View Financial HealthAmerican Vanguard 배당 및 자사주 매입배당 기준 점검 0/6American Vanguard 현재 배당금을 지급하지 않습니다.핵심 정보0%배당 수익률-0.4%자사주 매입 수익률총 주주 수익률-0.4%미래 배당 수익률n/a배당 성장률6.3%다음 배당 지급일n/a배당락일n/a주당 배당금n/a배당 성향0%최근 배당 및 자사주 매입 업데이트Upcoming Dividend • Jun 19Upcoming dividend of US$0.03 per shareEligible shareholders must have bought the stock before 26 June 2024. Payment date: 10 July 2024. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.9%).분석 기사 • Jun 16American Vanguard (NYSE:AVD) Is Due To Pay A Dividend Of $0.03The board of American Vanguard Corporation ( NYSE:AVD ) has announced that it will pay a dividend of $0.03 per share on...분석 기사 • Mar 16American Vanguard (NYSE:AVD) Is Due To Pay A Dividend Of $0.03American Vanguard Corporation ( NYSE:AVD ) has announced that it will pay a dividend of $0.03 per share on the 10th of...Declared Dividend • Mar 13Third quarter dividend of US$0.03 announcedDividend of US$0.03 is the same as last year. Ex-date: 26th March 2024 Payment date: 10th April 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (76% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 176% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공지 • Mar 11American Vanguard Declares Quarterly Cash Dividend, Payable on April 10, 2024American Vanguard Corporation announced that its Board of Directors has declared a cash dividend in the amount of $0.03 per share of the company’s common stock to shareholders of record as of March 27, 2024, for distribution on April 10, 2024.Upcoming Dividend • Dec 21Upcoming dividend of US$0.03 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 12 January 2024. Payout ratio is on the higher end at 76% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (2.0%).모든 업데이트 보기Recent updatesReported Earnings • May 07First quarter 2026 earnings released: US$0.14 loss per share (vs US$0.30 loss in 1Q 2025)First quarter 2026 results: US$0.14 loss per share (improved from US$0.30 loss in 1Q 2025). Revenue: US$123.6m (up 6.7% from 1Q 2025). Net loss: US$4.15m (loss narrowed 51% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance.공지 • May 04American Vanguard Corporation to Report Q1, 2026 Results on May 06, 2026American Vanguard Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026공지 • Apr 24American Vanguard Corporation, Annual General Meeting, Jun 03, 2026American Vanguard Corporation, Annual General Meeting, Jun 03, 2026.New Risk • Mar 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$25m free cash flow). Earnings have declined by 72% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$58.8m market cap).New Risk • Mar 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.9m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$25m free cash flow). Earnings have declined by 72% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$99.9m market cap).Reported Earnings • Mar 18Full year 2025 earnings released: US$1.76 loss per share (vs US$4.50 loss in FY 2024)Full year 2025 results: US$1.76 loss per share (improved from US$4.50 loss in FY 2024). Revenue: US$515.1m (down 5.9% from FY 2024). Net loss: US$49.9m (loss narrowed 61% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.공지 • Mar 14American Vanguard Corporation to Report Fiscal Year 2025 Results on Mar 16, 2026American Vanguard Corporation announced that they will report fiscal year 2025 results After-Market on Mar 16, 2026Seeking Alpha • Feb 18American Vanguard: Making Improvements, But The Environment Remains ChallengingSummary American Vanguard continues its turnaround amid persistent end-market headwinds that have driven 2025 revenues well below initial expectations. I expect 3%-4% revenue growth in 2026 on improving input utilization and potential restocking, but acreage pressures in corn and cotton are a risk, and a V-shaped recovery is unlikely. I consider management's mid-teens EBITDA margin target ambitious; I forecast gradual improvement toward 12% over time, but that's still enough to support upside for the shares. Valuation could be attractive if end-market demand improves, but I remain cautious, awaiting 2026 guidance and clearer signs of volume demand recovery before considering an upgrade. Read the full article on Seeking Alpha분석 기사 • Dec 18American Vanguard Corporation's (NYSE:AVD) Share Price Is Matching Sentiment Around Its RevenuesWhen close to half the companies operating in the Chemicals industry in the United States have price-to-sales ratios...New Risk • Nov 20New major risk - Revenue and earnings growthEarnings have declined by 74% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 74% per year over the past 5 years.분석 기사 • Nov 20At US$4.41, Is American Vanguard Corporation (NYSE:AVD) Worth Looking At Closely?While American Vanguard Corporation ( NYSE:AVD ) might not have the largest market cap around , it received a lot of...Reported Earnings • Nov 11Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$0.43 loss per share (improved from US$0.91 loss in 3Q 2024). Revenue: US$119.3m (flat on 3Q 2024). Net loss: US$12.4m (loss narrowed 52% from 3Q 2024). Revenue missed analyst estimates by 6.8%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.공지 • Nov 11American Vanguard Corporation Updates Earnings Guidance for the Year 2025American Vanguard Corporation updated earnings guidance for the year 2025. The company have lowered forecast for net sales to $520 million to $535 million in 2025 to reflect various market conditions, primarily in Mexico, Central America and Australia.New Risk • Nov 11New major risk - Revenue and earnings growthEarnings have declined by 76% 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 Risks Debt is not well covered by operating cash flow (7.1% operating cash flow to total debt). Earnings have declined by 76% per year over the past 5 years.공지 • Nov 06American Vanguard Corporation to Report Q3, 2025 Results on Nov 10, 2025American Vanguard Corporation announced that they will report Q3, 2025 results Pre-Market on Nov 10, 2025분석 기사 • Oct 30Is American Vanguard (NYSE:AVD) Using Debt In A Risky Way?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...New Risk • Aug 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.1% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).분석 기사 • Aug 13American Vanguard Corporation (NYSE:AVD) Held Back By Insufficient Growth Even After Shares Climb 29%American Vanguard Corporation ( NYSE:AVD ) shareholders would be excited to see that the share price has had a great...Price Target Changed • Aug 12Price target decreased by 14% to US$12.00Down from US$14.00, the current price target is provided by 1 analyst. New target price is 135% above last closing price of US$5.10. Stock is down 9.4% over the past year. The company is forecast to post a net loss per share of US$0.13 next year compared to a net loss per share of US$4.50 last year.공지 • Jul 30American Vanguard Corporation to Report Q2, 2025 Results on Jul 31, 2025American Vanguard Corporation announced that they will report Q2, 2025 results After-Market on Jul 31, 2025공지 • Jun 30+ 1 more updateAmerican Vanguard Corporation(NYSE:AVD) dropped from Russell 2000 Value-Defensive IndexAmerican Vanguard Corporation(NYSE:AVD) dropped from Russell 2000 Value-Defensive Index공지 • May 30American Vanguard Corporation, Annual General Meeting, Jul 02, 2025American Vanguard Corporation, Annual General Meeting, Jul 02, 2025.공지 • May 13American Vanguard Corporation announced delayed 10-Q filingOn 05/12/2025, American Vanguard Corporation announced that they will be unable to file their next 10-Q by the deadline required by the SEC.새 내러티브 • May 09Implementing ERP Systems And Reducing Inventory Will Streamline Processes The ERP system and transformation plan aim to improve efficiency, enhance margins, and boost EBITDA through better cost management and operational processes.공지 • Apr 06American Vanguard Receives NYSE Notice Regarding Delayed 10-K FilingOn April 2, 2025, American Vanguard Corporation received notice from the New York Stock Exchange (the “NYSE”) that the Company is not in compliance with Section 802.01E of the NYSE Listed Company Manual due to a delay in filing its Annual Report on Form 10-K for the year ended December 31, 2024, with the Securities and Exchange Commission (the “SEC”). The Company determined it would not be able to file the Form 10-K within the 15-day extension period under Rule 12b-25 and needs additional time, resources and effort to complete its year-end reporting process. Accordingly, the Company is working diligently to complete the necessary work to make the filing as soon as possible. The Company can regain compliance with listing standards by completing the filing and expects its common stock to continue to be listed on the NYSE as it completes the Form 10-K.공지 • Mar 15+ 1 more updateAmerican Vanguard Corporation announced delayed annual 10-K filingOn 03/14/2025, American Vanguard Corporation announced that they will be unable to file their next 10-K by the deadline required by the SEC.