Core Viewpoint - AdvanSix reported mixed financial results for Q2 2025, with adjusted diluted earnings per share exceeding analyst expectations, while revenue fell short of forecasts, reflecting ongoing market challenges, particularly in the Nylon and Chemical Intermediates segments [1][5][13]. Financial Performance - Adjusted diluted EPS was $1.24, beating the estimate of $1.185 by 4.6%, but revenue was $410 million, missing the consensus of $428.4 million by 4.3% [1][2]. - Revenue decreased by 9.6% compared to Q2 2024, and adjusted EBITDA dropped by 28.8% year-over-year [1][2]. - The adjusted EBITDA margin fell to 13.6% from 17.2% in the prior year, indicating pressure on profitability [2][6]. Business Overview - AdvanSix is a major manufacturer of Nylon 6 resin, caprolactam, and plant nutrients, with significant operations in the U.S. [3]. - The company’s Hopewell facility is a leading site for caprolactam and ammonium sulfate production, contributing to operational efficiency [3]. Strategic Focus - Recent strategies include cost control, operational reliability, and growth investments through the SUSTAIN capital program [4]. - The company maintains a diversified product portfolio and strong customer relationships, which are critical for navigating market volatility [4]. Segment Performance - The Plant Nutrients segment showed resilience, with sales increasing by 6% to $156.8 million, driven by strong demand for ammonium sulfate [5][10]. - The Nylon and Caprolactam segments faced significant sales declines due to market downturns, particularly in automotive and construction sectors [6][9]. - Chemical Intermediates sales fell by 12% year-over-year, despite stable acetone margins [6][10]. Cash Flow and Capital Expenditures - Cash flow from operations halved compared to Q2 2024, leading to negative free cash flow of $7.2 million [7][8]. - Capital expenditures were $28.3 million, down from the previous year, as the company managed spending under its growth initiatives [8]. Future Outlook - Management anticipates higher ammonium sulfate prices in the upcoming quarter, while acetone margins are expected to remain healthy but moderate [13]. - The company is focused on addressing challenges in the Nylon business and optimizing costs amid ongoing input cost volatility [13][14].

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 FORM 10-Q (Mark One) QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF ☒ 1934 For the quarterly period ended June 30, 2025 or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 ☐ For the transition period from _____ to _____ Commission File Number: 1-37774 AdvanSix Inc. Indicate by check mark whether the registrant: (1) has filed all reports required to be filed by S ...

Financial Data and Key Metrics Changes - Sales for Q2 2025 were $410 million, a decrease of approximately 10% compared to the prior year, with sales volume contributing approximately 8% to this change [10] - Adjusted EBITDA was $56 million, with an adjusted EBITDA margin of 13.6% [11] - Adjusted earnings per share were $1.24, and the effective tax rate was 0.9%, significantly lower than 25.2% in Q2 2024, primarily due to $8 million in 45Q tax credits claimed [11] - Cash flow from operations decreased by $29 million year-over-year to $21 million, mainly due to lower net income and timing of tax credits [12] Business Line Data and Key Metrics Changes - The Plant Nutrients business saw a 7% increase in domestic granular sales volume, supported by favorable ammonium sulfate supply and demand conditions [18] - Nylon sales volumes decreased by approximately 10%, while ammonium sulfate volumes increased by 7% [44] - In the chemical intermediates segment, acetone prices declined year-over-year, but margins remained healthy and in line with cycle averages [23] Market Data and Key Metrics Changes - Demand across the portfolio remained softer overall, with higher raw material prices impacting margins, particularly in natural gas and sulfur [6] - The North American fertilizer year runs from July to June, and the company anticipates a strong fall fill program supported by a robust order book [18] - Global operating rates in China have moderated, impacting trade flows and pricing improvement [22] Company Strategy and Development Direction - The company is focused on making necessary investments to support long-term performance, including upgrading its enterprise resource planning system [6] - The company aims to leverage its position as a U.S.-based manufacturer aligned with domestic supply chains and energy markets [7] - The strategic focus includes optimizing fixed cost structures and enhancing production output in profitable areas [28] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about the diversified nature of the portfolio and the strength of being a U.S.-based manufacturer [39] - The company is navigating a dynamic environment with structural tariffs in place, which provides insulation from first-order impacts [28] - Management remains confident in the growth prospects and long-term value delivery to shareholders [62] Other Important Information - The company claimed an additional $8 million in 45Q carbon capture tax credits in Q2, bringing the total to nearly $20 million for the 2018-2020 tax periods [7] - The company has reduced its capital expenditure forecast for the year to a range of $135 million to $145 million [6] Q&A Session Summary Question: Insights on the ammonium sulfate business and pricing relationships - Management noted a strong fertilizer year with a 7% increase in sales volume and a robust order book supporting the fall fill program, expecting similar pricing relationships to previous years [33][36] Question: Chemical industry environment and profitability outlook - Management acknowledged a dynamic operating environment but remains cautiously optimistic due to the diversified portfolio and integrated business model, which supports pricing stability [39][42] Question: Strategies for maintaining high utilization rates in nylon production - Management emphasized the importance of an integrated value chain and selective export strategies to maintain utilization rates and navigate current market dynamics [46][48] Question: Cash flow improvement expectations and timing of carbon tax credit cash flows - Management expects sequential improvement in cash flow in the second half of the year, driven by 45Q tax credits and the ammonium sulfate pre-buy program [52][56]

