Earnings summaries and quarterly performance for INNOSPEC.
Executive leadership at INNOSPEC.
Patrick S. Williams
Detailed
President and Chief Executive Officer
CEO
CB
Corbin Barnes
Detailed
Senior Vice President, Corporate Development and Investor Relations
DB
David B. Jones
Detailed
Senior Vice President, General Counsel, Chief Compliance Officer and Corporate Secretary
IM
Ian M. McRobbie
Detailed
Senior Vice President and Chief Technology Officer
IP
Ian P. Cleminson
Detailed
Executive Vice President and Chief Financial Officer
TG
Trey Griffin
Detailed
Senior Vice President, Human Resources
Board of directors at INNOSPEC.
Research analysts who have asked questions during INNOSPEC earnings calls.
JT
Jonathan Tanwanteng
CJS Securities
6 questions for IOSP
Also covers: APG, ATRO, CMCO +17 more
David Silver
CL King & Associates
4 questions for IOSP
Also covers: ABM, ASIX, CMP +11 more
MH
Mike Harrison
Seaport Research Partners
3 questions for IOSP
Also covers: ASH, AVD, AVNT +16 more
MH
Michael Harrison
Seaport Research Partners
2 questions for IOSP
Also covers: APD, ASH, AVNT +17 more
Recent press releases and 8-K filings for IOSP.
IOSP Announces Q4 2024 Results and 2025 Outlook
IOSP
Earnings
Guidance Update
Demand Weakening
- For Q4 2024, Innospec reported a GAAP loss per share of $2.80 and adjusted non-GAAP EPS of $1.41.
- Consolidated revenue for Q4 2024 decreased by 6% to $466.8 million, with operating income down 8% to $41.1 million compared to Q4 2023.
- Segment performance in Q4 2024 showed Performance Chemicals revenue up 23% to $169.2 million and Fuel Specialties revenue up 5% to $191.8 million, while Oilfield Services revenue declined by 40% to $105.8 million due to lower Latin America activity.
- The company maintained a strong balance sheet, ending Q4 2024 with $289.2 million in net cash.
- The 2025 outlook projects full-year growth in Performance Chemicals and Fuel Specialties, alongside a sequential quarterly recovery in Oilfield Services.
Feb 18, 2026, 2:00 PM
Innospec Reports Q4 and Full-Year 2025 Results, Provides Q1 2026 Outlook
IOSP
Earnings
Guidance Update
Dividends
- In Q4 2025, Innospec reported total revenues of $455.6 million, a 2% decrease year-over-year, and adjusted EPS of $1.50, up from $1.41 a year ago. For the full year 2025, total revenues were $1.8 billion, down 4% from 2024, with adjusted EPS of $5.27.
- The Fuel Specialties segment achieved record revenue and near-record operating profit in Q4 2025, with revenues up 1% to $194.1 million and operating income up 7% to $37.2 million. This segment is expected to continue delivering consistent strong results in 2026.
- Both Performance Chemicals and Oilfield Services are projected to be negatively impacted in Q1 2026 by a historic winter storm, with estimated operating income of $10 million-$11 million and $5 million-$6 million, respectively. Lost production time in Performance Chemicals will not be recovered.
- As of December 31, 2025, Innospec maintained a strong financial position with $292.5 million in cash and cash equivalents and no debt. The company increased its total dividend for 2025 by 10% to $1.71 per share.
Feb 18, 2026, 2:00 PM
Innospec Reports Q4 and Full-Year 2025 Results, Anticipates Q1 2026 Weather Impact
IOSP
Earnings
Guidance Update
Demand Weakening
- Innospec reported Q4 2025 revenues of $455.6 million, a 2% decrease year-over-year, with Adjusted EPS of $1.50, up from $1.41 a year ago. For the full year 2025, revenues were $1.8 billion, down 4% from 2024, and Adjusted EPS was $5.27, down from $5.92 in 2024.
- Segment performance in Q4 2025 saw Fuel Specialties operating income increase by 7% to $37.2 million on 1% higher revenues, while Oilfield Services operating income rose 9% to $8.2 million despite a 12% revenue decrease. Performance Chemicals operating income decreased 14% to $17.7 million but improved sequentially from Q3.
