million, or $0.40 per limited partner unit, for the second quarter of 2026, slightly below the $14.6 million earned a year earlier. However, cash flows from...
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