AdvanSix 2025 Q3 Earnings Net Loss Surges 111.8% as Revenue Falls 6%

AdvanSix (ASIX) reported a Q3 2025 net loss of $2.64 million, a 111.8% deterioration from $22.27 million net income in 2024 Q3. The results missed analyst expectations, with revenue declining 6% to $374.47 million. Management reduced 2025 capital expenditure guidance by $30 million to $120–$125 million, emphasizing cash flow preservation and operational adjustments.

Revenue

Total revenue fell 6.0% to $374.47 million in Q3 2025, down from $398.19 million in the prior-year period. The decline reflected weaker demand in chemical intermediates and nylon solutions, partially offset by strong performance in plant nutrients.

Earnings/Net Income

AdvanSix swung to a loss of $0.10 per share in Q3 2025, a 112.0% negative change from $0.83 per share in 2024 Q3. The net loss of $2.64 million marked a 111.8% deterioration from $22.27 million net income. The EPS shortfall underscores significant operational challenges.

Price Action

Following the earnings release, AdvanSix’s stock plummeted 13.16% in the latest trading day, 17.27% in the week, and 25.27% month-to-date. The post-earnings reaction was exacerbated by the sharp miss in both revenue and EPS, with the stock trading near its 52-week low.

Post-Earnings Price Action Review

The stock’s steep decline post-earnings mirrored broader market skepticism about AdvanSix’s ability to navigate industry headwinds. A 14.33% pre-market drop to $18.11 highlighted investor concerns over margin pressures and inventory management. While plant nutrients showed resilience, weak nylon and chemical intermediates dragged performance.

CEO Commentary

CEO Erin Kane emphasized disciplined execution amid challenging market conditions, noting strong fall fill program results in plant nutrients. She acknowledged lower net pricing in chemical intermediates and a nylon solutions downturn, stressing free cash flow prioritization and operational agility.

Guidance

AdvanSix expects 2025 capital expenditures of $120–$125 million, a $30 million reduction from prior guidance. The company anticipates 2026 cash flow tailwinds from 45Q carbon capture tax credits and 100% bonus depreciation. A 4Q25 plant turnaround is projected to generate $14 million pre-tax income.

Additional News

AdvanSix announced a 2025 CapEx reduction of $30 million, reflecting strategic focus on cash conservation. The board declared a $0.16 per share dividend, payable December 2, 2025. Additionally, the company highlighted progress on its SUSTAIN growth program, unlocking 200,000 tons of granular ammonium sulfate capacity.

Financial Highlights

• Revenue: $374.47M (Q3 2025) vs. $398.19M (Q3 2024)

• Net Income: -$2.64M (Q3 2025) vs. $22.27M (Q3 2024)

• EPS: -$0.10 (Q3 2025) vs. $0.83 (Q3 2024)

• CapEx Guidance: $120–$125M (2025)

Risks and Mitigations

AdvanSix faces ongoing challenges in nylon solutions and chemical intermediates but is leveraging its low-cost production capabilities and sulfur nutrition growth. Management remains focused on optimizing inventory and capital allocation to navigate cyclical pressures.