AdvanSix Inc.
- Open
- 16.68
- Day high
- 16.68
- Day low
- 16.18
- Prev close
- 16.80
- Volume
- 36K
- Mkt cap
- $442M
- P/E (TTM)
- —
- EPS (TTM)
- —
- P/B
- 0.6
- P/S
- 0.3
- Yield
- 3.91%
- Per share
- $0.64
AdvanSix Inc. (ASIX) is a Basic Materials company listed on NYSE. The stock is down 18% over the past year. Drillr has 1 published research article covering ASIX.
AdvanSix Inc. (ASIX) financials & analyst ratings
Fundamentals (TTM)
Source: exchange market data + company filings. Figures are trailing-twelve-month or as most recently reported. For informational purposes only — not investment advice.
ASIX earnings date, history & EPS estimates
| Report date | EPS est | EPS actual | Surprise | Revenue | Rev. surprise |
|---|---|---|---|---|---|
| Aug 7, 2026 | $0.56 | $0.19 | -65.8% | $421M | -6.8% |
| May 8, 2026 | $-0.47 | $-0.50 | -5.3% | $404M | +10.8% |
| Feb 20, 2026 | $-0.32 | $0.03 | +109.4% | $360M | -2.0% |
| Nov 7, 2025 | $-0.06 | $0.08 | +233.3% | $374M | +9.9% |
| Aug 1, 2025 | $0.40 | $1.24 | +210.0% | $410M | +12.3% |
| May 2, 2025 | $0.83 | $0.93 | +12.0% | $378M | -13.2% |
| Feb 21, 2025 | $-0.37 | $0.09 | +124.3% | $329M | -15.8% |
| Nov 1, 2024 | $0.66 | $0.88 | +33.3% | $398M | -5.8% |
| Aug 2, 2024 | $1.20 | $1.55 | +29.2% | $453M | +6.3% |
| May 3, 2024 | $-0.54 | $-0.56 | -3.7% | $337M | -2.3% |
| Feb 16, 2024 | $-0.12 | $-0.10 | +16.7% | $382M | +13.8% |
| Nov 3, 2023 | $-0.05 | $-0.36 | -690.9% | $323M | -12.2% |
ASIX insider trading activity (SEC Form 4)
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Jul 1, 2026 | Williams Patrickdirector | Grant | 660 | $19.88 |
| Jun 24, 2026 | NEWMAN DONALD Pdirector | Grant | 6,207 | — |
| Jun 24, 2026 | O'Brien Dana C.director | Grant | 6,207 | — |
| Jun 24, 2026 | Williams Patrickdirector | Grant | 6,207 | — |
| Jun 24, 2026 | Bird Jeffrey J.director | Grant | 6,207 | — |
| Jun 24, 2026 | Roberts Daryldirector | Grant | 6,207 | — |
| Jun 24, 2026 | Karran Todd D.director | Grant | 6,207 | — |
| Jun 24, 2026 | Spurlin Sharondirector | Grant | 6,207 | — |
| Jun 24, 2026 | Lovett Gena Cdirector | Grant | 6,207 | — |
| Apr 29, 2026 | Day Patrick C.officer: SVP, CFO | Grant | 19,019 | $23.66 |
| Apr 1, 2026 | Williams Patrickdirector | Grant | 537 | $24.40 |
| Mar 26, 2026 | Ryan Rachael Eofficer: VP, Controller | Tax | 2,074 | $22.02 |
| Mar 2, 2026 | Kane Erin Ndirector, officer: Chief Executive Officer | Grant | 111,298 | $17.79 |
| Mar 2, 2026 | Kintiroglou Achilles B.officer: SVP, General Counsel | Grant | 28,106 | $17.79 |
| Mar 2, 2026 | Ryan Rachael Eofficer: VP, Controller | Grant | 5,621 | $17.79 |
Source: ASIX SEC Form 4 filings, latest Jul 1, 2026. For informational purposes only — not investment advice.