공지 • Feb 28American Vanguard Corporation to Report Q4, 2024 Results on Mar 14, 2025American Vanguard Corporation announced that they will report Q4, 2024 results Pre-Market on Mar 14, 2025Seeking Alpha • Feb 27American Vanguard: Can New Leadership And Restructuring Reinvigorate The Business?Summary American Vanguard has had to deal with weaker crop protection volumes and increased generic competition that have sapped profitability and hit the share price hard. AVD's restructuring efforts aim to reduce costs, improve efficiency, and target growth, and the company recently hired a new CEO with relevant experience in post-patent crop protection. The company's efforts in biologicals (GreenSolutions) offers attractive growth potential, but may require more R&D reinvestment than the company has done in the past. I am concerned that prior targets for 15% post-restructuring EBITDA may be too ambitious, and generic competition may be persistent, but undemanding growth targets still point to significant potential upside. Despite that potential undervaluation, I prefer to see more stability and guidance/commentary from the new CEO before committing to a more bullish call on AVD. Read the full article on Seeking Alpha분석 기사 • Feb 03Investors Still Aren't Entirely Convinced By American Vanguard Corporation's (NYSE:AVD) Revenues Despite 33% Price JumpAmerican Vanguard Corporation ( NYSE:AVD ) shareholders would be excited to see that the share price has had a great...분석 기사 • Dec 20Slammed 31% American Vanguard Corporation (NYSE:AVD) Screens Well Here But There Might Be A CatchAmerican Vanguard Corporation ( NYSE:AVD ) shares have had a horrible month, losing 31% after a relatively good period...공지 • Dec 13American Vanguard Corporation Announces Changes to its BoardAmerican Vanguard Corporation announced that Debra Edwards is retiring from the board of directors and has therefore resigned. Ms. Edwards has been on the Board since 2011, having served as Chair of the Compensation Committee, as well as on the Risk and Finance Committees. To fill the vacancy left by Ms. Edwards’ retirement, the Board appointed Carmen Tiu, effective December 11, 2024. Ms. Tiu will serve on the Risk and Finance Committees. She has extensive experience in the agriculture industry, having joined Dow AgroSciences in 1987 and served at its successor company Corteva AgroSciences in roles of increasing responsibility until earlier this year, primarily in regulatory strategy, food standards, risk, and government affairs.분석 기사 • Dec 12Is American Vanguard (NYSE:AVD) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...공지 • Dec 05American Vanguard Corporation Appoints Douglas A. Kaye, III as Chief Executive OfficerAmerican Vanguard Corporation announced the appointment of Douglas A. Kaye, III as the new Chief Executive Officer following a unanimous vote from its Board of Directors, effective December 9, 2024. Mr. Kaye will be based at global headquarters beginning January 6, 2025. Mr. Kaye brings extensive experience to AVD and is expected to lead the Company into a new era of growth and innovation. He will succeed the Office of CEO (OCEO), which has been in place since July 15, 2024. Dak’s global agricultural knowledge will be valuable in leading the Company. For the past 13 years, he has served in a variety of senior leadership roles at Albaugh, LLC, a top ten global crop protection company. He most recently held the role of President, North America, which is the largest region in the Company. Previously, he was Group Chief Commercial Officer, where he oversaw the commercial activities, which included North America, Europe, Brazil, Argentina, and Latin America regions. Mr. Kaye also served as President of the European region for seven years. Prior to his work at Albaugh, Dak was the CFO and a Director at a non-crop subsidiary of the crop protection company, Adama, and previously held the role of Co-CEO at an international automotive logistics organization. Mr. Kaye began his career at Arthur Andersen, LLP. He has a Masters of Accountancy and a Bachelor of Science in Business Administration, both from Auburn University. Mr. Kaye was recently elected to the Executive Board of the industry group CropLife America (CLA).Recent Insider Transactions • Nov 20Independent Director recently bought US$72k worth of stockOn the 15th of November, Steven Macicek bought around 12k shares on-market at roughly US$5.97 per share. This transaction amounted to 62% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold US$165k more in shares than they bought in the last 12 months.분석 기사 • Nov 15Analysts Have Been Trimming Their American Vanguard Corporation (NYSE:AVD) Price Target After Its Latest ReportAmerican Vanguard Corporation ( NYSE:AVD ) just released its latest third-quarter report and things are not looking...Reported Earnings • Nov 12Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.92 loss per share (further deteriorated from US$0.012 loss in 3Q 2023). Revenue: US$118.3m (down 21% from 3Q 2023). Net loss: US$25.7m (loss widened US$25.4m from 3Q 2023). Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.분석 기사 • Sep 25These Return Metrics Don't Make American Vanguard (NYSE:AVD) Look Too StrongIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...Recent Insider Transactions • Sep 05Chairman recently sold US$572k worth of stockOn the 30th of August, Eric Wintemute sold around 100k shares on-market at roughly US$5.72 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Eric's only on-market trade for the last 12 months.공지 • Aug 21American Vanguard Corporation Withdraws Dacthal RegistrationAmerican Vanguard Corporation announced that, following its decision in April 2024 to voluntarily stop sales of Dacthal herbicide products, the Company has submitted to the Environmental Protection Agency (“EPA”) voluntary cancellation requests for all of its federal registrations of those products. Those registrations are currently the subject of an emergency suspension order that was issued by EPA on August 6, 2024. In connection with its action, the Company made the following statements. While the Company continues to question EPA’s conclusions in support of the suspension, it believe that the best course of action is to voluntarily cancel registrations of this product. The company is working apace with both state and federal authorities to effect product return and to remove Dacthal from channels of distribution. It is the Company’s position that product stewardship be international in scope; thus, it will now proceed to voluntarily cancel all international registrations as well. It is important to note that EPA’s findings are based upon the test results of a single, relatively new study that the Company had provided to the agency over two years ago which showed an effect on fetal rodents at certain dose levels. As is typically the case with such studies, the observed effect was extrapolated to indicate a potential effect upon human beings. The suspension order, then, was issued by EPA on the premise of preventing potential harm, rather than in response to an actual, reported harm. The Company had been working with the EPA in good faith for over one year to identify risk mitigation measures that might alleviate concerns and allow continued use of high-benefit use patterns. However, these measures apparently did not give the EPA sufficient certainty at the time. The Company was also discussing with the EPA the potential for completion of additional toxicology and exposure studies that may have alleviated risk concerns, had they been afforded time to proceed. The Company nevertheless thanks EPA for expending time and resources to consider and evaluate the many proposed risk mitigation measures.New Risk • Aug 12New major risk - Revenue and earnings growthEarnings have declined by 9.1% 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 Risks Interest payments are not well covered by earnings (1.4x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 9.1% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).New Risk • Aug 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (9.9% average weekly change).공지 • Aug 09American Vanguard Corporation Lowers Earnings Guidance for the Full Year 2024American Vanguard Corporation lowered earnings guidance for the full year 2024. For the year, the company expects net sales to be down 2%-to-flat (compared to previous estimate of sales up 6% to 9%) or $565 million to $580 million.분석 기사 • Aug 09Is American Vanguard Corporation (NYSE:AVD) Potentially Undervalued?American Vanguard Corporation ( NYSE:AVD ), might not be a large cap stock, but it received a lot of attention from a...New Risk • Aug 07New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.2% net profit margin).Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$7.87, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Chemicals industry in the US. Total loss to shareholders of 48% over the past three years.공지 • Aug 07American Vanguard Corporation to Report Q2, 2024 Results on Aug 08, 2024American Vanguard Corporation announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 08, 2024Seeking Alpha • Jul 24American Vanguard: Panic Selloff Makes Shares AttractiveSummary 27% panic sell-off post Q1 2024 earnings, despite double-digit YoY growth in EBITDA and operating income. Over $500k value of shares bought by three insiders after the significant drop in share price. Healthy financials, with 2024 guidance indicating expectations to surpass net sales and adjusted EBITDA of 2023, despite the suspension of Dacthal sales in the US. Given these factors, and more that I will cover in this article, I rate the stock as a Strong Buy. Read the full article on Seeking AlphaValuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$9.51, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Chemicals industry in the US. Total loss to shareholders of 43% over the past three years.