Ashland Inc.

NYSE:ASH 株式レポート

時価総額:US$2.4b

Ashland 過去の業績

過去 基準チェック /06

Ashlandの収益は年間平均-61.1%の割合で減少していますが、 Chemicals業界の収益は年間 増加しています。収益は年間0.4% 2.7%割合で 減少しています。

主要情報

-61.14%

収益成長率

-62.79%

EPS成長率

Chemicals 業界の成長12.93%
収益成長率-2.71%
株主資本利益率-36.71%
ネット・マージン-37.89%
前回の決算情報31 Mar 2026

最近の業績更新

Recent updates

ナラティブ更新 May 01

ASH: Future Margins Will Likely Improve On 2026 Guidance And Completed Buybacks

Analysts keep their average Ashland price target steady at $60.00, citing small model tweaks such as a slightly lower discount rate, modestly higher revenue growth and profit margin expectations, and a marginally lower future P/E assumption as the basis for this unchanged view. What's in the News Ashland updated full-year fiscal 2026 sales guidance to a range of $1,835 million to $1,870 million, giving you a specific revenue band to track for the upcoming year (Key Developments).
ナラティブ更新 Apr 16

ASH: EMEA Partnership And 2026 Guidance Will Support Future Upside

Analysts have maintained their $73.00 price target for Ashland, citing revised assumptions for discount rates, revenue growth, profit margins, and a lower future P/E estimate as the main factors supporting the unchanged outlook. What's in the News Ashland reported that from October 1, 2025 to December 31, 2025, it did not repurchase any shares under its existing program.
ナラティブ更新 Apr 02

ASH: EMEA Distribution Partnership And Buybacks Will Support Future Upside Potential

Analysts have held Ashland's fair value at $73.00, with updated assumptions that include a slightly higher discount rate, a modest adjustment to revenue growth, a lower profit margin outlook, and a higher future P/E. Together these factors shape the latest view on the stock's risk and return trade off.
ナラティブ更新 Mar 19

ASH: Future Margins Will Likely Improve On Expanded EMEA Distribution And Buybacks

Analysts have adjusted their price target on Ashland from $51.00 to $60.00. This reflects updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.
ナラティブ更新 Mar 04

ASH: Global Distribution Partnership Will Support Future Upside Potential

Analysts have trimmed their price target on Ashland to $73 from $77, reflecting updated assumptions that include slightly different revenue growth and discount rate inputs, along with a higher projected profit margin and a lower future P/E multiple. What's in the News Ashland reported that between October 1, 2025 and December 31, 2025, it repurchased 0 shares under its existing buyback, while confirming that the overall program launched on June 28, 2023 has reached 5,826,514 shares, or 11.86%, for a total of $480.07 million (Key Developments).
ナラティブ更新 Feb 18

ASH: Repurchases And New Distribution Partnership Will Support Stronger Future Performance

Analysts have lifted their price target on Ashland from $63.20 to $67.10, reflecting updated assumptions that include a different discount rate, adjusted revenue growth and profit margin expectations, and a revised future P/E estimate. What’s in the News Ashland completed a share repurchase program covering 5,826,514 shares, representing 11.86% of the company, for a total of $480.07m under the buyback announced on June 28, 2023 (Key Developments).
分析記事 Feb 06

Ashland (NYSE:ASH) Is Paying Out A Dividend Of $0.415

Ashland Inc. ( NYSE:ASH ) has announced that it will pay a dividend of $0.415 per share on the 15th of March. The...
ナラティブ更新 Feb 04

ASH: Global Distribution And Buybacks Will Support Future Upside Potential

Analysts have maintained their fair value estimate for Ashland at $77.00. They indicate that updated assumptions for revenue growth, profit margins and future P/E broadly offset one another, resulting in a stable target.
分析記事 Jan 23

Ashland (NYSE:ASH) Will Pay A Dividend Of $0.415

The board of Ashland Inc. ( NYSE:ASH ) has announced that it will pay a dividend on the 15th of March, with investors...
ナラティブ更新 Jan 20

ASH: Higher Margins And Buyback Support Will Drive Bullish Upside

Analysts have nudged their price target on Ashland to US$77.00, reflecting modestly higher assumed revenue growth and profit margins, alongside a slightly lower future P/E multiple in their models. What's in the News Ashland reported that from July 1, 2025 to September 30, 2025, it repurchased 0 shares for US$0 under its ongoing buyback program.
ナラティブ更新 Jan 06

ASH: Earnings Outlook And Higher P/E Will Support Bullish Upside

Ashland's analyst price target moved from $79.00 to $77.00 as analysts factor in updated assumptions around fair value, profitability, revenue growth, and a higher future P/E multiple. What's in the News Ashland issued earnings guidance for full fiscal year 2026, giving you a clearer sense of management's current expectations for the business.
ナラティブ更新 Dec 14