See the full ASIX insider & 13F page →AdvanSix Inc. company profile
Overview
AdvanSix Inc. (NYSE:ASIX) is a specialty chemicals manufacturer that was spun off from Honeywell International in September 2016. The company operates integrated manufacturing facilities primarily in the United States, with its headquarters in Parsippany, New Jersey. AdvanSix has established itself as a key player in the North American chemicals market, focusing on three main business segments: nylon solutions, plant nutrients, and chemical intermediates. The company leverages its integrated production capabilities to manufacture a diverse portfolio of chemical products that serve essential markets including agriculture, automotive, construction, and industrial applications.
Business
AdvanSix operates in the specialty chemicals industry, manufacturing and selling polymer resins and chemical intermediates across three primary business segments. The company's business is built around integrated chemical manufacturing processes that allow it to produce multiple products from shared raw materials and production infrastructure. Nylon Solutions represents the company's largest business segment, producing Nylon 6 polymer resin under the Aegis brand. Nylon 6 is a synthetic thermoplastic material created through the polymerization of caprolactam. This versatile polymer is used to manufacture fibers for carpets and textiles, filaments for industrial applications, engineered plastics for automotive and consumer goods, and films for packaging. The company also produces caprolactam, the key raw material for Nylon 6 production, both for internal use and external sales to other polymer manufacturers. Plant Nutrients focuses on ammonium sulfate fertilizer production, marketed under the Sulf-N brand. Ammonium sulfate provides both nitrogen and sulfur nutrients essential for crop growth, with sulfur being particularly important for protein synthesis in plants. The company has been strategically converting its production from standard crystalline ammonium sulfate to higher-value granular forms, which offer better handling characteristics and application efficiency for farmers. This segment benefits from the agricultural sector's growing recognition of sulfur deficiency in soils. Chemical Intermediates produces acetone and other intermediate chemicals including phenol, cyclohexanone, and various oximes. Acetone, marketed under the Nadone brand, serves as a solvent and raw material for producing adhesives, paints, coatings, and other chemical products. The company also produces phenol, alpha-methyl styrene, and other specialty chemicals that serve diverse industrial applications. These products are typically sold to chemical manufacturers who use them as building blocks for more complex chemical formulations. Based on recent financial performance, Plant Nutrients and Chemical Intermediates have shown stronger margins and growth compared to Nylon Solutions, which has faced pricing pressures from global oversupply conditions.
Revenue model
AdvanSix generates revenue primarily through product sales of manufactured chemicals to industrial customers, distributors, and agricultural retailers. The company operates under different pricing models depending on the product segment and market dynamics. For Nylon Solutions, the company sells directly to manufacturers of carpets, textiles, automotive parts, and engineered plastics. Pricing is typically negotiated through supply agreements and fluctuates based on global supply-demand dynamics, raw material costs (particularly benzene and propylene), and competitive pressures from international producers. The nylon market has experienced significant volatility, with global oversupply conditions pressuring margins in recent years. The Plant Nutrients business sells ammonium sulfate to agricultural distributors, farm cooperatives, and retailers who then distribute to farmers. Pricing follows seasonal agricultural patterns and is influenced by crop prices, planting intentions, soil nutrient needs, and competition from other nitrogen and sulfur fertilizer sources. The company has been successful in capturing premium pricing for its granular ammonium sulfate products due to their superior handling and application characteristics. Chemical Intermediates are sold to chemical manufacturers, paint and coating producers, and other industrial customers. Acetone pricing typically follows propylene feedstock costs and global supply-demand balances, while other intermediate chemicals have more specialized pricing dynamics based on their specific end-use applications. Several factors significantly impact the company's margins. Raw material costs, particularly benzene, propylene, and natural gas, directly affect production costs and can compress margins when product pricing lags cost increases. Global trade dynamics and import competition, especially from Asian producers, create pricing pressure across all segments. Agricultural commodity prices influence fertilizer demand and pricing power in the Plant Nutrients segment. Energy costs significantly impact production economics given the energy-intensive nature of chemical manufacturing. Operational efficiency and plant utilization rates are critical, as the company's integrated facilities have high fixed costs that require consistent production volumes to maintain profitability.
