The earnings call reflects a mixed performance for American Vanguard in Q1 2025. While the company has made significant improvements in cost management, inventory control, and debt reduction, these efforts were overshadowed by substantial declines in net sales, EBITDA, and gross margins, alongside operational challenges. The reduction in full-year guidance and internal control issues also contribute to a cautious outlook.
Company Guidance
During the American Vanguard First Quarter 2025 Earnings Conference Call, the company provided guidance indicating a challenging start to the year, with first-quarter net sales of $116 million, down from $135 million in the same period last year, and adjusted EBITDA declining to $3 million from $15.5 million. Despite a 14% decrease in revenue year-over-year, driven by continued destocking, the company highlighted operational improvements, including a $5 million reduction in operating expenses and an $86 million improvement in net trade working capital. However, due to a weaker-than-expected first quarter, American Vanguard reduced its full-year adjusted EBITDA target range to $40 million-$44 million from $45 million-$52 million and adjusted revenue estimates to $535 million-$545 million. The company remains optimistic about a recovery, with key products like Metam and Thimet showing growth, and is focused on cost containment and capital management to improve its financial position.
Operating Expenses Reduction
Operating expenses dropped by $5 million in Q1 2025 compared to the previous year, indicating effective cost management strategies.
Inventory and Working Capital Improvements
Net trade working capital reduced by $86 million, and channel inventories in the U.S. are at historic lows, indicating efficient inventory management.
Product Sales Increases
Metam sales increased by 14% and Thimet sales by 17% in Q1 2025 compared to the previous year, driven by increased peanut acreage.
Debt Reduction
The company ended Q1 2025 with debt approximately $20 million or 14% lower than the same time last year.
American Vanguard (AVD) 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
AVD Earnings-Related Price Changes
Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Jul 31, 2025
$3.86
$4.21
+9.07%
Jun 06, 2025
$4.86
$4.94
+1.65%
Mar 14, 2025
$4.70
$4.43
-5.74%
Nov 11, 2024
$5.66
$5.89
+4.06%
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 American Vanguard Corporation (AVD) report earnings?
American Vanguard Corporation (AVD) is schdueled to report earning on Nov 11, 2025, After Close (Confirmed).
What is American Vanguard Corporation (AVD) earnings time?
American Vanguard Corporation (AVD) earnings time is at Nov 11, 2025, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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