ASH: Future Margins Will Likely Deteriorate Despite Stronger Revenue Outlook

Analysts have trimmed their price target on Ashland by approximately $2.00 to reflect expectations for stronger top line growth, but meaningfully lower profit margins that together warrant a higher future earnings multiple. What's in the News Ashland issued full fiscal 2026 guidance, projecting sales of $1,835 million to $1,905 million, implying organic growth of approximately one to five percent over the prior year (company guidance).
ナラティブ更新 Nov 28

ASH: New Guidance And Minimal Impact From Outage Will Drive Stronger Performance

Analysts have raised Ashland's fair value price target slightly from $62.40 to $63.20, citing updated expectations for revenue growth and evolving profitability assumptions. What's in the News Ashland Inc.
ナラティブ更新 Nov 03

ASH: Operational Recovery Will Drive Future Gains Despite Temporary Plant Impact

Analysts have revised Ashland's fair value estimate downward from $64.70 to $62.40. This revision reflects updated expectations for slightly increased revenue growth but lower profit margins, which together contribute to a modestly higher projected discount rate and future P/E multiple.
分析記事 Jul 08

Pinning Down Ashland Inc.'s (NYSE:ASH) P/S Is Difficult Right Now

It's not a stretch to say that Ashland Inc.'s ( NYSE:ASH ) price-to-sales (or "P/S") ratio of 1.2x seems quite...
Seeking Alpha Jun 08

Ashland: Time To Rise From Its Ashes

Summary Ashland's ongoing asset divestitures and buybacks have failed to drive meaningful per-share growth, while sales and earnings continue to shrink. Recent guidance cuts, weak organic performance, and rising leverage ratios highlight operational challenges and increase my caution toward the stock. Despite a >3% dividend yield and a lower valuation, I see few signs of a turnaround or value creation from current strategies. Given underwhelming results, elevated debt, and management turnover, I do not find Ashland's dip attractive and prefer to stay on the sidelines. Read the full article on Seeking Alpha
分析記事 May 17

Ashland's (NYSE:ASH) Shareholders Will Receive A Bigger Dividend Than Last Year

The board of Ashland Inc. ( NYSE:ASH ) has announced that it will be increasing its dividend by 2.5% on the 15th of...
分析記事 Mar 29

Is There An Opportunity With Ashland Inc.'s (NYSE:ASH) 46% Undervaluation?

Key Insights Ashland's estimated fair value is US$108 based on 2 Stage Free Cash Flow to Equity Current share price of...
Seeking Alpha Feb 27

Ashland Presents Attractive Upside Emerging From The Downcycle

Summary Ashland is generating attractive free cash flow and is well-positioned to achieve its 2027 target of $600 million EBITDA and 50% FCF conversion rate. Despite the stock selling off over the last 8 months, Ashland's strategic acquisitions and divestitures have strengthened its market position, with a focus on high-margin, patent-protected products. Ashland's strong balance sheet, low leverage, and fixed-rate debt provide stability and flexibility to navigate the current downcycle in the specialty chemicals sector. With significant insider buying and undervaluation relative to peers, Ashland presents an attractive investment opportunity with potential for 17.1%-23.5% annualized returns. Read the full article on Seeking Alpha
分析記事 Feb 20

We Like These Underlying Return On Capital Trends At Ashland (NYSE:ASH)

To find a multi-bagger stock, what are the underlying trends we should look for in a business? Amongst other things...
分析記事 Feb 05

Ashland (NYSE:ASH) Takes On Some Risk With Its Use Of Debt

Some say volatility, rather than debt, is the best way to think about risk as an investor, but Warren Buffett famously...
分析記事 Jan 14

Here's Why Shareholders May Want To Be Cautious With Increasing Ashland Inc.'s (NYSE:ASH) CEO Pay Packet

Key Insights Ashland will host its Annual General Meeting on 21st of January CEO Guillermo Novo's total compensation...
Seeking Alpha Dec 12

Ashland: A Stable Stock Trading At 50% Discount To Its Intrinsic Value

Summary Ashland Inc. (NYSE: ASH) offers a promising upside of 58.3% with a target price of $125.72, driven by its strong financial fundamentals and growth potential in biotechnology. The company is well-diversified, primarily serving the pharmaceutical and cosmetic industries, which account for over two-thirds of its revenue. Despite a modest 2% dividend yield, Ashland consistently pays dividends and has a history of share buybacks, signaling shareholder commitment. Read the full article on Seeking Alpha
分析記事 Dec 10