Competitive moat
AdvanSix possesses a moderate competitive moat built primarily around its integrated manufacturing capabilities and strategic market positioning, though this moat faces ongoing challenges from global competition and cyclical market dynamics. The company's strongest competitive advantage lies in its integrated production system, where multiple products are manufactured from shared feedstocks and infrastructure. This integration provides cost advantages and operational flexibility that standalone producers cannot easily replicate. The company's Hopewell, Virginia facility represents a significant capital investment that would be difficult and expensive for competitors to duplicate in North America. In Plant Nutrients, AdvanSix benefits from its proximity to key agricultural markets and its focus on higher-value granular ammonium sulfate products. The company has built strong relationships with agricultural distributors and has established the Sulf-N brand as a quality product. However, this segment faces competition from other nitrogen fertilizer sources and potential imports. The Nylon Solutions business faces the most significant competitive pressures, with global oversupply conditions and competition from lower-cost international producers, particularly from Asia. While the company benefits from serving North American markets with shorter supply chains and customer relationships, the commodity nature of much of the nylon business limits pricing power. Chemical Intermediates benefits from the company's integrated acetone production capabilities and established customer relationships, though acetone is largely a commodity product with limited differentiation opportunities. The company's moat is challenged by the cyclical nature of chemical markets, significant capital requirements for maintaining competitiveness, and ongoing pressure from global trade dynamics. The integrated manufacturing model, while providing advantages, also creates operational complexity and requires consistent demand across multiple product lines to optimize profitability.
Risks & safety
AdvanSix demonstrates moderate financial safety with manageable debt levels but limited cash reserves and cyclical earnings volatility. • Liquidity position: Cash and short-term investments of $8.3 million as of Q1 2025, supplemented by available credit facilities; current ratio of 1.19 indicates adequate short-term liquidity coverage • Debt management: Debt-to-equity ratio of 0.45 represents moderate leverage; the company ended 2024 with approximately 1x leverage ratio, indicating manageable debt service requirements • Cash flow characteristics: Operating cash flow of $11.4 million in Q1 2025 with negative free cash flow of -$22.6 million due to capital expenditures; historically generates positive free cash flow annually • Valuation metrics: Trading at P/E ratio of 6.5 and price-to-book ratio of 0.77, suggesting potential undervaluation; EV/EBITDA multiple varies significantly due to cyclical earnings • Operational considerations: Cyclical nature of chemical markets creates earnings volatility; integrated manufacturing provides some operational stability but requires consistent capital investment for maintenance and competitiveness
Recent development
Over the past few years, AdvanSix has pursued several strategic initiatives focused on operational excellence, product mix optimization, and market positioning improvements. The company's most significant strategic initiative has been the SUSTAIN program, which focuses on converting standard crystalline ammonium sulfate production to higher-value granular forms. This program targets reaching 72-75% granular conversion by 2025-2026, with expected returns exceeding 20% IRR. The initiative addresses growing market demand for granular fertilizers that offer superior handling characteristics and application efficiency. AdvanSix has also focused on portfolio optimization, including the exit from its alliance with Oben and discontinuation of low-margin oximes products. The company received a $12 million USDA grant to support fertilizer production expansion, demonstrating government recognition of the strategic importance of domestic fertilizer production. In the Nylon Solutions segment, the company has shifted strategy to focus more heavily on domestic markets, reducing export sales from 20% to approximately 13% of total volume. This pivot reflects both global competitive pressures and the company's strategic decision to prioritize higher-margin domestic applications. The company has made significant investments in sustainability initiatives, including carbon capture capabilities that have begun generating 45Q tax credits. AdvanSix received $9.7 million in carbon capture tax credits for 2018-2019 and expects a potential $5-6 million annual run rate for future credits as additional life cycle assessments are approved. Operational improvements have been a consistent focus, with the company working to improve plant utilization rates and turnaround execution. Recent challenges with extended turnarounds at the Hopewell facility have highlighted the importance of operational consistency for maintaining profitability. Leadership changes include the appointment of a new CFO, Sidd Manjeshwar, who is focused on driving profitable growth through improved productivity, margin expansion, and optimized capital allocation strategies.
ASIX company profile · for informational purposes only — not investment advice.
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