Overview

* AdvanSix ( ASIX ) Q2 sales fall 10% yr/yr to $410 mln, driven by softer demand

* Adjusted EPS for Q2 at $1.24, down from $1.55 last year

* Company claimed $8 mln in 45Q carbon capture tax credits in Q2

Outlook

* AdvanSix ( ASIX ) anticipates higher ammonium sulfate pricing in 3Q25 year-over-year

* Company expects 2025 capital expenditures of $135 to $145 mln

* AdvanSix ( ASIX ) sees pre-tax income impact of plant turnarounds at $25 to $30 mln in 2025

* Company navigating extended downturn in nylon cycle

Result Drivers

* SOFTER DEMAND - Sales volume decreased due to weaker demand in nylon end markets, including auto sector

* RAW MATERIAL PRICING - Lower raw material pass-through pricing following cost reductions in benzene and propylene

* PLANT NUTRIENTS - Strong performance driven by favorable North American ammonium sulfate supply and demand conditions

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Sales $410.02

mln

Q2 $1.24

Adjusted

EPS

Q2 Net $31.37

Income mln

Q2 $55.68

Adjusted mln

EBITDA

Q2 13.6%

Adjusted

EBITDA

Margin

Q2 Free -$7.16

Cash mln

Flow

Analyst Coverage

* The stock recently traded at 6 times the next 12-month earnings vs. a P/E of 6 three months ago

Press Release:

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)