공지 • Jul 08American Vanguard Corporation Announces Retirement of Eric G. Wintemute as CEOAmerican Vanguard Corporation reported that its Chairman and Chief Executive Officer, Eric G. Wintemute, has presented to the board his plan to retire from his position as CEO. The terms of his retirement are set forth in a Transition Agreement under which Mr. Wintemute will participate in the search for his successor being conducted by the global executive search firm, Kincannon & Reed, and retire upon the successor’s appointment but no later than December 31, 2024. Mr. Wintemute will continue to serve as Chairman of the Board and, post-retirement, will provide consulting services to the company on a part-time basis. Mr. Wintemute joined the company 47 years ago and has served as CEO for 30 years. Mr. Wintemute successfully led the growth of this organization over those 30 years, and due to his vision and guidance, American Vanguard has become a multi-faceted, global platform, serving hundreds of companies around the world.공지 • Jul 03American Vanguard Corporation(NYSE:AVD) dropped from Russell 2000 Growth-Defensive IndexAmerican Vanguard Corporation(NYSE:AVD) dropped from Russell 2000 Growth-Defensive IndexUpcoming Dividend • Jun 19Upcoming dividend of US$0.03 per shareEligible shareholders must have bought the stock before 26 June 2024. Payment date: 10 July 2024. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.9%).분석 기사 • Jun 16American Vanguard (NYSE:AVD) Is Due To Pay A Dividend Of $0.03The board of American Vanguard Corporation ( NYSE:AVD ) has announced that it will pay a dividend of $0.03 per share on...Board Change • Jun 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Steven Macicek was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공지 • May 30American Vanguard Announces the Retirement of Bob Trogele as Executive Vice President & Chief Operating Officer, Effective May 31, 2024American Vanguard Corporation announced that, after 35 years in the agrochemical industry, Executive Vice President & Chief Operating Officer, Bob Trogele, will be retiring effective May 31, 2024. Mr. Trogele joined the company’s principal operating subsidiary, AMVAC, in January 2015 to focus on growing the business across multiple product lines and geographies, achieving greater profitability, and establishing a pipeline of future opportunities through innovation and strategic relationships. Following his retirement, Mr. Trogele plans to remain involved in global agribusiness as an independent board director, investor and entrepreneur.공지 • May 11American Vanguard Corporation Provides Earnings Guidance for the Year 2024American Vanguard Corporation provided earnings guidance for the year 2024. For the year, the company adjusts annual targets to achieve an increase in net sales of between 6% and 9% year over year.공지 • May 09American Vanguard Corporation to Report Q1, 2024 Results on May 09, 2024American Vanguard Corporation announced that they will report Q1, 2024 results After-Market on May 09, 2024공지 • Mar 29American Vanguard Corporation, Annual General Meeting, Jun 06, 2024American Vanguard Corporation, Annual General Meeting, Jun 06, 2024, at 11:00 Pacific Standard Time. Agenda: To nominate directors; to ratify Deloitte & Touche LLP as independent public registered accounting firm for the year ending December 31, 2024; and to decide on executive compensation.분석 기사 • Mar 16American Vanguard (NYSE:AVD) Is Due To Pay A Dividend Of $0.03American Vanguard Corporation ( NYSE:AVD ) has announced that it will pay a dividend of $0.03 per share on the 10th of...공지 • Mar 16American Vanguard Corporation announced delayed annual 10-K filingOn 03/15/2024, American Vanguard Corporation announced that they will be unable to file their next 10-K by the deadline required by the SEC.Price Target Changed • Mar 15Price target increased by 13% to US$17.50Up from US$15.50, the current price target is an average from 2 analysts. New target price is 36% above last closing price of US$12.90. Stock is down 39% over the past year. The company is forecast to post earnings per share of US$0.77 for next year compared to US$0.27 last year.공지 • Mar 15American Vanguard Corporation Provides Financial Guidance for the Year 2024American Vanguard Corporation provided financial guidance for the year 2024. For the year, the company is targeting 8% to 12% revenue growth.Declared Dividend • Mar 13Third quarter dividend of US$0.03 announcedDividend of US$0.03 is the same as last year. Ex-date: 26th March 2024 Payment date: 10th April 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (76% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 176% over the next 2 years, which should provide support to the dividend and adequate earnings cover.공지 • Mar 12American Vanguard Corporation to Report Q4, 2023 Results on Mar 14, 2024American Vanguard Corporation announced that they will report Q4, 2023 results After-Market on Mar 14, 2024공지 • Mar 11American Vanguard Declares Quarterly Cash Dividend, Payable on April 10, 2024American Vanguard Corporation announced that its Board of Directors has declared a cash dividend in the amount of $0.03 per share of the company’s common stock to shareholders of record as of March 27, 2024, for distribution on April 10, 2024.공지 • Mar 08American Vanguard Corporation Announces Board ChangesAmerican Vanguard Corporation announced that Mort Erlich, who has served on the company’s board of directors since October 2013, has expressed his intention to retire effective as of the filing of the Form 10-K for the period ended December 31, 2023. Mr. Erlich joined American Vanguard after a 34-year career with KPMG LLP and has served as the Chair of the company’s Audit Committee, as well as a member of both the Compensation Committee and Nominating & Corporate Governance Committee. In light of Mr. Erlich’s retirement, the company’s board has appointed Steven Macicek to succeed Mr. Erlich as Chair of its Audit Committee. Mr. Macicek formerly served as Global Client Services Partner at Ernst & Young, where he was a member of the firm’s Center for Board Matters, gaining expertise in corporate governance and addressing boardroom issues. An accomplished auditor and business advisor, Mr. Macicek has served numerous high-growth national and large-scale multinational corporations in a wide range of sectors and was relied upon for his broad knowledge of accounting, finance, risk management, M&A, executive leadership, governance, and international business.Seeking Alpha • Feb 04Cove Street Capital - American Vanguard: A Unique Confluence Of Highly Favorable FactorsSummary We initiated a position in American Vanguard, a manufacturer, developer, and marketer of crop and plant protection chemicals. We have bought and sold AVD at various points throughout the last decade, but this iteration presents a unique confluence of factors. We see meaningful upside should this business return to its historically steady EBITDA margins and EV/EBITDA multiples. Read the full article on Seeking Alpha공지 • Jan 25American Vanguard Corporation to Report Q4, 2023 Results on Jan 31, 2024American Vanguard Corporation announced that they will report Q4, 2023 results on Jan 31, 2024Seeking Alpha • Dec 25American Vanguard Corporation: Large Declines In Price Don't Always Mean ValueSummary American Vanguard Corporation is involved in the development, production, and marketing of specialty chemicals for consumer, business, and agricultural demands. The company's expansion into South America has led to significant financial benefits, tapping into the growing demand for agricultural products in countries like Brazil and Argentina. This expansion has diversified American Vanguard's financial portfolio, reduced reliance on the North American market, and enhanced its global competitiveness in the agricultural chemicals industry. The firm is currently overvalued based on my DCF projections, resulting in a hold rating. Read the full article on Seeking AlphaUpcoming Dividend • Dec 21Upcoming dividend of US$0.03 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 12 January 2024. Payout ratio is on the higher end at 76% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (2.0%).분석 기사 • Dec 18American Vanguard's (NYSE:AVD) Dividend Will Be $0.03American Vanguard Corporation's ( NYSE:AVD ) investors are due to receive a payment of $0.03 per share on 12th of...공지 • Dec 15American Vanguard Corporation Declares Quarterly Cash Dividend, Payable on January 12, 2024American Vanguard Corporation announced that its Board of Directors has declared a cash dividend in the amount of $0.03 per share of the company’s common stock to shareholders of record as of December 29, 2023, for distribution on January 12, 2024.Recent Insider Transactions • Dec 14COO & Executive VP recently bought US$75k worth of stockOn the 11th of December, Ulrich Trogele bought around 8k shares on-market at roughly US$10.00 per share. This transaction amounted to 4.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$97k. Ulrich has been a buyer over the last 12 months, purchasing a net total of US$172k worth in shares.공지 • Dec 04American Vanguard Corporation Hires Don Gualdoni as Chief Transformation OfficerAmerican Vanguard Corporation announced that it has hired Don Gualdoni to the newly-created position of chief transformation officer. Mr. Gualdoni brings to this assignment over 25 years’ experience in various leadership roles during which he has led several large, complex transformation projects. He joins the company most recently from Teradata and was formerly with McKinsey & Company. Mr. Gualdoni has a BSE in Chemical Engineering from the University of Michigan and an MBA from the Kellogg School of Management at Northwestern University.Recent Insider Transactions • Nov 22COO & Executive VP recently bought US$97k worth of stockOn the 17th of November, Ulrich Trogele bought around 11k shares on-market at roughly US$8.99 per share. This transaction amounted to 6.