Innospec (IOSP)
Market Price (6/27/2026): $82.72 | Market Cap: $2.0 BilSector: Materials | Industry: Specialty Chemicals
Innospec (IOSP)
Market Price (6/27/2026): $82.72Market Cap: $2.0 BilSector: MaterialsIndustry: Specialty Chemicals
Investment Highlights Why It Matters Detailed financial logic regarding cash flow yields vs trend-riding momentum.
Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.6% Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -12% Low stock price volatilityVol 12M is 24% Megatrend and thematic driversMegatrends include Advanced Materials, Energy Transition & Decarbonization, and US Energy Independence. Themes include Specialty Chemicals for Performance, Show more. | Weak multi-year price returns2Y Excs Rtn is -65%, 3Y Excs Rtn is -80% | Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -3.6% Key risksIOSP key risks include [1] declining sales and net income due to significant gross margin pressure in its Performance Chemicals segment from weaker pricing and product mix, Show more. |
| Attractive yieldTotal YieldTotal Yield = Earnings Yield + Dividend Yield, Earnings Yield = Net Income / Market Cap Dividend Yield = Total Dividends / Market Cap is 5.6% |
| Cash is significant % of market capNet D/ENet Debt/Equity. Debt net of cash. Negative indicates net cash. Equity is taken as the Market Capitalization is -12% |
| Low stock price volatilityVol 12M is 24% |
| Megatrend and thematic driversMegatrends include Advanced Materials, Energy Transition & Decarbonization, and US Energy Independence. Themes include Specialty Chemicals for Performance, Show more. |
| Weak multi-year price returns2Y Excs Rtn is -65%, 3Y Excs Rtn is -80% |
| Weak revenue growthRev Chg 3Y AvgRevenue Change % averaged over trailing 3 years is -3.6% |
| Key risksIOSP key risks include [1] declining sales and net income due to significant gross margin pressure in its Performance Chemicals segment from weaker pricing and product mix, Show more. |
Qualitative Assessment
AI Analysis | Feedback
Innospec (IOSP) stock has gained about 10% since 2/28/2026 because of the following key factors:
1. Innospec reported solid financial performance for fiscal Q1 2026, which ended March 31, 2026. Total revenues reached $453.2 million, a 3% increase compared to the same period in the prior year. The company highlighted continued strength in its Fuel Specialties segment and projected sequential operating income and margin growth for Performance Chemicals and Oilfield Services, despite the negative impacts of a U.S. winter storm.
2. The company announced enhanced shareholder returns by increasing its semi-annual dividend by 10% to $0.92 per common share. Additionally, Innospec authorized a new $75 million share repurchase program, reinforcing its commitment to returning capital to shareholders.
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Innospec (IOSP) stock has gained about 10% since 2/28/2026 because of the following key factors:
1. Innospec reported solid financial performance for fiscal Q1 2026, which ended March 31, 2026. Total revenues reached $453.2 million, a 3% increase compared to the same period in the prior year. The company highlighted continued strength in its Fuel Specialties segment and projected sequential operating income and margin growth for Performance Chemicals and Oilfield Services, despite the negative impacts of a U.S. winter storm.
2. The company announced enhanced shareholder returns by increasing its semi-annual dividend by 10% to $0.92 per common share. Additionally, Innospec authorized a new $75 million share repurchase program, reinforcing its commitment to returning capital to shareholders.
3. Strength in the Fuel Specialties business segment, which accounted for 40% of net sales in fiscal Q1 2026, contributed significantly to the positive trend. This segment experienced a 7% increase in revenues and a 10% growth in volume compared to the previous year's first quarter.
