View Future GrowthAdvanSix 過去の業績過去 基準チェック /46AdvanSixの収益は年間平均-19.1%の割合で減少していますが、 Chemicals業界の収益は年間 減少しています。収益は年間3.8% 0.05%割合で 減少しています。 AdvanSixの自己資本利益率は6%であり、純利益率は3.2%です。主要情報-19.11%収益成長率-18.16%EPS成長率Chemicals 業界の成長12.93%収益成長率-0.05%株主資本利益率6.05%ネット・マージン3.24%次回の業績アップデート08 May 2026最近の業績更新お知らせ • Apr 17AdvanSix Inc. to Report Q1, 2026 Results on May 08, 2026AdvanSix Inc. announced that they will report Q1, 2026 results Pre-Market on May 08, 2026Reported Earnings • Feb 22Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$1.83 (up from US$1.65 in FY 2024). Revenue: US$1.52b (flat on FY 2024). Net income: US$49.3m (up 12% from FY 2024). Profit margin: 3.2% (up from 2.9% in FY 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 2.3%. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.お知らせ • Jan 20AdvanSix Inc. to Report Q4, 2025 Results on Feb 20, 2026AdvanSix Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 20, 2026分析記事 • Nov 15AdvanSix's (NYSE:ASIX) Shareholders May Want To Dig Deeper Than Statutory ProfitAdvanSix Inc.'s ( NYSE:ASIX ) stock didn't jump after it announced some healthy earnings. Our analysis showed that...Reported Earnings • Nov 09Third quarter 2025 earnings released: US$0.098 loss per share (vs US$0.83 profit in 3Q 2024)Third quarter 2025 results: US$0.098 loss per share (down from US$0.83 profit in 3Q 2024). Revenue: US$374.5m (down 6.0% from 3Q 2024). Net loss: US$2.64m (down 112% from profit in 3Q 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.お知らせ • Oct 14AdvanSix Inc. to Report Q3, 2025 Results on Nov 07, 2025AdvanSix Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 07, 2025すべての更新を表示Recent updatesお知らせ • 2hAdvanSix Inc. announces Quarterly dividend, payable on June 02, 2026AdvanSix Inc. announced Quarterly dividend of USD 0.1600 per share payable on June 02, 2026, ex-date on May 19, 2026 and record date on May 19, 2026.ナラティブ更新 • Apr 27ASIX: Cost Discipline And Nutrients Outlook Will Counter Input Cost PressuresAnalysts have nudged their price target on AdvanSix up by $1 to $20, citing near term pressure from higher input costs, along with expectations that ongoing cost and capital spending rationalization could support positive free cash flow in 2026, despite anticipated year over year EBITDA pressure. Analyst Commentary Recent commentary around AdvanSix reflects a mix of cautious near term views and more constructive longer term expectations tied to cash generation and capital discipline.お知らせ • Apr 17AdvanSix Inc. to Report Q1, 2026 Results on May 08, 2026AdvanSix Inc. announced that they will report Q1, 2026 results Pre-Market on May 08, 2026新しいナラティブ • Apr 16High Sulfur Costs And Nylon Weakness Will Pressure Margins For YearsCatalysts About AdvanSix AdvanSix is an integrated producer of nylon, chemical intermediates and ammonium sulfate fertilizers. What are the underlying business or industry changes driving this perspective?お知らせ • Apr 14+ 1 more updateAdvanSix Announces Chief Financial Officer ChangesAdvanSix announced the appointment of Patrick C. Day as its Chief Financial Officer, effective April 27, 2026. Pat will report directly to Erin Kane, President and Chief Executive Officer of AdvanSix, and will be a member of the Company’s executive leadership team. Day’s extensive experience includes enabling enterprise strategic growth, financial operational discipline and value creation in publicly traded, global industrial and chemical companies. He most recently served as Vice President of Financial Planning and Analysis and Investor Relations at FMC Corporation, where he led enterprise-wide FP&A, strategic planning, forecasting, earnings analysis and investor communications. His background also includes senior global finance leadership roles at FMC, with earlier experience in Deloitte Consulting’s Finance Transformation practice and various finance roles with United Technologies Corporation. Pat holds a bachelor’s degree in finance from Elizabethtown College and a master’s degree in accounting and tax from the University of Connecticut. Day replaces Christopher Gramm, who has been serving as Interim Chief Financial Officer during the Company’s search for a permanent Chief Financial Officer. Chris will continue to serve as Vice President of Corporate Finance and Strategic Financial Planning & Analysis for AdvanSix.ナラティブ更新 • Apr 11ASIX: Cost Controls And Nutrients Outlook Set To Balance 2026 EBITDA HeadwindsNarrative Update on AdvanSix The updated analyst price target framework for AdvanSix moves fair value from $22.50 to $23.50. Analysts point to slightly refined assumptions on the discount rate and future P/E, along with expectations around cost control efforts and free cash flow potential, even as input cost inflation and EBITDA pressure remain key watchpoints.新しいナラティブ • Apr 01Cost Savings And Fertilizer Demand Tailwinds Will Support Stronger Future PotentialCatalysts About AdvanSix AdvanSix is an integrated manufacturer of nylon solutions, chemical intermediates and ammonium sulfate fertilizers serving agriculture and industrial end markets. What are the underlying business or industry changes driving this perspective?Price Target Changed • Mar 31Price target increased by 9.3% to US$23.50Up from US$21.50, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$24.40. Stock is up 8.8% over the past year. The company is forecast to post earnings per share of US$1.02 for next year compared to US$1.83 last year.ナラティブ更新 • Mar 28ASIX: Cost Actions And Nutrients Outlook Will Shape 2026 Cash ProspectsAnalysts have increased their price target on AdvanSix by $1 to $20, citing cost and capital spending rationalization efforts and a relatively favorable outlook for the Plant Nutrients business, even as input cost inflation and expected EBITDA pressure remain key watchpoints. Analyst Commentary Bullish Takeaways Bullish analysts view the higher US$20 price target as a reflection of progress on cost and capital spending rationalization, which they see as supportive for valuation if execution stays on track.Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$24.43, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Chemicals industry in the US. Total loss to shareholders of 30% over the past three years.ナラティブ更新 • Mar 14ASIX: Cost Discipline And Nutrients Strength To Drive 2026 Cash FlexibilityAnalysts have increased their fair value estimate for AdvanSix by $1 to $22.50. This reflects updated assumptions around revenue growth, profit margins, future P/E, and discount rates, supported by recent Street research pointing to cost and capital spending rationalization, alongside a mixed near-term input cost backdrop.Price Target Changed • Mar 12Price target increased by 7.1% to US$22.50Up from US$21.00, the current price target is an average from 2 analysts. New target price is 7.2% above last closing price of US$20.99. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$1.02 for next year compared to US$1.83 last year.Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$20.64, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Chemicals industry in the US. Total loss to shareholders of 42% over the past three years.ナラティブ更新 • Feb 27ASIX: Cost Discipline And Plant Nutrients Expansion Will Support Future Cash GenerationAnalysts have inched their price target for AdvanSix up by $1 to $20, citing input cost inflation that is currently weighing on benefits from the Plant Nutrients business growth outlook, along with ongoing efforts to trim costs and capital spending. They expect these efforts to support positive free cash flow in 2026 despite anticipated year over year EBITDA pressure.お知らせ • Feb 24AdvanSix Inc., Annual General Meeting, Jun 22, 2026AdvanSix Inc., Annual General Meeting, Jun 22, 2026.Declared Dividend • Feb 23Fourth quarter dividend of US$0.16 announcedDividend of US$0.16 is the same as last year. Ex-date: 9th March 2026 Payment date: 23rd March 2026 Dividend yield will be 3.5%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but not covered by cash flows (268% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 29% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Feb 22Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$1.83 (up from US$1.65 in FY 2024). Revenue: US$1.52b (flat on FY 2024). Net income: US$49.3m (up 12% from FY 2024). Profit margin: 3.2% (up from 2.9% in FY 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 2.3%. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.お知らせ • Feb 20AdvanSix Inc. Declares Quarterly Dividend, Payable on March 23, 2026The Company's Board of Directors declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on March 23, 2026 to stockholders of record as of the close of business on March 9, 2026.ナラティブ更新 • Feb 13ASIX: Index Removals Will Create A More Attractive Future EntryAnalysts have maintained their $21.00 price target for AdvanSix, citing only small adjustments to inputs like the discount rate and assumed future P/E that fine tune rather than change their overall view. What's in the News AdvanSix was dropped from the S&P 600 index, removing the stock from this small cap benchmark (Key Developments).Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$18.50, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Chemicals industry in the US. Total loss to shareholders of 53% over the past three years.分析記事 • Feb 05What Does AdvanSix Inc.'s (NYSE:ASIX) Share Price Indicate?While AdvanSix Inc. ( NYSE:ASIX ) might not have the largest market cap around , it saw a significant share price rise...ナラティブ更新 • Jan 30ASIX: Index Removals And Buyback Completion Will Create A Stronger EntryAnalysts have lifted their fair value estimate for AdvanSix from $20 to $21, citing updated assumptions around revenue growth, profit margin and future P/E that modestly adjust their outlook on the stock's risk and return profile. What's in the News AdvanSix Inc.