INNOSPEC INC. (IOSP) Form 10-Q — Aug 5, 2026

$IOSPForm 10-QFiled Aug 5, 2026, 10:32 AM ET0001193125-26-334178Original filing

Innospec's second-quarter 2026 net sales rose 12% year over year to $491.4 million from $439.7 million, with net income attributable to the company climbing to $30.8 million from $23.5 million and diluted EPS up 33% to $1.25 from $0.94. Growth was broad-based across segments: Performance Chemicals sales rose 9% to $190.3 million, Fuel Specialties rose 12% to $185.7 million, and Oilfield Services rose 14% to $115.4 million, with the oilfield segment lifted by its DRA plant expansion and a 2.7-point gross margin gain. The balance sheet remains net cash with $250.2 million in cash, no borrowings on its $250.0 million revolving credit facility, and total assets of $1,846.2 million.

Key figures

Eps: $1.25 diluted (Q2 2026) vs $0.94 prior year
Revenue: $491.4 million (Q2 2026); $944.6 million (H1 2026)
Net Income: $30.8 million attributable to Innospec (Q2 2026) vs $23.5 million; $61.2 million H1 2026
Total Debt: $0 — no borrowings outstanding under revolving credit facility
Revenue Yoy: +12% Q2 YoY; +7% H1 YoY
Total Assets: $1,846.2 million
Cash Position: $250.2 million at June 30, 2026 (vs $292.5 million at Dec 31, 2025)
Shares Outstanding: 24631047
Buyback: New $75 million three-year program announced May 7, 2026; $75.0 million remaining; $13.5 million repurchased in H1
Capex h1: $26.6 million
Gross profit q2: $138.3 million, +12% YoY; 28.1% gross margin
Dividend paid h1: $22.7 million ($0.84 per share semi-annual)
Segment sales q2: Performance Chemicals $190.3M (+9%), Fuel Specialties $185.7M (+12%), Oilfield Services $115.4M (+14%)
Operating income q2: $39.7 million vs $34.3 million prior year
Effective tax rate q2: 25.0% GAAP; 23.1% adjusted
Operating cash flow h1: $24.8 million vs $38.8 million prior year
Plant closure provisions: $64.7 million
Revolving credit facility: $250.0 million multicurrency facility, undrawn, available until May 30, 2028

Price after filing

1 day: +7.1%7 days: +8.9%30 days: +8.9%

Close on the filing date to close N calendar days later (from $85.48). Historical, not a forecast.

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