Reported Earnings • 8h
First quarter 2026 earnings: Revenues exceed analysts expectations while EPS lags behind First quarter 2026 results: US$0.58 loss per share (down from US$0.87 profit in 1Q 2025). Revenue: US$404.2m (up 7.0% from 1Q 2025). Net loss: US$15.5m (down 167% from profit in 1Q 2025). Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) missed analyst estimates by 1.8%. Revenue is forecast to grow 8.5% p.a. on average during the next 2 years, compared to a 5.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. Aankondiging • May 09
AdvanSix Inc. announces Quarterly dividend, payable on June 02, 2026 AdvanSix Inc. announced Quarterly dividend of USD 0.1600 per share payable on June 02, 2026, ex-date on May 19, 2026 and record date on May 19, 2026. Aankondiging • Apr 17
AdvanSix Inc. to Report Q1, 2026 Results on May 08, 2026 AdvanSix Inc. announced that they will report Q1, 2026 results Pre-Market on May 08, 2026 Price Target Changed • Mar 31
Price target increased by 9.3% to US$23.50 Up from US$21.50, the current price target is an average from 2 analysts. New target price is approximately in line with last closing price of US$24.40. Stock is up 8.8% over the past year. The company is forecast to post earnings per share of US$1.02 for next year compared to US$1.83 last year. Valuation Update With 7 Day Price Move • Mar 26
Investor sentiment improves as stock rises 16% After last week's 16% share price gain to US$24.43, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 16x in the Chemicals industry in the US. Total loss to shareholders of 30% over the past three years. Price Target Changed • Mar 12
Price target increased by 7.1% to US$22.50 Up from US$21.00, the current price target is an average from 2 analysts. New target price is 7.2% above last closing price of US$20.99. Stock is down 11% over the past year. The company is forecast to post earnings per share of US$1.02 for next year compared to US$1.83 last year. Valuation Update With 7 Day Price Move • Mar 05
Investor sentiment improves as stock rises 15% After last week's 15% share price gain to US$20.64, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 18x in the Chemicals industry in the US. Total loss to shareholders of 42% over the past three years. Aankondiging • Feb 24
AdvanSix Inc., Annual General Meeting, Jun 22, 2026 AdvanSix Inc., Annual General Meeting, Jun 22, 2026. Declared Dividend • Feb 23
Fourth quarter dividend of US$0.16 announced Dividend of US$0.16 is the same as last year. Ex-date: 9th March 2026 Payment date: 23rd March 2026 Dividend yield will be 3.5%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (35% earnings payout ratio) but not covered by cash flows (268% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 29% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Reported Earnings • Feb 22
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full year 2025 results: EPS: US$1.83 (up from US$1.65 in FY 2024). Revenue: US$1.52b (flat on FY 2024). Net income: US$49.3m (up 12% from FY 2024). Profit margin: 3.2% (up from 2.9% in FY 2024). Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 2.3%. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has only fallen by 23% per year, which means it has not declined as severely as earnings. Aankondiging • Feb 20
AdvanSix Inc. Declares Quarterly Dividend, Payable on March 23, 2026 The Company's Board of Directors declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on March 23, 2026 to stockholders of record as of the close of business on March 9, 2026. Valuation Update With 7 Day Price Move • Feb 06
Investor sentiment improves as stock rises 17% After last week's 17% share price gain to US$18.50, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 19x in the Chemicals industry in the US. Total loss to shareholders of 53% over the past three years. Aankondiging • Jan 20
AdvanSix Inc. to Report Q4, 2025 Results on Feb 20, 2026 AdvanSix Inc. announced that they will report Q4, 2025 results Pre-Market on Feb 20, 2026 Aankondiging • Dec 24
Advansix Inc. Appoints Jeffrey J. Bird as Independent Director and Committee Member, Effective January 1, 2026 AdvanSix Inc. announced the appointment of Jeffrey J. Bird as a new independent member of its Board of Directors, effective January 1, 2026. Mr. Bird will serve on the Audit Committee and the Health, Safety and Environmental Committee of the Board. Mr. Bird is currently Interim President and Chief Operating Officer of Envent Corporation, a private company that provides environmental and industrial solutions for the petrochemical industry that minimize environmental impact while maximizing operational efficiency, where he has also served as a member of the Board of Advisors since January 2025. He also serves as a director of Heath Consultants, a private company specializing in methane detection. With Mr. Bird’s appointment, AdvanSix’s Board will consist of ten members, including nine independent directors. Mr. Bird will serve on the Audit Committee and the Health, Safety and Environmental Committee of the Board. Prior to joining Envent Corporation, Mr. Bird was President, Chief