お知らせ • Jan 20AdvanSix Inc. to Report Q4, 2025 Results on Feb 20, 2026AdvanSix Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 20, 2026ナラティブ更新 • Jan 16ASIX: Index Removals Will Set Up A More Attractive EntryAnalysts have reduced their price target on AdvanSix from about $33.14 to $20.00, citing updates to their models that now reflect a higher discount rate, much lower assumed revenue growth and profit margins, and a substantially higher future P/E multiple. What's in the News AdvanSix Inc.Seeking Alpha • Jan 07AdvanSix: More Of The Same DisappointmentsSummary AdvanSix, a Honeywell spin-off, continues to struggle with volatile margins, stagnant revenues, and lack of sustainable shareholder value creation. AdvanSix faces persistent capital spending needs, with cumulative investments outpacing depreciation and weighing heavily on profitability and cash flow. Despite a 3.7% dividend yield and lower valuation, ongoing net capital investments, sluggish end markets, and adjusted earnings metrics limit appeal. I remain cautious on AdvanSix, as cheapness alone is insufficient without evidence of structural growth or a sustained profitability rebound. Read the full article on Seeking Alphaお知らせ • Dec 24Advansix Inc. Appoints Jeffrey J. Bird as Independent Director and Committee Member, Effective January 1, 2026AdvanSix Inc. announced the appointment of Jeffrey J. Bird as a new independent member of its Board of Directors, effective January 1, 2026. Mr. Bird will serve on the Audit Committee and the Health, Safety and Environmental Committee of the Board. Mr. Bird is currently Interim President and Chief Operating Officer of Envent Corporation, a private company that provides environmental and industrial solutions for the petrochemical industry that minimize environmental impact while maximizing operational efficiency, where he has also served as a member of the Board of Advisors since January 2025. He also serves as a director of Heath Consultants, a private company specializing in methane detection. With Mr. Bird’s appointment, AdvanSix’s Board will consist of ten members, including nine independent directors. Mr. Bird will serve on the Audit Committee and the Health, Safety and Environmental Committee of the Board. Prior to joining Envent Corporation, Mr. Bird was President, Chief Executive Officer and Director of Dril-Quip, an offshore drilling and production equipment manufacturer. Mr. Bird held key leadership roles at Dril-Quip since 2017, progressing from CFO to President and COO, and ultimately serving as President, CEO, and Director. He previously served as Executive Vice President and Chief Financial Officer of Frank’s International, a provider of engineered tubular services to the oil and gas industry. Prior to joining Frank’s International, Mr. Bird was the Vice President of Finance and Chief Financial Officer of Ascend Performance Materials, a provider of chemicals, fibers and plastics. Prior to joining Ascend, Mr. Bird served in a variety of accounting and finance roles, primarily in the industrial manufacturing sector including serving as a division Chief Financial Officer at Danaher Corporation. Mr. Bird holds a BA in Accounting from Cedarville University in Ohio. His appointment reflects the company’s commitment to a strong Board focused on the company’s strategic vision to support safe, stable and sustainable operations, improved through-cycle profitability and total shareholder return.分析記事 • Nov 18The Market Doesn't Like What It Sees From AdvanSix Inc.'s (NYSE:ASIX) Earnings Yet As Shares Tumble 27%The AdvanSix Inc. ( NYSE:ASIX ) share price has fared very poorly over the last month, falling by a substantial 27...分析記事 • Nov 15AdvanSix's (NYSE:ASIX) Shareholders May Want To Dig Deeper Than Statutory ProfitAdvanSix Inc.'s ( NYSE:ASIX ) stock didn't jump after it announced some healthy earnings. Our analysis showed that...Declared Dividend • Nov 10Third quarter dividend of US$0.16 announcedDividend of US$0.16 is the same as last year. Ex-date: 18th November 2025 Payment date: 2nd December 2025 Dividend yield will be 4.2%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but not covered by cash flows (dividend approximately 159x free cash flows). The dividend has increased by an average of 6.4% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 26% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Nov 09Third quarter 2025 earnings released: US$0.098 loss per share (vs US$0.83 profit in 3Q 2024)Third quarter 2025 results: US$0.098 loss per share (down from US$0.83 profit in 3Q 2024). Revenue: US$374.5m (down 6.0% from 3Q 2024). Net loss: US$2.64m (down 112% from profit in 3Q 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$15.38, the stock trades at a trailing P/E ratio of 5.3x. Average forward P/E is 14x in the Chemicals industry in the US. Total loss to shareholders of 59% over the past three years.お知らせ • Nov 07AdvanSix Inc. Declares Quarterly Dividend, Payable on December 2, 2025AdvanSix Inc.'s Board of Directors declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on December 2, 2025 to stockholders of record as of the close of business on November 18, 2025.お知らせ • Oct 14AdvanSix Inc. to Report Q3, 2025 Results on Nov 07, 2025AdvanSix Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 07, 2025お知らせ • Sep 03AdvanSix Inc. Announces Board AppointmentsAdvanSix Inc. announced the appointment of Dana O’Brien and Daryl Roberts as new independent members of its Board of Directors. Ms. O’Brien recently retired as Senior Vice President and Chief Legal Officer of Olin Corporation, a leading vertically integrated global manufacturer and distributor of chemical products. Ms. O’Brien will serve on the Nominating and Governance Committee and the Compensation and Leadership Development Committee of the Board. Mr. Roberts is currently Senior Vice President and Chief Operations and Engineering Officer of DuPont de Nemours Inc., a global innovation leader with technology-based materials and solutions that help transform industries and everyday life. Mr. Roberts will serve on the Health, Safety and Environmental Committee and the Compensation and Leadership Development Committee of the Board. AdvanSix’s Board now consists of nine members, including eight independent directors. Before serving as Senior Vice President and Chief Legal Officer at Olin Corporation, Ms. O’Brien served as Senior Vice President, General Counsel of The Brink’s Company, a leading global provider of cash and valuables management, digital retail solutions and ATM managed services. Prior to that, Ms. O’Brien served as Senior Vice President and General Counsel of CenterPoint Energy, which provides electric transmission and distribution, natural gas distribution and energy services operations. Ms. O’Brien also previously served as Chief Legal Officer and Chief Compliance Officer for CEVA Logistics, plc., a global provider of contract logistics and freight forwarding services and as General Counsel, Chief Compliance Officer and Secretary of EGL Inc., which was acquired by CEVA Logistics. Mr. Roberts has served as Senior Vice President and Chief Operations and Engineering Officer of DuPont de Nemours Inc. since 2018. Previously, he served as Vice President, Manufacturing, Technology and Regulatory Services and as Senior Director, Manufacturing and Regulatory Services of Arkema S.A. Earlier in his career, he served in various manufacturing, health and safety, operations and engineering positions at Arkema as well as at Total Energy and Eastman Kodak. He also served as U.S. Army Officer – Chemical Corps as a member of the reserves. These appointments reflect the company’s commitment to an experienced Board with a focus on corporate governance in order to accelerate the company’s growth as a diversified chemistry company.分析記事 • Aug 05Investors Don't See Light At End Of AdvanSix Inc.'s (NYSE:ASIX) Tunnel And Push Stock Down 25%AdvanSix Inc. ( NYSE:ASIX ) shareholders won't be pleased to see that the share price has had a very rough month...分析記事 • Aug 04AdvanSix's (NYSE:ASIX) Dividend Will Be $0.16The board of AdvanSix Inc. ( NYSE:ASIX ) has announced that it will pay a dividend on the 26th of August, with...Declared Dividend • Aug 04Second quarter dividend of US$0.16 announcedDividend of US$0.16 is the same as last year. Ex-date: 12th August 2025 Payment date: 26th August 2025 Dividend yield will be 3.3%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (22% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.Reported Earnings • Aug 03Second quarter 2025 earnings released: EPS: US$1.17 (vs US$1.45 in 2Q 2024)Second quarter 2025 results: EPS: US$1.17 (down from US$1.45 in 2Q 2024). Revenue: US$410.0m (down 9.6% from 2Q 2024). Net income: US$31.4m (down 19% from 2Q 2024). Profit margin: 7.7% (down from 8.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Aug 01Advansix Inc. Declares Quarterly Dividend, Payable on August 26, 2025AdvanSix Inc. declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on August 26, 2025 to stockholders of record as of the close of business on August 12, 2025.分析記事 • Jul 13Does AdvanSix (NYSE:ASIX) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...お知らせ • Jul 11AdvanSix Inc. to Report Q2, 2025 Results on Aug 01, 2025AdvanSix Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 01, 2025お知らせ • Jul 10+ 1 more updateAdvansix Inc. Announces Termination of Siddharth Manjeshwar as Senior Vice President, Effective as of July 9, 2025On July 9, 2025, AdvanSix Inc. announced that the employment of Siddharth Manjeshwar, the Company’s Senior Vice President has been terminated effective as of July 9, 2025.New Risk • Jun 01New major risk - Revenue and earnings growthEarnings have declined by 2.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.Price Target Changed • May 19Price target increased by 9.5% to US$34.50Up from US$31.50, the current price target is an average from 2 analysts. New target price is 47% above last closing price of US$23.48. Stock is down 4.0% over the past year. The company is forecast to post earnings per share of US$3.30 for next year compared to US$1.65 last year.分析記事 • May 05AdvanSix (NYSE:ASIX) Has Announced A Dividend Of $0.16The board of AdvanSix Inc. ( NYSE:ASIX ) has announced that it will pay a dividend of $0.16 per share on the 27th of...Declared Dividend • May 05First quarter dividend of US$0.16 announcedDividend of US$0.16 is the same as last year. Ex-date: 13th May 2025 Payment date: 27th May 2025 Dividend yield will be 2.8%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 9.9% over the next year, which should provide support to the dividend and adequate earnings cover.Reported Earnings • May 04First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.87 (up from US$0.65 loss in 1Q 2024). Revenue: US$377.8m (up 12% from 1Q 2024). Net income: US$23.3m (up US$40.7m from 1Q 2024). Profit margin: 6.2% (up from net loss in 1Q 2024). Revenue exceeded analyst estimates by 8.8%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.New Risk • May 02New major risk - Revenue and earnings growthEarnings have declined by 2.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.1% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 10x cash flows per share).お知らせ • May 02AdvanSix Inc. Declares Quarterly Cash Dividend, Payable on May 27, 2025AdvanSix Inc.'s Board of Directors declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on May 27, 2025 to stockholders of record as of the close of business on May 13, 2025.