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Stock Movement Drivers
Fundamental Drivers
The 9.2% change in IOSP stock from 2/28/2026 to 6/26/2026 was primarily driven by a 11.5% change in the company's P/E Multiple.| (LTM values as of) | 2282026 | 6262026 | Change |
|---|---|---|---|
| Stock Price ($) | 75.69 | 82.63 | 9.2% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,778 | 1,790 | 0.7% |
| Net Income Margin (%) | 6.6% | 6.4% | -2.7% |
| P/E Multiple | 16.1 | 17.9 | 11.5% |
| Shares Outstanding (Mil) | 25 | 25 | 0.0% |
| Cumulative Contribution | 9.2% |
Market Drivers
2/28/2026 to 6/26/2026| Return | Correlation | |
|---|---|---|
| IOSP | 9.2% | |
| Market (SPY) | 6.6% | 35.5% |
| Sector (XLB) | -3.0% | 59.6% |
Fundamental Drivers
The 11.8% change in IOSP stock from 11/30/2025 to 6/26/2026 was primarily driven by a 11.5% change in the company's P/S Multiple.| (LTM values as of) | 11302025 | 6262026 | Change |
|---|---|---|---|
| Stock Price ($) | 73.89 | 82.63 | 11.8% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,789 | 1,790 | 0.1% |
| P/S Multiple | 1.0 | 1.1 | 11.5% |
| Shares Outstanding (Mil) | 25 | 25 | 0.2% |
| Cumulative Contribution | 11.8% |
Market Drivers
11/30/2025 to 6/26/2026| Return | Correlation | |
|---|---|---|
| IOSP | 11.8% | |
| Market (SPY) | 7.3% | 31.3% |
| Sector (XLB) | 16.5% | 54.1% |
Fundamental Drivers
The -0.5% change in IOSP stock from 5/31/2025 to 6/26/2026 was primarily driven by a -76.7% change in the company's P/E Multiple.| (LTM values as of) | 5312025 | 6262026 | Change |
|---|---|---|---|
| Stock Price ($) | 83.08 | 82.63 | -0.5% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 1,786 | 1,790 | 0.2% |
| Net Income Margin (%) | 1.5% | 6.4% | 321.9% |
| P/E Multiple | 76.8 | 17.9 | -76.7% |
| Shares Outstanding (Mil) | 25 | 25 | 0.8% |
| Cumulative Contribution | -0.5% |
Market Drivers
5/31/2025 to 6/26/2026| Return | Correlation | |
|---|---|---|
| IOSP | -0.5% | |
| Market (SPY) | 25.1% | 33.1% |
| Sector (XLB) | 21.9% | 61.0% |
Fundamental Drivers
The -5.7% change in IOSP stock from 5/31/2023 to 6/26/2026 was primarily driven by a -10.5% change in the company's Total Revenues ($ Mil).| (LTM values as of) | 5312023 | 6262026 | Change |
|---|---|---|---|
| Stock Price ($) | 87.64 | 82.63 | -5.7% |
| Change Contribution By: | |||
| Total Revenues ($ Mil) | 2,001 | 1,790 | -10.5% |
| Net Income Margin (%) | 6.5% | 6.4% | -1.6% |
| P/E Multiple | 16.8 | 17.9 | 7.0% |
| Shares Outstanding (Mil) | 25 | 25 | 0.1% |
| Cumulative Contribution | -5.7% |
Market Drivers
5/31/2023 to 6/26/2026| Return | Correlation | |
|---|---|---|
| IOSP | -5.7% | |
| Market (SPY) | 81.3% | 48.4% |
| Sector (XLB) | 45.9% | 63.8% |
Price Returns Compared
| 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | Total [1] | |
|---|---|---|---|---|---|---|---|
| Returns | |||||||
| IOSP Return | 1% | 15% | 21% | -10% | -29% | 9% | -1% |
| Peers Return | 20% | -13% | 20% | -8% | -1% | 12% | 27% |
| S&P 500 Return | 27% | -19% | 24% | 23% | 16% | 7% | 96% |
Monthly Win Rates [3] | |||||||
| IOSP Win Rate | 50% | 58% | 50% | 42% | 33% | 50% | |
| Peers Win Rate | 57% | 45% | 57% | 47% | 45% | 60% | |
| S&P 500 Win Rate | 75% | 42% | 67% | 75% | 67% | 50% | |
Max Drawdowns [4] | |||||||
| IOSP Max Drawdown | -22% | -20% | -19% | -20% | -38% | -25% | |
| Peers Max Drawdown | -17% | -27% | -24% | -22% | -27% | -25% | |
| S&P 500 Max Drawdown | -5% | -25% | -10% | -8% | -19% | -9% | |
[1] Cumulative total returns since the beginning of 2021
[2] Peers: NEU, SCL, ECL, ASH, FUL. See IOSP Returns vs. Peers.
[3] Win Rate = % of calendar months in which monthly returns were positive
[4] Max drawdown represents maximum peak-to-trough decline within a year
[5] 2026 data is for the year up to 6/26/2026 (YTD)
How Low Can It Go
| Event | IOSP | S&P 500 |
|---|---|---|
| 2024 Yen Carry Trade Unwind | ||
| % Loss | -13.1% | -7.8% |
| % Gain to Breakeven | 15.1% | 8.5% |
| Time to Breakeven | 86 days | 18 days |
| Summer-Fall 2023 Five Percent Yield Shock | ||
| % Loss | -11.3% | -9.5% |
| % Gain to Breakeven | 12.7% | 10.5% |
| Time to Breakeven | 18 days | 24 days |
| 2023 SVB Regional Banking Crisis | ||
| % Loss | -17.1% | -6.7% |
| % Gain to Breakeven | 20.6% | 7.1% |
| Time to Breakeven | 190 days | 31 days |
| 2020 COVID-19 Crash | ||
| % Loss | -41.1% | -33.7% |
| % Gain to Breakeven | 69.9% | 50.9% |
| Time to Breakeven | 341 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -22.0% | -19.2% |
| % Gain to Breakeven | 28.3% | 23.8% |
| Time to Breakeven | 57 days | 105 days |
| 2014-2016 Oil Price Collapse | ||
| % Loss | -15.6% | -6.8% |
| % Gain to Breakeven | 18.5% | 7.3% |
| Time to Breakeven | 35 days | 15 days |
In The Past
Innospec's stock fell -13.1% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 15.1% gain to breakeven.
