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Innospec Earnings Calls
| Release date | Nov 04, 2025 |
| EPS estimate | $1.03 |
| EPS actual | $1.12 |
| EPS Surprise | 8.74% |
| Revenue estimate | 476.5M |
| Revenue actual | 441.9M |
| Revenue Surprise | -7.26% |
| Release date | Aug 05, 2025 |
| EPS estimate | $1.17 |
| EPS actual | $1.26 |
| EPS Surprise | 7.69% |
| Revenue estimate | 449.95M |
| Revenue actual | 439.7M |
| Revenue Surprise | -2.28% |
| Release date | May 08, 2025 |
| EPS estimate | $1.40 |
| EPS actual | $1.42 |
| EPS Surprise | 1.43% |
| Revenue estimate | 467.55M |
| Revenue actual | 440.8M |
| Revenue Surprise | -5.72% |
| Release date | Feb 18, 2025 |
| EPS estimate | $1.36 |
| EPS actual | $1.41 |
| EPS Surprise | 3.68% |
| Revenue estimate | 447.433M |
| Revenue actual | 466.8M |
| Revenue Surprise | 4.33% |
Last 4 Quarters for Innospec
Below you can see how IOSP 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 | Feb 18, 2025 |
| Price on release | $109.88 |
| EPS estimate | $1.36 |
| EPS actual | $1.41 |
| EPS surprise | 3.68% |
| Date | Price |
|---|---|
| Feb 11, 2025 | $111.60 |
| Feb 12, 2025 | $109.63 |
| Feb 13, 2025 | $111.80 |
| Feb 14, 2025 | $108.19 |
| Feb 18, 2025 | $109.88 |
| Feb 19, 2025 | $102.20 |
| Feb 20, 2025 | $103.15 |
| Feb 21, 2025 | $103.36 |
| Feb 24, 2025 | $101.99 |
| 4 days before | -1.54% |
| 4 days after | -7.18% |
| On release day | -6.99% |
| Change in period | -8.61% |
| Release date | May 08, 2025 |
| Price on release | $93.40 |
| EPS estimate | $1.40 |
| EPS actual | $1.42 |
| EPS surprise | 1.43% |
| Date | Price |
|---|---|
| May 02, 2025 | $92.24 |
| May 05, 2025 | $92.24 |
| May 06, 2025 | $92.54 |
| May 07, 2025 | $92.04 |
| May 08, 2025 | $93.40 |
| May 09, 2025 | $90.51 |
| May 12, 2025 | $90.70 |
| May 13, 2025 | $90.45 |
| May 14, 2025 | $87.78 |
| 4 days before | 1.26% |
| 4 days after | -6.02% |
| On release day | -3.09% |
| Change in period | -4.84% |
| Release date | Aug 05, 2025 |
| Price on release | $80.73 |
| EPS estimate | $1.17 |
| EPS actual | $1.26 |
| EPS surprise | 7.69% |
| Date | Price |
|---|---|
| Jul 30, 2025 | $80.74 |
| Jul 31, 2025 | $79.90 |
| Aug 01, 2025 | $78.55 |
| Aug 04, 2025 | $79.35 |
| Aug 05, 2025 | $80.73 |
| Aug 06, 2025 | $78.25 |
| Aug 07, 2025 | $79.81 |
| Aug 08, 2025 | $81.44 |
| Aug 11, 2025 | $81.17 |
| 4 days before | -0.0124% |
| 4 days after | 0.545% |
| On release day | -3.07% |
| Change in period | 0.533% |
| Release date | Nov 04, 2025 |
| Price on release | $72.26 |
| EPS estimate | $1.03 |
| EPS actual | $1.12 |
| EPS surprise | 8.74% |
| Date | Price |
|---|---|
| Oct 29, 2025 | $73.48 |
| Oct 30, 2025 | $73.10 |
| Oct 31, 2025 | $73.58 |
| Nov 03, 2025 | $73.65 |
| Nov 04, 2025 | $72.26 |
| Nov 05, 2025 | $74.01 |
| Nov 06, 2025 | $73.49 |
| Nov 07, 2025 | $76.46 |
| Nov 10, 2025 | $75.07 |
| 4 days before | -1.66% |
| 4 days after | 3.89% |
| On release day | 2.42% |
| Change in period | 2.16% |
Innospec Earnings Call Transcript Summary of Q3 2025
Innospec reported a mixed Q3 2025: revenue was essentially flat at $441.9M vs. $443.4M a year ago, but adjusted EBITDA and net income declined (adjusted EBITDA $44.2M vs. $50.5M; GAAP EPS $0.52 vs. $1.33). The quarter included $24.4M of charges (asset/intangible impairments and restructuring tied to underperforming Brazil QGP, Mexican oilfield production, and U.S. oilfield stimulation), partially offset by an $18.5M reduction in contingent consideration, producing adjusted EPS of $1.12 (vs. $1.35 prior). Segment performance was mixed: Fuel Specialties delivered strong margin expansion and double-digit operating income growth (revenues $172M; operating income $35.3M), Performance Chemicals grew revenue (+4% to $170.8M) but gross margin compressed materially (to 15.1%) and operating income fell 54% to $9.2M, and Oilfield Services saw revenue decline 13% to $99.1M with operating income down to $4.8M due largely to timing of Middle East activity. Management expects sequential operating income and margin improvement in Q4 for Performance Chemicals and Oilfield Services (Performance Chemical gross margin expected near ~18% in Q4) and steady strong performance in Fuel Specialties. The company ended the quarter with net cash of $270.8M, repurchased ~123k shares for $10.7M, and the Board raised the semiannual dividend 10% to $0.87 per share. Management reiterated focus on margin actions, product commercialization, and capital allocation balance between buybacks, dividends, M&A dry powder and organic investment.