お知らせ • Apr 16AdvanSix Inc. Announces Board ResignationsOn April 16, 2025, Farha Aslam, a member of the Board of Directors of AdvanSix Inc., notified the Company of her intention to resign from the Board, effective at the Company’s Annual Meeting of Stockholders to be held on June 18, 2025, due to other commitments. As a result, Ms. Aslam will not be renominated for election at the Annual Meeting. On April 16, 2025, Darrell K. Hughes, a member of the Board since the Company’s spin-off in 2016, notified the Company of his intention to resign from the Board, effective at the Annual Meeting, due to other commitments. As a result, Mr. Hughes will not be renominated for election at the Annual Meeting. Both directors have indicated that their departure from the Board was not the result of any disagreement with management or the Board.お知らせ • Apr 08AdvanSix Inc. to Report Q1, 2025 Results on May 02, 2025AdvanSix Inc. announced that they will report Q1, 2025 results Pre-Market on May 02, 2025分析記事 • Apr 08Positive Sentiment Still Eludes AdvanSix Inc. (NYSE:ASIX) Following 27% Share Price SlumpThe AdvanSix Inc. ( NYSE:ASIX ) share price has fared very poorly over the last month, falling by a substantial 27...Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$19.21, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Chemicals industry in the US. Total loss to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$34.75 per share.Major Estimate Revision • Apr 06Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$3.95 to US$3.46 per share. Revenue forecast steady at US$1.57b. Net income forecast to grow 113% next year vs 29% growth forecast for Chemicals industry in the US. Consensus price target down from US$37.50 to US$33.00. Share price fell 9.8% to US$20.36 over the past week.分析記事 • Apr 04Is AdvanSix (NYSE:ASIX) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Recent Insider Transactions Derivative • Apr 02Senior VP notifies of intention to sell stockAchilles Kintiroglou intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of April. If the sale is conducted around the recent share price of US$22.24, it would amount to US$89k. Since June 2024, Achilles' direct individual holding has decreased from 11.33k shares to 9.72k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Mar 20AdvanSix Inc. Announces Executive ChangesEffective as of March 17, 2025, Christopher Gramm has been appointed to serve as Vice President, Financial Planning and Analysis of AdvanSix Inc. (the “Company”). In connection with his new role, Mr. Gramm will step down from his current role as the Company’s Vice President, Controller and will no longer serve as the Company’s principal accounting officer. Effective as of March 17, 2025, the company’s Board of Directors has appointed Rachael E. Ryan as the Company’s Vice President, Controller and Chief Accounting Officer to succeed Mr. Gramm. Ms. Ryan, age 42, previously served as Associate Vice President, External Reporting & Technical Accounting at Verizon Communications Inc. (“Verizon”) since 2022. Prior to that role, she served as Director, Accounting Policy at Verizon from 2017 through 2022. She also served in various finance and accounting roles at Honeywell International Inc. (“Honeywell”) from 2007 through 2017 including Director of Finance, Performance Materials and Technologies and Director, Accounting Policy and Financial Controls. Prior to her role at Honeywell, Ms. Ryan served in various roles within the audit and regulatory capital markets practices of Deloitte & Touche LLP.分析記事 • Mar 14Be Wary Of AdvanSix (NYSE:ASIX) And Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Recent Insider Transactions Derivative • Mar 04Senior VP notifies of intention to sell stockAchilles Kintiroglou intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of March. If the sale is conducted around the recent share price of US$27.75, it would amount to US$111k. Since June 2024, Achilles' direct individual holding has decreased from 11.33k shares to 9.59k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months.Declared Dividend • Feb 25Fourth quarter dividend of US$0.16 announcedDividend of US$0.16 is the same as last year. Ex-date: 10th March 2025 Payment date: 24th March 2025 Dividend yield will be 2.2%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not covered by cash flows (dividend approximately 10x free cash flows). The dividend has increased by an average of 8.6% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 115% over the next 2 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Feb 24AdvanSix Inc., Annual General Meeting, Jun 18, 2025AdvanSix Inc., Annual General Meeting, Jun 18, 2025.Reported Earnings • Feb 21Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: US$1.65 (down from US$2.00 in FY 2023). Revenue: US$1.52b (down 1.0% from FY 2023). Net income: US$44.1m (down 19% from FY 2023). Profit margin: 2.9% (down from 3.6% in FY 2023). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 35%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Feb 21AdvanSix Inc. Declares Quarterly Cash Dividend, Payable on March 24, 2025AdvanSix Inc.'s Board of Directors declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on March 24, 2025 to stockholders of record as of the close of business on March 10, 2025.分析記事 • Feb 08Is Now The Time To Look At Buying AdvanSix Inc. (NYSE:ASIX)?AdvanSix Inc. ( NYSE:ASIX ), is not the largest company out there, but it saw a decent share price growth of 11% on the...Recent Insider Transactions Derivative • Feb 04CEO, President & Director notifies of intention to sell stockErin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of February. If the sale is conducted around the recent share price of US$30.19, it would amount to US$151k. For the year to December 2018, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 403.98k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months.Price Target Changed • Jan 27Price target increased by 11% to US$39.50Up from US$35.50, the current price target is an average from 2 analysts. New target price is 22% above last closing price of US$32.31. Stock is up 23% over the past year. The company is forecast to post earnings per share of US$1.20 for next year compared to US$2.00 last year.お知らせ • Jan 21AdvanSix Inc. to Report Q4, 2024 Results on Feb 21, 2025AdvanSix Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 21, 2025Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$31.58, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 18x in the Chemicals industry in the US. Total loss to shareholders of 20% over the past three years.Recent Insider Transactions Derivative • Jan 03CEO, President & Director notifies of intention to sell stockErin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of January. If the sale is conducted around the recent share price of US$28.15, it would amount to US$141k. For the year to December 2018, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 408.98k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months.Board Change • Jan 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Don Newman was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions Derivative • Dec 15Executive Officer notifies of intention to sell stockMichael Preston intends to sell 11k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of December. If the sale is conducted around the recent share price of US$30.79, it would amount to US$333k. Since March 2024, Michael's direct individual holding has decreased from 140.83k shares to 140.48k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions Derivative • Dec 03CEO, President & Director notifies of intention to sell stockErin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$32.29, it would amount to US$161k. For the year to December 2017, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 413.98k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months.Recent Insider Transactions • Nov 20Independent Director recently bought US$149k worth of stockOn the 18th of November, Donald Newman bought around 5k shares on-market at roughly US$29.64 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.Major Estimate Revision • Nov 08Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$1.58b to US$1.56b. EPS estimate also fell from US$1.75 per share to US$1.20 per share. Net income forecast to grow 138% next year vs 26% growth forecast for Chemicals industry in the US. Consensus price target up from US$35.50 to US$37.50. Share price rose 7.2% to US$31.02 over the past week.分析記事 • Nov 07Why AdvanSix Inc. (NYSE:ASIX) Could Be Worth WatchingAdvanSix Inc. ( NYSE:ASIX ), is not the largest company out there, but it saw a double-digit share price rise of over...Recent Insider Transactions Derivative • Nov 04CEO, President & Director notifies of intention to sell stockErin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of November. If the sale is conducted around the recent share price of US$30.36, it would amount to US$152k. For the year to December 2017, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 418.98k. Company insiders have collectively sold US$87k more than they bought, via options and on-market transactions in the last 12 months.お知らせ • Nov 02Advansix Inc. Declares Quarterly Cash Dividend, Payable on November 26, 2024The Board of Directors of AdvanSix Inc. declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on November 26, 2024 to stockholders of record as of the close of business on November 12, 2024.Reported Earnings • Nov 01Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$0.83 (up from US$0.29 loss in 3Q 2023). Revenue: US$398.2m (up 23% from 3Q 2023). Net income: US$22.3m (up US$30.2m from 3Q 2023). Profit margin: 5.6% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.お知らせ • Oct 04AdvanSix Inc. to Report Q3, 2024 Results on Nov 01, 2024AdvanSix Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 01, 2024Recent Insider Transactions Derivative • Oct 03CEO, President & Director notifies of intention to sell stockErin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of October. If the sale is conducted around the recent share price of US$30.28, it would amount to US$151k. For the year to December 2017, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 423.98k. There has only been one transaction (US$82k sale) from insiders over the last 12 months.Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Farha Aslam Ford was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.分析記事 • Sep 29AdvanSix (NYSE:ASIX) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...