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Asset Allocation
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| Event | IOSP | S&P 500 |
|---|---|---|
| 2020 COVID-19 Crash | ||
| % Loss | -41.1% | -33.7% |
| % Gain to Breakeven | 69.9% | 50.9% |
| Time to Breakeven | 341 days | 140 days |
| Q4 2018 Fed Policy Error / Growth Scare | ||
| % Loss | -22.0% | -19.2% |
| % Gain to Breakeven | 28.3% | 23.8% |
| Time to Breakeven | 57 days | 105 days |
| 2011 US Debt Ceiling Crisis & European Contagion | ||
| % Loss | -36.8% | -17.9% |
| % Gain to Breakeven | 58.2% | 21.8% |
| Time to Breakeven | 488 days | 123 days |
| 2010 Eurozone Sovereign Debt Crisis / Flash Crash | ||
| % Loss | -35.5% | -15.4% |
| % Gain to Breakeven | 55.0% | 18.2% |
| Time to Breakeven | 59 days | 125 days |
| 2008-2009 Global Financial Crisis | ||
| % Loss | -85.0% | -53.4% |
| % Gain to Breakeven | 565.1% | 114.4% |
| Time to Breakeven | 606 days | 1085 days |
| Summer 2007 Credit Crunch | ||
| % Loss | -38.0% | -8.6% |
| % Gain to Breakeven | 61.2% | 9.5% |
| Time to Breakeven | 1329 days | 47 days |
In The Past
Innospec's stock fell -13.1% during the 2024 Yen Carry Trade Unwind. Such a loss loss requires a 15.1% gain to breakeven.
Preserve Wealth
Limiting losses and compounding gains is essential to preserving wealth.
Asset Allocation
Actively managed asset allocation strategies protect wealth. Learn more.
About Innospec (IOSP)
Innospec Inc. (IOSP) is a global specialty chemicals company that develops, manufactures, blends, markets, and supplies a diverse range of chemical solutions across multiple industries. With operations spanning North America, Europe, and other international markets, Innospec serves a broad spectrum of clients by providing essential chemical products and technologies.
The company operates through three main segments. Its Fuel Specialties segment offers chemical additives designed to enhance the performance and efficiency of various fuels used in automotive, marine, and aviation engines, as well as power station generators and heating oil. The Performance Chemicals segment provides technology-based solutions for customers in markets such as personal care, home care, agrochemical, and metal extraction. Additionally, the Oilfield Services segment develops and markets chemical solutions crucial for fracturing, stimulation, and completion operations, alongside products for oil and gas production and drilling mud loss prevention.
Innospec's primary customers include oil and gas exploration and production companies, oil refineries, fuel manufacturers and users, personal care and home care companies, and formulators of agrochemical and metal extraction products. The company's offerings are integral to improving processes and products across these diverse industrial and consumer-focused sectors.
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Think of Innospec as a specialized, entirely B2B version of **DuPont** or **3M**, providing critical chemical ingredients and solutions across diverse industrial sectors like fuel, personal care, and oilfield services.
It's like an **Ecolab** focused on performance-enhancing chemicals for fuels, personal care products, and oil and gas operations, rather than hygiene and water treatment.
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- Fuel Specialties Chemicals: Additives used in various fuels for automotive, marine, aviation, power generation, and heating applications.
- Performance Chemicals: Technology-based chemical solutions for personal care, home care, agrochemical, and metal extraction markets.
- Oilfield Services Chemicals: Chemical solutions for fracturing, stimulation, completion, and production operations in the oil and gas industry, as well as products to prevent mud loss in drilling.
AI Analysis | Feedback
Innospec (IOSP) sells its products primarily to other companies rather than individual consumers. Based on the provided background, its major customers fall into the following categories:
- Oil and gas exploration and production companies
- Oil refineries
- Fuel manufacturers and users
- Personal care and home care companies
- Formulators of agrochemical and metal extraction formulations
- Other chemical and industrial companies
The background description does not specify individual customer company names or their public symbols, but rather describes the types of industries and companies to which Innospec supplies its specialty chemicals.
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Patrick S. Williams, President and Chief Executive Officer
Patrick S. Williams was appointed President and Chief Executive Officer in April 2009. He previously served as Executive Vice President and President of Fuel Specialties for Innospec since 2005, and as Chief Executive Officer for the Corporation's Fuel Specialties business in the Americas since 1993. Since February 2020, he has also been a Non-Executive Director for AdvanSix Inc., a NYSE-listed chemicals manufacturer.
Ian Cleminson, Executive Vice President and Chief Financial Officer
Ian Cleminson joined Innospec in 2002 and has served as Executive Vice President and Chief Financial Officer since July 2006. Prior to joining Innospec, he was the Financial Controller of the Superabsorbents division of BASF plc for three years. Earlier in his career, he worked as a senior manager in the corporate tax department of KPMG and began his career in 1989 at the Ford Campbell accounting firm.