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Ulrich's only on-market trade for the last 12 months.New Risk • Nov 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$91k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (0.8% net profit margin). Significant insider selling over the past 3 months (US$91k sold).공지 • Nov 12American Vanguard Corporation Provides Earnings Guidance for the Fourth Quarter of 2023 and for the Year 2024American Vanguard Corporation provided earnings guidance for the fourth quarter of 2023 and for the year 2024. The company anticipated improved sales and profitability in the fourth quarter as compared to the first nine months of this fiscal year.For 2024, the company is targeting 8% - 12% growth in sales and 25% - 35% growth in adjusted EBITDA for the full year 2024.Reported Earnings • Nov 10Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: US$0.012 loss per share (down from US$0.23 profit in 3Q 2022). Revenue: US$149.5m (down 1.7% from 3Q 2022). Net loss: US$325.0k (down 105% from profit in 3Q 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.공지 • Nov 03American Vanguard Corporation Announces Appointment Shirin Khosravi as Senior Vice President of Human ResourcesAmerican Vanguard Corporation announced that it has hired Ms. Shirin Khosravi to the newly-created position of Senior Vice President of Human Resources. Ms. Khosravi brings to this assignment over 30 years of progressive international HR experience in multiple Fortune 500 companies. In those roles, she has demonstrated extensive accomplishments in talent management, succession planning, employee engagement, process standardization and large-scale transformation and change management. She has considerable experience aligning people programs to business strategy with a passion for DEI and high-performance culture. Ms. Khosravi holds a Bachelor of Business Degree from the Edith Cowan University in Australia and Executive MBA from Western University’s Ivey Business School in Canada.공지 • Nov 01American Vanguard Corporation to Report Q3, 2023 Results on Nov 08, 2023American Vanguard Corporation announced that they will report Q3, 2023 results After-Market on Nov 08, 2023분석 기사 • Oct 26These 4 Measures Indicate That American Vanguard (NYSE:AVD) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...Price Target Changed • Oct 18Price target decreased by 15% to US$23.50Down from US$27.50, the current price target is an average from 2 analysts. New target price is 129% above last closing price of US$10.26. Stock is down 56% over the past year. The company is forecast to post earnings per share of US$1.04 for next year compared to US$0.94 last year.Seeking Alpha • Sep 28American Vanguard: Current Pessimism Represents A Good Opportunity For Long-Term InvestorsSummary Revenues are declining after a strong 2021 and 2022 as customers are emptying their inventories. Debt is increasing as the company keeps accumulating inventories. Profit margins remain depressed, but related headwinds are temporary. Increased interest expenses are putting extra pressure on the balance sheet. This represents a good opportunity for long-term investors as the company is prepared to navigate current headwinds. Read the full article on Seeking Alpha분석 기사 • Sep 15American Vanguard (NYSE:AVD) Will Pay A Dividend Of $0.03American Vanguard Corporation ( NYSE:AVD ) will pay a dividend of $0.03 on the 6th of October. Including this payment...공지 • Sep 13American Vanguard Corporation Declares Cash Dividend, Payable on October 6, 2023American Vanguard Corporation announced that its Board of Directors has declared a cash dividend in the amount of $0.03 per share of the company’s common stock to shareholders of record as of September 22, 2023, for distribution on October 6, 2023.Recent Insider Transactions • Aug 17Independent Director recently bought US$225k worth of stockOn the 14th of August, Patrick Gottschalk bought around 15k shares on-market at roughly US$14.97 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$608k more in shares than they have sold in the last 12 months.New Risk • Aug 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.0% Last year net profit margin: 4.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.Reported Earnings • Aug 09Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: US$0.037 loss per share (down from US$0.23 profit in 2Q 2022). Revenue: US$132.8m (down 10% from 2Q 2022). Net loss: US$1.05m (down 115% from profit in 2Q 2022). Revenue missed analyst estimates by 19%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.공지 • Aug 03American Vanguard Corporation to Report Q2, 2023 Results on Aug 08, 2023American Vanguard Corporation announced that they will report Q2, 2023 results After-Market on Aug 08, 2023Seeking Alpha • Jul 11American Vanguard: Acquisitions Creating Growth And Reducing CyclicalitySummary American Vanguard Corporation, a specialty chemicals company, develops, produces, and sells a range of products, including insecticides, fungicides, and herbicides through its subsidiaries. The company's strategic acquisition of TyraTech in 2017 allowed it to diversify its product range, expand its market reach, and tap into new customer segments. The company holds a solid balance sheet which protects it even during cyclical declines and has room to leverage. Assuming my DCF figures, American Vanguard is currently overvalued, resulting in a hold rating. Read the full article on Seeking AlphaUpcoming Dividend • Jun 20Upcoming dividend of US$0.03 per share at 0.7% yieldEligible shareholders must have bought the stock before 27 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.9%). Lower than average of industry peers (2.4%).공지 • Jun 13American Vanguard Corporation Declares Cash Dividend, Payable on July 14, 2023American Vanguard Corporation announced that at a meeting of the Company’s board of directors that was held on June 8, 2023, the board declared a cash dividend in the amount of $0.03 per share to holders of the Company’s common stock as of June 28, 2023, for distribution on July 14, 2023.공지 • May 26American Vanguard Corporation (NYSE:AVD) announces an Equity Buyback for $15 million worth of its shares.American Vanguard Corporation (NYSE:AVD) announces a share repurchase program. Under the program, the company will repurchase up to $15 million worth of its common stock. The program will be valid over the next twelve months.Major Estimate Revision • May 19Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$657.7m to US$643.2m. EPS estimate also fell from US$1.19 per share to US$1.04 per share. Net income forecast to grow 69% next year vs 16% growth forecast for Chemicals industry in the US. Consensus price target of US$29.50 unchanged from last update. Share price rose 6.2% to US$17.65 over the past week.지급의 안정성과 성장배당 데이터 가져오는 중안정적인 배당: 과거에 AVD 의 주당 배당금이 안정적이었는지 판단하기에는 데이터가 부족합니다.배당금 증가: AVD 의 배당금 지급이 증가했는지 판단하기에는 데이터가 부족합니다.배당 수익률 vs 시장American Vanguard 배당 수익률 vs 시장AVD의 배당 수익률은 시장과 어떻게 비교되나요?구분배당 수익률회사 (AVD)0%시장 하위 25% (US)1.4%시장 상위 25% (US)4.2%업계 평균 (Chemicals)1.7%분석가 예측 (AVD) (최대 3년)n/a주목할만한 배당금: 회사가 최근 지급을 보고하지 않았기 때문에 하위 25%의 배당금 지급자에 대해 AVD 의 배당 수익률을 평가할 수 없습니다.고배당: 회사가 최근 지급을 보고하지 않았기 때문에 배당금 지급자의 상위 25%에 대해 AVD 의 배당 수익률을 평가할 수 없습니다.주주 대상 이익 배당수익 보장: AVD US 시장에서 주목할만한 배당금을 지급하지 않습니다.주주 현금 배당현금 흐름 범위: AVD 에서 지급을 보고하지 않았기 때문에 배당 지속 가능성을 계산할 수 없습니다.높은 배당을 제공하는 우량 기업 찾기7D1Y7D1Y7D1YUS 시장에서 배당이 강한 기업.View Management기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/07 05:37종가2026/05/07 00:00수익2026/03/31연간 수익2025/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스American Vanguard Corporation는 5명의 분석가가 다루고 있습니다. 이 중 0명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관Nick GenovaB. Riley Securities, Inc.Benjamin KlieveLake Street Capital Markets, LLCBrett William WongPiper Sandler Companies2명의 분석가 더 보기
Upcoming Dividend • Jun 19Upcoming dividend of US$0.03 per shareEligible shareholders must have bought the stock before 26 June 2024. Payment date: 10 July 2024. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.9%).
분석 기사 • Jun 16American Vanguard (NYSE:AVD) Is Due To Pay A Dividend Of $0.03The board of American Vanguard Corporation ( NYSE:AVD ) has announced that it will pay a dividend of $0.03 per share on...
분석 기사 • Mar 16American Vanguard (NYSE:AVD) Is Due To Pay A Dividend Of $0.03American Vanguard Corporation ( NYSE:AVD ) has announced that it will pay a dividend of $0.03 per share on the 10th of...
Declared Dividend • Mar 13Third quarter dividend of US$0.03 announcedDividend of US$0.03 is the same as last year. Ex-date: 26th March 2024 Payment date: 10th April 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (76% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 176% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공지 • Mar 11American Vanguard Declares Quarterly Cash Dividend, Payable on April 10, 2024American Vanguard Corporation announced that its Board of Directors has declared a cash dividend in the amount of $0.03 per share of the company’s common stock to shareholders of record as of March 27, 2024, for distribution on April 10, 2024.