Executive Officer and Director of Dril-Quip, an offshore drilling and production equipment manufacturer. Mr. Bird held key leadership roles at Dril-Quip since 2017, progressing from CFO to President and COO, and ultimately serving as President, CEO, and Director. He previously served as Executive Vice President and Chief Financial Officer of Frank’s International, a provider of engineered tubular services to the oil and gas industry. Prior to joining Frank’s International, Mr. Bird was the Vice President of Finance and Chief Financial Officer of Ascend Performance Materials, a provider of chemicals, fibers and plastics. Prior to joining Ascend, Mr. Bird served in a variety of accounting and finance roles, primarily in the industrial manufacturing sector including serving as a division Chief Financial Officer at Danaher Corporation. Mr. Bird holds a BA in Accounting from Cedarville University in Ohio. His appointment reflects the company’s commitment to a strong Board focused on the company’s strategic vision to support safe, stable and sustainable operations, improved through-cycle profitability and total shareholder return. Declared Dividend • Nov 10
Third quarter dividend of US$0.16 announced Dividend of US$0.16 is the same as last year. Ex-date: 18th November 2025 Payment date: 2nd December 2025 Dividend yield will be 4.2%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (33% earnings payout ratio) but not covered by cash flows (dividend approximately 159x free cash flows). The dividend has increased by an average of 6.4% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 26% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Nov 09
Third quarter 2025 earnings released: US$0.098 loss per share (vs US$0.83 profit in 3Q 2024) Third quarter 2025 results: US$0.098 loss per share (down from US$0.83 profit in 3Q 2024). Revenue: US$374.5m (down 6.0% from 3Q 2024). Net loss: US$2.64m (down 112% from profit in 3Q 2024). Revenue is forecast to grow 6.4% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 45% per year but the company’s share price has only fallen by 27% per year, which means it has not declined as severely as earnings. Valuation Update With 7 Day Price Move • Nov 07
Investor sentiment deteriorates as stock falls 17% After last week's 17% share price decline to US$15.38, the stock trades at a trailing P/E ratio of 5.3x. Average forward P/E is 14x in the Chemicals industry in the US. Total loss to shareholders of 59% over the past three years. Aankondiging • Nov 07
AdvanSix Inc. Declares Quarterly Dividend, Payable on December 2, 2025 AdvanSix Inc.'s Board of Directors declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on December 2, 2025 to stockholders of record as of the close of business on November 18, 2025. Aankondiging • Oct 14
AdvanSix Inc. to Report Q3, 2025 Results on Nov 07, 2025 AdvanSix Inc. announced that they will report Q3, 2025 results Pre-Market on Nov 07, 2025 Aankondiging • Sep 03
AdvanSix Inc. Announces Board Appointments AdvanSix Inc. announced the appointment of Dana O’Brien and Daryl Roberts as new independent members of its Board of Directors. Ms. O’Brien recently retired as Senior Vice President and Chief Legal Officer of Olin Corporation, a leading vertically integrated global manufacturer and distributor of chemical products. Ms. O’Brien will serve on the Nominating and Governance Committee and the Compensation and Leadership Development Committee of the Board. Mr. Roberts is currently Senior Vice President and Chief Operations and Engineering Officer of DuPont de Nemours Inc., a global innovation leader with technology-based materials and solutions that help transform industries and everyday life. Mr. Roberts will serve on the Health, Safety and Environmental Committee and the Compensation and Leadership Development Committee of the Board. AdvanSix’s Board now consists of nine members, including eight independent directors. Before serving as Senior Vice President and Chief Legal Officer at Olin Corporation, Ms. O’Brien served as Senior Vice President, General Counsel of The Brink’s Company, a leading global provider of cash and valuables management, digital retail solutions and ATM managed services. Prior to that, Ms. O’Brien served as Senior Vice President and General Counsel of CenterPoint Energy, which provides electric transmission and distribution, natural gas distribution and energy services operations. Ms. O’Brien also previously served as Chief Legal Officer and Chief Compliance Officer for CEVA Logistics, plc., a global provider of contract logistics and freight forwarding services and as General Counsel, Chief Compliance Officer and Secretary of EGL Inc., which was acquired by CEVA Logistics. Mr. Roberts has served as Senior Vice President and Chief Operations and Engineering Officer of DuPont de Nemours Inc. since 2018. Previously, he served as Vice President, Manufacturing, Technology and Regulatory Services and as Senior Director, Manufacturing and Regulatory Services of Arkema S.A. Earlier in his career, he served in various manufacturing, health and safety, operations and engineering positions at Arkema as well as at Total Energy and Eastman Kodak. He also served as U.S. Army Officer – Chemical Corps as a member of the reserves. These appointments reflect the company’s commitment to an experienced Board with a focus on corporate governance in order to accelerate the company’s growth as a diversified chemistry company. Declared Dividend • Aug 04