Milton C. Blackmore, Chairman of the Board
Milton C. Blackmore most recently served as the Senior Vice President, Marketing and Product Supply for Sinclair Oil Corporation, and was on their Board of Directors until his retirement in 2009. He also held the position of Chairman of Sinclair Marketing Inc., the company's convenience store business. Before his time at Sinclair, Mr. Blackmore spent 26 years with Kerr-McGee Refining Corporation, where he held various accounting, marketing, and general management positions, including General Manager, Branded Marketing.
David B. Jones, Senior Vice President, General Counsel and Chief Compliance Officer
David B. Jones serves as the Senior Vice President, General Counsel, and Chief Compliance Officer for Innospec Inc.
Corbin Barnes, Senior Vice President, Corporate Development and Investor Relations
Corbin Barnes holds the position of Senior Vice President, Corporate Development and Investor Relations at Innospec Inc.
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- Global Energy Transition and Reduced Demand for Fossil Fuels: A substantial portion of Innospec's business, particularly its Fuel Specialties and Oilfield Services segments, is directly dependent on the production and consumption of fossil fuels. As the world increasingly shifts towards renewable energy sources and electric vehicles, the long-term demand for traditional fuels and associated exploration and production activities is expected to decline. While the Fuel Specialties segment has shown steady profitability, its long-term growth profile is estimated at 2-3%. The Oilfield Services segment has already experienced significant declines, with revenue falling 45.46% from its peak by 2025, and a 37% year-over-year revenue decrease in Q1 2025 alone, raising concerns about overall market demand for its products. The chemical industry, as a whole, is undergoing a transformation to align with global sustainability goals, which could fundamentally alter operational models and product demand for companies like Innospec.
- Volatility in Oil and Natural Gas Prices: Innospec's Oilfield Services segment is highly susceptible to fluctuations in crude oil and natural gas prices. Sustained low prices typically lead to reduced exploration, drilling, and production activities by oil and gas companies, directly diminishing the demand for Innospec's chemical solutions used in fracturing, stimulation, and completion operations. This segment is explicitly identified as the most volatile due to its exposure to these price swings.
- Evolving and Increasingly Stringent Environmental Regulations: The chemical manufacturing sector, including Innospec, is sensitive to changing economic and regulatory landscapes. Stricter global and regional environmental regulations regarding fuel composition, emissions, chemical usage in industries such as personal care and agrochemicals, and methods of oil and gas extraction could necessitate significant research and development investments, impact product formulations, or restrict market access for some of Innospec's offerings. Governments worldwide are implementing bans and levies on single-use plastics and incorporating chemicals into sustainability roadmaps, requiring companies to adapt and potentially incur substantial financial investments.
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The global energy transition away from fossil fuels, driven by the increasing adoption of electric vehicles (EVs), renewable energy sources for power generation, and a broader push for decarbonization, poses a significant emerging threat to Innospec's Fuel Specialties and Oilfield Services segments.
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Addressable Markets for Innospec (IOSP) Main Products and Services
Innospec Inc. operates in several specialty chemical markets. The addressable market sizes for their main products and services are as follows:
Fuel Specialties Segment
- The global specialty fuel additives market was valued at approximately USD 11.27 billion in 2024 and is projected to reach around USD 22.4 billion by 2034, growing at a compound annual growth rate (CAGR) of 7.11% from 2025 to 2034.
Performance Chemicals Segment
- Personal Care Ingredients: The global personal care ingredients market size was USD 13.17 billion in 2024 and is projected to reach USD 17.00 billion by 2030, exhibiting a CAGR of 4.40% between 2025 and 2030.
- Home Care Ingredients: The global home care ingredients market size was valued at USD 25.69 billion in 2022 and is estimated to reach USD 42.49 billion by 2031, growing at a CAGR of 5.75% during the forecast period (2023–2031).
- Agrochemicals: The global agrochemicals market size was valued at USD 297.7 billion in 2024. This market is estimated to reach USD 394.8 billion by 2033, exhibiting a CAGR of 3.2% from 2025 to 2033.
- Metal Extraction Chemicals: The global metal extractant market was valued at USD 249 million in 2024 and is projected to reach USD 784.52 million by 2030, exhibiting a CAGR of 13.60% during the forecast period. Additionally, the broader global mining chemicals market was valued at USD 11.8 billion in 2024 and is expected to reach USD 20.3 billion by 2034, growing at a CAGR of 5.6% from 2025 to 2034.
Oilfield Services Segment
- Oilfield Chemicals: The global oilfield chemicals market was valued at USD 33.85 billion in 2025 and is projected to reach approximately USD 53.38 billion by 2035, growing at a CAGR of 4.66% from 2026 to 2035.
- Drilling and Completion Fluids: The global drilling and completion fluids market size is expected to grow from USD 10.73 billion in 2025 to USD 13.52 billion by 2031, at a CAGR of 3.85% over 2026-2031.