Subdued Growth No Barrier To Ashland Inc.'s (NYSE:ASH) Price

There wouldn't be many who think Ashland Inc.'s ( NYSE:ASH ) price-to-earnings (or "P/E") ratio of 18.1x is worth a...
分析記事 Nov 06

Ashland Inc.'s (NYSE:ASH) Intrinsic Value Is Potentially 27% Above Its Share Price

Key Insights The projected fair value for Ashland is US$108 based on 2 Stage Free Cash Flow to Equity Current share...
分析記事 Sep 16

Here's Why Ashland (NYSE:ASH) Has A Meaningful Debt Burden

David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
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新しいナラティブ Sep 02

Navigating Challenges With Critical Divestitures And Personal Care Sector Growth

Streamlining operations by exiting lower-margin businesses and focusing on high-margin sectors to improve profit margins and financial health.
分析記事 Aug 30

Returns On Capital At Ashland (NYSE:ASH) Paint A Concerning Picture

When we're researching a company, it's sometimes hard to find the warning signs, but there are some financial metrics...
分析記事 Aug 15

Ashland's (NYSE:ASH) Soft Earnings Are Actually Better Than They Appear

Ashland Inc.'s ( NYSE:ASH ) earnings announcement last week contained some soft numbers, disappointing investors. We...
分析記事 Aug 12

Getting In Cheap On Ashland Inc. (NYSE:ASH) Is Unlikely

When close to half the companies in the United States have price-to-earnings ratios (or "P/E's") below 17x, you may...
分析記事 Jul 28

A Look At The Fair Value Of Ashland Inc. (NYSE:ASH)

Key Insights The projected fair value for Ashland is US$101 based on 2 Stage Free Cash Flow to Equity Ashland's...
分析記事 Jun 20

Why Ashland Inc. (NYSE:ASH) Could Be Worth Watching

Ashland Inc. ( NYSE:ASH ), is not the largest company out there, but it had a relatively subdued couple of weeks in...
分析記事 Jun 05

Ashland (NYSE:ASH) Has A Somewhat Strained Balance Sheet

Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...

収支内訳

Ashland の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。


収益と収入の歴史

NYSE:ASH 収益、費用、利益 ( )USD Millions
日付収益収益G+A経費研究開発費
31 Mar 261,808-68533353
31 Dec 251,805-67033354
30 Sep 251,824-82232754
30 Jun 251,869-83635654
31 Mar 251,949-8634457
31 Dec 242,045538056
30 Sep 242,11319938355
30 Jun 242,10817238156
31 Mar 242,11118337652
31 Dec 232,13915434950
30 Sep 232,19116835851
30 Jun 232,30623632852
31 Mar 232,40424537454
31 Dec 222,40419137955
30 Sep 222,39118137155
30 Jun 222,35015538853
31 Mar 222,24917535652
31 Dec 212,15516234450
30 Sep 212,11117334350
30 Jun 211,8197531945
31 Mar 211,8505432146
31 Dec 201,951-54633353
30 Sep 202,016-55534556
30 Jun 202,326-46442563
31 Mar 202,393-49142466
31 Dec 192,45012939365
30 Sep 192,148-3938058
30 Jun 192,551-539769
31 Mar 192,579-1749270
31 Dec 182,584-2054471
30 Sep 182,5891948773
30 Jun 182,802-3161577
31 Mar 183,003-6157879
31 Dec 173,137-8860082
30 Sep 172,309-20752773
30 Jun 173,134-42564082
31 Mar 173,054-38261684
31 Dec 162,560-45156382
30 Sep 163,019-28467487
30 Jun 163,545281491
31 Mar 164,1219289893
31 Dec 155,1592421,02099
30 Sep 153,420-1269288
30 Jun 155,6452241,09297

質の高い収益: ASHは現在利益が出ていません。

利益率の向上: ASHは現在利益が出ていません。


フリー・キャッシュフローと収益の比較


過去の収益成長分析

収益動向: ASHは利益が出ておらず、過去 5 年間で損失は年間61.1%の割合で増加しています。

成長の加速: ASHの過去 1 年間の収益成長を 5 年間の平均と比較することはできません。現在は利益が出ていないためです。

収益対業界: ASHは利益が出ていないため、過去 1 年間の収益成長をChemicals業界 ( 2.1% ) と比較することは困難です。


株主資本利益率

高いROE: ASHは現在利益が出ていないため、自己資本利益率 ( -36.71% ) はマイナスです。


総資産利益率


使用総資本利益率


過去の好業績企業の発掘

企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/06 13:16
終値2026/05/06 00:00
収益2026/03/31
年間収益2025/09/30

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Ashland Inc. 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。20

アナリスト機関
William SeleskyArgus Research Company
John McNultyBMO Capital Markets Equity Research
David BegleiterDeutsche Bank