NYSE$ASIX

Advansix Inc · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

AdvanSix reported Q2 2025 results with sales of $410 million and EPS of $1.15.

AdvanSix Inc. announced its second quarter 2025 financial results on August 1, 2025, showing resilient performance amid softer demand in nylon markets. Sales declined 10% year-over-year to $410 million, while net income was $31.4 million and adjusted EPS reached $1.24, supported by $8 million in 45Q tax credits. Cash flow from operations was $21 million with sequential improvement driven by Plant Nutrients strength.

  • Q2 2025 sales totaled $410 million, down 10% from $453 million in Q2 2024 due to lower volumes and pricing.
  • Diluted EPS of $1.15 and adjusted EPS of $1.24, with adjusted EBITDA at $55.7 million (13.6% margin).
  • Plant Nutrients segment revenue rose to $157 million (38% of total), while Nylon and Caprolactam declined.
  • Free cash flow was negative $7.2 million after $28.3 million in capital expenditures; outlook highlights nylon cycle challenges and capex guidance of $135-145 million for 2025.

Headline financials

Total Revenue

$410M

Previous: $453M-9.6%
EPS (adj)

$1.24

Previous: $1.43-13.3%
Adjusted EBITDA

$55.7M

No prior period
Adjusted EBITDA Margin

13.6%

No prior period
Cash Flow from Operations

$21.1M

No prior period
Capital Expenditures

$28.3M

No prior period
Free Cash Flow

-$31M

Previous: -$30M-3.3%
Net Income

$31.4M

Previous: $38.9M-19.4%

Revenue & EPS history

Advansix · Revenue · Quarterly

$410M

Q2 2025-9.6%vs Q2 2024
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

Advansix · $410M total across 4 segments · Q2 2025

  • Plant Nutrients
    $157M
  • Chemical Intermediates
    $107M
  • Nylon
    $79.5M
  • Caprolactam
    $66.4M

Forward guidance

Company anticipates higher ammonium sulfate pricing in 3Q25 YoY but typical seasonality; acetone spreads near cycle averages; navigating nylon downturn; 2025 capex $135-145 million and plant turnaround impact $25-30 million pre-tax.

Tailwinds

  • Strong fall fill program at higher pricing for ammonium sulfate
  • Acetone pricing remains near cycle averages
  • Reduced plant turnaround impact vs 2024

Headwinds

  • Extended downturn in nylon cycle
  • Sequential domestic pricing decline expected in 3Q25 due to seasonality
  • Lower acetone spread YoY

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.8%

Avg return

Earnings day

-1.1%

Avg return

5 days after

+0.6%

Avg return

30 days after

52%

23 / 44 earnings

Positive

+15.6%

Q1 2016

Best reaction

-15.5%

Q4 2019

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-14.5%-6.0%-9.9%
Q4 2025+3.9%+0.8%+12.5%
Q3 2025-15.0%-10.9%-11.7%
Q1 2025+6.1%+6.9%+10.4%
Q3 2024+5.0%+11.8%+14.5%
Q2 2024+2.7%+4.0%+10.5%
Q1 2024-9.9%-6.3%-8.0%
Q4 2023+0.8%-0.6%-4.2%
Q3 2023-9.5%-13.2%-5.0%
Q2 2023-8.1%-5.3%-14.0%
Q1 2023-0.7%-1.2%+1.1%
Q4 2022-3.3%-0.9%-17.7%
Q3 2022+3.7%+1.7%+14.9%
Q2 2022+1.6%+2.0%-8.2%
Q1 2022-3.9%-4.2%-2.2%
Q4 2021-11.0%-14.7%+30.5%
Q3 2021+5.4%+8.3%+2.4%
Q2 2021+2.6%+6.9%+11.5%
Q1 2021+3.3%+6.7%+3.4%
Q4 2020+11.5%+8.1%+2.8%
Q3 2020+4.4%-1.3%+23.6%
Q2 2020+1.5%+5.2%+16.4%
Q1 2020-6.0%-7.2%-2.8%
Q4 2019-15.5%-27.0%-34.1%
Q3 2019+3.4%+4.0%-11.1%
Q2 2019-2.3%-10.3%-12.9%
Q1 2019+8.1%+1.6%-18.7%
Q4 2018+2.0%-1.2%-15.6%
Q3 2018-8.9%-2.9%-2.5%
Q2 2018-13.2%-13.5%-15.0%
Q1 2018-5.5%+2.0%+2.9%
Q4 2017+4.5%+6.6%-12.2%
Q3 2017-6.7%-7.2%-11.4%
Q2 2017-4.6%-4.0%+3.2%
Q2 2016-4.6%-4.0%+3.2%
Q1 2017+15.6%+13.7%+11.3%
Q1 2016+15.6%+13.7%+11.3%
Q1 2015-7.1%-9.9%-11.7%
Q2 2015-7.1%-9.9%-11.7%
Q4 2014-7.1%-9.9%-11.7%
Q4 2016+1.3%-2.2%+1.3%
Q4 2015+8.5%+6.9%+30.4%
Q3 2016+8.5%+6.9%+30.4%
Q3 2015+8.5%+6.9%+30.4%

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