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Innospec Inc. (IOSP) is expected to drive future revenue growth over the next two to three years through several key initiatives across its business segments:
- Commercialization of New, Higher-Margin Products: Innospec is focused on accelerating its pipeline of new products across all end markets, with a particular emphasis on higher-margin offerings. This strategy is expected to contribute to revenue growth and enhance overall profitability. The company is "increasing our output on new products in the portfolio, which is gonna build upon throughout the year as well," with these products being "higher margin products". Management explicitly stated an acceleration of their "strong pipeline of new products across all our end markets" to drive improvement in 2026.
- Increased Oilfield Services Activity, particularly in the Middle East and through Drag Reducing Agents (DRAs): The Oilfield Services segment anticipates revenue growth driven by a recovery in activity in the Middle East and the expansion of its drag-reducing agents (DRAs) business. Innospec expects to see sales in the Middle East "really pull its weight in Q2, Q3, Q4," extending beyond just Saudi Aramco to the broader regional market. The company is focused on delivering operating income growth in 2026 as "Middle East activity returns and our recent DRA expansion takes effect". The 2026 plan specifically targets 5-7% revenue growth for Oilfield Services, led by Middle East activity and a DRA ramp.
- Margin and Operating Income Improvement in Performance Chemicals and Oilfield Services: Innospec is prioritizing margin and operating income improvements in both its Performance Chemicals and Oilfield Services segments. These improvements are expected to be driven by new technology commercialization, margin enhancement initiatives, contractual pricing mechanisms, and manufacturing efficiencies. For Performance Chemicals, growth is projected to be "roughly flat" in 2026, with margin improvement weighted towards the second half, supported by a richer product portfolio as higher-margin new products scale.
- Consistent Performance and Long-Term Growth in Fuel Specialties: The Fuel Specialties segment is expected to continue delivering consistent results and act as a stabilizer for the company's overall performance. Management anticipates a 2-3% long-term growth profile for this segment, providing a steady contribution to total revenue growth. This consistent performance is considered "central to the broader thesis because it can help buffer volatility while other segments work through timing disruptions and mix-driven recovery plans."
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Share Repurchases
- Innospec's Board of Directors approved a new $50 million share repurchase program on March 10, 2025, following the expiration of a previous $50 million program in the first quarter of 2025.
- The company repurchased 247,000 shares at a cost of $22.2 million for the full year 2025.
- During the third quarter of 2025, Innospec made $10.7 million in share repurchases.
Share Issuance
- On February 16, 2026, Patrick Williams, President and CEO, received 18,966 shares of common stock at no cost through the settlement of a performance-based restricted stock unit grant from February 27, 2023.
- Ian Malcolm McRobbie, Senior VP R&T, was granted 2,228 shares of phantom stock on February 23, 2026, which are economically equivalent to common stock and will settle in cash.
Outbound Investments
- Innospec acquired QGP, its Mexican oilfield production business, in 2023. In the third quarter of 2025, there was an $18.5 million reduction to the fair value of contingent consideration related to this acquisition.
- The company maintains significant balance sheet flexibility for future mergers and acquisitions (M&A), with a focus on adding technology and expanding geographically, particularly in Performance Chemicals and Fuel Specialties.
Capital Expenditures
- For the full year 2025, capital expenditures contributed to cash from operations after capital expenditures totaling $63.9 million, compared to $122.7 million in 2024.
- Capital expenditures were $20.5 million in the fourth quarter of 2025 and $22.2 million in the third quarter of 2025.
- The company's research, product/application development, and technical support expenditures, which underpin growth in its segments, were $47.8 million in 2024, $41.7 million in 2023, and $38.7 million in 2022.