新しいナラティブ • Sep 24Navigating Challenges In The Chemical Industry Leads To Strong Growth And Robust Margins Strong demand and pricing power in the acetone and ammonium sulfate segments indicate potential for higher earnings and margins. Seeking Alpha • Sep 17AdvanSix: Turnaround Is UnfoldingSummary AdvanSix's strong Q2 2024 financials, driven by increased sales and favorable market conditions, suggest a business turnaround and improved margins. The company is undervalued with a potential 32% stock price increase over the next 12 months, supported by rising EPS and favorable valuation ratios. Management's optimistic outlook, robust balance sheet, and strategic investments, including a $12 million USDA grant, bolster long-term growth prospects. Despite potential risks, the current market reaction undervalues ASIX stock, making it a compelling "Buy" opportunity. Read the full article on Seeking Alphaお知らせ • Sep 12+ 1 more updateAdvanSix Inc. Appoints Sidd Manjeshwar as Chief Financial Officer, Effective as of October 1, 2024AdvanSix Inc. announced that Effective as of October 1, 2024, the Board of Directors has appointed Sidd Manjeshwar as Chief Financial Officer to succeed Mr. Preston. Mr. Manjeshwar, age 48, previously served as Vice President, Corporate Treasurer and Investor Relations at Air Products. Prior to that, Mr. Manjeshwar served as Chief Financial Officer at FirstLight Power from 2018 through 2021, as Vice President, Corporate Finance and M&A, and Treasurer at Dynegy Inc. from 2012 through 2018, and in investment banking roles at Deutsche Bank Securities Inc. and Barclays Capital/Lehman Brothers from 2005 through 2012. In his new role as Senior Vice President and Chief Financial Officer, Mr. Manjeshwar will earn an annual base salary of $525,000. He will be entitled to participate in the Company’s short-term incentive program with a target bonus of 70% of his base salary (prorated for 2024), and will be eligible for grants of equity-based awards under the Company’s long-term incentive program, with his initial annual award to be made as part of the 2025 cycle. The annual award is expected to have a value of $800,000 and to be granted as a mix of restricted stock units (RSUs) and performance stock units consistent with the terms of the Company’s long-term incentive program for executive officers. In consideration of equity grants from his previous employer forfeited as a result of his departure and as a sign-on inducement, following his start date, Mr. Manjeshwar will (i) receive a cash payment of $25,000, subject to repayment if he does not complete two years of employment with the Company, and (ii) a sign-on grant of RSUs with an award value of $800,000 vesting on the third anniversary of the grant date. Mr. Manjeshwar will also be eligible for other benefits to which executive officers are entitled, as described in the Company’s most recent proxy statement filed with the Securities and Exchange Commission on April 26, 2024.Recent Insider Transactions Derivative • Sep 05CEO, President & Director notifies of intention to sell stockErin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of September. If the sale is conducted around the recent share price of US$28.27, it would amount to US$141k. For the year to December 2017, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 422.98k. There has only been one transaction (US$82k sale) from insiders over the last 12 months.Recent Insider Transactions Derivative • Aug 25VP & Controller notifies of intention to sell stockChristopher Gramm intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of August. If the sale is conducted around the recent share price of US$30.00, it would amount to US$156k. Since March 2024, Christopher's direct individual holding has decreased from 34.40k shares to 34.29k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.お知らせ • Aug 20Advansix Inc. Appoints Donald P. Newman to Board of DirectorsAdvanSix Inc. announced appointment of Donald P. Newman as a new independent member of its Board of Directors. Mr. Newman is currently Executive Vice President, Finance and Chief Financial Officer of ATI Inc., a global producer of high-performance materials and solutions for the global aerospace and defense markets and critical applications in electronics, medical and specialty energy. Mr. Newman will serve on the AuditCommittee and the Health, Safety and Environmental Committee of the Board of Directors. AdvanSix’s Board now consists of nine members, including eight independent directors. Prior to his current role with ATI Inc., Mr. Newman served as ATI’s Senior Vice President, Finance and Chief Financial Officer from January 2020 through December 2021. He joined ATI in January 2020, having served as Chief Financial Officer of Stelco Holdings Inc., a Canadian-based steel company, from August 2017 through December 2019. Previously, Mr. Newman was Chief Financial Officer of Headwaters Incorporated, a construction materials and building products business, from December 2010 until it was acquired in May 2017. In previous roles, Mr. Newman served as Vice President – Controller and Interim Chief Financial Officer at Boart Longyear Limited and as Chief Accounting Officer at ACI Worldwide Inc., and held leadership roles for over 12 years at NRG Energy Inc. His appointment reflects the company’s commitment to a strong Board focused on accelerating the company’s growth as a diversified chemistry company.Major Estimate Revision • Aug 11Consensus EPS estimates increase by 50%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$1.56b to US$1.58b. EPS estimate increased from US$1.17 to US$1.75 per share. Net income forecast to grow 795% next year vs 40% growth forecast for Chemicals industry in the US. Consensus price target up from US$34.00 to US$35.50. Share price rose 2.1% to US$27.84 over the past week.分析記事 • Aug 07AdvanSix Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsAdvanSix Inc. ( NYSE:ASIX ) defied analyst predictions to release its quarterly results, which were ahead of market...分析記事 • Aug 05AdvanSix (NYSE:ASIX) Is Paying Out A Dividend Of $0.16AdvanSix Inc. ( NYSE:ASIX ) has announced that it will pay a dividend of $0.16 per share on the 27th of August. This...Declared Dividend • Aug 05Second quarter dividend of US$0.16 announcedDividend of US$0.16 is the same as last year. Ex-date: 13th August 2024 Payment date: 27th August 2024 Dividend yield will be 2.3%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (204% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.6% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 126% to bring the payout ratio under control. EPS is expected to grow by 130% over the next year, which is sufficient to bring the dividend into a sustainable range.Reported Earnings • Aug 04Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$1.45 (up from US$1.19 in 2Q 2023). Revenue: US$453.5m (up 6.0% from 2Q 2023). Net income: US$38.9m (up 19% from 2Q 2023). Profit margin: 8.6% (up from 7.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is forecast to grow 7.1% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.お知らせ • Aug 02Advansix Inc. Declares A Quarterly Cash Dividend, Payable on August 27, 2024AdvanSix Inc. declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on August 27, 2024 to stockholders of record as of the close of business on August 13, 2024.Recent Insider Transactions Derivative • Aug 01CEO, President & Director notifies of intention to sell stockErin Kane intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 30th of July. If the sale is conducted around the recent share price of US$27.92, it would amount to US$193k. For the year to December 2017, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 448.94k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.収支内訳AdvanSix 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:ASIX 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Dec 251,52249105030 Sep 251,4915298030 Jun 251,5157795031 Mar 251,5598594031 Dec 241,5184494030 Sep 241,5713997030 Jun 241,495894031 Mar 241,470294031 Dec 231,5345596030 Sep 231,5559393030 Jun 231,71111195031 Mar 231,86714492031 Dec 221,94617288030 Sep 221,96616286030 Jun 221,93319684031 Mar 221,78717585031 Dec 211,68514083030 Sep 211,60114382030 Jun 211,4369877031 Mar 211,2326673031 Dec 201,1584671030 Sep 201,1441768030 Jun 201,1732671031 Mar 201,2853073031 Dec 191,2974175030 Sep 191,3576485030 Jun 191,4156284031 Mar 191,4717581031 Dec 181,5156681030 Sep 181,49911874030 Jun 181,49713475031 Mar 181,45813175031 Dec 171,47514773030 Sep 171,3645074030 Jun 171,3214566031 Mar 171,2683459031 Dec 161,1923454030 Sep 161,2487447030 Jun 161,2607850031 Mar 161,3198852031 Dec 151,32964520質の高い収益: ASIXは 高品質の収益 を持っています。利益率の向上: ASIXの現在の純利益率 (3.2%)は、昨年(2.9%)よりも高くなっています。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: ASIXの収益は過去 5 年間で年間19.1%減少しました。成長の加速: ASIXの過去 1 年間の収益成長率 ( 11.6% ) は、5 年間の平均 ( 年間-19.1%を上回っています。収益対業界: ASIXの過去 1 年間の収益成長率 ( 11.6% ) はChemicals業界3.5%を上回りました。株主資本利益率高いROE: ASIXの 自己資本利益率 ( 6% ) は 低い とみなされます。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7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health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2026/05/07 15:01終値2026/05/07 00:00収益2025/12/31年間収益2025/12/31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SECフォーム10-KSECフォーム10-Q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アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 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や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AdvanSix Inc. 2 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。6 アナリスト機関Robert LabickCJS Securities, Inc.David SilverFreedom Capital MarketsCharles NeivertPiper Sandler Companies3 その他のアナリストを表示
お知らせ • Apr 17AdvanSix Inc. to Report Q1, 2026 Results on May 08, 2026AdvanSix Inc. announced that they will report Q1, 2026 results Pre-Market on May 08, 2026
Reported Earnings • Feb 22Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$1.83 (up from US$1.65 in FY 2024). Revenue: US$1.52b (flat on FY 2024). Net income: US$49.3m (up 12% from FY 2024). Profit margin: 3.2% (up from 2.9% in FY 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 2.3%. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 20AdvanSix Inc. to Report Q4, 2025 Results on Feb 20, 2026AdvanSix Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 20, 2026
分析記事 • Nov 15AdvanSix's (NYSE:ASIX) Shareholders May Want To Dig Deeper Than Statutory ProfitAdvanSix Inc.'s ( NYSE:ASIX ) stock didn't jump after it announced some healthy earnings. Our analysis showed that...
