Innospec Q4 revenue misses estimates

Innospec

17/02/2026 21:54

Corrects Q4 operating income to $46.8 mln from $17.7 mln in Key Details table

Overview

Specialty chemicals firm's Q4 revenue fell 2%, missing analyst expectations

Adjusted EPS for Q4 beat analyst expectations

Company generated $61.4 mln in operating cash flow, improving net cash to $292.5 mln

Outlook

Innospec expects margin and operating income improvement in Performance Chemicals and Oilfield Services in 2026

Company anticipates consistent results from Fuel Specialties in 2026

Result Drivers

FUEL SPECIALTIES - Operating income grew 7% driven by sales growth and margin improvement

PERFORMANCE CHEMICALS - Sequential operating income growth due to margin improvement actions and lower personnel costs

OILFIELD SERVICES - Improved operating income and margins from richer sales mix and lower overheads despite sales decline

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Miss
$455.60 mln
$460.87 mln (3 Analysts)
Q4 Adjusted EPS
Beat
$1.50
$1.24 (3 Analysts)
Q4 EPS
$1.91
Q4 Net Income
$47.4 mln
Q4 Operating Income
$46.8 mln
Q4 Pretax Profit
$50.3 mln


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the specialty chemicals peer group is "buy"

Wall Street's median 12-month price target for Innospec Inc is $100.00, about 15.5% above its February 13 closing price of $86.58

The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 12 three months ago

Press Release: ID:nGNX906SpV

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)