American Vanguard (NYSE:AVD) Issues Earnings Results, Misses Expectations By $1.27 EPS

American Vanguard (NYSE:AVD) released its quarterly earnings results on Monday. The basic materials company reported ($0.99) EPS for the quarter, missing the consensus estimate of $0.28 by ($1.27), FiscalAI reports. American Vanguard had a negative net margin of 21.15% and a negative return on equity of 23.15%. The firm had revenue of $150.69 million for the quarter, compared to analyst estimates of $163.00 million.

Here are the key takeaways from American Vanguard’s conference call:

• Completed a debt refinancing with two term loans (Centerbridge and a BMO-led syndicate) with no equity dilution, which management says secures runway and financial stability despite higher interest costs.
• Announced rationalization of the Los Angeles manufacturing facility and a move of global HQ to Irvine, expected to save about $4.0M and $0.5M annually respectively and improve utilization at the Axis, Alabama site.
• 2025 sales fell to $515M (down 6%), adjusted EBITDA was $39.2M (slightly below target), and a roughly $50M drop in customer prepayments increased year‑end nominal debt levels.
• Company forecasts a meaningful product-driven growth runway—five North American launches in 2026, a goal of 25 NA registrations by 2031, and an estimated $100M of incremental annual revenue from in‑development products by 2030–31.
• Management expects operational improvement from supply‑chain hires, cost containment and a software rollout (targeting inventory turns of 2.25), and guided 2026 adjusted EBITDA of $44M–$48M on $530M–$550M of sales; the company also remediated audit material weaknesses and filed its Form 10‑K.

American Vanguard Price Performance

Shares of AVD traded down $0.00 during mid-day trading on Monday, hitting $4.06. 356,258 shares of the company were exchanged, compared to its average volume of 211,585. The stock has a market cap of $115.53 million, a price-to-earnings ratio of -1.02 and a beta of 1.23. American Vanguard has a 1-year low of $3.28 and a 1-year high of $5.92. The company has a 50 day moving average of $4.67 and a 200-day moving average of $4.81. The company has a debt-to-equity ratio of 0.82, a quick ratio of 0.90 and a current ratio of 1.77.

Institutional Investors Weigh In On American Vanguard

Several large investors have recently bought and sold shares of the company. Virtu Financial LLC acquired a new position in shares of American Vanguard during the fourth quarter valued at approximately $52,000. Empowered Funds LLC boosted its stake in shares of American Vanguard by 86.4% in the fourth quarter. Empowered Funds LLC now owns 42,690 shares of the basic materials company’s stock worth $163,000 after acquiring an additional 19,784 shares during the last quarter. nVerses Capital LLC acquired a new stake in shares of American Vanguard in the fourth quarter worth approximately $42,000. Wellington Management Group LLP increased its position in shares of American Vanguard by 4.4% during the fourth quarter. Wellington Management Group LLP now owns 1,700,161 shares of the basic materials company’s stock worth $6,495,000 after purchasing an additional 71,632 shares in the last quarter. Finally, Oxford Asset Management LLP purchased a new stake in shares of American Vanguard during the fourth quarter worth approximately $117,000. 79.00% of the stock is currently owned by hedge funds and other institutional investors.

Analyst Ratings Changes

Separately, Weiss Ratings reiterated a “sell (e+)” rating on shares of American Vanguard in a research report on Wednesday, January 21st. One analyst has rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. According to MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $12.00.

About American Vanguard

American Vanguard Corporation (NYSE: AVD) is a developer, manufacturer and marketer of specialty chemical products for crop protection, turf and ornamental care, and public health pest control. Headquartered in Newport Beach, California, the company offers a portfolio of insecticides, herbicides, fungicides and rodenticides designed for use across agricultural, turf and urban pest management applications. Its research and development efforts focus on novel chemistries and formulation technologies that address emerging pest resistance and regulatory requirements.

The company’s product lines include emulsifiable concentrates, wettable powders, granular formulations, baits and liquid concentrates sold under proprietary brand names.