Reported Earnings • Nov 09Third quarter 2025 earnings released: US$0.098 loss per share (vs US$0.83 profit in 3Q 2024)Third quarter 2025 results: US$0.098 loss per share (down from US$0.83 profit in 3Q 2024). Revenue: US$374.5m (down 6.0% from 3Q 2024). Net loss: US$2.64m (down 112% from profit in 3Q 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 14AdvanSix Inc. to Report Q3, 2025 Results on Nov 07, 2025AdvanSix Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 07, 2025
お知らせ • 2hAdvanSix Inc. announces Quarterly dividend, payable on June 02, 2026AdvanSix Inc. announced Quarterly dividend of USD 0.1600 per share payable on June 02, 2026, ex-date on May 19, 2026 and record date on May 19, 2026.
ナラティブ更新 • Apr 27ASIX: Cost Discipline And Nutrients Outlook Will Counter Input Cost PressuresAnalysts have nudged their price target on AdvanSix up by $1 to $20, citing near term pressure from higher input costs, along with expectations that ongoing cost and capital spending rationalization could support positive free cash flow in 2026, despite anticipated year over year EBITDA pressure. Analyst Commentary Recent commentary around AdvanSix reflects a mix of cautious near term views and more constructive longer term expectations tied to cash generation and capital discipline.
お知らせ • Apr 17AdvanSix Inc. to Report Q1, 2026 Results on May 08, 2026AdvanSix Inc. announced that they will report Q1, 2026 results Pre-Market on May 08, 2026
新しいナラティブ • Apr 16High Sulfur Costs And Nylon Weakness Will Pressure Margins For YearsCatalysts About AdvanSix AdvanSix is an integrated producer of nylon, chemical intermediates and ammonium sulfate fertilizers. What are the underlying business or industry changes driving this perspective?
お知らせ • Apr 14+ 1 more updateAdvanSix Announces Chief Financial Officer ChangesAdvanSix announced the appointment of Patrick C. Day as its Chief Financial Officer, effective April 27, 2026. Pat will report directly to Erin Kane, President and Chief Executive Officer of AdvanSix, and will be a member of the Company’s executive leadership team. Day’s extensive experience includes enabling enterprise strategic growth, financial operational discipline and value creation in publicly traded, global industrial and chemical companies. He most recently served as Vice President of Financial Planning and Analysis and Investor Relations at FMC Corporation, where he led enterprise-wide FP&A, strategic planning, forecasting, earnings analysis and investor communications. His background also includes senior global finance leadership roles at FMC, with earlier experience in Deloitte Consulting’s Finance Transformation practice and various finance roles with United Technologies Corporation. Pat holds a bachelor’s degree in finance from Elizabethtown College and a master’s degree in accounting and tax from the University of Connecticut. Day replaces Christopher Gramm, who has been serving as Interim Chief Financial Officer during the Company’s search for a permanent Chief Financial Officer. Chris will continue to serve as Vice President of Corporate Finance and Strategic Financial Planning & Analysis for AdvanSix.
ナラティブ更新 • Apr 11ASIX: Cost Controls And Nutrients Outlook Set To Balance 2026 EBITDA HeadwindsNarrative Update on AdvanSix The updated analyst price target framework for AdvanSix moves fair value from $22.50 to $23.50. Analysts point to slightly refined assumptions on the discount rate and future P/E, along with expectations around cost control efforts and free cash flow potential, even as input cost inflation and EBITDA pressure remain key watchpoints.
新しいナラティブ • Apr 01Cost Savings And Fertilizer Demand Tailwinds Will Support Stronger Future PotentialCatalysts About AdvanSix AdvanSix is an integrated manufacturer of nylon solutions, chemical intermediates and ammonium sulfate fertilizers serving agriculture and industrial end markets. What are the underlying business or industry changes driving this perspective?
Price Target Changed • Mar 31Price target increased by 9.3% to US$23.50Up from US$21.50, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$24.40. Stock is up 8.8% over the past year. The company is forecast to post earnings per share of US$1.02 for next year compared to US$1.83 last year.
ナラティブ更新 • Mar 28ASIX: Cost Actions And Nutrients Outlook Will Shape 2026 Cash ProspectsAnalysts have increased their price target on AdvanSix by $1 to $20, citing cost and capital spending rationalization efforts and a relatively favorable outlook for the Plant Nutrients business, even as input cost inflation and expected EBITDA pressure remain key watchpoints. Analyst Commentary Bullish Takeaways Bullish analysts view the higher US$20 price target as a reflection of progress on cost and capital spending rationalization, which they see as supportive for valuation if execution stays on track.
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 16%After last week's 16% share price gain to US$24.43, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Chemicals industry in the US. Total loss to shareholders of 30% over the past three years.
ナラティブ更新 • Mar 14ASIX: Cost Discipline And Nutrients Strength To Drive 2026 Cash FlexibilityAnalysts have increased their fair value estimate for AdvanSix by $1 to $22.50. This reflects updated assumptions around revenue growth, profit margins, future P/E, and discount rates, supported by recent Street research pointing to cost and capital spending rationalization, alongside a mixed near-term input cost backdrop.
Price Target Changed • Mar 12Price target increased by 7.1% to US$22.50Up from US$21.00, the current price target is an average from 2 analysts. New target price is 7.2% above last closing price of US$20.99. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$1.02 for next year compared to US$1.83 last year.
Valuation Update With 7 Day Price Move • Mar 05Investor sentiment improves as stock rises 15%After last week's 15% share price gain to US$20.64, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Chemicals industry in the US. Total loss to shareholders of 42% over the past three years.
ナラティブ更新 • Feb 27ASIX: Cost Discipline And Plant Nutrients Expansion Will Support Future Cash GenerationAnalysts have inched their price target for AdvanSix up by $1 to $20, citing input cost inflation that is currently weighing on benefits from the Plant Nutrients business growth outlook, along with ongoing efforts to trim costs and capital spending. They expect these efforts to support positive free cash flow in 2026 despite anticipated year over year EBITDA pressure.
お知らせ • Feb 24AdvanSix Inc., Annual General Meeting, Jun 22, 2026AdvanSix Inc., Annual General Meeting, Jun 22, 2026.
Declared Dividend • Feb 23Fourth quarter dividend of US$0.16 announcedDividend of US$0.16 is the same as last year. Ex-date: 9th March 2026 Payment date: 23rd March 2026 Dividend yield will be 3.5%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but not covered by cash flows (268% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 29% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Feb 22Full year 2025 earnings: EPS and revenues exceed analyst expectationsFull year 2025 results: EPS: US$1.83 (up from US$1.65 in FY 2024). Revenue: US$1.52b (flat on FY 2024). Net income: US$49.3m (up 12% from FY 2024). Profit margin: 3.2% (up from 2.9% in FY 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 2.3%. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 20AdvanSix Inc. Declares Quarterly Dividend, Payable on March 23, 2026The Company's Board of Directors declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on March 23, 2026 to stockholders of record as of the close of business on March 9, 2026.
ナラティブ更新 • Feb 13ASIX: Index Removals Will Create A More Attractive Future EntryAnalysts have maintained their $21.00 price target for AdvanSix, citing only small adjustments to inputs like the discount rate and assumed future P/E that fine tune rather than change their overall view. What's in the News AdvanSix was dropped from the S&P 600 index, removing the stock from this small cap benchmark (Key Developments).
