The earnings call highlights strong performance in Life Sciences and Personal Care margins, and the completion of portfolio optimization. However, significant sales and revenue declines, particularly in the Intermediates segment, and the impact of global economic uncertainty balance out the positive aspects.
Company Guidance
During Ashland's earnings call for the second quarter of fiscal year 2025, the company provided updated financial guidance. Ashland now anticipates full-year sales in the range of $1.825 billion to $1.9 billion and adjusted EBITDA between $400 million and $420 million. The guidance adjustment reflects several factors, including a reduction in consumer sentiment, persistent challenges in the intermediates market, and softer-than-expected demand in European markets. Despite these challenges, Ashland is focusing on cost savings and productivity initiatives, expecting approximately $13 million in cost savings realization in the second half of fiscal year 2025. The company has also completed its strategic portfolio optimization and is accelerating its $60 million manufacturing optimization plan. Additionally, Ashland repurchased 1.5 million shares, a move reflecting its belief that the current share price undervalues its long-term growth potential.
Strong Life Sciences and Personal Care Margins
Life Sciences adjusted EBITDA margin increased by 290 basis points year-over-year to 32.6%, and Personal Care delivered a record adjusted EBITDA margin of 30.1%, an increase of 350 basis points year-over-year.
Completion of Portfolio Optimization
The strategic portfolio realignment is complete, marked by the sale of the Avoca business and full identification of a $30 million cost reduction plan.
Significant Progress in Globalize and Innovate Initiatives
Investments in key assets and talent are leading to positive customer development and market penetration, particularly in China and Brazil.
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Ashland (ASH) Earnings, Revenues Date & History
The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
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ASH Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Apr 30, 2025
$54.39
$49.03
-9.85%
Jan 28, 2025
$70.69
$63.75
-9.82%
Nov 06, 2024
$86.36
$79.75
-7.65%
Aug 06, 2024
$88.93
$80.42
-9.57%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
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FAQ
When does Ashland (ASH) report earnings?
Ashland (ASH) is schdueled to report earning on Jul 29, 2025, TBA Not Confirmed.
What is Ashland (ASH) earnings time?
Ashland (ASH) earnings time is at Jul 29, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.