Latest Trefis Analyses
| Title | Date | |
|---|---|---|
| DASHBOARDS | ||
| Innospec Earnings Notes | 12/16/2025 | |
| Innospec Stock Jump Looks Great, But How Secure Is That Gain? | 10/17/2025 | |
| Better Bet Than IOSP Stock: Pay Less Than Innospec To Get More From NEU | 08/16/2025 | |
| IOSP Dip Buy Analysis | 07/10/2025 | |
| Innospec Total Shareholder Return (TSR): -9.6% in 2024 and 8.6% 3-yr compounded annual returns (above peer average) | 03/07/2025 | |
| Innospec (IOSP) Operating Cash Flow Comparison | 02/17/2025 | |
| Innospec (IOSP) Net Income Comparison | 02/15/2025 | |
| Innospec (IOSP) Operating Income Comparison | 02/15/2025 | |
| Innospec (IOSP) Revenue Comparison | 02/13/2025 | |
| Innospec vs. S&P500 Correlation | 10/03/2024 | |
| ARTICLES | ||
| Stocks Trading At 52-Week Low | 09/27/2025 | |
| Better Bet Than Innospec Stock: Pay Less To Get More From NEU | 08/16/2025 |
Research & Analysis
Invest in Strategies
Wealth Management
Peer Comparisons
| Peers to compare with: |
Financials
| Median | |
|---|---|
| Name | |
| Mkt Price | 73.28 |
| Mkt Cap | 3.2 |
| Rev LTM | 2,519 |
| Op Inc LTM | 264 |
| FCF LTM | 172 |
| FCF 3Y Avg | 177 |
| CFO LTM | 298 |
| CFO 3Y Avg | 309 |
Growth & Margins
| Median | |
|---|---|
| Name | |
| Rev Chg LTM | -1.2% |
| Rev Chg 3Y Avg | -2.9% |
| Rev Chg Q | 1.3% |
| QoQ Delta Rev Chg LTM | 0.3% |
| Op Inc Chg LTM | -14.8% |
| Op Inc Chg 3Y Avg | 7.3% |
| Op Mgn LTM | 9.6% |
| Op Mgn 3Y Avg | 9.7% |
| QoQ Delta Op Mgn LTM | -0.1% |
| CFO/Rev LTM | 12.3% |
| CFO/Rev 3Y Avg | 12.4% |
| FCF/Rev LTM | 7.6% |
| FCF/Rev 3Y Avg | 7.4% |
Segment Financials
Revenue by Segment| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Fuel Specialties | 702 | 701 | 696 | 730 | 618 |
| Performance Chemicals | 681 | 654 | 562 | 640 | 525 |
| Oilfield Services | 395 | 491 | 691 | 594 | 340 |
| Total | 1,778 | 1,845 | 1,949 | 1,964 | 1,483 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Fuel Specialties | 145 | 130 | 110 | 122 | 105 |
| Performance Chemicals | 61 | 83 | 54 | 95 | 71 |
| Oilfield Services | 23 | 39 | 79 | 42 | 10 |
| Adjustment to fair value of contingent consideration | 16 | -3 | 0 | ||
| Profit on disposal of property, plant and equipment | 0 | 0 | |||
| Restructuring charge | -1 | 0 | |||
| Impairment of intangible assets | -19 | 0 | |||
| Impairment of property, plant and equipment | -23 | 0 | |||
| Corporate costs | -73 | -70 | -81 | -71 | -56 |
| Profit on disposal | 0 | 0 | 2 | ||
| Total | 130 | 178 | 162 | 187 | 132 |
| $ Mil | 2025 | 2024 | 2023 | 2022 | 2021 |
|---|---|---|---|---|---|
| Fuel Specialties | 626 | 554 | 529 | 501 | 571 |
| Performance Chemicals | 602 | 598 | 580 | 610 | 470 |
| Corporate | 393 | 310 | 287 | 195 | 299 |
| Oilfield Services | 212 | 272 | 311 | 298 | 231 |
| Total | 1,832 | 1,735 | 1,707 | 1,604 | 1,571 |
Price Behavior
| Market Price | $82.63 | |
| Market Cap ($ Bil) | 2.0 | |
| First Trading Date | 05/13/1998 | |
| Distance from 52W High | -5.4% | |
| 50 Days | 200 Days | |
| DMA Price | $79.55 | $76.64 |
| DMA Trend | indeterminate | up |
| Distance from DMA | 3.9% | 7.8% |
| 3M | 1YR | |
| Volatility | 23.0% | 24.3% |
| Downside Capture | 38.78 | 73.28 |
| Upside Capture | 71.15 | 57.38 |
| Correlation (SPY) | 31.8% | 31.5% |
| 1M | 2M | 3M | 6M | 1Y | 3Y | |
|---|---|---|---|---|---|---|
| Beta | 1.67 | 1.09 | 0.74 | 0.66 | 0.71 | 0.87 |
| Up Beta | 0.86 | 0.90 | 0.27 | 0.40 | 0.48 | 0.83 |
| Down Beta | 2.47 | 1.60 | 0.44 | 0.66 | 0.78 | 0.76 |
| Up Capture | 186% | 103% | 100% | 78% | 54% | 57% |
| Bmk +ve Days | 13 | 28 | 36 | 67 | 141 | 432 |
| Stock +ve Days | 12 | 24 | 32 | 65 | 121 | 376 |