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment improves as stock rises 17%After last week's 17% share price gain to US$18.50, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Chemicals industry in the US. Total loss to shareholders of 53% over the past three years.
分析記事 • Feb 05What Does AdvanSix Inc.'s (NYSE:ASIX) Share Price Indicate?While AdvanSix Inc. ( NYSE:ASIX ) might not have the largest market cap around , it saw a significant share price rise...
ナラティブ更新 • Jan 30ASIX: Index Removals And Buyback Completion Will Create A Stronger EntryAnalysts have lifted their fair value estimate for AdvanSix from $20 to $21, citing updated assumptions around revenue growth, profit margin and future P/E that modestly adjust their outlook on the stock's risk and return profile. What's in the News AdvanSix Inc.
お知らせ • Jan 20AdvanSix Inc. to Report Q4, 2025 Results on Feb 20, 2026AdvanSix Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 20, 2026
ナラティブ更新 • Jan 16ASIX: Index Removals Will Set Up A More Attractive EntryAnalysts have reduced their price target on AdvanSix from about $33.14 to $20.00, citing updates to their models that now reflect a higher discount rate, much lower assumed revenue growth and profit margins, and a substantially higher future P/E multiple. What's in the News AdvanSix Inc.
Seeking Alpha • Jan 07AdvanSix: More Of The Same DisappointmentsSummary AdvanSix, a Honeywell spin-off, continues to struggle with volatile margins, stagnant revenues, and lack of sustainable shareholder value creation. AdvanSix faces persistent capital spending needs, with cumulative investments outpacing depreciation and weighing heavily on profitability and cash flow. Despite a 3.7% dividend yield and lower valuation, ongoing net capital investments, sluggish end markets, and adjusted earnings metrics limit appeal. I remain cautious on AdvanSix, as cheapness alone is insufficient without evidence of structural growth or a sustained profitability rebound. Read the full article on Seeking Alpha
お知らせ • Dec 24Advansix Inc. Appoints Jeffrey J. Bird as Independent Director and Committee Member, Effective January 1, 2026AdvanSix Inc. announced the appointment of Jeffrey J. Bird as a new independent member of its Board of Directors, effective January 1, 2026. Mr. Bird will serve on the Audit Committee and the Health, Safety and Environmental Committee of the Board. Mr. Bird is currently Interim President and Chief Operating Officer of Envent Corporation, a private company that provides environmental and industrial solutions for the petrochemical industry that minimize environmental impact while maximizing operational efficiency, where he has also served as a member of the Board of Advisors since January 2025. He also serves as a director of Heath Consultants, a private company specializing in methane detection. With Mr. Bird’s appointment, AdvanSix’s Board will consist of ten members, including nine independent directors. Mr. Bird will serve on the Audit Committee and the Health, Safety and Environmental Committee of the Board. Prior to joining Envent Corporation, Mr. Bird was President, Chief Executive Officer and Director of Dril-Quip, an offshore drilling and production equipment manufacturer. Mr. Bird held key leadership roles at Dril-Quip since 2017, progressing from CFO to President and COO, and ultimately serving as President, CEO, and Director. He previously served as Executive Vice President and Chief Financial Officer of Frank’s International, a provider of engineered tubular services to the oil and gas industry. Prior to joining Frank’s International, Mr. Bird was the Vice President of Finance and Chief Financial Officer of Ascend Performance Materials, a provider of chemicals, fibers and plastics. Prior to joining Ascend, Mr. Bird served in a variety of accounting and finance roles, primarily in the industrial manufacturing sector including serving as a division Chief Financial Officer at Danaher Corporation. Mr. Bird holds a BA in Accounting from Cedarville University in Ohio. His appointment reflects the company’s commitment to a strong Board focused on the company’s strategic vision to support safe, stable and sustainable operations, improved through-cycle profitability and total shareholder return.
分析記事 • Nov 18The Market Doesn't Like What It Sees From AdvanSix Inc.'s (NYSE:ASIX) Earnings Yet As Shares Tumble 27%The AdvanSix Inc. ( NYSE:ASIX ) share price has fared very poorly over the last month, falling by a substantial 27...
分析記事 • Nov 15AdvanSix's (NYSE:ASIX) Shareholders May Want To Dig Deeper Than Statutory ProfitAdvanSix Inc.'s ( NYSE:ASIX ) stock didn't jump after it announced some healthy earnings. Our analysis showed that...
Declared Dividend • Nov 10Third quarter dividend of US$0.16 announcedDividend of US$0.16 is the same as last year. Ex-date: 18th November 2025 Payment date: 2nd December 2025 Dividend yield will be 4.2%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but not covered by cash flows (dividend approximately 159x free cash flows). The dividend has increased by an average of 6.4% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 26% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Nov 09Third quarter 2025 earnings released: US$0.098 loss per share (vs US$0.83 profit in 3Q 2024)Third quarter 2025 results: US$0.098 loss per share (down from US$0.83 profit in 3Q 2024). Revenue: US$374.5m (down 6.0% from 3Q 2024). Net loss: US$2.64m (down 112% from profit in 3Q 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings.
Valuation Update With 7 Day Price Move • Nov 07Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to US$15.38, the stock trades at a trailing P/E ratio of 5.3x. Average forward P/E is 14x in the Chemicals industry in the US. Total loss to shareholders of 59% over the past three years.
お知らせ • Nov 07AdvanSix Inc. Declares Quarterly Dividend, Payable on December 2, 2025AdvanSix Inc.'s Board of Directors declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on December 2, 2025 to stockholders of record as of the close of business on November 18, 2025.
お知らせ • Oct 14AdvanSix Inc. to Report Q3, 2025 Results on Nov 07, 2025AdvanSix Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 07, 2025
お知らせ • Sep 03AdvanSix Inc. Announces Board AppointmentsAdvanSix Inc. announced the appointment of Dana O’Brien and Daryl Roberts as new independent members of its Board of Directors. Ms. O’Brien recently retired as Senior Vice President and Chief Legal Officer of Olin Corporation, a leading vertically integrated global manufacturer and distributor of chemical products. Ms. O’Brien will serve on the Nominating and Governance Committee and the Compensation and Leadership Development Committee of the Board. Mr. Roberts is currently Senior Vice President and Chief Operations and Engineering Officer of DuPont de Nemours Inc., a global innovation leader with technology-based materials and solutions that help transform industries and everyday life. Mr. Roberts will serve on the Health, Safety and Environmental Committee and the Compensation and Leadership Development Committee of the Board. AdvanSix’s Board now consists of nine members, including eight independent directors. Before serving as Senior Vice President and Chief Legal Officer at Olin Corporation, Ms. O’Brien served as Senior Vice President, General Counsel of The Brink’s Company, a leading global provider of cash and valuables management, digital retail solutions and ATM managed services. Prior to that, Ms. O’Brien served as Senior Vice President and General Counsel of CenterPoint Energy, which provides electric transmission and distribution, natural gas distribution and energy services operations. Ms. O’Brien also previously served as Chief Legal Officer and Chief Compliance Officer for CEVA Logistics, plc., a global provider of contract logistics and freight forwarding services and as General Counsel, Chief Compliance Officer and Secretary of EGL Inc., which was acquired by CEVA Logistics. Mr. Roberts has served as Senior Vice President and Chief Operations and Engineering Officer of DuPont de Nemours Inc. since 2018. Previously, he served as Vice President, Manufacturing, Technology and Regulatory Services and as Senior Director, Manufacturing and Regulatory Services of Arkema S.A. Earlier in his career, he served in various manufacturing, health and safety, operations and engineering positions at Arkema as well as at Total Energy and Eastman Kodak. He also served as U.S. Army Officer – Chemical Corps as a member of the reserves. These appointments reflect the company’s commitment to an experienced Board with a focus on corporate governance in order to accelerate the company’s growth as a diversified chemistry company.
分析記事 • Aug 05Investors Don't See Light At End Of AdvanSix Inc.'s (NYSE:ASIX) Tunnel And Push Stock Down 25%AdvanSix Inc. ( NYSE:ASIX ) shareholders won't be pleased to see that the share price has had a very rough month...
分析記事 • Aug 04AdvanSix's (NYSE:ASIX) Dividend Will Be $0.16The board of AdvanSix Inc. ( NYSE:ASIX ) has announced that it will pay a dividend on the 26th of August, with...
Declared Dividend • Aug 04Second quarter dividend of US$0.16 announcedDividend of US$0.16 is the same as last year. Ex-date: 12th August 2025 Payment date: 26th August 2025 Dividend yield will be 3.3%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (22% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover.
Reported Earnings • Aug 03Second quarter 2025 earnings released: EPS: US$1.17 (vs US$1.45 in 2Q 2024)Second quarter 2025 results: EPS: US$1.17 (down from US$1.45 in 2Q 2024). Revenue: US$410.0m (down 9.6% from 2Q 2024). Net income: US$31.4m (down 19% from 2Q 2024). Profit margin: 7.7% (down from 8.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 01Advansix Inc. Declares Quarterly Dividend, Payable on August 26, 2025AdvanSix Inc. declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on August 26, 2025 to stockholders of record as of the close of business on August 12, 2025.
