Company Deep Dive
Business segments breakdown, earnings transcript analysis, management credibility scoring, competitive landscape, and scenario modelling.
IOSP
BUYFLAGInnospec Inc. · Basic Materials · United States · $2.0B · Avg Vol: $18M/d
Innospec's fuel specialties division benefits from the demand for fuel efficiency and emissions reduction additives amid high energy prices. While a quality compounder with strong cash generation, the consumer specialties division faces margin pressure from volatile chemical inputs, offsetting some of the energy-related tailwinds.
COMPANY DESCRIPTION
Innospec Inc. develops, manufactures, blends, markets, and supplies specialty chemicals in the Americas, Europe, the Middle East, Africa, and the Asia-Pacific. The company operates through three segments: Performance Chemicals, Fuel Specialties, and Oilfield Services.
FINANCIAL SUMMARY (USD)
| Year | 2022 | 2023 | 2024 | 2025 | CAGR |
|---|---|---|---|---|---|
| Revenue | 2.0B | 1.9B | 1.8B | 1.8B | -3.3% |
| EPS | 5.37 | 5.60 | 1.43 | 4.69 | -4.4% |
| Shares | 30M | 30M | 30M | 30M | 0.0% |
| Debt | 45M | 45M | 45M | 53M | 5.2% |
| Equity | 1.0B | 1.1B | 1.2B | 1.3B | 8.5% |
| Op CF | 82M | 207M | 185M | 138M | 19.2% |
| Inv CF | -42M | -112M | -62M | -75M | — |
| Fin CF | -34M | -39M | -35M | -64M | — |
SCORE BREAKDOWN
FUNDAMENTALS
SECTOR PEERS
Closest peers in Basic Materials, ranked by industry match, size, and score similarity. Cross-listings of IOSP are excluded.
| Ticker | Company | Mkt Cap | StockRank | Signal |
|---|---|---|---|---|
| IOSP | Innospec Inc.(you) | $2.0B | 80 | BUY |
| MTX | Minerals Technologies Inc. | $2.4B | 81 | STRONG BUY |
| ECVT | Ecovyst Inc. | $1.5B | 79 | BUY |
| NGVT | Ingevity Corporation | $2.4B | 68 | BUY |
| FUL | H.B. Fuller Company | $3.5B | 86 | STRONG BUY |
| AVNT | Avient Corporation | $3.3B | 87 | STRONG BUY |
| KWR | Quaker Chemical Corporation | $2.6B | 68 | BUY |
| WDFC | WD-40 Company | $2.7B | 67 | BUY |
| ODC | Oil-Dri Corporation of America | $1.1B | 90 | STRONG BUY |
| AXTA | Axalta Coating Systems Ltd. | $6.5B | 81 | STRONG BUY |
Peer medians: ROE 6.5% · P/E 22.2x · Gross margin 24.1%