10-Q · May 8, 2026
AdvanSix reported a strong Q1 2026 with revenues of $404.2 million, marking a 7% increase year-over-year, although it experienced a diluted EPS loss of $(0.58), which missed analyst expectations of $(0.47). The company…
Earnings analysis · 10-Q
ASIX earnings analysis
Filed August 7, 2026 · Our reading of the company's report
The latest report
AdvanSix reported Q2 2026 revenue of $421.284 million, up 4.3% sequentially and 2.8% year over year, but diluted EPS of $0.19 was substantially below the $0.54 consensus estimate and down from $1.15 a year earlier. The…
Read full summary
AdvanSix reported Q2 2026 revenue of $421.284 million, up 4.3% sequentially and 2.8% year over year, but diluted EPS of $0.19 was substantially below the $0.54 consensus estimate and down from $1.15 a year earlier. The filing does not provide current-quarter gross margin, operating margin, free cash flow, segment results, balance-sheet detail, or quantitative guidance in the supplied text. Floating-rate debt remains a measurable exposure, with a 25-basis-point rate move affecting six-month interest expense by approximately $0.7 million.
Gross and operating margin
How much of each revenue dollar the business keeps.
One point per quarterly or annual filing. Both margins are shares of that report's revenue.
How we read each report
Our analysis across the last few reports.
Our model's reading of each filing, not the share price or the market's reaction. Annual and quarterly reports each occupy one position.
Reported figures
- Earnings per share
- $0.19
What stood out
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Revenue Rebounded Sequentially
Second-quarter revenue was $421.284 million, up approximately 4.3% from $404 million in Q1 2026 and 2.8% from $410 million in Q2 2025.
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EPS Improved Sequentially
Reported diluted EPS was $0.19, improving from a $(0.58) loss in Q1 2026.
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Disclosure Controls Effective
Management stated that disclosure controls were effective at a reasonable assurance level as of June 30, 2026.
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No Control Weakness Identified
No material change in internal control over financial reporting was identified during the quarter ended June 30, 2026.
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Repurchase Capacity Remains
The company had approximately $61.958 million of remaining share-repurchase authorization at June 30, 2026, although no shares were repurchased under the program during the quarter.
What to watch
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Large EPS Miss and Yearly Decline
Second-quarter EPS of $0.19 was 64.81% below the $0.54 consensus estimate and declined from $1.15 in Q2 2025, indicating substantial earnings pressure despite revenue growth.
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Floating-Rate Debt Exposure
The company has floating-rate exposure through its Revolving Credit Facility; a 25-basis-point rate fluctuation would have changed six-month interest expense by approximately $0.7 million.
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No Updated Risk-Factor Disclosure
The filing says there were no material changes to the risk factors in the 2025 Form 10-K, but it also states that litigation could affect results if a matter became material; no pending claim was expected to have a material adverse effect on consolidated financial position, results, or operating cash flows.
Management's outlook
The provided 10-Q text contains no quantitative revenue or EPS outlook. Prior-year capital expenditure guidance was discussed in the earlier 8-K, not this filing.
Earlier filings 4
10-K · February 20, 2026
AdvanSix describes a strategy built on a vertically integrated U.S. manufacturing footprint, cost leadership in caprolactam and an expanding Plant Nutrients franchise (SUSTAIN program) to improve through‑cycle…
10-Q · November 7, 2025
AdvanSix reported quarterly sales of $374.5M and a net loss of $2.6M for Q3 2025, driven by severe margin compression. Gross margin fell to ~6.8% and the company recorded an operating loss and diluted EPS of $(0.10),…
10-Q · August 1, 2025
AdvanSix reported quarterly revenue of $410,022,000 for the three months ended June 30, 2025, down 9.6% versus $453,479,000 a year ago, with gross margin compressing to 14.3% from 17.9% and diluted EPS down to $1.15…
This is our reading of a public filing, not the filing itself. Analysis can contain errors; check the source document for full context.