Ashland (ASH) Stock Price & Analysis
ASH Stock Chart & Stats
- Day’s Range
- N/A
- 52-Week Range
- N/A
- Previous Close
- N/A
- Volume
- N/A
- Average Volume (3M)
- N/A
- Market Cap
- MXN 64.27B
- Enterprise Value
- MXN 4.02B
- Total Cash (Recent Filing)
- MXN 440.00M
- Total Debt (Recent Filing)
- MXN 1.48B
- Price to Earnings (P/E)
- 65.5
- Beta
- 0.00
- Next Earnings
- Nov 03, 2026 (Est.)
- EPS Estimate
- 23.96
- Next Dividend Ex-Date
- N/A
- Dividend Yield
- N/A
Bulls Say, Bears Say
Bulls Say
Recurring Qualified-input Demand
Ashland’s ingredients become qualified inputs in customer formulations and production processes, which can make replacement costly and support repeat purchasing. This embedded role, combined with technical assistance and application support, strengthens customer retention and gives differentiated products more durable revenue potential.
Life Sciences And Personal Care Growth
Growth in Life Sciences and Personal Care provides evidence of demand in markets where Ashland supplies specialized ingredients rather than only commoditized chemicals. Continued pharmaceutical volume expansion, biofunctional growth, and skincare momentum can improve mix and support more resilient growth over coming quarters.
Strong Cash Generation And Liquidity
Positive operating and free cash flow give Ashland internal funding capacity for operations, investment, and debt service. The latest liquidity and leverage metrics further support financial flexibility, while inventory reduction and strong quarterly cash conversion indicate that improving earnings are translating into cash.
Bears Say
Volatile Profitability
The sharp move from a substantial FY2025 loss to modest TTM profitability shows that Ashland’s earnings base remains inconsistent. With only about a 4% TTM net margin, relatively small changes in production, costs, pricing, or mix could materially affect profits and reduce confidence in sustained returns.
Manufacturing Disruptions Pressure Margins
Operational disruptions have already reduced profitability and the recovery is not immediate, because Hopewell ramp rates and other productivity initiatives require additional quarters. This delays the benefit of optimization programs and leaves near-term margin durability dependent on successful execution.
Specialty Additives Earnings Weakness
Specialty Additives remains exposed to weaker construction and energy demand, and the segment’s falling EBITDA despite sales growth indicates limited operating leverage. Lower fixed-cost absorption and a materially reduced margin can weigh on consolidated earnings until end-market conditions and plant utilization improve.
Ashland News
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Company Description
Ashland
Ashland Inc. operates as a global supplier of specialized chemicals and additives. Its business activities are structured into four main divisions: Life Sciences; Personal Care & Household; Specialty Additives; and Intermediates and Solvents. The Life Sciences segment delivers pharmaceutical formulations, encompassing controlled release polymers, disintegrants, tablet coatings, thickeners, solubilizers, and binding agents for tablets. It also offers nutritional compounds like thickeners, stabilizers, emulsifiers, and various additives, alongside nutraceutical items designed for weight management, joint comfort, gastrointestinal health, sports nutrition, and general well-being. Additionally, this division provides custom formulation services, toll processing, and particle engineering expertise. The Personal Care & Household division manufactures a diverse array of naturally derived, biodegradable, and high-performance ingredients for personal care products. Its offerings extend to solutions for oral hygiene, such as toothpastes, mouthwashes, denture cleansers, and general dental care. For household applications, it supplies nature-sourced rheology modifiers, biodegradable wetting agents for surfaces, advanced encapsulants, and specialized polymers. The Specialty Additives segment's portfolio includes rheology modifiers, agents for foam control, surfactants, wetting agents, pH neutralizers, and advanced ceramic materials, which find application in catalytic converters, environmental filters, components for ceramic capacitors, plasma display panels, and solar cells. Furthermore, it supplies ingredients for textile printing, thermoplastic metals, and alloys utilized in welding processes. The Intermediates and Solvents division is responsible for producing 1,4 butanediol and its associated derivatives, notably n-methylpyrrolidone. Ashland's diverse product portfolio serves clientele across numerous consumer and industrial sectors, including architectural coatings, construction, energy, food and beverage, nutraceuticals, personal care, and pharmaceuticals. The company, previously known as Ashland Global Holdings Inc., was established in Wilmington, Delaware, in 1924.
- Sector
- Basicmaterials
- Industry
- Chemicals - Specialty
- CEO
- Guillermo Novo
- Employees
- 2,900
- Website
- www.ashland.com
- Address
- 8145 Blazer Drive, Wilmington, DE, 19808, US
Ashland (ASH) Earnings & Revenues
ASH Company Deck
ASH Earnings Call
Earnings Call SentimentNeutral
The call presented a mix of clear commercial and cash-generation strengths—broad-based revenue growth (7% YoY), strong Life Sciences and Personal Care performance, inventory reduction, improved liquidity and the successful execution of Globalize and Innovate initiatives—while also acknowledging material margin pressure from earlier production disruptions, lower adjusted EBITDA versus last year, EPS headwinds from a higher tax rate, and slower-than-expected operational improvements in certain plants (notably Hopewell/HEC). Management expects pricing realization and manufacturing improvements to support a step-up in profitability in Q4 and reaffirmed revenue and EBITDA guidance, but timing of full margin recovery remains uncertain.
View all MX:ASH earnings summaries