Innospec Inc., founded in 1938 as Octel Corp. and rebranded in January 2006, is a global company headquartered in Englewood, Colorado. It ...
Plutux is not an investment adviser. Market data and AI-generated analysis are for information and education only, not investment advice. Disclaimer
Est. EPS $1.27 · Revenue $478.34M · 2 analysts
Est. EPS $1.42 · Revenue $496.15M · 2 analysts
Est. EPS $4.94 · Revenue $1.90B · 2 analysts
Est. EPS $1.50 · Revenue $505.52M · 1 analysts
$1.79 per share
$1.79 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $1.8B | -3.7% | +8.4% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $116.6M | +227.5% | +1.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +27.7% | -5.9% | +3.3% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +8.8% | -8.8% | +15.1% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +6.6% | +239.9% | -6.6% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $88.0M | -38.5% | -279.3% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +4.9% | -36.2% | -265.4% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 4.0% | +7.2% | -5.2% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 2.79x | +8.3% | -6.7% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $1.8B | +5.6% | +1.5% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 4.67 vs 5.05 | -7.5% | 1.25 vs 1.05 | +19.4% |
| Revenue Surprise | $1.8B vs $1.8B | -0.3% | $491.4M vs $457.2M | +7.5% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Jul 1, 2026 | Bausch Shelley J | — | — | — | 0 | — |
| Mar 3, 2026 | Jones David B. | officer: SVP, GC & CCO | Common Stock | D | 1,028 | $75.64 |
| Feb 27, 2026 | Blackmore Milton C | director | Common Stock | D | 287 | $76.30 |
| Feb 27, 2026 | Blackmore Milton C | director | Common Stock | D | 307 | $76.79 |
| Feb 27, 2026 | PADFIELD Larry | director | Common Stock | D | 287 | $76.30 |
Operator: Thank you. Welcome to Innospec's Second Quarter Earnings call. David Bentley Jones: This is David Bentley Jones, and I am Innospec's General Counsel and Chief Compliance Officer. Earnings release for the quarter and this presentation are posted on the company's website. During this call, we will make forward looking statements, which are predictions about future events. These statements are based on current expectations and assumptions that are subject to risk and uncertainties that could cause actual results to differ materially from the anticipated results implied by such forward looking statements. The risks and uncertainties are detailed in Innospec's filings with the SEC. Please see the SEC site and Innospec site for these and related documents. In today's presentation, we have also included non GAAP financial measures. A reconciliation to the most directly comparable GAAP financial measure is contained in the earnings release. The non GAAP financial measures should not be considered as a substitute for or superior to those prepared in accordance with GAAP. They are included as additional items to aid investor understanding of the company's performance and to the impact these items and events had on financial results. With me today from Innospec are Patrick S. Williams, president and chief executive officer and Ian Philip Cleminson, executive vice president and chief financial officer. And with that, I will turn it over to you, Patrick. Patrick S. Williams: Thank you, David. Welcome everyone to Innospec's second quarter 26 conference call. This was a strong quarter for Innospec with all businesses contributing to double digit sales and operating income growth. Performance Chemicals operating leverage drove a 15% operating income increase over last year. In North Carolina, we continue to prioritize plant repairs and process improvements which will drive long term benefits. In parallel, are commercializing new technologies in all end markets and targeting further margin improvement opportunities across the business. We expect these combined efforts to drive further improvement in the second half of 2026. Fuel specialties had another strong quarter, delivering revenue and operating income growth with margins in our target range. Volume and price mix improved as the business continued to achieve consistently strong results through a range of economic cycles. While there may be some margin headwind in the sequential quarter, because of the lag between pricing and cost inflation, we expect a continued strong performance. Oilfield Services operating income in March improved sequentially and on the prior year driven by recent DRA plant expansion and growing opportunities for this technology in the markets we serve. However, performance is below our expectations and our completions and production business where opportunities remain for growth and margin improvement. Furthermore, our Middle East business is positioned for growth as onshore …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Patrick S. Williams | President, Chief Executive Officer & Director | USD 2,967,124 | Male | 1965 | Active |
Ian Philip Cleminson | Executive Vice President & Chief Financial Officer | USD 971,265 | Male | 1965 | Active |
David Bentley Jones | Senior Vice President, General Counsel, Chief Compliance Officer & Corporate Secretary | USD 755,348 | Male | 1969 | Active |
Corbin Barnes | Senior Vice President of Corporate Development & Investor Relations | USD 598,299 | — | 1973 | Active |
Ian McRobbie | Chief Technology Officer and Senior Vice President of Research & Technology | USD 562,019 | — | 1949 | Active |
Graeme Blair | Head of Group Finance | — | Male | 1984 | Active |
Steven W. Williams | Executive Director | — | Male | 1956 | Active |
Trey Griffin | Senior Vice President of Human Resources | — | Male | 1967 | Active |
Thomas C. Entwistle | President of Oilfield Services - Americas | — | Male | — | Active |
The Zacks Chemicals Diversified is expected to benefit from healthy demand across major end-use markets and the end of destocking activities. APD, DD, AVNT and IOSP are set to gain from strategic actions and demand recovery.
With the oilfield segment leading topline growth, even more growth should be expected as the adoption of DRA expands and the firm re-enters the Mexico market. In Q2 of 2026, revenue grew 12%, beating estimates by $34.17 million. The firm is now in a better financial position to command a higher sales multiple. The Performance chemical segment still experiences volume declines, raising concerns about the firm over investing by adding 10% capacity in a weak market.
Innospec's Q2 earnings beat estimates as all three businesses delivered revenue growth, while a debt-free balance sheet supports further investment.
Here is how Innospec (IOSP) and Ingevity (NGVT) have performed compared to their sector so far this year.
Shares of Innospec Inc. (NASDAQ: IOSP - Get Free Report) hit a new 52-week high during trading on Wednesday following a stronger than expected earnings report. The stock traded as high as $93.01 and last traded at $91.64, with a volume of 232644 shares changing hands. The stock had previously closed at $86.70. The specialty chemicals
