Methanex Q3FY26 Results: Adjusted EPS $3.69 beats estimate by 35%

Adjusted EPS of $3.69 beat consensus estimates by 35.16%. Revenue grew 49.73% YoY to $1.388 billion, driven by higher volumes and prices. Company guides for higher Q4 adjusted EBITDA due to sustained high methanol prices. Plans to repay $700 million in debt in H2 FY26 while initiating share buybacks.

Methanex board approves buyback of up to 3.868 million shares

Methanex Corp board approved a buyback of up to 3,868,213 common shares. The repurchase represents 5% of the 77,364,263 shares issued and outstanding. Purchases may commence November 4, 2026, and end by November 3, 2027. All shares purchased under the Normal Course Issuer Bid will be cancelled.

Methanex redeems US$300 million in 5.125% senior notes due 2027

Methanex redeems US$300 million of 5.125% senior notes due 2027. Redemption date set for October 19, 2026. Move driven by strong cash flows from tight methanol markets. Action aligns with company's balance sheet leverage targets.

Methanex to indefinitely idle New Zealand plants in Q1 2027

Methanex to sell substantially all NZ natural gas entitlements starting Q1 2027. Company will indefinitely idle NZ production facilities during Q1 2027. Move driven by declining domestic gas availability and lack of new supply. Management does not expect material cash costs from idling facilities.

Sunil Jagwani's Methanex stake falls to 8.32% as call options expire

Sunil Jagwani's deemed beneficial ownership in Methanex fell to 8.32% from 12.84%. The drop followed the expiry of 35,000 call options covering 3,500,000 shares at US $75. Jagwani retains obligation to acquire 3.5 million shares via put options expiring December 18, 2026. The filing was delayed due to inadvertence regarding NI 62-104 timing requirements.

Methanex JV Natgasoline refinances $290.95M bonds at 4.75%

Natgasoline LLC priced $290,950,000 in tax-exempt bonds with a 4.75% coupon rate. New bonds mature on August 1, 2046, with a mandatory tender date set for August 1, 2036. Proceeds will repay existing 2018 municipal bonds that were subject to semi-annual amortization. Methanex holds a 50% equity interest in the joint venture. Refinancing aims to defer amortization payments and improve operating cash flow flexibility.