The earnings call presented a mixed outlook for Innospec. While there were notable achievements in the Fuel Specialties segment and a strong cash position, challenges persisted with decreased overall gross margins, a decline in net income, and significant issues in the Performance Chemicals and Oilfield Services segments. Additionally, the absence of activity resumption in Latin America further affected the outlook.

Company Guidance -

Q3 2025

During Innospec's second quarter 2025 earnings call, the company provided guidance indicating a focus on margin improvements across various segments, particularly Performance Chemicals and Oilfield Services. The company reported total revenues of $439.7 million, a 1% increase from the previous year, but overall gross margins decreased by 1.2 percentage points to 28%. Adjusted EBITDA was $49.1 million, down from $54.1 million the previous year, with net income at $23.5 million compared to $31.2 million a year ago. In Performance Chemicals, revenues increased by 9% to $173.8 million, but gross margins fell by 5.1 percentage points to 17.5%. Fuel Specialties saw a slight revenue decline to $165.1 million but improved operating income by 16% to $35.4 million, with gross margins increasing by 3.5 percentage points. Meanwhile, Oilfield Services revenues decreased by 7% to $101 million, with a sequential improvement in operating income to $6.2 million. The company anticipates further operational improvements through cost management and sales initiatives, with a medium-term operating income margin target above 10% for Oilfield Services. Additionally, Innospec highlighted balance sheet flexibility with $266.6 million in cash and no debt, emphasizing ongoing shareholder returns through dividends and share buybacks.

Fuel Specialties Operating Income Growth

Fuel Specialties experienced a strong quarter with operating income growing by double digits and margins expanding. The business benefited from good performance across all regions and end markets, including nonfuel applications.

Performance Chemicals Sales Growth

Performance Chemicals delivered high single-digit sales growth of 9% from last year's $160.1 million, although gross margins were below expectations.

Strong Cash Position

As of June 30, Innospec had $266.6 million in cash and cash equivalents and no debt, providing significant balance sheet flexibility for organic investment, M&A, and shareholder returns.

Disciplined Pricing in Fuel Specialties

The Fuel Specialties segment maintained strong margins due to disciplined pricing and a favorable sales mix, sustaining a high gross margin of 38.1%.

Innospec (IOSP) 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

Daily Earnings Calendar >

IOSP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	1.20 / -	1.35	―	―	―
Aug 05, 2025	2025 (Q2)	1.21 / 1.26	1.39	-9.35% (-0.13)
May 08, 2025	2025 (Q1)	1.42 / 1.42	1.75	-18.86% (-0.33)
Feb 18, 2025	2024 (Q4)	1.36 / 1.41	1.84	-23.37% (-0.43)
Nov 05, 2024	2024 (Q3)	1.35 / 1.35	1.59	-15.09% (-0.24)
Aug 06, 2024	2024 (Q2)	1.37 / 1.39	1.28	8.59% (+0.11)
May 09, 2024	2024 (Q1)	1.64 / 1.75	1.38	26.81% (+0.37)
Feb 13, 2024	2023 (Q4)	1.62 / 1.84	1.2	53.33% (+0.64)
Nov 07, 2023	2023 (Q3)	1.45 / 1.59	1.74	-8.62% (-0.15)
Aug 08, 2023	2023 (Q2)	1.28 / 1.28	1.58	-18.99% (-0.30)

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
Aug 05, 2025	$80.73	$78.25	-3.07%
May 08, 2025	$92.52	$89.66	-3.09%
Feb 18, 2025	$108.84	$101.24	-6.98%
Nov 05, 2024	$109.35	$122.90	+12.39%

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 Nov 11, 2025, After Close (Confirmed).

What is Innospec Inc (IOSP) earnings time?

Innospec Inc (IOSP) earnings time is at Nov 11, 2025, 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 2025 (Q3) is 1.2.

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