Innospec Inc (IOSP)
NASDAQ:IOSP
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Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.05Last Year’s EPS
1.26Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed picture: solid top-line growth (3% revenue increase), a very strong Fuel Specialties business, meaningful Oilfield Services improvement, and a debt-free $289M cash position with enhanced shareholder returns. Offsetting these positives are meaningful profitability declines (adjusted EBITDA down ~19%, adjusted EPS down ~26%), severe near-term impacts on Performance Chemicals from the U.S. winter storm (operating income down 46%), higher corporate costs, and potential short-term margin pressure in Fuel Specialties from raw material pass-through timing. Management provided clear remediation actions, optimization initiatives, and a cautious but constructive outlook with expected sequential improvement into Q3/Q4. Overall, positives and negatives are balanced.Company Guidance
Overall Revenue Growth
Total revenues of $453.2M, up 3% year-over-year (from $440.8M).
Fuel Specialties Strong Performance
Fuel Specialties revenues $181.6M, up 7% YoY; volumes up 10% and currency +6% offset by price/mix -9%. Gross margin of 35.4% remained at the upper end of target and operating income increased 2% to $37.8M.
Oilfield Services Margin and Operating Income Improvement
Oilfield Services revenues $102.2M (flat YoY) with gross margin up 1.7 percentage points to 30.1% and operating income up 37% to $5.6M, driven by improved sales mix and DRA expansion opportunities.
Strong Balance Sheet and Cash Position
Cash and cash equivalents of $289.1M with no debt, providing flexibility for buybacks, dividends, organic investment, and M&A.
Shareholder Returns Increased
Board approved a 10% increase in the semiannual dividend to $0.92 per share and authorized a new $75M share buyback; executed repurchases of 90k shares for $6.2M in the quarter.
Positive Cash Generation
Cash generated from operating activities of $17.6M before capital expenditures of $8.6M, and continued positive quarterly cash generation.
Operational Actions and Longer-Term Improvements
Management pulled forward plant optimization projects while prioritizing storm repairs, expecting sequential operating income growth in Performance Chemicals and Oilfield Services and continued steady Fuel Specialties performance with stronger sequential improvement into Q3/Q4.
Lower Effective Tax Rate
Effective tax rate improved to 22.8% from 25.7% a year ago, supporting net income retention.
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 |
|---|---|---|---|
May 07, 2026 | $76.64 | $80.55 | +5.10% |
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% |
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 Aug 11, 2026, After Close (Confirmed).
What is Innospec Inc (IOSP) earnings time?
Innospec Inc (IOSP) earnings time is at Aug 11, 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 (Q2) is 1.05.