分析記事 • Jul 13Does AdvanSix (NYSE:ASIX) Have A Healthy Balance Sheet?Howard Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
お知らせ • Jul 11AdvanSix Inc. to Report Q2, 2025 Results on Aug 01, 2025AdvanSix Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 01, 2025
お知らせ • Jul 10+ 1 more updateAdvansix Inc. Announces Termination of Siddharth Manjeshwar as Senior Vice President, Effective as of July 9, 2025On July 9, 2025, AdvanSix Inc. announced that the employment of Siddharth Manjeshwar, the Company’s Senior Vice President has been terminated effective as of July 9, 2025.
New Risk • Jun 01New major risk - Revenue and earnings growthEarnings have declined by 2.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company.
Price Target Changed • May 19Price target increased by 9.5% to US$34.50Up from US$31.50, the current price target is an average from 2 analysts. New target price is 47% above last closing price of US$23.48. Stock is down 4.0% over the past year. The company is forecast to post earnings per share of US$3.30 for next year compared to US$1.65 last year.
分析記事 • May 05AdvanSix (NYSE:ASIX) Has Announced A Dividend Of $0.16The board of AdvanSix Inc. ( NYSE:ASIX ) has announced that it will pay a dividend of $0.16 per share on the 27th of...
Declared Dividend • May 05First quarter dividend of US$0.16 announcedDividend of US$0.16 is the same as last year. Ex-date: 13th May 2025 Payment date: 27th May 2025 Dividend yield will be 2.8%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 9.9% over the next year, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • May 04First quarter 2025 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2025 results: EPS: US$0.87 (up from US$0.65 loss in 1Q 2024). Revenue: US$377.8m (up 12% from 1Q 2024). Net income: US$23.3m (up US$40.7m from 1Q 2024). Profit margin: 6.2% (up from net loss in 1Q 2024). Revenue exceeded analyst estimates by 8.8%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
New Risk • May 02New major risk - Revenue and earnings growthEarnings have declined by 2.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.1% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 10x cash flows per share).
お知らせ • May 02AdvanSix Inc. Declares Quarterly Cash Dividend, Payable on May 27, 2025AdvanSix Inc.'s Board of Directors declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on May 27, 2025 to stockholders of record as of the close of business on May 13, 2025.
お知らせ • Apr 16AdvanSix Inc. Announces Board ResignationsOn April 16, 2025, Farha Aslam, a member of the Board of Directors of AdvanSix Inc., notified the Company of her intention to resign from the Board, effective at the Company’s Annual Meeting of Stockholders to be held on June 18, 2025, due to other commitments. As a result, Ms. Aslam will not be renominated for election at the Annual Meeting. On April 16, 2025, Darrell K. Hughes, a member of the Board since the Company’s spin-off in 2016, notified the Company of his intention to resign from the Board, effective at the Annual Meeting, due to other commitments. As a result, Mr. Hughes will not be renominated for election at the Annual Meeting. Both directors have indicated that their departure from the Board was not the result of any disagreement with management or the Board.
お知らせ • Apr 08AdvanSix Inc. to Report Q1, 2025 Results on May 02, 2025AdvanSix Inc. announced that they will report Q1, 2025 results Pre-Market on May 02, 2025
分析記事 • Apr 08Positive Sentiment Still Eludes AdvanSix Inc. (NYSE:ASIX) Following 27% Share Price SlumpThe AdvanSix Inc. ( NYSE:ASIX ) share price has fared very poorly over the last month, falling by a substantial 27...
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to US$19.21, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Chemicals industry in the US. Total loss to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$34.75 per share.
Major Estimate Revision • Apr 06Consensus EPS estimates fall by 12%The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$3.95 to US$3.46 per share. Revenue forecast steady at US$1.57b. Net income forecast to grow 113% next year vs 29% growth forecast for Chemicals industry in the US. Consensus price target down from US$37.50 to US$33.00. Share price fell 9.8% to US$20.36 over the past week.
分析記事 • Apr 04Is AdvanSix (NYSE:ASIX) A Risky Investment?The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Recent Insider Transactions Derivative • Apr 02Senior VP notifies of intention to sell stockAchilles Kintiroglou intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of April. If the sale is conducted around the recent share price of US$22.24, it would amount to US$89k. Since June 2024, Achilles' direct individual holding has decreased from 11.33k shares to 9.72k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Mar 20AdvanSix Inc. Announces Executive ChangesEffective as of March 17, 2025, Christopher Gramm has been appointed to serve as Vice President, Financial Planning and Analysis of AdvanSix Inc. (the “Company”). In connection with his new role, Mr. Gramm will step down from his current role as the Company’s Vice President, Controller and will no longer serve as the Company’s principal accounting officer. Effective as of March 17, 2025, the company’s Board of Directors has appointed Rachael E. Ryan as the Company’s Vice President, Controller and Chief Accounting Officer to succeed Mr. Gramm. Ms. Ryan, age 42, previously served as Associate Vice President, External Reporting & Technical Accounting at Verizon Communications Inc. (“Verizon”) since 2022. Prior to that role, she served as Director, Accounting Policy at Verizon from 2017 through 2022. She also served in various finance and accounting roles at Honeywell International Inc. (“Honeywell”) from 2007 through 2017 including Director of Finance, Performance Materials and Technologies and Director, Accounting Policy and Financial Controls. Prior to her role at Honeywell, Ms. Ryan served in various roles within the audit and regulatory capital markets practices of Deloitte & Touche LLP.
分析記事 • Mar 14Be Wary Of AdvanSix (NYSE:ASIX) And Its Returns On CapitalIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Recent Insider Transactions Derivative • Mar 04Senior VP notifies of intention to sell stockAchilles Kintiroglou intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of March. If the sale is conducted around the recent share price of US$27.75, it would amount to US$111k. Since June 2024, Achilles' direct individual holding has decreased from 11.33k shares to 9.59k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months.
Declared Dividend • Feb 25Fourth quarter dividend of US$0.16 announcedDividend of US$0.16 is the same as last year. Ex-date: 10th March 2025 Payment date: 24th March 2025 Dividend yield will be 2.2%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not covered by cash flows (dividend approximately 10x free cash flows). The dividend has increased by an average of 8.6% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 115% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Feb 24AdvanSix Inc., Annual General Meeting, Jun 18, 2025AdvanSix Inc., Annual General Meeting, Jun 18, 2025.
Reported Earnings • Feb 21Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behindFull year 2024 results: EPS: US$1.65 (down from US$2.00 in FY 2023). Revenue: US$1.52b (down 1.0% from FY 2023). Net income: US$44.1m (down 19% from FY 2023). Profit margin: 2.9% (down from 3.6% in FY 2023). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 35%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Feb 21AdvanSix Inc. Declares Quarterly Cash Dividend, Payable on March 24, 2025AdvanSix Inc.'s Board of Directors declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on March 24, 2025 to stockholders of record as of the close of business on March 10, 2025.
分析記事 • Feb 08Is Now The Time To Look At Buying AdvanSix Inc. (NYSE:ASIX)?AdvanSix Inc. ( NYSE:ASIX ), is not the largest company out there, but it saw a decent share price growth of 11% on the...
Recent Insider Transactions Derivative • Feb 04CEO, President & Director notifies of intention to sell stockErin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of February. If the sale is conducted around the recent share price of US$30.19, it would amount to US$151k. For the year to December 2018, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 403.98k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months.
Price Target Changed • Jan 27Price target increased by 11% to US$39.50Up from US$35.50, the current price target is an average from 2 analysts. New target price is 22% above last closing price of US$32.31. Stock is up 23% over the past year. The company is forecast to post earnings per share of US$1.20 for next year compared to US$2.00 last year.
お知らせ • Jan 21AdvanSix Inc. to Report Q4, 2024 Results on Feb 21, 2025AdvanSix Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 21, 2025
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$31.58, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 18x in the Chemicals industry in the US. Total loss to shareholders of 20% over the past three years.
Recent Insider Transactions Derivative • Jan 03CEO, President & Director notifies of intention to sell stockErin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of January. If the sale is conducted around the recent share price of US$28.15, it would amount to US$141k. For the year to December 2018, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 408.98k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months.
Board Change • Jan 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Don Newman was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions Derivative • Dec 15Executive Officer notifies of intention to sell stockMichael Preston intends to sell 11k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of December. If the sale is conducted around the recent share price of US$30.79, it would amount to US$333k. Since March 2024, Michael's direct individual holding has decreased from 140.83k shares to 140.48k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions Derivative • Dec 03CEO, President & Director notifies of intention to sell stockErin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$32.29, it would amount to US$161k. For the year to December 2017, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 413.98k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months.
Recent Insider Transactions • Nov 20Independent Director recently bought US$149k worth of stockOn the 18th of November, Donald Newman bought around 5k shares on-market at roughly US$29.64 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months.
