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Ashland Earnings Calls
| Release date | Apr 28, 2026 |
| EPS estimate | $0.97 |
| EPS actual | $0.91 |
| EPS Surprise | -6.19% |
| Revenue estimate | 485.613M |
| Revenue actual | 482M |
| Revenue Surprise | -0.744% |
| Release date | Feb 02, 2026 |
| EPS estimate | $0.230 |
| EPS actual | $0.260 |
| EPS Surprise | 13.04% |
| Revenue estimate | 400.874M |
| Revenue actual | 386M |
| Revenue Surprise | -3.71% |
| Release date | Nov 04, 2025 |
| EPS estimate | $1.17 |
| EPS actual | $1.08 |
| EPS Surprise | -7.69% |
| Revenue estimate | 397.071M |
| Revenue actual | 478M |
| Revenue Surprise | 20.38% |
| Release date | Jul 29, 2025 |
| EPS estimate | $1.15 |
| EPS actual | $1.04 |
| EPS Surprise | -9.57% |
| Revenue estimate | 482.634M |
| Revenue actual | 463M |
| Revenue Surprise | -4.07% |
Last 4 Quarters for Ashland
Below you can see how ASH performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 29, 2025 |
| Price on release | $50.18 |
| EPS estimate | $1.15 |
| EPS actual | $1.04 |
| EPS surprise | -9.57% |
| Date | Price |
|---|---|
| Jul 23, 2025 | $52.70 |
| Jul 24, 2025 | $50.71 |
| Jul 25, 2025 | $51.26 |
| Jul 28, 2025 | $50.95 |
| Jul 29, 2025 | $50.18 |
| Jul 30, 2025 | $52.98 |
| Jul 31, 2025 | $51.56 |
| Aug 01, 2025 | $50.50 |
| Aug 04, 2025 | $50.76 |
| 4 days before | -4.78% |
| 4 days after | 1.16% |
| On release day | 5.58% |
| Change in period | -3.68% |
| Release date | Nov 04, 2025 |
| Price on release | $47.84 |
| EPS estimate | $1.17 |
| EPS actual | $1.08 |
| EPS surprise | -7.69% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $49.64 |
| Oct 30, 2025 | $48.67 |
| Oct 31, 2025 | $48.90 |
| Nov 03, 2025 | $48.23 |
| Nov 04, 2025 | $47.84 |
| Nov 05, 2025 | $50.74 |
| Nov 06, 2025 | $50.29 |
| Nov 07, 2025 | $50.05 |
| Nov 10, 2025 | $49.89 |
| 4 days before | -3.63% |
| 4 days after | 4.29% |
| On release day | 6.06% |
| Change in period | 0.504% |
| Release date | Feb 02, 2026 |
| Price on release | $61.56 |
| EPS estimate | $0.230 |
| EPS actual | $0.260 |
| EPS surprise | 13.04% |
| Date | Price |
|---|---|
| Jan 27, 2026 | $62.30 |
| Jan 28, 2026 | $62.12 |
| Jan 29, 2026 | $61.73 |
| Jan 30, 2026 | $61.16 |
| Feb 02, 2026 | $61.56 |
| Feb 03, 2026 | $61.08 |
| Feb 04, 2026 | $64.57 |
| Feb 05, 2026 | $63.13 |
| Feb 06, 2026 | $64.16 |
| 4 days before | -1.19% |
| 4 days after | 4.22% |
| On release day | -0.780% |
| Change in period | 2.99% |
| Release date | Apr 28, 2026 |
| Price on release | $57.00 |
| EPS estimate | $0.97 |
| EPS actual | $0.91 |
| EPS surprise | -6.19% |
| Date | Price |
|---|---|
| Apr 22, 2026 | $56.76 |
| Apr 23, 2026 | $56.81 |
| Apr 24, 2026 | $57.40 |
| Apr 27, 2026 | $57.70 |
| Apr 28, 2026 | $57.00 |
| Apr 29, 2026 | $49.15 |
| Apr 30, 2026 | $53.26 |
| May 01, 2026 | $51.82 |
| May 04, 2026 | $52.54 |
| 4 days before | 0.423% |
| 4 days after | -7.82% |
| On release day | -13.77% |
| Change in period | -7.43% |
Ashland Earnings Call Transcript Summary of Q1 2026
Key points for investors: Ashland reported Q1 sales of $386 million (down 5% year-over-year; down 3% ex-Evoqua divestiture) and adjusted EBITDA of $58 million (down 5% YoY; excluding Evoqua adjusted EBITDA rose ~3%). Adjusted EBITDA margin was 15% (pressure from the Calvert City outage). Life Sciences (+4% sales) was the strongest segment—driven by pharma, injectables, tablet coatings and high‑value cellulosic excipients—with EBITDA up 11% and margins expanding to 22.3%. Personal Care was broadly stable (organic down ~1% excluding Evoqua), with strong growth in biofunctional actives and microbial protection; adjusted EBITDA was $26 million and margins ~21.1%. Specialty Additives sales declined (‑11%) due to coatings and construction weakness (China and select export markets), but EBITDA increased 15% and margin expanded to 14.7% thanks to productivity and HCC consolidation. Intermediates remain challenged (sales $31 million; EBITDA $1 million) from trough BDO dynamics and Calvert City upstream impacts.
Operational and cash highlights: operating cash flow $125 million, ongoing free cash flow $26 million (seasonally low quarter), liquidity approximately $900 million, net debt $1.1 billion and net leverage ~2.7x. Ashland reiterated cost-savings/program targets: ~$30 million restructuring target for FY26 (on track) and $50–55 million manufacturing optimization target (with upside to $60M). Innovate and Globalize early-year traction: $6 million of incremental innovation sales and $3 million of Globalize sales YTD toward a combined FY26 target of $35 million.
Headwinds and guidance: Repairs and commissioning delays at Calvert City plus weather-related site outages extended some impacts into Q2; the company quantified approximately $11 million of temporary impacts isolated to Q2 (roughly two-thirds volume/absorption and one-third incremental costs), with much of the volume impact recoverable beginning once units return to normal rates (expected recovery beginning in Q3). Ashland narrowed FY26 adjusted EBITDA guidance to $400–420 million and reiterated a second-half weighted recovery, emphasizing disciplined capital allocation, continued execution of productivity plans, and confidence in the Innovate/Globalize growth levers.