Second quarter dividend of US$0.16 announced Dividend of US$0.16 is the same as last year. Ex-date: 12th August 2025 Payment date: 26th August 2025 Dividend yield will be 3.3%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by both earnings (22% earnings payout ratio) and cash flows (64% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 4 years and payments have been stable during that time. Earnings per share has grown by 25% over the last 5 years. Unless this trend reverses, it should provide support to the dividend and adequate earnings cover. Reported Earnings • Aug 03
Second quarter 2025 earnings released: EPS: US$1.17 (vs US$1.45 in 2Q 2024) Second quarter 2025 results: EPS: US$1.17 (down from US$1.45 in 2Q 2024). Revenue: US$410.0m (down 9.6% from 2Q 2024). Net income: US$31.4m (down 19% from 2Q 2024). Profit margin: 7.7% (down from 8.6% in 2Q 2024). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings. Aankondiging • Aug 01
Advansix Inc. Declares Quarterly Dividend, Payable on August 26, 2025 AdvanSix Inc. declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on August 26, 2025 to stockholders of record as of the close of business on August 12, 2025. Aankondiging • Jul 11
AdvanSix Inc. to Report Q2, 2025 Results on Aug 01, 2025 AdvanSix Inc. announced that they will report Q2, 2025 results Pre-Market on Aug 01, 2025 New Risk • Jun 01
New major risk - Revenue and earnings growth Earnings have declined by 2.0% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. This is currently the only risk that has been identified for the company. Price Target Changed • May 19
Price target increased by 9.5% to US$34.50 Up from US$31.50, the current price target is an average from 2 analysts. New target price is 47% above last closing price of US$23.48. Stock is down 4.0% over the past year. The company is forecast to post earnings per share of US$3.30 for next year compared to US$1.65 last year. Declared Dividend • May 05
First quarter dividend of US$0.16 announced Dividend of US$0.16 is the same as last year. Ex-date: 13th May 2025 Payment date: 27th May 2025 Dividend yield will be 2.8%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (34% cash payout ratio). The dividend has increased by an average of 6.4% per year over the past 4 years and payments have been stable during that time. EPS is expected to grow by 9.9% over the next year, which should provide support to the dividend and adequate earnings cover. Reported Earnings • May 04
First quarter 2025 earnings: EPS and revenues exceed analyst expectations First quarter 2025 results: EPS: US$0.87 (up from US$0.65 loss in 1Q 2024). Revenue: US$377.8m (up 12% from 1Q 2024). Net income: US$23.3m (up US$40.7m from 1Q 2024). Profit margin: 6.2% (up from net loss in 1Q 2024). Revenue exceeded analyst estimates by 8.8%. Earnings per share (EPS) also surpassed analyst estimates by 18%. Revenue is forecast to grow 3.4% p.a. on average during the next 2 years, compared to a 4.2% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 57% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings. New Risk • May 02
New major risk - Revenue and earnings growth Earnings have declined by 2.1% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 2.1% per year over the past 5 years. Minor Risk Dividend is not well covered by cash flows (dividend per share is over 10x cash flows per share). Aankondiging • May 02
AdvanSix Inc. Declares Quarterly Cash Dividend, Payable on May 27, 2025 AdvanSix Inc.'s Board of Directors declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on May 27, 2025 to stockholders of record as of the close of business on May 13, 2025. Aankondiging • Apr 16
AdvanSix Inc. Announces Board Resignations On April 16, 2025, Farha Aslam, a member of the Board of Directors of AdvanSix Inc., notified the Company of her intention to resign from the Board, effective at the Company’s Annual Meeting of Stockholders to be held on June 18, 2025, due to other commitments. As a result, Ms. Aslam will not be renominated for election at the Annual Meeting. On April 16, 2025, Darrell K. Hughes, a member of the Board since the Company’s spin-off in 2016, notified the Company of his intention to resign from the Board, effective at the Annual Meeting, due to other commitments. As a result, Mr. Hughes will not be renominated for election at the Annual Meeting. Both directors have indicated that their departure from the Board was not the result of any disagreement with management or the Board. Aankondiging • Apr 08
AdvanSix Inc. to Report Q1, 2025 Results on May 02, 2025 AdvanSix Inc. announced that they will report Q1, 2025 results Pre-Market on May 02, 2025 Valuation Update With 7 Day Price Move • Apr 07