Major Estimate Revision • Nov 08Consensus EPS estimates fall by 31%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$1.58b to US$1.56b. EPS estimate also fell from US$1.75 per share to US$1.20 per share. Net income forecast to grow 138% next year vs 26% growth forecast for Chemicals industry in the US. Consensus price target up from US$35.50 to US$37.50. Share price rose 7.2% to US$31.02 over the past week.
分析記事 • Nov 07Why AdvanSix Inc. (NYSE:ASIX) Could Be Worth WatchingAdvanSix Inc. ( NYSE:ASIX ), is not the largest company out there, but it saw a double-digit share price rise of over...
Recent Insider Transactions Derivative • Nov 04CEO, President & Director notifies of intention to sell stockErin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of November. If the sale is conducted around the recent share price of US$30.36, it would amount to US$152k. For the year to December 2017, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 418.98k. Company insiders have collectively sold US$87k more than they bought, via options and on-market transactions in the last 12 months.
お知らせ • Nov 02Advansix Inc. Declares Quarterly Cash Dividend, Payable on November 26, 2024The Board of Directors of AdvanSix Inc. declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on November 26, 2024 to stockholders of record as of the close of business on November 12, 2024.
Reported Earnings • Nov 01Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: US$0.83 (up from US$0.29 loss in 3Q 2023). Revenue: US$398.2m (up 23% from 3Q 2023). Net income: US$22.3m (up US$30.2m from 3Q 2023). Profit margin: 5.6% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 04AdvanSix Inc. to Report Q3, 2024 Results on Nov 01, 2024AdvanSix Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 01, 2024
Recent Insider Transactions Derivative • Oct 03CEO, President & Director notifies of intention to sell stockErin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of October. If the sale is conducted around the recent share price of US$30.28, it would amount to US$151k. For the year to December 2017, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 423.98k. There has only been one transaction (US$82k sale) from insiders over the last 12 months.
Board Change • Oct 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Farha Aslam Ford was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
分析記事 • Sep 29AdvanSix (NYSE:ASIX) Has A Somewhat Strained Balance SheetHoward Marks put it nicely when he said that, rather than worrying about share price volatility, 'The possibility of...
新しいナラティブ • Sep 24Navigating Challenges In The Chemical Industry Leads To Strong Growth And Robust Margins Strong demand and pricing power in the acetone and ammonium sulfate segments indicate potential for higher earnings and margins.
Seeking Alpha • Sep 17AdvanSix: Turnaround Is UnfoldingSummary AdvanSix's strong Q2 2024 financials, driven by increased sales and favorable market conditions, suggest a business turnaround and improved margins. The company is undervalued with a potential 32% stock price increase over the next 12 months, supported by rising EPS and favorable valuation ratios. Management's optimistic outlook, robust balance sheet, and strategic investments, including a $12 million USDA grant, bolster long-term growth prospects. Despite potential risks, the current market reaction undervalues ASIX stock, making it a compelling "Buy" opportunity. Read the full article on Seeking Alpha
お知らせ • Sep 12+ 1 more updateAdvanSix Inc. Appoints Sidd Manjeshwar as Chief Financial Officer, Effective as of October 1, 2024AdvanSix Inc. announced that Effective as of October 1, 2024, the Board of Directors has appointed Sidd Manjeshwar as Chief Financial Officer to succeed Mr. Preston. Mr. Manjeshwar, age 48, previously served as Vice President, Corporate Treasurer and Investor Relations at Air Products. Prior to that, Mr. Manjeshwar served as Chief Financial Officer at FirstLight Power from 2018 through 2021, as Vice President, Corporate Finance and M&A, and Treasurer at Dynegy Inc. from 2012 through 2018, and in investment banking roles at Deutsche Bank Securities Inc. and Barclays Capital/Lehman Brothers from 2005 through 2012. In his new role as Senior Vice President and Chief Financial Officer, Mr. Manjeshwar will earn an annual base salary of $525,000. He will be entitled to participate in the Company’s short-term incentive program with a target bonus of 70% of his base salary (prorated for 2024), and will be eligible for grants of equity-based awards under the Company’s long-term incentive program, with his initial annual award to be made as part of the 2025 cycle. The annual award is expected to have a value of $800,000 and to be granted as a mix of restricted stock units (RSUs) and performance stock units consistent with the terms of the Company’s long-term incentive program for executive officers. In consideration of equity grants from his previous employer forfeited as a result of his departure and as a sign-on inducement, following his start date, Mr. Manjeshwar will (i) receive a cash payment of $25,000, subject to repayment if he does not complete two years of employment with the Company, and (ii) a sign-on grant of RSUs with an award value of $800,000 vesting on the third anniversary of the grant date. Mr. Manjeshwar will also be eligible for other benefits to which executive officers are entitled, as described in the Company’s most recent proxy statement filed with the Securities and Exchange Commission on April 26, 2024.
Recent Insider Transactions Derivative • Sep 05CEO, President & Director notifies of intention to sell stockErin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of September. If the sale is conducted around the recent share price of US$28.27, it would amount to US$141k. For the year to December 2017, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 422.98k. There has only been one transaction (US$82k sale) from insiders over the last 12 months.
Recent Insider Transactions Derivative • Aug 25VP & Controller notifies of intention to sell stockChristopher Gramm intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of August. If the sale is conducted around the recent share price of US$30.00, it would amount to US$156k. Since March 2024, Christopher's direct individual holding has decreased from 34.40k shares to 34.29k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
お知らせ • Aug 20Advansix Inc. Appoints Donald P. Newman to Board of DirectorsAdvanSix Inc. announced appointment of Donald P. Newman as a new independent member of its Board of Directors. Mr. Newman is currently Executive Vice President, Finance and Chief Financial Officer of ATI Inc., a global producer of high-performance materials and solutions for the global aerospace and defense markets and critical applications in electronics, medical and specialty energy. Mr. Newman will serve on the AuditCommittee and the Health, Safety and Environmental Committee of the Board of Directors. AdvanSix’s Board now consists of nine members, including eight independent directors. Prior to his current role with ATI Inc., Mr. Newman served as ATI’s Senior Vice President, Finance and Chief Financial Officer from January 2020 through December 2021. He joined ATI in January 2020, having served as Chief Financial Officer of Stelco Holdings Inc., a Canadian-based steel company, from August 2017 through December 2019. Previously, Mr. Newman was Chief Financial Officer of Headwaters Incorporated, a construction materials and building products business, from December 2010 until it was acquired in May 2017. In previous roles, Mr. Newman served as Vice President – Controller and Interim Chief Financial Officer at Boart Longyear Limited and as Chief Accounting Officer at ACI Worldwide Inc., and held leadership roles for over 12 years at NRG Energy Inc. His appointment reflects the company’s commitment to a strong Board focused on accelerating the company’s growth as a diversified chemistry company.
Major Estimate Revision • Aug 11Consensus EPS estimates increase by 50%The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$1.56b to US$1.58b. EPS estimate increased from US$1.17 to US$1.75 per share. Net income forecast to grow 795% next year vs 40% growth forecast for Chemicals industry in the US. Consensus price target up from US$34.00 to US$35.50. Share price rose 2.1% to US$27.84 over the past week.
分析記事 • Aug 07AdvanSix Inc. Just Beat Analyst Forecasts, And Analysts Have Been Updating Their PredictionsAdvanSix Inc. ( NYSE:ASIX ) defied analyst predictions to release its quarterly results, which were ahead of market...
分析記事 • Aug 05AdvanSix (NYSE:ASIX) Is Paying Out A Dividend Of $0.16AdvanSix Inc. ( NYSE:ASIX ) has announced that it will pay a dividend of $0.16 per share on the 27th of August. This...
Declared Dividend • Aug 05Second quarter dividend of US$0.16 announcedDividend of US$0.16 is the same as last year. Ex-date: 13th August 2024 Payment date: 27th August 2024 Dividend yield will be 2.3%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (204% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.6% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 126% to bring the payout ratio under control. EPS is expected to grow by 130% over the next year, which is sufficient to bring the dividend into a sustainable range.
Reported Earnings • Aug 04Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: US$1.45 (up from US$1.19 in 2Q 2023). Revenue: US$453.5m (up 6.0% from 2Q 2023). Net income: US$38.9m (up 19% from 2Q 2023). Profit margin: 8.6% (up from 7.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is forecast to grow 7.1% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings.
お知らせ • Aug 02Advansix Inc. Declares A Quarterly Cash Dividend, Payable on August 27, 2024AdvanSix Inc. declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on August 27, 2024 to stockholders of record as of the close of business on August 13, 2024.
Recent Insider Transactions Derivative • Aug 01CEO, President & Director notifies of intention to sell stockErin Kane intends to sell 7k shares in the next 90 days after lodging an Intent To Sell Form on the 30th of July. If the sale is conducted around the recent share price of US$27.92, it would amount to US$193k. For the year to December 2017, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 448.94k. There have been no trades via on-market transactions or options from company insiders in the last 12 months.