Upcoming Dividend • Dec 21Upcoming dividend of US$0.03 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 12 January 2024. Payout ratio is on the higher end at 76% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (2.0%).
Reported Earnings • May 07First quarter 2026 earnings released: US$0.14 loss per share (vs US$0.30 loss in 1Q 2025)First quarter 2026 results: US$0.14 loss per share (improved from US$0.30 loss in 1Q 2025). Revenue: US$123.6m (up 6.7% from 1Q 2025). Net loss: US$4.15m (loss narrowed 51% from 1Q 2025). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance.
공지 • May 04American Vanguard Corporation to Report Q1, 2026 Results on May 06, 2026American Vanguard Corporation announced that they will report Q1, 2026 results After-Market on May 06, 2026
공지 • Apr 24American Vanguard Corporation, Annual General Meeting, Jun 03, 2026American Vanguard Corporation, Annual General Meeting, Jun 03, 2026.
New Risk • Mar 30New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 12% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$25m free cash flow). Earnings have declined by 72% per year over the past 5 years. Minor Risks Share price has been volatile over the past 3 months (12% average weekly change). Market cap is less than US$100m (US$58.8m market cap).
New Risk • Mar 18New minor risk - Market cap sizeThe company's market capitalization is less than US$100m. Market cap: US$99.9m This is considered a minor risk. Companies with a small market capitalization are most likely businesses that have not yet released a product to market or are simply a very small company without a wide reach. Either way, risk is elevated with these companies because there is a chance the product may not come to fruition or the company's addressable market or demand may not be as large as expected. In addition, if the company's size is the main factor, it is less likely to have many investors and analysts following it and scrutinizing its performance and outlook. Currently, the following risks have been identified for the company: Major Risks Less than 1 year of cash runway based on free cash flow trend (-US$25m free cash flow). Earnings have declined by 72% per year over the past 5 years. Minor Risk Market cap is less than US$100m (US$99.9m market cap).
Reported Earnings • Mar 18Full year 2025 earnings released: US$1.76 loss per share (vs US$4.50 loss in FY 2024)Full year 2025 results: US$1.76 loss per share (improved from US$4.50 loss in FY 2024). Revenue: US$515.1m (down 5.9% from FY 2024). Net loss: US$49.9m (loss narrowed 61% from FY 2024). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 55 percentage points per year, which is a significant difference in performance.
공지 • Mar 14American Vanguard Corporation to Report Fiscal Year 2025 Results on Mar 16, 2026American Vanguard Corporation announced that they will report fiscal year 2025 results After-Market on Mar 16, 2026
Seeking Alpha • Feb 18American Vanguard: Making Improvements, But The Environment Remains ChallengingSummary American Vanguard continues its turnaround amid persistent end-market headwinds that have driven 2025 revenues well below initial expectations. I expect 3%-4% revenue growth in 2026 on improving input utilization and potential restocking, but acreage pressures in corn and cotton are a risk, and a V-shaped recovery is unlikely. I consider management's mid-teens EBITDA margin target ambitious; I forecast gradual improvement toward 12% over time, but that's still enough to support upside for the shares. Valuation could be attractive if end-market demand improves, but I remain cautious, awaiting 2026 guidance and clearer signs of volume demand recovery before considering an upgrade. Read the full article on Seeking Alpha
분석 기사 • Dec 18American Vanguard Corporation's (NYSE:AVD) Share Price Is Matching Sentiment Around Its RevenuesWhen close to half the companies operating in the Chemicals industry in the United States have price-to-sales ratios...
New Risk • Nov 20New major risk - Revenue and earnings growthEarnings have declined by 74% 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 Risks Debt is not well covered by operating cash flow (currently running at an operating cash loss). Earnings have declined by 74% per year over the past 5 years.
분석 기사 • Nov 20At US$4.41, Is American Vanguard Corporation (NYSE:AVD) Worth Looking At Closely?While American Vanguard Corporation ( NYSE:AVD ) might not have the largest market cap around , it received a lot of...
Reported Earnings • Nov 11Third quarter 2025 earnings: EPS and revenues miss analyst expectationsThird quarter 2025 results: US$0.43 loss per share (improved from US$0.91 loss in 3Q 2024). Revenue: US$119.3m (flat on 3Q 2024). Net loss: US$12.4m (loss narrowed 52% from 3Q 2024). Revenue missed analyst estimates by 6.8%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 3.6% p.a. on average during the next 2 years, compared to a 4.1% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 82 percentage points per year, which is a significant difference in performance.
공지 • Nov 11American Vanguard Corporation Updates Earnings Guidance for the Year 2025American Vanguard Corporation updated earnings guidance for the year 2025. The company have lowered forecast for net sales to $520 million to $535 million in 2025 to reflect various market conditions, primarily in Mexico, Central America and Australia.
New Risk • Nov 11New major risk - Revenue and earnings growthEarnings have declined by 76% 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 Risks Debt is not well covered by operating cash flow (7.1% operating cash flow to total debt). Earnings have declined by 76% per year over the past 5 years.
공지 • Nov 06American Vanguard Corporation to Report Q3, 2025 Results on Nov 10, 2025American Vanguard Corporation announced that they will report Q3, 2025 results Pre-Market on Nov 10, 2025
분석 기사 • Oct 30Is American Vanguard (NYSE:AVD) Using Debt In A Risky Way?David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
New Risk • Aug 25New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 11% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Debt is not well covered by operating cash flow (7.1% operating cash flow to total debt). Minor Risk Share price has been volatile over the past 3 months (11% average weekly change).
분석 기사 • Aug 13American Vanguard Corporation (NYSE:AVD) Held Back By Insufficient Growth Even After Shares Climb 29%American Vanguard Corporation ( NYSE:AVD ) shareholders would be excited to see that the share price has had a great...
Price Target Changed • Aug 12Price target decreased by 14% to US$12.00Down from US$14.00, the current price target is provided by 1 analyst. New target price is 135% above last closing price of US$5.10. Stock is down 9.4% over the past year. The company is forecast to post a net loss per share of US$0.13 next year compared to a net loss per share of US$4.50 last year.
공지 • Jul 30American Vanguard Corporation to Report Q2, 2025 Results on Jul 31, 2025American Vanguard Corporation announced that they will report Q2, 2025 results After-Market on Jul 31, 2025
공지 • Jun 30+ 1 more updateAmerican Vanguard Corporation(NYSE:AVD) dropped from Russell 2000 Value-Defensive IndexAmerican Vanguard Corporation(NYSE:AVD) dropped from Russell 2000 Value-Defensive Index
공지 • May 30American Vanguard Corporation, Annual General Meeting, Jul 02, 2025American Vanguard Corporation, Annual General Meeting, Jul 02, 2025.
공지 • May 13American Vanguard Corporation announced delayed 10-Q filingOn 05/12/2025, American Vanguard Corporation announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
새 내러티브 • May 09Implementing ERP Systems And Reducing Inventory Will Streamline Processes The ERP system and transformation plan aim to improve efficiency, enhance margins, and boost EBITDA through better cost management and operational processes.
공지 • Apr 06American Vanguard Receives NYSE Notice Regarding Delayed 10-K FilingOn April 2, 2025, American Vanguard Corporation received notice from the New York Stock Exchange (the “NYSE”) that the Company is not in compliance with Section 802.01E of the NYSE Listed Company Manual due to a delay in filing its Annual Report on Form 10-K for the year ended December 31, 2024, with the Securities and Exchange Commission (the “SEC”). The Company determined it would not be able to file the Form 10-K within the 15-day extension period under Rule 12b-25 and needs additional time, resources and effort to complete its year-end reporting process. Accordingly, the Company is working diligently to complete the necessary work to make the filing as soon as possible. The Company can regain compliance with listing standards by completing the filing and expects its common stock to continue to be listed on the NYSE as it completes the Form 10-K.
공지 • Mar 15+ 1 more updateAmerican Vanguard Corporation announced delayed annual 10-K filingOn 03/14/2025, American Vanguard Corporation announced that they will be unable to file their next 10-K by the deadline required by the SEC.
