
Overview
Integrated chemistry firm's Q4 revenue rose 9% yr/yr, driven by higher sales volume
Adjusted EPS for Q4 was $0.03, down from previous year
Company completed planned plant turnarounds, focusing on cost savings and cash flow
Outlook
AdvanSix expects 2026 capital expenditures of $75 to $95 mln
Company anticipates cash flow benefits from 45Q carbon capture tax credits in 2026
AdvanSix sees continued strength in Plant Nutrients amid higher sulfur input costs
Result Drivers
SALES VOLUME INCREASE - Q4 sales volume rose 11% due to prior year impact of extended plant turnaround
PLANT TURNAROUNDS - Successful completion of planned plant turnarounds improved operational efficiency
RAW MATERIAL COSTS - Decrease in benzene and propylene costs impacted raw material pass-through pricing
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q4 Sales | Beat | $359.95 mln | $340.75 mln (2 Analysts) |
Q4 Adjusted EPS | Beat | $0.03 | -$0.06 (2 Analysts) |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 1 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the specialty chemicals peer group is "buy"
Wall Street's median 12-month price target for AdvanSix Inc is $21.00, about 16.7% above its February 19 closing price of $18.00
The stock recently traded at 9 times the next 12-month earnings vs. a P/E of 5 three months ago
Press Release: ID:nBw8pqhHxa
For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.