AdvanSix (ASIX)
NYSE:ASIX
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Earnings Data
Report Date
Jul 31, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.56Last Year’s EPS
1.24Same Quarter Last Year
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: topline sales growth (~7% YoY), operational improvements, a strategic DEF expansion opportunity, disciplined capital plans, and anticipated tax-credit proceeds are positive signals. However, these positives were materially offset in the quarter by sharply higher input costs (notably sulfur and natural gas), a large year-over-year decline in adjusted EBITDA (down $47M to $5M), winter-storm impacts, and soft demand in select end markets. Management expects sequential recovery into Q2 and cash generation in the second half, but near-term margin pressure and cash-seasonality remain key risks.Company Guidance
Revenue Growth
Sales increased approximately 7% year over year in Q1 2026, driven by ~6% volume growth and ~1% favorable pricing.
Volume and Pricing Mix Improvements
Volume growth was primarily driven by chemical intermediates; market-based pricing improved ~3% (driven by plant nutrients) while raw-material pass-through pricing decreased ~2% due to lower benzene and propylene costs.
Operational Performance Gains
Sequential improvement in resin volumes and operational performance in Nylon Solutions and opportunistic spot sales in chemical intermediates supported higher sales volume sequentially.
Capital Allocation Discipline
Maintaining full-year capital expenditure guidance of $75 million to $95 million with ~20% targeted toward high-return growth investments and continued focus on cost productivity and turnaround execution.
DEF Expansion Opportunity
Entered a process design and licensing agreement to assess expansion of integrated ammonia platform at Hopewell to supply DEF; final investment decision targeted for 2027 with potential commercial startup in 2029 and internal hurdle rates of 20%+ IRR.
Strong Fertilizer Season Positioning
Domestic granular fertilizer sales expected to be near record levels (but closer to flat YoY); company maximizing ammonia availability for direct application and can moderate ammonium sulfate production as needed.
Expected Cash and Earnings Improvement
Management expects significant sequential earnings and cash flow improvement into Q2 and anticipates the second half of 2026 to be a source of cash to meet full-year expectations.
Section 45Q Carbon Capture Tax Credit Progress
IRS audit field work for 2018–2020 credits is underway with field work expected to wrap in Q2; management expects approximately $18 million of remaining proceeds (of a $20M total less $2M received) in the second half of 2026, subject to approval.
ASIX Earnings History
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
ASIX Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 08, 2026 | $23.94 | $20.32 | -15.12% |
Feb 20, 2026 | $17.85 | $18.62 | +4.27% |
Nov 07, 2025 | $17.80 | $15.09 | -15.26% |
Aug 01, 2025 | $19.56 | $18.66 | -4.62% |
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.
FAQ
When does AdvanSix (ASIX) report earnings?
AdvanSix (ASIX) is schdueled to report earning on Jul 31, 2026, Before Open (Confirmed).
What is AdvanSix (ASIX) earnings time?
AdvanSix (ASIX) earnings time is at Jul 31, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ASIX EPS forecast?
ASIX EPS forecast for the fiscal quarter 2026 (Q2) is 0.56.