EarningsQ2 2026 Earnings Report
DE:960 Q2 2026 EPS Results
Actual EPS€0.17
Consensus EPS€0.49
Beat/MissMissed by -€0.33
One Year Ago EPS€1.10
DE:960 Q2 2026 Revenue Results
Actual Revenue€375.24M
Expected Revenue€402.60M
Beat/MissMissed by -€27.36M
YoY Revenue Growth+2.75%
Earnings Announcement Details
QuarterQ2 2026
Date08/07/2026
TimeBefore Open
Conference CallFriday, August 7, 2026
DE:960 Upcoming Earnings
AdvanSix's next earnings date is estimated for November 4, 2026, based on past reporting schedules.
Q2 2026 Earnings Call Audio
DE:960 Q2 2026 Earnings Call
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Q2 2026 Earnings Slide Deck
Q2 2026 Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a mixed picture: commercial execution and pricing actions delivered sequential momentum, ammonia volumes and strategic initiatives (DEF project, USDA grant pursuit, 45Q credits) provide tangible upside and long-term optionality. However, significant year-over-year earnings deterioration, a 15% volume decline driven by plant nutrients, record-high sulfur and benzene costs (a $72M raw material headwind), and near-term channel inventory pressures materially weighed on results. Management outlined concrete levers for recovery and expects improved second-half performance, but near-term headwinds keep the outlook cautious.Company Guidance
Revenue Growth and Pricing Recovery
Sales of $421 million, up ~3% year-over-year, driven by an 18% favorable net pricing impact that partially offset a 15% decline in volume; raw material pass-through pricing rose ~13% and market-based pricing improved ~5%.
Sequential Improvement in Earnings and Cash Flow
Significant sequential improvement vs Q1: pricing dynamics flipped from a $10 million headwind in 1Q to a $39 million tailwind in 2Q, supporting improved earnings and cash flow momentum into the second half of 2026.
Operational Execution — Turnaround Delivered as Planned
Ammonia turnaround was executed to expectations (moved to 2Q to align with supplier pipeline inspections); integrated asset base and productivity focus drove resilient operations despite a constrained production window.
Ammonia Volume Growth and High-Return Programs
Ammonia sales ~49,000 short tons in H1 2026 vs ~33,000 in H1 2025; company expects full-year 2026 ammonia sales to be up ~30% vs 2025; sustained growth program generating returns in excess of 30% and on track for 75% ammonium sulfate granular conversion.
Cash Generation, Working Capital and 45Q Progress
Working capital improved year-over-year and cash conversion cycle ranks in the top quartile among peers; $18 million of 45Q carbon capture credits accrued on the balance sheet with payment expected in H2 2026; total 45Q credit target unchanged at $100M–$125M.
Strategic Projects and Cost Reduction Targets
DEF project progressing with front-end engineering and FID targeted H1 2027 (operations planned by 2029 if approved); pursuing USDA FEELS grant (potential ~50% matching structure) to expand ammonia capacity; targeting ≈$10 million in run-rate non-labor fixed cost savings exiting 2026 and prioritizing discretionary investments >20% returns.
DE:960 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