The earnings call highlighted strong performance in Fuel Specialties and a robust cash position, but was overshadowed by significant margin pressure and revenue declines in Performance Chemicals and Oilfield Services. Despite some positive developments, such as disciplined pricing and share buybacks, the overall financial results showed notable weaknesses.

Company Guidance

During Innospec's Second Quarter 2025 earnings call, the company provided guidance highlighting a focus on margin improvement, particularly in their Performance Chemicals and Oilfield Services divisions. Despite a 1% increase in total revenues to $439.7 million, the overall gross margin decreased by 1.2 percentage points to 28%. Adjusted EBITDA was reported at $49.1 million, down from $54.1 million the previous year, while net income dropped to $23.5 million from $31.2 million. The Performance Chemicals division experienced a 9% revenue increase to $173.8 million, but operating income fell 33% due to lower sales pricing and an unfavorable sales mix. Fuel Specialties, however, posted a solid performance with operating income rising 16% to $35.4 million, supported by disciplined pricing and strong sales mix, despite a 1% revenue decrease to $165.1 million. Oilfield Services saw a sequential improvement in operating income to $6.2 million, although it was still down 15% year-over-year. The company remains focused on achieving medium-term operating income margin targets above 10%, leveraging sales, technology, and cost management strategies. The effective tax rate for the quarter was reduced to 26.3% from 28.6% due to the geographical location of profits. With $266.6 million in cash and no debt, Innospec plans to continue shareholder returns through dividend growth and share buybacks, having repurchased 90,000 shares for $8.2 million and paid a semiannual dividend of $20.8 million during the quarter.

Fuel Specialties Operating Income Growth

Fuel Specialties had another strong quarter with operating income growing by 16% and margins expanding to 38.1%, benefiting from disciplined pricing and a stronger sales mix.

Performance Chemicals Sales Growth

Performance Chemicals delivered a strong high single-digit sales growth of 9% compared to last year, driven by a 4% increase in volumes and positive currency impacts.

Share Buyback and Dividend

In the second quarter, Innospec bought back almost 90,000 shares at a cost of $8.2 million and paid a semiannual dividend of $20.8 million, demonstrating a commitment to returning value to shareholders.

Cash and Debt Position

Innospec ended the quarter with $266.6 million in cash and cash equivalents and no debt, providing significant balance sheet flexibility for future investments and shareholder returns.

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

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IOSP Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 11, 2025	2025 (Q3)	1.12 / -	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 1.12.

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