공지 • Feb 28American Vanguard Corporation to Report Q4, 2024 Results on Mar 14, 2025American Vanguard Corporation announced that they will report Q4, 2024 results Pre-Market on Mar 14, 2025
Seeking Alpha • Feb 27American Vanguard: Can New Leadership And Restructuring Reinvigorate The Business?Summary American Vanguard has had to deal with weaker crop protection volumes and increased generic competition that have sapped profitability and hit the share price hard. AVD's restructuring efforts aim to reduce costs, improve efficiency, and target growth, and the company recently hired a new CEO with relevant experience in post-patent crop protection. The company's efforts in biologicals (GreenSolutions) offers attractive growth potential, but may require more R&D reinvestment than the company has done in the past. I am concerned that prior targets for 15% post-restructuring EBITDA may be too ambitious, and generic competition may be persistent, but undemanding growth targets still point to significant potential upside. Despite that potential undervaluation, I prefer to see more stability and guidance/commentary from the new CEO before committing to a more bullish call on AVD. Read the full article on Seeking Alpha
분석 기사 • Feb 03Investors Still Aren't Entirely Convinced By American Vanguard Corporation's (NYSE:AVD) Revenues Despite 33% Price JumpAmerican Vanguard Corporation ( NYSE:AVD ) shareholders would be excited to see that the share price has had a great...
분석 기사 • Dec 20Slammed 31% American Vanguard Corporation (NYSE:AVD) Screens Well Here But There Might Be A CatchAmerican Vanguard Corporation ( NYSE:AVD ) shares have had a horrible month, losing 31% after a relatively good period...
공지 • Dec 13American Vanguard Corporation Announces Changes to its BoardAmerican Vanguard Corporation announced that Debra Edwards is retiring from the board of directors and has therefore resigned. Ms. Edwards has been on the Board since 2011, having served as Chair of the Compensation Committee, as well as on the Risk and Finance Committees. To fill the vacancy left by Ms. Edwards’ retirement, the Board appointed Carmen Tiu, effective December 11, 2024. Ms. Tiu will serve on the Risk and Finance Committees. She has extensive experience in the agriculture industry, having joined Dow AgroSciences in 1987 and served at its successor company Corteva AgroSciences in roles of increasing responsibility until earlier this year, primarily in regulatory strategy, food standards, risk, and government affairs.
분석 기사 • Dec 12Is American Vanguard (NYSE:AVD) Using Too Much Debt?Warren Buffett famously said, 'Volatility is far from synonymous with risk.' It's only natural to consider a company's...
공지 • Dec 05American Vanguard Corporation Appoints Douglas A. Kaye, III as Chief Executive OfficerAmerican Vanguard Corporation announced the appointment of Douglas A. Kaye, III as the new Chief Executive Officer following a unanimous vote from its Board of Directors, effective December 9, 2024. Mr. Kaye will be based at global headquarters beginning January 6, 2025. Mr. Kaye brings extensive experience to AVD and is expected to lead the Company into a new era of growth and innovation. He will succeed the Office of CEO (OCEO), which has been in place since July 15, 2024. Dak’s global agricultural knowledge will be valuable in leading the Company. For the past 13 years, he has served in a variety of senior leadership roles at Albaugh, LLC, a top ten global crop protection company. He most recently held the role of President, North America, which is the largest region in the Company. Previously, he was Group Chief Commercial Officer, where he oversaw the commercial activities, which included North America, Europe, Brazil, Argentina, and Latin America regions. Mr. Kaye also served as President of the European region for seven years. Prior to his work at Albaugh, Dak was the CFO and a Director at a non-crop subsidiary of the crop protection company, Adama, and previously held the role of Co-CEO at an international automotive logistics organization. Mr. Kaye began his career at Arthur Andersen, LLP. He has a Masters of Accountancy and a Bachelor of Science in Business Administration, both from Auburn University. Mr. Kaye was recently elected to the Executive Board of the industry group CropLife America (CLA).
Recent Insider Transactions • Nov 20Independent Director recently bought US$72k worth of stockOn the 15th of November, Steven Macicek bought around 12k shares on-market at roughly US$5.97 per share. This transaction amounted to 62% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold US$165k more in shares than they bought in the last 12 months.
분석 기사 • Nov 15Analysts Have Been Trimming Their American Vanguard Corporation (NYSE:AVD) Price Target After Its Latest ReportAmerican Vanguard Corporation ( NYSE:AVD ) just released its latest third-quarter report and things are not looking...
Reported Earnings • Nov 12Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: US$0.92 loss per share (further deteriorated from US$0.012 loss in 3Q 2023). Revenue: US$118.3m (down 21% from 3Q 2023). Net loss: US$25.7m (loss widened US$25.4m from 3Q 2023). Revenue missed analyst estimates by 15%. Earnings per share (EPS) also missed analyst estimates significantly. Revenue is forecast to grow 5.8% p.a. on average during the next 2 years, compared to a 4.5% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 46 percentage points per year, which is a significant difference in performance.
분석 기사 • Sep 25These Return Metrics Don't Make American Vanguard (NYSE:AVD) Look Too StrongIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
Recent Insider Transactions • Sep 05Chairman recently sold US$572k worth of stockOn the 30th of August, Eric Wintemute sold around 100k shares on-market at roughly US$5.72 per share. This transaction amounted to 10% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Eric's only on-market trade for the last 12 months.
공지 • Aug 21American Vanguard Corporation Withdraws Dacthal RegistrationAmerican Vanguard Corporation announced that, following its decision in April 2024 to voluntarily stop sales of Dacthal herbicide products, the Company has submitted to the Environmental Protection Agency (“EPA”) voluntary cancellation requests for all of its federal registrations of those products. Those registrations are currently the subject of an emergency suspension order that was issued by EPA on August 6, 2024. In connection with its action, the Company made the following statements. While the Company continues to question EPA’s conclusions in support of the suspension, it believe that the best course of action is to voluntarily cancel registrations of this product. The company is working apace with both state and federal authorities to effect product return and to remove Dacthal from channels of distribution. It is the Company’s position that product stewardship be international in scope; thus, it will now proceed to voluntarily cancel all international registrations as well. It is important to note that EPA’s findings are based upon the test results of a single, relatively new study that the Company had provided to the agency over two years ago which showed an effect on fetal rodents at certain dose levels. As is typically the case with such studies, the observed effect was extrapolated to indicate a potential effect upon human beings. The suspension order, then, was issued by EPA on the premise of preventing potential harm, rather than in response to an actual, reported harm. The Company had been working with the EPA in good faith for over one year to identify risk mitigation measures that might alleviate concerns and allow continued use of high-benefit use patterns. However, these measures apparently did not give the EPA sufficient certainty at the time. The Company was also discussing with the EPA the potential for completion of additional toxicology and exposure studies that may have alleviated risk concerns, had they been afforded time to proceed. The Company nevertheless thanks EPA for expending time and resources to consider and evaluate the many proposed risk mitigation measures.
New Risk • Aug 12New major risk - Revenue and earnings growthEarnings have declined by 9.1% 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 Risks Interest payments are not well covered by earnings (1.4x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Earnings have declined by 9.1% per year over the past 5 years. Minor Risk Share price has been volatile over the past 3 months (12% average weekly change).
New Risk • Aug 10New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of American stocks, typically moving 9.9% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (1.4x net interest cover). Dividend is not well covered by earnings and cash flows. Paying a dividend despite being loss-making. Paying a dividend despite having no free cash flows. Minor Risk Share price has been volatile over the past 3 months (9.9% average weekly change).
공지 • Aug 09American Vanguard Corporation Lowers Earnings Guidance for the Full Year 2024American Vanguard Corporation lowered earnings guidance for the full year 2024. For the year, the company expects net sales to be down 2%-to-flat (compared to previous estimate of sales up 6% to 9%) or $565 million to $580 million.
분석 기사 • Aug 09Is American Vanguard Corporation (NYSE:AVD) Potentially Undervalued?American Vanguard Corporation ( NYSE:AVD ), might not be a large cap stock, but it received a lot of attention from a...
New Risk • Aug 07New minor risk - Dividend sustainabilityThe dividend is not well covered by cash flows. The company is paying a dividend despite having no free cash flows. Dividend yield: 1.5% This is considered a minor risk. Dividends are ultimately paid out of the company's available cash reserves. Companies that pay out too much of their cash flow are at risk of having to reduce or cut their dividend in future. If cash flow growth slows or cash flows fall, then there may not be enough cash reserves to maintain the same dividend. Or in extreme cases, companies may opt to take on debt to maintain the dividend. This risk is mitigated by the fact the dividend is covered by earnings, however, cash flows are generally more important. For dividend paying companies, any reduction in the dividend can significantly impact the share price. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.8x net interest cover). Minor Risks Paying a dividend despite having no free cash flows. Profit margins are more than 30% lower than last year (1.2% net profit margin).
Valuation Update With 7 Day Price Move • Aug 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to US$7.87, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 15x in the Chemicals industry in the US. Total loss to shareholders of 48% over the past three years.
