Innospec
Supplies specialty ingredients, fuel additives, and oilfield chemistries across global industrial markets.
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Profile
Develops specialty chemicals across Performance Chemicals, Fuel Specialties, and Oilfield Services, earning revenue from formulated ingredients, fuel additives, and oilfield chemistries sold globally. Demand spans consumer-care products, transport and industrial fuels, and oil-and-gas drilling and production.
Develops, manufactures, blends, and supplies specialty chemicals through Performance Chemicals, Fuel Specialties, and Oilfield Services. Performance Chemicals provides surfactants, emollients, and formulations for personal care, home care, agrochemical, construction, mining, and industrial uses. Fuel Specialties sells additives for diesel, jet, marine, fuel oil, renewable fuels, and selected non-fuel applications.
Oilfield Services supplies drilling, completion, production, and drag-reducing chemistries, mainly to operators and service companies in the Americas and Middle East. Across the portfolio, technical development, application support, specialized product lines, and customer service underpin competition in global markets.
Demand is shaped by consumer-care spending, fuel-use patterns and regulation, and oil-and-gas drilling activity; manufacturing costs also depend materially on petrochemical- and vegetable-based feedstocks.
Company facts
Key statistics
Year to date +25.1% · Average volume (30d) 172.8K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 6, 2026 | Seaport Global | Reiterate | Buy | $115 | $110 | |
| Apr 21, 2025 | Seaport Global | Upgrade | Neutral | Buy | $115 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Aug 4, 2026Q2 FY26 | $1.05 | $1.27 | +21.0% | $457.2M | $491.4M | +7.5% | +6.07% |
| May 7, 2026Q1 FY26 | $1.02 | $1.05 | +2.9% | $432.1M | $453.2M | +4.9% | +5.10% |
| Feb 17, 2026Q4 FY25 | $1.26 | $1.50 | +19.0% | $460.9M | $455.6M | −1.1% | +0.26% |
| Nov 4, 2025Q3 FY25 | $1.03 | $1.12 | +8.7% | $460.9M | $441.9M | −4.1% | +2.42% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $440.8M | $439.7M | $441.9M | $455.6M | $453.2M | $491.4M | |
| Gross profit | $125.1M | $123.2M | $116.7M | $127.4M | $123.5M | $138.3M | |
| Operating income | $42.5M | $34.3M | $31.1M | $47.1M | $31.8M | $39.7M | |
| Net income | $32.8M | $23.5M | $12.9M | $47.4M | $30.4M | $30.8M | |
| Diluted EPS | $1.31 | $0.94 | $0.52 | $1.91 | $1.22 | $1.25 | |
| Gross margin | 28.4% | 28.0% | 26.4% | 28.0% | 27.3% | 28.1% | |
| Operating margin | 9.6% | 7.8% | 7.0% | 10.3% | 7.0% | 8.1% |
Fiscal years (4-quarter sums)FY21 $1.48B · FY22 $1.96B · FY23 $1.95B · FY24 $1.85B · FY25 $1.78B
Revenue by product · Q2 FY26
Revenue by geography · FY25
Balance sheet, Jun 30, 2026Cash & short-term investments $250.2M · Total debt $47.9M · Total assets $1.85B · Shareholders' equity $1.34B
Dividends
Raised for 12 straight years — most recently to $0.92 from $0.87 in May 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| May 19, 2026 | May 19 | May 29 | $0.92 | raised from $0.87 |
| Nov 18, 2025 | Nov 18 | Nov 26 | $0.87 | raised from $0.84 |
| May 20, 2025 | May 20 | May 30 | $0.84 | raised from $0.79 |
| Nov 18, 2024 | Nov 18 | Nov 26 | $0.79 | raised from $0.76 |
| May 17, 2024 | May 20 | May 31 | $0.76 | raised from $0.72 |
| Nov 17, 2023 | Nov 20 | Nov 27 | $0.72 | raised from $0.69 |
| May 19, 2023 | May 22 | May 31 | $0.69 | raised from $0.65 |
| Nov 18, 2022 | Nov 21 | Nov 28 | $0.65 | raised from $0.63 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 24.63M · Float 24.33M · 98.8% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 4.38M | 17.79% | 13F | Aug 7, 2026 |
| Allspring Global Investments Holdings, LLC | 1.89M | 7.68% | 13F | Aug 13, 2026 |
| Vanguard Portfolio Management LLC | 1.88M | 7.65% | 13F | Aug 13, 2026 |
| Dimensional Fund Advisors LP | 1.31M | 5.30% | 13G | Jul 14, 2026 |
| Vanguard Capital Management LLC | 1.11M | 4.50% | 13F | Aug 13, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Feb 27, 2026 | Ian Cleminson | officer: EVP & CFO | −4,760 | $76.56 |
| Feb 27, 2026 | David Landless | director | −1,188 | $76.55 |
| Feb 27, 2026 | Claudia Poccia | director | −238 | $76.56 |
| Feb 27, 2026 | Larry PADFIELD | director | −1,188 | $76.55 |
| Feb 27, 2026 | Milton C. Blackmore | director | −1,188 | $76.55 |
Peers
- NewMarket
Afton Chemical is the primary head-to-head rival in global fuel additives.
- Stepan
Top merchant surfactant maker; overlap in personal care, home care, and ag.
- Ashland
Specialty polymers and biofunctionals for personal care; same FMCG formulators.
