NYSE$ASIX

Advansix Inc · Q3 2025 earnings

Q3 2025 earnings · · Before market open · Investor relations

Briefing

Advansix Q3 2025 Earnings Report results were announced, showing a decrease in sales and net income compared to the prior year.

AdvanSix reported a challenging third quarter in 2025, with sales decreasing by 6% to $374.473 million and a net loss of $2.638 million, compared to a net income of $22.266 million in the prior year. The company focused on optimizing operational and commercial performance amidst higher raw material input costs and weak market conditions in Nylon Solutions and lower net pricing in Chemical Intermediates.

  • Sales for Q3 2025 were $374.473 million, a 6% decrease from $398.187 million in Q3 2024.
  • The company reported a net loss of $2.638 million, a significant decline from a net income of $22.266 million in the same quarter last year.
  • Diluted Earnings Per Share was ($0.10), down from $0.82 in Q3 2024, while Adjusted Diluted Earnings Per Share was $0.08.
  • Adjusted EBITDA decreased by $28.4 million to $24.734 million, primarily due to lower Chemical Intermediates pricing and reduced sales and production volume in Nylon and Chemical Intermediates.

Headline financials

Total Revenue

$374M

Previous: $453M-17.4%
EPS (adj)

$0.08

Previous: $0.88-90.9%
Adjusted EBITDA

$24.7M

No prior period
Adjusted EBITDA Margin

6.6%

No prior period
Cash Flow from Operations

$26.6M

No prior period
Capital Expenditures

$26.5M

No prior period
Net Income

-$2.64M

Previous: $38.9M-106.8%
Operating Income

-$3.55M

Previous: $56.9M-106.2%

Revenue & EPS history

Advansix · Revenue · Quarterly

$374M

Q3 2025-17.4%vs Q3 2024
Beat estimate in 8 of 13 quarters(62%)
ActualEstimate

Revenue by segment

Advansix · $238M total across 3 segments · Q3 2023

  • Nylon
    $86.1M-39.0%
  • Chemical Intermediates
    $83.5M-27.6%
  • Caprolactam
    $68.8M-24.3%

Forward guidance

AdvanSix anticipates continued strength in Plant Nutrients and stable acetone margins, while the nylon market remains challenging. The company plans to focus on optimizing production, sales volume mix, and driving productivity, along with disciplined cash management and prioritizing base capital investments. They also expect tailwinds in 2026 from 45Q carbon capture tax credits.

Tailwinds

  • Continued strength in Plant Nutrients market.
  • Acetone margins remain near cycle averages.
  • Focus on optimizing production output and sales volume mix.
  • Driving productivity to support through-cycle profitability.
  • Anticipated tailwinds in 2026 from 45Q carbon capture tax credits.

Headwinds

  • Continued weak market conditions in Nylon Solutions.
  • Lower net pricing in Chemical Intermediates year over year.
  • Higher raw material input costs.
  • Moderating production rates to manage inventory levels.
  • Challenging market backdrop overall.

Historical earnings impact

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

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q3 2025

Historical avgQ3 2025

-0.8%

Avg return

Earnings day

-1.1%

Avg return

5 days after

+0.8%

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
Q1 2026-15.1%-6.6%
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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