Investor sentiment deteriorates as stock falls 15% After last week's 15% share price decline to US$19.21, the stock trades at a forward P/E ratio of 6x. Average forward P/E is 14x in the Chemicals industry in the US. Total loss to shareholders of 59% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at US$34.75 per share. Major Estimate Revision • Apr 06
Consensus EPS estimates fall by 12% The consensus outlook for fiscal year 2025 has been updated. 2025 EPS estimate fell from US$3.95 to US$3.46 per share. Revenue forecast steady at US$1.57b. Net income forecast to grow 113% next year vs 29% growth forecast for Chemicals industry in the US. Consensus price target down from US$37.50 to US$33.00. Share price fell 9.8% to US$20.36 over the past week. Recent Insider Transactions Derivative • Apr 02
Senior VP notifies of intention to sell stock Achilles Kintiroglou intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of April. If the sale is conducted around the recent share price of US$22.24, it would amount to US$89k. Since June 2024, Achilles' direct individual holding has decreased from 11.33k shares to 9.72k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months. Aankondiging • Mar 20
AdvanSix Inc. Announces Executive Changes Effective as of March 17, 2025, Christopher Gramm has been appointed to serve as Vice President, Financial Planning and Analysis of AdvanSix Inc. (the “Company”). In connection with his new role, Mr. Gramm will step down from his current role as the Company’s Vice President, Controller and will no longer serve as the Company’s principal accounting officer. Effective as of March 17, 2025, the company’s Board of Directors has appointed Rachael E. Ryan as the Company’s Vice President, Controller and Chief Accounting Officer to succeed Mr. Gramm. Ms. Ryan, age 42, previously served as Associate Vice President, External Reporting & Technical Accounting at Verizon Communications Inc. (“Verizon”) since 2022. Prior to that role, she served as Director, Accounting Policy at Verizon from 2017 through 2022. She also served in various finance and accounting roles at Honeywell International Inc. (“Honeywell”) from 2007 through 2017 including Director of Finance, Performance Materials and Technologies and Director, Accounting Policy and Financial Controls. Prior to her role at Honeywell, Ms. Ryan served in various roles within the audit and regulatory capital markets practices of Deloitte & Touche LLP. Recent Insider Transactions Derivative • Mar 04
Senior VP notifies of intention to sell stock Achilles Kintiroglou intends to sell 4k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of March. If the sale is conducted around the recent share price of US$27.75, it would amount to US$111k. Since June 2024, Achilles' direct individual holding has decreased from 11.33k shares to 9.59k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months. Declared Dividend • Feb 25
Fourth quarter dividend of US$0.16 announced Dividend of US$0.16 is the same as last year. Ex-date: 10th March 2025 Payment date: 24th March 2025 Dividend yield will be 2.2%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is covered by earnings (39% earnings payout ratio) but not covered by cash flows (dividend approximately 10x free cash flows). The dividend has increased by an average of 8.6% per year over the past 3 years and payments have been stable during that time. EPS is expected to grow by 115% over the next 2 years, which should provide support to the dividend and adequate earnings cover. Aankondiging • Feb 24
AdvanSix Inc., Annual General Meeting, Jun 18, 2025 AdvanSix Inc., Annual General Meeting, Jun 18, 2025. Reported Earnings • Feb 21
Full year 2024 earnings: EPS exceeds analyst expectations while revenues lag behind Full year 2024 results: EPS: US$1.65 (down from US$2.00 in FY 2023). Revenue: US$1.52b (down 1.0% from FY 2023). Net income: US$44.1m (down 19% from FY 2023). Profit margin: 2.9% (down from 3.6% in FY 2023). Revenue missed analyst estimates by 3.1%. Earnings per share (EPS) exceeded analyst estimates by 35%. Revenue is forecast to grow 6.3% p.a. on average during the next 2 years, compared to a 4.4% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 58% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Aankondiging • Feb 21
AdvanSix Inc. Declares Quarterly Cash Dividend, Payable on March 24, 2025 AdvanSix Inc.'s Board of Directors declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on March 24, 2025 to stockholders of record as of the close of business on March 10, 2025. Recent Insider Transactions Derivative • Feb 04
CEO, President & Director notifies of intention to sell stock Erin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of February. If the sale is conducted around the recent share price of US$30.19, it would amount to US$151k. For the year to December 2018, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 403.98k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months. Price Target Changed • Jan 27
Price target increased by 11% to US$39.50 Up from US$35.50, the current price target is an average from 2 analysts. New target price is 22% above last closing price of US$32.31. Stock is up 23% over the past year. The company is forecast to post earnings per share of US$1.20 for next year compared to US$2.00 last year. Aankondiging • Jan 21