공지 • Aug 07American Vanguard Corporation to Report Q2, 2024 Results on Aug 08, 2024American Vanguard Corporation announced that they will report Q2, 2024 results at 4:00 PM, US Eastern Standard Time on Aug 08, 2024
Seeking Alpha • Jul 24American Vanguard: Panic Selloff Makes Shares AttractiveSummary 27% panic sell-off post Q1 2024 earnings, despite double-digit YoY growth in EBITDA and operating income. Over $500k value of shares bought by three insiders after the significant drop in share price. Healthy financials, with 2024 guidance indicating expectations to surpass net sales and adjusted EBITDA of 2023, despite the suspension of Dacthal sales in the US. Given these factors, and more that I will cover in this article, I rate the stock as a Strong Buy. Read the full article on Seeking Alpha
Valuation Update With 7 Day Price Move • Jul 17Investor sentiment improves as stock rises 19%After last week's 19% share price gain to US$9.51, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Chemicals industry in the US. Total loss to shareholders of 43% over the past three years.
공지 • Jul 08American Vanguard Corporation Announces Retirement of Eric G. Wintemute as CEOAmerican Vanguard Corporation reported that its Chairman and Chief Executive Officer, Eric G. Wintemute, has presented to the board his plan to retire from his position as CEO. The terms of his retirement are set forth in a Transition Agreement under which Mr. Wintemute will participate in the search for his successor being conducted by the global executive search firm, Kincannon & Reed, and retire upon the successor’s appointment but no later than December 31, 2024. Mr. Wintemute will continue to serve as Chairman of the Board and, post-retirement, will provide consulting services to the company on a part-time basis. Mr. Wintemute joined the company 47 years ago and has served as CEO for 30 years. Mr. Wintemute successfully led the growth of this organization over those 30 years, and due to his vision and guidance, American Vanguard has become a multi-faceted, global platform, serving hundreds of companies around the world.
공지 • Jul 03American Vanguard Corporation(NYSE:AVD) dropped from Russell 2000 Growth-Defensive IndexAmerican Vanguard Corporation(NYSE:AVD) dropped from Russell 2000 Growth-Defensive Index
Upcoming Dividend • Jun 19Upcoming dividend of US$0.03 per shareEligible shareholders must have bought the stock before 26 June 2024. Payment date: 10 July 2024. Payout ratio is a comfortable 47% but the company is not cash flow positive. Trailing yield: 1.4%. Lower than top quartile of American dividend payers (4.8%). Lower than average of industry peers (1.9%).
분석 기사 • Jun 16American Vanguard (NYSE:AVD) Is Due To Pay A Dividend Of $0.03The board of American Vanguard Corporation ( NYSE:AVD ) has announced that it will pay a dividend of $0.03 per share on...
Board Change • Jun 16High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Steven Macicek was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공지 • May 30American Vanguard Announces the Retirement of Bob Trogele as Executive Vice President & Chief Operating Officer, Effective May 31, 2024American Vanguard Corporation announced that, after 35 years in the agrochemical industry, Executive Vice President & Chief Operating Officer, Bob Trogele, will be retiring effective May 31, 2024. Mr. Trogele joined the company’s principal operating subsidiary, AMVAC, in January 2015 to focus on growing the business across multiple product lines and geographies, achieving greater profitability, and establishing a pipeline of future opportunities through innovation and strategic relationships. Following his retirement, Mr. Trogele plans to remain involved in global agribusiness as an independent board director, investor and entrepreneur.
공지 • May 11American Vanguard Corporation Provides Earnings Guidance for the Year 2024American Vanguard Corporation provided earnings guidance for the year 2024. For the year, the company adjusts annual targets to achieve an increase in net sales of between 6% and 9% year over year.
공지 • May 09American Vanguard Corporation to Report Q1, 2024 Results on May 09, 2024American Vanguard Corporation announced that they will report Q1, 2024 results After-Market on May 09, 2024
공지 • Mar 29American Vanguard Corporation, Annual General Meeting, Jun 06, 2024American Vanguard Corporation, Annual General Meeting, Jun 06, 2024, at 11:00 Pacific Standard Time. Agenda: To nominate directors; to ratify Deloitte & Touche LLP as independent public registered accounting firm for the year ending December 31, 2024; and to decide on executive compensation.
분석 기사 • Mar 16American Vanguard (NYSE:AVD) Is Due To Pay A Dividend Of $0.03American Vanguard Corporation ( NYSE:AVD ) has announced that it will pay a dividend of $0.03 per share on the 10th of...
공지 • Mar 16American Vanguard Corporation announced delayed annual 10-K filingOn 03/15/2024, American Vanguard Corporation announced that they will be unable to file their next 10-K by the deadline required by the SEC.
Price Target Changed • Mar 15Price target increased by 13% to US$17.50Up from US$15.50, the current price target is an average from 2 analysts. New target price is 36% above last closing price of US$12.90. Stock is down 39% over the past year. The company is forecast to post earnings per share of US$0.77 for next year compared to US$0.27 last year.
공지 • Mar 15American Vanguard Corporation Provides Financial Guidance for the Year 2024American Vanguard Corporation provided financial guidance for the year 2024. For the year, the company is targeting 8% to 12% revenue growth.
Declared Dividend • Mar 13Third quarter dividend of US$0.03 announcedDividend of US$0.03 is the same as last year. Ex-date: 26th March 2024 Payment date: 10th April 2024 Dividend yield will be 1.1%, which is lower than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (76% earnings payout ratio) but the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has decreased over the past 10 years, indicating a lack of growth and stability in payments. EPS is expected to grow by 176% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
공지 • Mar 12American Vanguard Corporation to Report Q4, 2023 Results on Mar 14, 2024American Vanguard Corporation announced that they will report Q4, 2023 results After-Market on Mar 14, 2024
공지 • Mar 11American Vanguard Declares Quarterly Cash Dividend, Payable on April 10, 2024American Vanguard Corporation announced that its Board of Directors has declared a cash dividend in the amount of $0.03 per share of the company’s common stock to shareholders of record as of March 27, 2024, for distribution on April 10, 2024.
공지 • Mar 08American Vanguard Corporation Announces Board ChangesAmerican Vanguard Corporation announced that Mort Erlich, who has served on the company’s board of directors since October 2013, has expressed his intention to retire effective as of the filing of the Form 10-K for the period ended December 31, 2023. Mr. Erlich joined American Vanguard after a 34-year career with KPMG LLP and has served as the Chair of the company’s Audit Committee, as well as a member of both the Compensation Committee and Nominating & Corporate Governance Committee. In light of Mr. Erlich’s retirement, the company’s board has appointed Steven Macicek to succeed Mr. Erlich as Chair of its Audit Committee. Mr. Macicek formerly served as Global Client Services Partner at Ernst & Young, where he was a member of the firm’s Center for Board Matters, gaining expertise in corporate governance and addressing boardroom issues. An accomplished auditor and business advisor, Mr. Macicek has served numerous high-growth national and large-scale multinational corporations in a wide range of sectors and was relied upon for his broad knowledge of accounting, finance, risk management, M&A, executive leadership, governance, and international business.
Seeking Alpha • Feb 04Cove Street Capital - American Vanguard: A Unique Confluence Of Highly Favorable FactorsSummary We initiated a position in American Vanguard, a manufacturer, developer, and marketer of crop and plant protection chemicals. We have bought and sold AVD at various points throughout the last decade, but this iteration presents a unique confluence of factors. We see meaningful upside should this business return to its historically steady EBITDA margins and EV/EBITDA multiples. Read the full article on Seeking Alpha
공지 • Jan 25American Vanguard Corporation to Report Q4, 2023 Results on Jan 31, 2024American Vanguard Corporation announced that they will report Q4, 2023 results on Jan 31, 2024
Seeking Alpha • Dec 25American Vanguard Corporation: Large Declines In Price Don't Always Mean ValueSummary American Vanguard Corporation is involved in the development, production, and marketing of specialty chemicals for consumer, business, and agricultural demands. The company's expansion into South America has led to significant financial benefits, tapping into the growing demand for agricultural products in countries like Brazil and Argentina. This expansion has diversified American Vanguard's financial portfolio, reduced reliance on the North American market, and enhanced its global competitiveness in the agricultural chemicals industry. The firm is currently overvalued based on my DCF projections, resulting in a hold rating. Read the full article on Seeking Alpha
Upcoming Dividend • Dec 21Upcoming dividend of US$0.03 per share at 1.1% yieldEligible shareholders must have bought the stock before 28 December 2023. Payment date: 12 January 2024. Payout ratio is on the higher end at 76% but the company is not cash flow positive. Trailing yield: 1.1%. Lower than top quartile of American dividend payers (4.6%). Lower than average of industry peers (2.0%).
