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Innospec Inc (IOSP)
NASDAQ:IOSP
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.04Last Year’s EPS
1.42Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced/Neutral. The company showed notable positives including a strong Q4 net income turnaround, record-like Fuel Specialties results, sequential recovery in Performance Chemicals, improved corporate cost control, a clean balance sheet with no debt and increased dividends. However, these are offset by declines in total revenue and adjusted EBITDA for the year, meaningful margin and volume pressure in Performance Chemicals, significant full-year revenue declines in Oilfield Services, a sharp drop in operating cash flow after capex, and a near-term headwind from a historic winter storm expected to depress Q1 2026 results. Management expects operational improvements later in 2026 (particularly Q3–Q4), but near-term challenges and mixed full-year metrics lead to a neutral overall assessment.Company Guidance
Q4 Net Income Turnaround
Q4 net income of $47.4 million versus a net loss of $70.4 million a year ago, driven in part by the absence of the prior year's U.K. pension scheme buyout charge and favorable special-item effects (GAAP EPS $1.91, including a $0.41 per-share positive net special-item effect).
Improving Adjusted EPS in Quarter
Adjusted EPS for Q4 was $1.50, up from $1.41 a year ago (approximately +6.4%), reflecting operational progress after adjusting for special items.
Fuel Specialties Strong Performance
Fuel Specialties Q4 revenues of $194.1 million (+1% YoY), volumes up 8%, operating income of $37.2 million (+7% YoY). Full-year operating income increased 12% to $144.8 million, highlighting a consistently strong, cash-generative business with a richer product mix.
Performance Chemicals Sequential Recovery
Performance Chemicals Q4 revenues $168.4 million (flat YoY) with sequential improvement: Q4 gross margin improved 3 percentage points versus Q3 and operating income nearly doubled from $9.2 million in Q3 to $17.7 million in Q4, driven by margin actions, lower overheads, manufacturing efficiencies and price-cost management.
Oilfield Services Operating Income Improvement (Q4)
Oilfield Services Q4 operating income was $8.2 million, up 9% YoY despite a 12% YoY revenue decline, with gross margin expansion to 31.9% (+1.8 percentage points), and operational momentum from a richer sales mix and lower overheads.
Strong Balance Sheet and Capital Actions
Cash and cash equivalents of $292.5 million with no debt; semiannual dividend increased 10% to total $1.71 per share for the year; full-year share repurchases totaled 247,000 shares for $22.2 million; continued balance sheet flexibility for dividends, buybacks, organic investment and M&A.
Corporate Cost and Tax Improvements
Corporate costs in Q4 were $16.0 million, down $4.6 million YoY driven by lower personnel-related costs; full-year adjusted effective tax rate improved to 24.1% from 26.4% in the prior period and is expected around 26% in 2026.
Capital Discipline and Cash Flow
Q4 operating cash flow before capex was $61.4 million with capex of $20.5 million; full-year cash from operations after capex was $63.9 million and the company finished the period net cash positive.
IOSP 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
IOSP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 17, 2026 | $86.14 | $86.36 | +0.26% |
Nov 04, 2025 | $71.39 | $73.12 | +2.42% |
Aug 05, 2025 | $79.76 | $77.31 | -3.07% |
May 08, 2025 | $91.41 | $88.58 | -3.10% |
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 Innospec Inc (IOSP) report earnings?
Innospec Inc (IOSP) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Innospec Inc (IOSP) earnings time?
Innospec Inc (IOSP) earnings time is at May 06, 2026, After Close (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 IOSP EPS forecast?
IOSP EPS forecast for the fiscal quarter 2026 (Q1) is 1.04.