American Vanguard (DE:AVJ)
FRANKFURT:AVJ
Earnings Data
Report Date
Aug 11, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
-0.03Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a cautiously optimistic tone. Company delivered modest top-line growth (7%) with strong profitability improvement (adjusted EBITDA up ~245% and gross margin +500 bps) and improved liquidity and inventory discipline. However, meaningful risks remain: international timing issues, generics competition, elevated debt levels from refinancing, and broader agricultural headwinds and geopolitical uncertainties. Management has clear multi-year targets and execution plans, but several benefits are expected to accrue over the medium term, leaving near-term execution and macro risks to manage.Company Guidance
Revenue Growth
Net sales of $124.0M in Q1 2026, up ~7% versus $116.0M in Q1 2025, driven primarily by U.S. businesses.
U.S. Crop Strength
U.S. crop sales increased 17% year-over-year driven by strong herbicide and insecticide demand (notably Impact and Aztec); volume was the main driver of the increase.
Specialty Business Improvement
Specialty sales grew ~6% year-over-year, led by OHP horticultural products and increased demand for biological solutions.
Significant EBITDA and Margin Expansion
Adjusted EBITDA rose to $10.3M in Q1 2026, up ~245% from $3M a year ago. Gross profit margin improved to 31% from 26% (a ~500 basis point increase).
Operating Efficiency and Cost Controls
Adjusted operating expenses improved to 26.7% of sales from 27.9% a year ago; company highlighted manufacturing rationalization (shift from L.A. to Axis, AL) with expected annualized savings of at least $4M.
Stronger Liquidity Position
Cash on hand increased to $71M from $12M year-over-year due to refinancing/term loan structure, providing a liquidity cushion while enabling strategic execution.
Inventory and SIOP Improvements
Inventories decreased to $175M from $185M year-over-year (improvement of $10M), reflecting improved supply chain discipline and sales/inventory/operations planning (SIOP) progress.
Medium- and Long-Term Targets
Management reiterated 2026 guidance of adjusted EBITDA $44M–$48M on sales of $530M–$550M; longer-term goals include >$600M revenue by 2028 (~20% above 2025) and a long-term target near 15% EBITDA margins, plus a plan for 50 new product launches over five years to drive $100M annualized revenue by 2030.
DE:AVJ Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
DE:AVJ Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 06, 2026 | €2.49 | €2.55 | +2.41% |
Mar 16, 2026 | €3.41 | €3.07 | -9.97% |
Nov 10, 2025 | €4.11 | €4.28 | +4.26% |
Jul 31, 2025 | €2.81 | €3.43 | +22.06% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does American Vanguard (DE:AVJ) report earnings?
American Vanguard (DE:AVJ) is schdueled to report earning on Aug 11, 2026, After Close (Confirmed).
What is American Vanguard (DE:AVJ) earnings time?
American Vanguard (DE:AVJ) earnings time is at Aug 11, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is the P/E ratio of American Vanguard stock?
The P/E ratio of American Vanguard is N/A.
What is DE:AVJ EPS forecast?
Currently, no data Available