IOSP
Innospec Inc.77.99
-0.39-0.5%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q4 '25)
No earnings call transcript available yet
Last Quarter (Q3 '25)
No earnings call transcript available
Key Stats
Market Cap
1.94BP/E (TTM)
-Basic EPS (TTM)
-0.04Dividend Yield
0.02%Recent Filings
10-Q
8-K
8-K
Innospec Q2 revenues up, profits dip
Innospec Inc. reported Q2 2025 revenues of $439.7 million, up 1% from last year, but net income fell to $23.5 million or $0.94 per diluted share from $31.2 million or $1.24. Fuel Specialties drove double-digit operating income growth to $35.4 million, offsetting declines in Performance Chemicals—where sales rose 9% yet margins dropped to 17.5%—and Oilfield Services. Debt-free with $266.6 million in net cash, the company repurchased $8.2 million in shares while prioritizing margin improvements in the second half. Fuel Specialties shines amid uncertainty.
10-Q
Q2 FY2025 results
Innospec's Q2 revenue edged up 1% y/y to $439.7M, buoyed by 9% growth in Performance Chemicals amid stronger personal care demand, yet tempered by a 7% drop in Oilfield Services from softer EMEA volumes. Gross margins slipped 1.2 points to 28.0%, with operating income down 16% y/y to $34.3M as pricing erosion hit Performance Chemicals harder. YTD, revenue fell 6% to $880.5M, operating income declined 16% to $76.8M, and diluted EPS dropped 23% to $2.24, reconciling cleanly with 25,097K shares. Cash stood at $266.6M with no debt drawn on the $250M facility, while free cash flow came in at $5.4M after $21.4M capex. The ERP rollout continues smoothly. Inventory misappropriation in Brazil lingers as a key risk.
8-K
Shareholders approve directors, pay
Innospec Inc. shareholders at the May 9, 2025 annual meeting elected David F. Landless, Lawrence J. Padfield, and Patrick S. Williams as Class III directors, with strong support exceeding 95% votes for each. They also gave advisory approval to executive compensation by a wide margin and ratified Deloitte & Touche LLP as the 2025 independent auditors. Governance continuity holds firm.
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