AdvanSix Inc. to Report Q4, 2024 Results on Feb 21, 2025 AdvanSix Inc. announced that they will report Q4, 2024 results Pre-Market on Feb 21, 2025 Valuation Update With 7 Day Price Move • Jan 17
Investor sentiment improves as stock rises 19% After last week's 19% share price gain to US$31.58, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 18x in the Chemicals industry in the US. Total loss to shareholders of 20% over the past three years. Recent Insider Transactions Derivative • Jan 03
CEO, President & Director notifies of intention to sell stock Erin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of January. If the sale is conducted around the recent share price of US$28.15, it would amount to US$141k. For the year to December 2018, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 408.98k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months. Board Change • Jan 02
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 5 highly experienced directors. Independent Director Don Newman was the last director to join the board, commencing their role in 2024. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions Derivative • Dec 15
Executive Officer notifies of intention to sell stock Michael Preston intends to sell 11k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of December. If the sale is conducted around the recent share price of US$30.79, it would amount to US$333k. Since March 2024, Michael's direct individual holding has decreased from 140.83k shares to 140.48k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions Derivative • Dec 03
CEO, President & Director notifies of intention to sell stock Erin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 2nd of December. If the sale is conducted around the recent share price of US$32.29, it would amount to US$161k. For the year to December 2017, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 413.98k. Company insiders have collectively sold US$24k more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions • Nov 20
Independent Director recently bought US$149k worth of stock On the 18th of November, Donald Newman bought around 5k shares on-market at roughly US$29.64 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. This was the only on-market transaction from insiders over the last 12 months. Major Estimate Revision • Nov 08
Consensus EPS estimates fall by 31% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has deteriorated. 2024 revenue forecast decreased from US$1.58b to US$1.56b. EPS estimate also fell from US$1.75 per share to US$1.20 per share. Net income forecast to grow 138% next year vs 26% growth forecast for Chemicals industry in the US. Consensus price target up from US$35.50 to US$37.50. Share price rose 7.2% to US$31.02 over the past week. Recent Insider Transactions Derivative • Nov 04
CEO, President & Director notifies of intention to sell stock Erin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of November. If the sale is conducted around the recent share price of US$30.36, it would amount to US$152k. For the year to December 2017, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 418.98k. Company insiders have collectively sold US$87k more than they bought, via options and on-market transactions in the last 12 months. Aankondiging • Nov 02
Advansix Inc. Declares Quarterly Cash Dividend, Payable on November 26, 2024 The Board of Directors of AdvanSix Inc. declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on November 26, 2024 to stockholders of record as of the close of business on November 12, 2024. Reported Earnings • Nov 01
Third quarter 2024 earnings: EPS and revenues exceed analyst expectations Third quarter 2024 results: EPS: US$0.83 (up from US$0.29 loss in 3Q 2023). Revenue: US$398.2m (up 23% from 3Q 2023). Net income: US$22.3m (up US$30.2m from 3Q 2023). Profit margin: 5.6% (up from net loss in 3Q 2023). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 11%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 5.3% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 51% per year but the company’s share price has only fallen by 16% per year, which means it has not declined as severely as earnings. Aankondiging • Oct 04
AdvanSix Inc. to Report Q3, 2024 Results on Nov 01, 2024 AdvanSix Inc. announced that they will report Q3, 2024 results Pre-Market on Nov 01, 2024 Recent Insider Transactions Derivative • Oct 03
CEO, President & Director notifies of intention to sell stock Erin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 1st of October. If the sale is conducted around the recent share price of US$30.28, it would amount to US$151k. For the year to December 2017, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 423.98k. There has only been one transaction (US$82k sale) from insiders over the last 12 months. Board Change • Oct 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 5 highly experienced directors. Independent Director Farha Aslam Ford was the last director to join the board, commencing their role in 2021. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Recent Insider Transactions Derivative • Sep 05
