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American Vanguard
(NYSE:AVD)
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Rating:44Neutral
Price Target:
$2.00
▼(-8.68% Downside)
Action:Reiterated
Date:08/17/26
AVD scores low primarily due to weak financial performance (ongoing losses and negative operating/free cash flow) and bearish technical signals (below major moving averages with negative MACD). The earnings call provides some support via reiterated guidance and cost/operational initiatives, but the sharply weaker Q2 performance and higher net debt limit confidence. Valuation is not a strong offset given negative earnings and no dividend yield data.
Positive Factors
U.S. and Specialty Market Strength
Growth in U.S. crop markets and specialty applications provides a relatively resilient base across agriculture, turf, biologicals and pest-control channels, reducing reliance on any single product or geography.
Negative Factors
Recurring Losses and Cash Burn
Persistent net losses and negative operating and free cash flow show that the business is not currently self-funding. Continued cash consumption could constrain investment, debt reduction and resilience through weak demand.
Read all positive and negative factors
Positive Factors
Negative Factors
U.S. and Specialty Market Strength
Growth in U.S. crop markets and specialty applications provides a relatively resilient base across agriculture, turf, biologicals and pest-control channels, reducing reliance on any single product or geography.
Read all positive factors
American Vanguard (AVD) vs. SPDR S&P 500 ETF (SPY)
Market Cap
$66.67M
Dividend Yield1.36%
Average Volume (3M)280.92K
Price to Earnings (P/E)―
Beta (1Y)1.41
Revenue Growth-3.54%
EPS Growth56.67%
CountryUS
Employees739
SectorBasic Materials
Sector Strength58
IndustryAgricultural Inputs
Share Statistics
EPS (TTM)-1.88
Shares Outstanding29,500,631
10 Day Avg. Volume212,124
30 Day Avg. Volume280,920
Financial Highlights & Ratios
PEG Ratio0.04
Price to Book (P/B)0.56
Price to Sales (P/S)0.21
P/FCF Ratio-4.30
Enterprise Value/Market Cap<0.01
Enterprise Value/Revenue<0.01
Enterprise Value/Gross Profit<0.01
Enterprise Value/Ebitda>-0.01
Forecast
1Y Price TargetN/A
Price Target UpsideN/A
Rating ConsensusN/A
Number of Analyst Covering0
EPS Forecast (FY)0.38
Revenue Forecast (FY)$555.00M
American Vanguard Business Overview & Revenue Model
Company Description
American Vanguard Corporation, through its various subsidiaries, develops, manufactures, and markets a diverse portfolio of specialized chemicals for agricultural, commercial, and consumer applications across the United States and internationally....
How the Company Makes Money
American Vanguard makes money primarily by selling crop protection and related pest-management products. Its core revenue stream is product sales (recognized when control of goods transfers to customers) of branded and proprietary formulations as ...
American Vanguard Earnings Call Summary
Earnings Call Date:Aug 10, 2026
(Q2-2026)
| % Change Since: |
Next Earnings Date:Nov 10, 2026
Earnings Call Sentiment Neutral
The call presents a mixed picture: significant operational progress (H1 gross margin improvement, >20% YTD adjusted EBITDA growth, specialty segment strength, R&D investment and announced cost savings) and clear strategic targets for 2026–2028. However, Q2 was notably weaker with a meaningful revenue decline, a steep drop in quarterly adjusted EBITDA, freight-driven margin headwinds, international softness, lower cash and higher net debt. Management emphasizes control of costs, pricing actions, and near-term initiatives to improve operating leverage and expects full-year targets to be met, which tempers the near-term negatives.Positive Updates
US Outperformance and Sales Growth (H1)
US sales up 6% for the first half of FY26; US crop sales up 5% year-to-date. Company cites outperforming peers in combined US markets despite weak broader conditions.
Negative Updates
Quarterly Revenue Decline
Total sales in Q2 FY26 were $117 million versus $129 million in Q2 FY25, a decline of ~9.3% (management characterized overall quarterly net sales decline as ~10%). First half sales were $240 million, down ~2% from $245 million a year ago.
Read all updates
Q2-2026 Updates
Positive
Negative
US Outperformance and Sales Growth (H1)
US sales up 6% for the first half of FY26; US crop sales up 5% year-to-date. Company cites outperforming peers in combined US markets despite weak broader conditions.