| Down Capture | 166% | 136% | 105% | 75% | 95% | 102% |
| Bmk -ve Days | 7 | 13 | 27 | 57 | 109 | 318 |
| Stock -ve Days | 7 | 16 | 30 | 58 | 127 | 369 |
[1] Upside and downside betas calculated using positive and negative benchmark daily returns respectively
Based On 1-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with IOSP | |
|---|---|---|---|---|
| IOSP | 1.3% | 24.2% | 0.00 | - |
| Sector ETF (XLB) | 20.7% | 17.5% | 0.92 | 60.6% |
| Equity (SPY) | 21.2% | 12.4% | 1.26 | 31.5% |
| Gold (GLD) | 21.8% | 27.7% | 0.70 | 6.0% |
| Commodities (DBC) | 21.8% | 18.6% | 0.92 | -11.4% |
| Real Estate (VNQ) | 16.1% | 13.6% | 0.85 | 41.3% |
| Bitcoin (BTCUSD) | -44.7% | 42.5% | -1.27 | 14.6% |
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Based On 5-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with IOSP | |
|---|---|---|---|---|
| IOSP | -0.5% | 26.6% | -0.02 | - |
| Sector ETF (XLB) | 7.2% | 19.0% | 0.27 | 64.1% |
| Equity (SPY) | 13.4% | 17.1% | 0.61 | 52.3% |
| Gold (GLD) | 17.8% | 18.3% | 0.79 | 7.4% |
| Commodities (DBC) | 7.4% | 19.5% | 0.28 | 15.5% |
| Real Estate (VNQ) | 3.4% | 18.9% | 0.08 | 47.8% |
| Bitcoin (BTCUSD) | 10.7% | 54.0% | 0.39 | 20.4% |
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Based On 10-Year Data
| Annualized Return | Annualized Volatility | Sharpe Ratio | Correlation with IOSP | |
|---|---|---|---|---|
| IOSP | 7.3% | 31.3% | 0.29 | - |
| Sector ETF (XLB) | 10.3% | 20.7% | 0.44 | 67.5% |
| Equity (SPY) | 15.2% | 18.0% | 0.72 | 61.0% |
| Gold (GLD) | 11.8% | 16.1% | 0.60 | 2.4% |
| Commodities (DBC) | 5.9% | 18.0% | 0.26 | 24.6% |
| Real Estate (VNQ) | 5.6% | 20.7% | 0.23 | 51.7% |
| Bitcoin (BTCUSD) | 54.6% | 66.4% | 0.95 | 16.9% |
Smart multi-asset allocation framework can stack odds in your favor. Learn How
Returns Analyses
Earnings Returns History
Updated 6/11/2026| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/8/2026 | 5.1% | 4.4% | 7.4% |
| 2/18/2026 | 0.3% | -7.9% | -21.6% |
| 11/5/2025 | 2.4% | 4.7% | 5.1% |
| 8/6/2025 | -3.1% | 2.3% | 6.4% |
| 5/9/2025 | -3.1% | -5.5% | -5.4% |
| 2/19/2025 | -7.0% | -5.0% | -10.3% |
| 11/6/2024 | 12.4% | 9.7% | 6.1% |
| 8/7/2024 | -10.3% | -10.6% | -8.4% |
| ... | |||
| SUMMARY STATS | |||
| # Positive | 14 | 17 | 15 |
| # Negative | 10 | 7 | 9 |
| Median Positive | 2.6% | 4.4% | 6.1% |
| Median Negative | -2.5% | -5.0% | -8.4% |
| Max Positive | 12.4% | 16.0% | 23.7% |
| Max Negative | -10.3% | -10.6% | -21.6% |
| Forward Returns | |||
|---|---|---|---|
| Earnings Date | 1D Returns | 5D Returns | 21D Returns |
| 5/8/2026 | 5.1% | 4.4% | 7.4% |
| 2/18/2026 | 0.3% | -7.9% | -21.6% |
| 11/5/2025 | 2.4% | 4.7% | 5.1% |
| 8/6/2025 | -3.1% | 2.3% | 6.4% |
| 5/9/2025 | -3.1% | -5.5% | -5.4% |
| 2/19/2025 | -7.0% | -5.0% | -10.3% |
| 11/6/2024 | 12.4% | 9.7% | 6.1% |
| 8/7/2024 | -10.3% | -10.6% | -8.4% |
| 5/10/2024 | 3.9% | 3.2% | -0.8% |
| 2/14/2024 | 2.7% | 5.5% | 4.8% |
| 11/8/2023 | 2.0% | 9.5% | 12.0% |
| 8/8/2023 | 3.1% | 1.0% | 0.2% |
| 5/3/2023 | 1.4% | -2.1% | 1.4% |
| 2/22/2023 | -3.4% | -2.8% | -11.3% |
| 11/9/2022 | -0.6% | 8.6% | 7.9% |
| 8/3/2022 | -2.0% | -4.0% | -7.1% |
| 5/4/2022 | 2.8% | 1.0% | 9.6% |
| 2/16/2022 | 5.8% | 2.3% | 1.3% |
| 11/3/2021 | -0.6% | 0.2% | -9.5% |
| 8/4/2021 | -1.9% | 6.5% | 5.4% |
| 5/5/2021 | 1.3% | 2.8% | 3.7% |
| 2/17/2021 | 0.3% | 4.1% | 6.8% |
| 11/4/2020 | 2.0% | 16.0% | 23.7% |
| 8/5/2020 | -1.7% | 6.2% | -2.3% |
| SUMMARY STATS | |||
| # Positive | 14 | 17 | 15 |
| # Negative | 10 | 7 | 9 |
| Median Positive | 2.6% | 4.4% | 6.1% |
| Median Negative | -2.5% | -5.0% | -8.4% |
| Max Positive | 12.4% | 16.0% | 23.7% |