CEO, President & Director notifies of intention to sell stock Erin Kane intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 3rd of September. If the sale is conducted around the recent share price of US$28.27, it would amount to US$141k. For the year to December 2017, Erin's total compensation was 21% salary and 79% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since March 2024, Erin's direct individual holding has decreased from 458.94k shares to 422.98k. There has only been one transaction (US$82k sale) from insiders over the last 12 months. Recent Insider Transactions Derivative • Aug 25
VP & Controller notifies of intention to sell stock Christopher Gramm intends to sell 5k shares in the next 90 days after lodging an Intent To Sell Form on the 23rd of August. If the sale is conducted around the recent share price of US$30.00, it would amount to US$156k. Since March 2024, Christopher's direct individual holding has decreased from 34.40k shares to 34.29k. There have been no trades via on-market transactions or options from company insiders in the last 12 months. Aankondiging • Aug 20
Advansix Inc. Appoints Donald P. Newman to Board of Directors AdvanSix Inc. announced appointment of Donald P. Newman as a new independent member of its Board of Directors. Mr. Newman is currently Executive Vice President, Finance and Chief Financial Officer of ATI Inc., a global producer of high-performance materials and solutions for the global aerospace and defense markets and critical applications in electronics, medical and specialty energy. Mr. Newman will serve on the AuditCommittee and the Health, Safety and Environmental Committee of the Board of Directors. AdvanSix’s Board now consists of nine members, including eight independent directors. Prior to his current role with ATI Inc., Mr. Newman served as ATI’s Senior Vice President, Finance and Chief Financial Officer from January 2020 through December 2021. He joined ATI in January 2020, having served as Chief Financial Officer of Stelco Holdings Inc., a Canadian-based steel company, from August 2017 through December 2019. Previously, Mr. Newman was Chief Financial Officer of Headwaters Incorporated, a construction materials and building products business, from December 2010 until it was acquired in May 2017. In previous roles, Mr. Newman served as Vice President – Controller and Interim Chief Financial Officer at Boart Longyear Limited and as Chief Accounting Officer at ACI Worldwide Inc., and held leadership roles for over 12 years at NRG Energy Inc. His appointment reflects the company’s commitment to a strong Board focused on accelerating the company’s growth as a diversified chemistry company. Major Estimate Revision • Aug 11
Consensus EPS estimates increase by 50% The consensus outlook for earnings per share (EPS) in fiscal year 2024 has improved. 2024 revenue forecast increased from US$1.56b to US$1.58b. EPS estimate increased from US$1.17 to US$1.75 per share. Net income forecast to grow 795% next year vs 40% growth forecast for Chemicals industry in the US. Consensus price target up from US$34.00 to US$35.50. Share price rose 2.1% to US$27.84 over the past week. Declared Dividend • Aug 05
Second quarter dividend of US$0.16 announced Dividend of US$0.16 is the same as last year. Ex-date: 13th August 2024 Payment date: 27th August 2024 Dividend yield will be 2.3%, which is higher than the industry average of 2.0%. Sustainability & Growth Dividend is not covered by earnings (204% earnings payout ratio) and the company has no free cash flows available, indicating it may be using cash reserves or debt to pay the dividend. The dividend has increased by an average of 8.6% per year over the past 3 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 126% to bring the payout ratio under control. EPS is expected to grow by 130% over the next year, which is sufficient to bring the dividend into a sustainable range. Reported Earnings • Aug 04
Second quarter 2024 earnings: EPS and revenues exceed analyst expectations Second quarter 2024 results: EPS: US$1.45 (up from US$1.19 in 2Q 2023). Revenue: US$453.5m (up 6.0% from 2Q 2023). Net income: US$38.9m (up 19% from 2Q 2023). Profit margin: 8.6% (up from 7.6% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 6.3%. Earnings per share (EPS) also surpassed analyst estimates by 29%. Revenue is forecast to grow 7.1% p.a. on average during the next 2 years, compared to a 4.7% growth forecast for the Chemicals industry in the US. Over the last 3 years on average, earnings per share has fallen by 38% per year but the company’s share price has only fallen by 8% per year, which means it has not declined as severely as earnings. Aankondiging • Aug 02
Advansix Inc. Declares A Quarterly Cash Dividend, Payable on August 27, 2024 AdvanSix Inc. declared a quarterly cash dividend of $0.16 per share on the Company's common stock. The dividend is payable on August 27, 2024 to stockholders of record as of the close of business on August 13, 2024.