- The company expects Q1 2026 results to be negatively impacted by a historic winter storm, with Performance Chemicals operating income projected at $10 million-$11 million (down $5 million-$6 million from target) and Oilfield Services at $5 million-$6 million (down $2 million from target). Lost production time in Performance Chemicals due to the storm will not be recovered.
- Innospec ended 2025 with a strong balance sheet, holding $292.5 million in cash and cash equivalents and no debt. The company paid a full-year dividend of $1.71 per share, a 10% increase over 2024, and repurchased 247,000 shares for $22.2 million.
Feb 18, 2026, 2:00 PM
Innospec Reports Q4 and Full-Year 2025 Results, Provides Q1 2026 Outlook
IOSP
Earnings
Guidance Update
Dividends
- For the fourth quarter of 2025, Innospec reported total revenues of $455.6 million and adjusted EPS of $1.50. Full-year 2025 results included total revenues of $1.8 billion and adjusted EPS of $5.27.
- The Fuel Specialties segment achieved record revenue and near-record operating profit in Q4 2025, with operating income increasing 7% to $37.2 million. Both Performance Chemicals and Oilfield Services showed sequential operating income growth in Q4.
- Innospec ended 2025 with a strong balance sheet, holding $292.5 million in cash and cash equivalents and no debt. The company paid a total dividend of $1.71 per share for the full year, representing a 10% increase over 2024, and repurchased 247,000 shares for $22.2 million during 2025.
- The company expects Q1 2026 results for Performance Chemicals and Oilfield Services to be negatively impacted by a historic winter storm, with estimated operating income for these segments around $10 million-$11 million and $5 million-$6 million, respectively. Despite this, Innospec anticipates full-year improvements in both businesses in 2026.
Feb 18, 2026, 2:00 PM
Innospec Reports Mixed Q3 2025 Results, Projects Sequential Improvement in Q4
IOSP
Earnings
Guidance Update
Share Buyback
- Innospec reported Q3 2025 revenues of $441.9 million and adjusted EPS of $1.12, compared to $443.4 million and $1.35 respectively in Q3 2024. The company ended the quarter with $270.8 million in cash and cash equivalents and no debt.
- Performance Chemicals revenues increased 4% to $170.8 million, but operating income decreased 54% to $9.2 million due to a 7 percentage point decline in gross margin to 15.1%. Management anticipates sequential operating income and margin improvement in Q4, with gross margin expected to be closer to 18%.
- Fuel Specialties delivered strong performance with revenues up 4% to $172 million and operating income up 14% to $35.3 million, maintaining gross margins at 35.6%. This segment is projected to deliver steady performance in Q4, with operating income around $35 million.
- Oilfield Services revenues decreased 13% to $99.1 million, and operating income declined 32% to $4.8 million due to lower Middle East activity, though sequential improvement is expected in Q4.
- The board approved a 10% increase in the semi-annual dividend to $0.87 per share, and the company repurchased $10.7 million in shares during the quarter. For Q4 2025, adjusted EPS is projected to be in the $1.20-$1.25 range.
Nov 5, 2025, 3:00 PM
IOSP Reports Q3 2025 Earnings with Mixed Segment Performance and Dividend Increase
IOSP
Earnings
Dividends
Share Buyback
- IOSP reported Q3 2025 GAAP EPS of 52 cents and Adjusted non-GAAP EPS of $1.12. Consolidated net sales were $441.9 million, with operating income at $5.9 million and adjusted EBITDA at $44.2 million.
- Fuel Specialties demonstrated strong performance with double-digit operating income growth and improved margins, offsetting lower results in Performance Chemicals and Oilfield Services.
- The company anticipates sequential growth in Q4 for Performance Chemicals and Oilfield Services, while Fuel Specialties is expected to maintain steady performance.
- IOSP concluded Q3 2025 with $270.8 million in net cash , authorized a 10 percent increase in its semi-annual dividend to 87 cents per share , and completed $10.7 million in share buybacks.
Nov 5, 2025, 3:00 PM
Quarterly earnings call transcripts for INNOSPEC.
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