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Jun 30, 2025
Advansix Q2 2025 Earnings Report
AdvanSix reported a decline in revenue and net income in Q2 2025, though Plant Nutrients showed strength amid an extended nylon downturn.
Key Takeaways
AdvanSix delivered resilient sequential improvement in Q2 2025, but faced continued softness in nylon and chemical intermediates. Strong performance in Plant Nutrients helped partially offset these pressures. Net income was down year-over-year, and the company reported negative free cash flow due to reduced operating cash flow and sustained capital investment.
Revenue fell to $410 million, down 10% YoY due to lower nylon and chemical intermediates demand.
EPS was $1.15, with adjusted EPS of $1.24 including $8 million in 45Q carbon capture tax credits.
Net income dropped to $31.4 million from $38.9 million the previous year.
Free cash flow was negative $7.2 million due to reduced operating cash and $28.3 million in capital expenditures.
Revenue by Segment
Forward Guidance
AdvanSix expects continued strength in Plant Nutrients pricing, a sequential decline in ammonium sulfate pricing due to seasonality, and ongoing pressure from the nylon downturn, while managing capital spending and turnaround impacts.
Positive Outlook
- Higher ammonium sulfate pricing expected in Q3 2025 YoY.
- Strong start to fall fill program in Plant Nutrients.
- Acetone spreads remain near cycle averages.
- Refined execution on capital spending for growth and risk mitigation.
- $8M in 45Q carbon capture credits claimed in Q2 2025.
Challenges Ahead
- Typical seasonal pricing decline expected for ammonium sulfate in Q3.
- Extended downturn in nylon cycle continues to weigh on results.
- Reduced acetone spreads from 2024 highs.
- Pre-tax income impact from plant turnarounds expected to be $25–30M in 2025.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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