AdvanSix closed out 2025 with steady growth and operational gains, highlighting resilience amid a challenging industry landscape. The integrated chemistry company reported fourth-quarter sales of $360 million, up 9% from the prior year, while full-year sales edged higher to $1.52 billion.

 

Fourth-quarter EBITDA jumped to $24.8 million, more than double the prior year’s $10.2 million. Cash flow from operations reached $63.7 million for the quarter, supporting strong liquidity heading into 2026.

 

“The AdvanSix team executed well to close out 2025. We delivered full year Adjusted EBITDA of $157 million and generated positive free cash flow in a year characterized by continued cyclical trough market conditions for Nylon Solutions, robust Plant Nutrients supply and demand fundamentals amid a higher raw material input cost environment, and mixed Chemical Intermediates industry conditions with lower net pricing as anticipated,” said Erin Kane, president and CEO of AdvanSix. 

 

“We generated these results while successfully executing our planned plant turnarounds, delivering record annual production across both of our key ammonia and sulfuric acid unit operations, funding key growth and enterprise initiatives including our SUSTAIN program, claiming additional 45Q carbon capture tax credits, receiving final settlement proceeds related to the 2019 PES supplier shutdown claim, preserving our competitive dividend and maintaining conservative debt leverage levels.”

 

Full-year 2025 net income rose to $49.3 million, translating to a diluted EPS of $1.80, up from $1.62 in 2024. Adjusted EPS climbed to $2.28. Key product lines saw mixed results: Plant Nutrients sales surged 23% year-over-year to $563.7 million, while Nylon and Chemical Intermediates dipped slightly.

 

For the fourth quarter, sales gains were driven by volume increases, particularly in Plant Nutrients, offset partially by lower acetone prices. Adjusted EBITDA benefited from favorable plant turnaround timing and operational efficiencies, although Chemical Intermediates pricing weighed on results.

 

Looking ahead, AdvanSix anticipates continued strength in Plant Nutrients despite rising sulfur costs and expects acetone spreads to remain near cycle averages. The company also flagged ongoing challenges in the nylon market. Capital expenditures are projected between $75 million and $95 million, down from $116 million in 2025, reflecting a risk-based prioritization approach.

 

“The end market environment entering 2026 remains mixed overall. We’ve seen continued strength in Plant Nutrients and acetone margins remain near cycle averages, while nylon has plateaued in its trough. 

 

"Conversely, there have been several recent industry announcements pointing to capacity rationalization and lower operating rates, which we believe should lead to more favorable supply and demand conditions over time. We remain highly focused on delivering on controllable levers including continued optimization of production output and sales volume mix while driving productivity to support through-cycle profitability. 

 

"We have embarked on a multi-year non-manpower fixed cost savings program targeting approximately $30 million of annual savings. In addition, we now anticipate capital expenditures to be in the range of $75 to $95 million in 2026 driven by a risk-based prioritization of our capital investments and keen focus on cash flow generation and conversion. Our strategic initiatives, unique combination of assets and business model are core to our durable competitive advantage and long-term positioning."