AdvanSix (NYSE:ASIX) Issues Earnings Results, Misses Estimates By $0.02 EPS

AdvanSix (NYSE:ASIX) posted its quarterly earnings results on Friday. The company reported ($0.50) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.48) by ($0.02), FiscalAI reports. The firm had revenue of $404.18 million for the quarter, compared to analyst estimates of $364.90 million. AdvanSix had a return on equity of 6.97% and a net margin of 3.24%.

Here are the key takeaways from AdvanSix’s conference call:

• Q1 sales were $404 million (up ~7% YoY) but adjusted EBITDA fell to $5 million, down ~$47 million largely due to the absence of prior-year insurance proceeds, higher sulfur and natural gas costs, utility expense, and ~$11 million of winter-storm impacts.
• Management expects significant sequential earnings and cash-flow improvement in Q2, is guiding full-year CapEx of $75–$95 million with ~20% toward growth investments, and targets leverage near the low end of its 1.0–2.5x range by year-end.
• AdvanSix announced a process design and licensing agreement to evaluate a Hopewell expansion to produce DEF, targeting an FID in H1 2027 and operations in 2029; management says the project is larger than SUSTAIN, fits its >20% IRR hurdle, and does not require additional ammonia capacity.
• Raw-material dynamics are a key near-term factor—spot sulfur prices jumped ~140% YoY and remain elevated, Q1 pricing didn’t fully cover input inflation but the company expects to recoup much of the shortfall in Q2 amid tighter acetone supply and recovering nylon end markets.
• Progressing on 45Q carbon-capture tax credits—IRS audit fieldwork is underway and AdvanSix expects roughly $18 million of remaining proceeds from prior-year credits in H2, subject to regulatory approval.

AdvanSix Stock Down 15.1%

Shares of ASIX traded down $3.62 during trading hours on Friday, reaching $20.32. 1,238,282 shares of the stock traded hands, compared to its average volume of 292,745. The company has a current ratio of 1.13, a quick ratio of 0.52 and a debt-to-equity ratio of 0.26. The stock has a fifty day simple moving average of $22.28 and a 200 day simple moving average of $18.96. AdvanSix has a 52 week low of $14.10 and a 52 week high of $26.73. The company has a market cap of $547.80 million, a price-to-earnings ratio of 11.23 and a beta of 1.33.

AdvanSix Announces Dividend

The company also recently announced a quarterly dividend, which will be paid on Tuesday, June 2nd. Stockholders of record on Tuesday, May 19th will be issued a $0.16 dividend. The ex-dividend date is Tuesday, May 19th. This represents a $0.64 annualized dividend and a dividend yield of 3.1%. AdvanSix’s dividend payout ratio is currently 35.36%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on ASIX shares. Weiss Ratings upgraded AdvanSix from a “sell (d+)” rating to a “hold (c-)” rating in a report on Wednesday, April 29th. Loop Capital set a $25.00 target price on shares of AdvanSix in a research report on Thursday, March 12th. Wall Street Zen lowered shares of AdvanSix from a “buy” rating to a “hold” rating in a report on Saturday. Finally, Truist Financial lifted their price target on AdvanSix from $19.00 to $20.00 and gave the company a “hold” rating in a research note on Monday, February 23rd. One research analyst has rated the stock with a Buy rating and two have given a Hold rating to the company. According to data from MarketBeat, AdvanSix presently has a consensus rating of “Hold” and an average price target of $25.67.

Key Headlines Impacting AdvanSix

Here are the key news stories impacting AdvanSix this week:

• Positive Sentiment: First-quarter revenue came in above expectations at $404.2 million, up 7% year over year, showing solid demand and better-than-expected sales performance. AdvanSix Announces First Quarter 2026 Financial Results
• Positive Sentiment: The board announced a quarterly dividend of $0.16 per share, supporting the stock’s income appeal and signaling confidence in cash generation. AdvanSix Dividend Announcement
• Positive Sentiment: AdvanSix also said it is evaluating an expansion of its ammonia platform to serve the growing diesel exhaust fluid market, which could create a future growth opportunity. AdvanSix Announces Process Design and License Agreement to Assess Expansion of Its Ammonia Platform to Supply Growing Regional Diesel Exhaust Fluid Market
• Neutral Sentiment: The company’s earnings per share missed analyst expectations, reporting a loss of $0.50 per share versus an expected loss of $0.48, which may be limiting investor enthusiasm despite the revenue beat. AdvanSix Q1 2026 Earnings Report and Transcript
• Neutral Sentiment: Management’s earnings presentation and transcript will likely be focused on margin trends, demand outlook, and capital allocation, but they do not appear to add a major new catalyst on their own. AdvanSix Q1 2026 Results Earnings Call Presentation
• Negative Sentiment: The earnings miss on EPS suggests profitability remained under pressure, which is likely the main reason the stock is trading down despite strong sales growth and the dividend increase.

Institutional Investors Weigh In On AdvanSix

Institutional investors and hedge funds have recently added to or reduced their stakes in the company. Raymond James Financial Inc. purchased a new position in shares of AdvanSix in the 2nd quarter worth approximately $29,000. Osaic Holdings Inc. increased its position in shares of AdvanSix by 60.2% during the second quarter. Osaic Holdings Inc. now owns 1,285 shares of the company’s stock valued at $31,000 after acquiring an additional 483 shares during the last quarter. CIBC Private Wealth Group LLC lifted its holdings in AdvanSix by 27,537.5% during the third quarter. CIBC Private Wealth Group LLC now owns 2,211 shares of the company’s stock worth $43,000 after acquiring an additional 2,203 shares during the period. Tower Research Capital LLC TRC boosted its position in AdvanSix by 144.1% in the second quarter. Tower Research Capital LLC TRC now owns 2,385 shares of the company’s stock worth $57,000 after purchasing an additional 1,408 shares during the last quarter. Finally, Parallel Advisors LLC grew its stake in AdvanSix by 3,423.6% in the 4th quarter. Parallel Advisors LLC now owns 5,673 shares of the company’s stock valued at $98,000 after purchasing an additional 5,512 shares during the period. Hedge funds and other institutional investors own 86.39% of the company’s stock.

About AdvanSix

AdvanSix, Inc (NYSE: ASIX) is an integrated chemical manufacturer specializing in the production of nylon 6 intermediates and related co‐products. Established as a publicly traded spin‐off from Honeywell Specialty Chemicals in June 2016, the company is headquartered in Parsippany, New Jersey.

The company’s principal product is caprolactam, the key building block for nylon 6 resin, used in fibers and engineering plastics across industries. In addition to caprolactam and nylon 6 resin, AdvanSix produces ammonium sulfate fertilizer and industrial chemicals such as phenol and acetone.