| Max Negative | -10.3% | -10.6% | -21.6% |
SEC Filings
Expand for More| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/08/2026 | 10-Q |
| 12/31/2025 | 02/18/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 02/19/2025 | 10-K |
| 09/30/2024 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 02/14/2024 | 10-K |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 02/22/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| Report Date | Filing Date | Filing |
|---|---|---|
| 03/31/2026 | 05/08/2026 | 10-Q |
| 12/31/2025 | 02/18/2026 | 10-K |
| 09/30/2025 | 11/05/2025 | 10-Q |
| 06/30/2025 | 08/06/2025 | 10-Q |
| 03/31/2025 | 05/09/2025 | 10-Q |
| 12/31/2024 | 02/19/2025 | 10-K |
| 09/30/2024 | 11/06/2024 | 10-Q |
| 06/30/2024 | 08/07/2024 | 10-Q |
| 03/31/2024 | 05/10/2024 | 10-Q |
| 12/31/2023 | 02/14/2024 | 10-K |
| 09/30/2023 | 11/08/2023 | 10-Q |
| 06/30/2023 | 08/09/2023 | 10-Q |
| 03/31/2023 | 05/04/2023 | 10-Q |
| 12/31/2022 | 02/22/2023 | 10-K |
| 09/30/2022 | 11/09/2022 | 10-Q |
| 06/30/2022 | 08/03/2022 | 10-Q |
| 03/31/2022 | 05/04/2022 | 10-Q |
| 12/31/2021 | 02/16/2022 | 10-K |
| 09/30/2021 | 11/03/2021 | 10-Q |
| 06/30/2021 | 08/04/2021 | 10-Q |
| 03/31/2021 | 05/05/2021 | 10-Q |
| 12/31/2020 | 02/17/2021 | 10-K |
| 09/30/2020 | 11/04/2020 | 10-Q |
| 06/30/2020 | 08/05/2020 | 10-Q |
| 03/31/2020 | 05/06/2020 | 10-Q |
| 12/31/2019 | 02/19/2020 | 10-K |
| 09/30/2019 | 11/06/2019 | 10-Q |
| 06/30/2019 | 08/06/2019 | 10-Q |
Insider Activity
Updated 4/26/2026| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Jones, David B | SVP, GC & CCO | Direct | Sell | 3032026 | 75.64 | 1,028 | 77,758 | 1,111,379 | Form |
| 2 | Blackmore, Milton C | Direct | Sell | 3032026 | 76.56 | 594 | 45,474 | 806,137 | Form | |
| 3 | Padfield, Larry | Direct | Sell | 3032026 | 76.56 | 594 | 45,474 | 723,686 | Form | |
| 4 | Poccia, Claudia | Direct | Sell | 3032026 | 76.56 | 119 | 9,110 | 498,228 | Form | |
| 5 | Landless, David | Direct | Sell | 3032026 | 76.56 | 594 | 45,474 | 584,277 | Form |
| # | Owner | Title | Holding | Action | Filing Date | Price | Shares | Transacted Value | Value of Held Shares | Form |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Jones, David B | SVP, GC & CCO | Direct | Sell | 3032026 | 75.64 | 1,028 | 77,758 | 1,111,379 | Form |
| 2 | Blackmore, Milton C | Direct | Sell | 3032026 | 76.56 | 594 | 45,474 | 806,137 | Form | |
| 3 | Padfield, Larry | Direct | Sell | 3032026 | 76.56 | 594 | 45,474 | 723,686 | Form | |
| 4 | Poccia, Claudia | Direct | Sell | 3032026 | 76.56 | 119 | 9,110 | 498,228 | Form | |
| 5 | Landless, David | Direct | Sell | 3032026 | 76.56 | 594 | 45,474 | 584,277 | Form | |
| 6 | Cleminson, Ian | EVP & CFO | Direct | Sell | 3032026 | 76.56 | 2,380 | 182,213 | 1,558,532 | Form |
| 7 | Blackmore, Milton C | Direct | Sell | 2242026 | 81.84 | 1,030 | 84,296 | 784,445 | Form | |
| 8 | Padfield, Larry | Direct | Sell | 2242026 | 81.84 | 1,030 | 84,296 | 696,302 | Form | |
| 9 | Parrette, Leslie J | Direct | Buy | 11172025 | 74.09 | 340 | 25,191 | 432,463 | Form | |
| 10 | Parrette, Leslie J | Direct | Sell | 5152025 | 90.63 | 446 | 40,421 | 498,190 | Form |
Industry Resources
| Materials Resources |
| Chemical & Engineering News (C&EN) |
| Mining.com |
| Plastics News |
| Specialty Chemicals Resources |
| SpecialChem |
| Chemical Week |
| ICIS |
External Quote Links
| Y Finance | Barrons |
| TradingView | Morningstar |
| SeekingAlpha | ValueLine |
| Motley Fool | Robinhood |
| CNBC | Etrade |
| MarketWatch | Unusual Whales |
| YCharts | Perplexity Finance |
| FinViz |
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