Description

Westlake Corporation Is Riding The Infrastructure Boom — Can Water Products Secure Long-Term Growth?

Westlake Corporation’s second-quarter 2025 performance reveals a complex interplay of factors impacting its two primary segments: Housing and Infrastructure Products (HIP) and Performance and Essential Materials (PEM). In the HIP segment, Westlake experienced an uptick in performance, reflecting solid EBITDA of $275 million on sales of $1.2 billion, which translates to a strong margin of 24%. This was fueled by increased demand for pipe and fittings, particularly in municipal water infrastructure, supported partly by the 2021 Infrastructure Act. However, sales of HIP’s building products fell by 2% from the second quarter of 2024 due to slowdowns in North American residential construction. Despite this, a balanced mix of new construction and remodeling sales helped stabilize earnings and cash flow in this segment.

Our Report Structure:

⦁ Company Overview
⦁ Investment Thesis
⦁ Key Drivers
⦁ Historical Quarterly Statement Analysis – Income Statement & Cash Flows
⦁ Historical Quarterly Balance Sheet Analysis
⦁ Historical Annual Financial Statement Analysis
⦁ Analysis Of Key Financial Ratios
⦁ Financial Forecasts For 3 Years
⦁ Forecasting The Capital Structure & Net Debt
⦁ Discounted Cash Flow Valuation
⦁ Trading Multiples
⦁ Key Risks
⦁ Disclosures

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