Read all positive updates
Company Guidance
Management reiterated 2026 guidance of $44–$48 million of adjusted EBITDA on $530–$550 million of sales, and said it expects to reach an annualized run rate north of $600 million by the back half of 2028 (about 20% above 2025) with a goal of double‑digit EBITDA margins; near‑term actions include LA plant rationalization to save at least $4 million annualized and pricing to recover freight headwinds (~$2.2M, ~90 bps YTD). Key reported metrics: Q2 sales $117M (vs. $129M a year ago), H1 sales $240M (down ~2% YoY), Q2 adjusted EBITDA $0.6M (vs. $11M prior) while H1 adjusted EBITDA rose to $17M (+>20% YoY), H1 gross margin improved 100 bps to 30% (Q2 GM 30% vs. 31% prior). Business mix and geography: US sales +6% H1 (US crop +5% H1, specialty +10% H1; specialty +11% in Q2), international sales -18% in Q2 and -13% H1; inventories $181M (vs. $191M prior year), cash $43.9M quarter‑end, total debt ~$267.6M and net debt ~$224.7M, and R&D investment up 12% YoY with a target of 50 new product launches over five years to drive $100M of annualized revenue by 2030.American Vanguard Financial Statement Overview
Summary
Income Statement
27
Negative
Balance Sheet
56
Neutral
Cash Flow
22
Negative
| Breakdown | TTM | Dec 2025 | Dec 2024 | Dec 2023 | Dec 2022 | Dec 2021 |
|---|---|---|---|---|---|---|
Income Statement | ||||||
| Total Revenue | 510.32M | 515.11M | 547.31M | 579.37M | 609.62M | 557.68M |
| Gross Profit | 149.95M | 147.56M | 120.32M | 179.16M | 241.35M | 170.72M |
| EBITDA | -10.99M | -11.79M | -9.43M | 44.72M | 62.22M | 57.00M |
| Net Income | -54.58M | -49.88M | -126.34M | 7.52M | 27.40M | 18.59M |
Balance Sheet | ||||||
| Total Assets | 635.34M | 596.54M | 636.72M | 767.55M | 726.31M | 694.16M |
| Cash, Cash Equivalents and Short-Term Investments | 43.90M | 12.43M | 12.51M | 11.42M | 20.33M | 16.29M |
| Total Debt | 284.12M | 191.39M | 167.81M | 162.09M | 76.25M | 78.08M |
| Total Liabilities | 453.96M | 404.14M | 403.61M | 397.54M | 356.33M | 321.42M |
| Stockholders Equity | 181.39M | 192.40M | 233.11M | 370.01M | 369.98M | 372.74M |
Cash Flow | ||||||
| Free Cash Flow | -47.11M | -25.27M | -3.77M | -70.81M | 42.55M | 76.32M |
| Operating Cash Flow | -41.81M | -21.19M | 3.92M | -58.75M | 57.10M | 86.36M |
| Investing Cash Flow | -4.97M | -3.61M | -6.62M | -17.02M | -14.47M | -20.04M |
| Financing Cash Flow | 76.60M | 23.70M | 4.54M | 66.74M | -38.26M | -65.87M |
American Vanguard Technical Analysis
Negative
2.19
Price Trends
2.42
Negative
2.60
Negative
3.30
Negative
Market Momentum
-0.04
Negative
46.07
Neutral
29.93
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For AVD, the sentiment is Negative. The current price of 2.19 is below the 20-day moving average (MA) of 2.25, below the 50-day MA of 2.42, and below the 200-day MA of 3.30, indicating a bearish trend. The MACD of -0.04 indicates Negative momentum. The RSI at 46.07 is Neutral, neither overbought nor oversold. The STOCH value of 29.93 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Negative sentiment for AVD.
American Vanguard Risk Analysis
American Vanguard disclosed 28 risk factors in its most recent earnings report. American Vanguard reported the most risks in the "Legal & Regulatory" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks
American Vanguard Peers Comparison
UnderperformOutperform
Sector (61)
Name | Overall Rating | Market Cap | P/E Ratio | ROE | Dividend Yield | Revenue Growth | EPS Growth |
|---|---|---|---|---|---|---|---|
78 Outperform | $1.44B | 8.75 | 51.56% | 10.91% | 17.47% | 82.16% | |
77 Outperform | $533.96M | 19.24 | 5.27% | 3.48% | 4.20% | ― | |
61 Neutral | $10.43B | 7.12 | -0.05% | 2.87% | 2.86% | -36.73% | |
44 Neutral | $66.67M | -1.19 | -27.83% | 1.36% | -3.54% | 56.67% | |
43 Neutral | $26.50M | -0.11 | -154.24% | ― | -31.20% | -796.06% | |
42 Neutral | $41.94M | -3.33 | -58.30% | ― | 17.50% | 24.63% |
* Basic Materials Sector Average
AVD
American Vanguard
2.26
-3.30
-59.35%
UAN
CVR Partners
134.58
53.94
66.89%
IPI
Intrepid Potash
38.64
9.94
34.63%
BHST
BioHarvest Sciences
1.78
-6.95
-79.64%
BIOX
Bioceres Crop Solutions
0.40
-1.51
-78.85%
American Vanguard Corporate Events
Business Operations and StrategyFinancial Disclosures
American Vanguard Reports Mixed Q2 2026 Results Amid Challenges
Negative
Aug 11, 2026
On August 10, 2026, American Vanguard reported second-quarter and first-half 2026 results showing mostly flat sales but mixed profitability trends versus 2025, as it works through challenging global agricultural market conditions. Second-quarter n...
Business Operations and StrategyExecutive/Board ChangesShareholder Meetings
American Vanguard shareholders back board, governance and bonuses
Positive
Jun 8, 2026
American Vanguard Corporation reported the outcomes of its 2026 Annual Meeting of Stockholders held on June 3, 2026, where shareholders elected seven directors, including Chair Pat Gottschalk and several incumbent board members, to serve until the...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
Disclaimer
This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.