분석 기사 • Dec 18American Vanguard's (NYSE:AVD) Dividend Will Be $0.03American Vanguard Corporation's ( NYSE:AVD ) investors are due to receive a payment of $0.03 per share on 12th of...
공지 • Dec 15American Vanguard Corporation Declares Quarterly Cash Dividend, Payable on January 12, 2024American Vanguard Corporation announced that its Board of Directors has declared a cash dividend in the amount of $0.03 per share of the company’s common stock to shareholders of record as of December 29, 2023, for distribution on January 12, 2024.
Recent Insider Transactions • Dec 14COO & Executive VP recently bought US$75k worth of stockOn the 11th of December, Ulrich Trogele bought around 8k shares on-market at roughly US$10.00 per share. This transaction amounted to 4.2% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth US$97k. Ulrich has been a buyer over the last 12 months, purchasing a net total of US$172k worth in shares.
공지 • Dec 04American Vanguard Corporation Hires Don Gualdoni as Chief Transformation OfficerAmerican Vanguard Corporation announced that it has hired Don Gualdoni to the newly-created position of chief transformation officer. Mr. Gualdoni brings to this assignment over 25 years’ experience in various leadership roles during which he has led several large, complex transformation projects. He joins the company most recently from Teradata and was formerly with McKinsey & Company. Mr. Gualdoni has a BSE in Chemical Engineering from the University of Michigan and an MBA from the Kellogg School of Management at Northwestern University.
Recent Insider Transactions • Nov 22COO & Executive VP recently bought US$97k worth of stockOn the 17th of November, Ulrich Trogele bought around 11k shares on-market at roughly US$8.99 per share. This transaction amounted to 6.4% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. This was Ulrich's only on-market trade for the last 12 months.
New Risk • Nov 14New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: US$91k This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.5x net interest cover). Minor Risks Profit margins are more than 30% lower than last year (0.8% net profit margin). Significant insider selling over the past 3 months (US$91k sold).
공지 • Nov 12American Vanguard Corporation Provides Earnings Guidance for the Fourth Quarter of 2023 and for the Year 2024American Vanguard Corporation provided earnings guidance for the fourth quarter of 2023 and for the year 2024. The company anticipated improved sales and profitability in the fourth quarter as compared to the first nine months of this fiscal year.For 2024, the company is targeting 8% - 12% growth in sales and 25% - 35% growth in adjusted EBITDA for the full year 2024.
Reported Earnings • Nov 10Third quarter 2023 earnings: EPS and revenues miss analyst expectationsThird quarter 2023 results: US$0.012 loss per share (down from US$0.23 profit in 3Q 2022). Revenue: US$149.5m (down 1.7% from 3Q 2022). Net loss: US$325.0k (down 105% from profit in 3Q 2022). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 4.7% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has remained flat but the company’s share price has fallen by 15% per year, which means it is significantly lagging earnings.
공지 • Nov 03American Vanguard Corporation Announces Appointment Shirin Khosravi as Senior Vice President of Human ResourcesAmerican Vanguard Corporation announced that it has hired Ms. Shirin Khosravi to the newly-created position of Senior Vice President of Human Resources. Ms. Khosravi brings to this assignment over 30 years of progressive international HR experience in multiple Fortune 500 companies. In those roles, she has demonstrated extensive accomplishments in talent management, succession planning, employee engagement, process standardization and large-scale transformation and change management. She has considerable experience aligning people programs to business strategy with a passion for DEI and high-performance culture. Ms. Khosravi holds a Bachelor of Business Degree from the Edith Cowan University in Australia and Executive MBA from Western University’s Ivey Business School in Canada.
공지 • Nov 01American Vanguard Corporation to Report Q3, 2023 Results on Nov 08, 2023American Vanguard Corporation announced that they will report Q3, 2023 results After-Market on Nov 08, 2023
분석 기사 • Oct 26These 4 Measures Indicate That American Vanguard (NYSE:AVD) Is Using Debt ExtensivelyThe external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
Price Target Changed • Oct 18Price target decreased by 15% to US$23.50Down from US$27.50, the current price target is an average from 2 analysts. New target price is 129% above last closing price of US$10.26. Stock is down 56% over the past year. The company is forecast to post earnings per share of US$1.04 for next year compared to US$0.94 last year.
Seeking Alpha • Sep 28American Vanguard: Current Pessimism Represents A Good Opportunity For Long-Term InvestorsSummary Revenues are declining after a strong 2021 and 2022 as customers are emptying their inventories. Debt is increasing as the company keeps accumulating inventories. Profit margins remain depressed, but related headwinds are temporary. Increased interest expenses are putting extra pressure on the balance sheet. This represents a good opportunity for long-term investors as the company is prepared to navigate current headwinds. Read the full article on Seeking Alpha
분석 기사 • Sep 15American Vanguard (NYSE:AVD) Will Pay A Dividend Of $0.03American Vanguard Corporation ( NYSE:AVD ) will pay a dividend of $0.03 on the 6th of October. Including this payment...
공지 • Sep 13American Vanguard Corporation Declares Cash Dividend, Payable on October 6, 2023American Vanguard Corporation announced that its Board of Directors has declared a cash dividend in the amount of $0.03 per share of the company’s common stock to shareholders of record as of September 22, 2023, for distribution on October 6, 2023.
Recent Insider Transactions • Aug 17Independent Director recently bought US$225k worth of stockOn the 14th of August, Patrick Gottschalk bought around 15k shares on-market at roughly US$14.97 per share. This transaction amounted to 40% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought US$608k more in shares than they have sold in the last 12 months.
New Risk • Aug 09New minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 2.0% Last year net profit margin: 4.5% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. This is currently the only risk that has been identified for the company.
Reported Earnings • Aug 09Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: US$0.037 loss per share (down from US$0.23 profit in 2Q 2022). Revenue: US$132.8m (down 10% from 2Q 2022). Net loss: US$1.05m (down 115% from profit in 2Q 2022). Revenue missed analyst estimates by 19%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 2 years, compared to a 4.3% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has increased by 17% per year but the company’s share price has fallen by 1% per year, which means it is significantly lagging earnings.
공지 • Aug 03American Vanguard Corporation to Report Q2, 2023 Results on Aug 08, 2023American Vanguard Corporation announced that they will report Q2, 2023 results After-Market on Aug 08, 2023
Seeking Alpha • Jul 11American Vanguard: Acquisitions Creating Growth And Reducing CyclicalitySummary American Vanguard Corporation, a specialty chemicals company, develops, produces, and sells a range of products, including insecticides, fungicides, and herbicides through its subsidiaries. The company's strategic acquisition of TyraTech in 2017 allowed it to diversify its product range, expand its market reach, and tap into new customer segments. The company holds a solid balance sheet which protects it even during cyclical declines and has room to leverage. Assuming my DCF figures, American Vanguard is currently overvalued, resulting in a hold rating. Read the full article on Seeking Alpha
Upcoming Dividend • Jun 20Upcoming dividend of US$0.03 per share at 0.7% yieldEligible shareholders must have bought the stock before 27 June 2023. Payment date: 14 July 2023. Payout ratio is a comfortable 16% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of American dividend payers (4.9%). Lower than average of industry peers (2.4%).
공지 • Jun 13American Vanguard Corporation Declares Cash Dividend, Payable on July 14, 2023American Vanguard Corporation announced that at a meeting of the Company’s board of directors that was held on June 8, 2023, the board declared a cash dividend in the amount of $0.03 per share to holders of the Company’s common stock as of June 28, 2023, for distribution on July 14, 2023.
공지 • May 26American Vanguard Corporation (NYSE:AVD) announces an Equity Buyback for $15 million worth of its shares.American Vanguard Corporation (NYSE:AVD) announces a share repurchase program. Under the program, the company will repurchase up to $15 million worth of its common stock. The program will be valid over the next twelve months.
Major Estimate Revision • May 19Consensus EPS estimates fall by 13%The consensus outlook for earnings per share (EPS) in fiscal year 2023 has deteriorated. 2023 revenue forecast decreased from US$657.7m to US$643.2m. EPS estimate also fell from US$1.19 per share to US$1.04 per share. Net income forecast to grow 69% next year vs 16% growth forecast for Chemicals industry in the US. Consensus price target of US$29.50 unchanged from last update. Share price rose 6.2% to US$17.65 over the past week.