August 1, 2025 2Q 2025 Earnings Presentation Forward Looking Statements This presentation contains certain statements that may be deemed "forward-looking statements" within the meaning of Section 21E of the Securities Exchange Act of 1934, as amended. All statements, other than statements of historical fact, that address activities, events or developments that our management intends, expects, projects, believes or anticipates will or may occur in the future are forward-looking statements. Forward-looking st ...

Exhibit 99.1 News Release ADVANSIX ANNOUNCES SECOND QUARTER 2025 FINANCIAL RESULTS 2Q25 Sales of $410 million, down 10% versus prior year 2Q25 Earnings Per Share of $1.15; Adjusted Earnings Per Share of $1.24 2Q25 Cash Flow from Operations of $21 million $8 million of 45Q carbon capture tax credits claimed in 2Q25 Parsippany, N.J., August 1, 2025 - AdvanSix (NYSE: ASIX), a diversified chemistry company, today announced its financial results for the second quarter ending June 30, 2025. Overall, the Company d ...

Group 1 - AdvanSix Inc. (NYSE: ASIX) is trading at low multiples due to the cyclical nature of its revenue and the industry it operates in, which is considered one of the worst in US markets [1] - The market is believed to be mispricing AdvanSix, indicating potential undervaluation [1] Group 2 - The analysis is grounded in a mix of financial education, including CFA studies and valuation books, focusing on fundamental analysis while considering other relevant perspectives [1] - The investment research approach is primarily bottom-up, covering sectors such as utilities, consumer discretionary, consumer staples, REITs, and materials across the Americas [1] - The focus is on stocks with a mid-term return perspective, specifically within a 1 to 3-year timeframe [1]

Sales and Revenue - Sales for the three months ended March 31, 2025, increased by $41.0 million (approximately 12.2%) compared to the prior year period, driven by a 7.4% increase in volume and a 4.8% increase in price [82]. - The company reported a revenue increase of 15% year-over-year, reaching $1.2 billion for Q1 2025 [141]. - The company provided a forward guidance of 10% revenue growth for the next quarter, projecting $1.32 billion in revenue [141]. - New product launches contributed to 25% of total revenue, with significant demand for the latest software solutions [141]. - Market expansion efforts resulted in a 30% increase in sales in the Asia-Pacific region [141]. Costs and Expenses - Costs of goods sold decreased by $9.5 million (approximately 2.9%) for the same period, primarily due to insurance proceeds from the PES supplier shutdown and improved operational performance [83]. - Selling, general and administrative expenses decreased slightly to $23.4 million in Q1 2025, representing 6.2% of sales compared to 7.0% in Q1 2024 [85]. - Cash used for investing activities remained approximately flat at $36.8 million for the three months ended March 31, 2025, compared to the prior year period [115]. Profitability - The gross margin percentage for the three months ended March 31, 2025, was 14.2%, reflecting a 0.9% increase compared to the prior year [83]. - Gross margin percentage increased by approximately 13% for the three months ended March 31, 2025, driven by insurance proceeds (7%), decreased plant costs (5%), and increased sales volume (3%) [84]. - The gross margin improved to 45%, up from 40% in the previous quarter, reflecting better cost management [141]. - Net income for the three months ended March 31, 2025, was $23.3 million, a significant improvement from a net loss of $17.4 million in the prior year period [89]. - Adjusted EBITDA for Q1 2025 was $51.6 million, with an Adjusted EBITDA Margin of 13.7%, compared to only $595,000 and 0.2% in Q1 2024 [93]. Cash Flow and Financing - Cash provided by operating activities increased by $47.6 million for the three months ended March 31, 2025, primarily due to a $40.7 million increase in net income [114]. - Cash provided by financing activities decreased by $49.7 million for the three months ended March 31, 2025, due to net borrowings of $20 million compared to $75 million in the prior year [116]. - The Company had a net change in cash and cash equivalents of $(11.2 million) for the three months ended March 31, 2025 [114]. - The Company had a borrowed balance of $215 million under the Revolving Credit Facility as of March 31, 2025, with available credit of approximately $284 million [113]. - The Company is required to maintain a Consolidated Interest Coverage Ratio of not less than 3.00 to 1.00 and a Consolidated Leverage Ratio of 3.75 to 1.00 or less [112]. Investments and Capital Expenditures - Capital expenditures are expected to be between $145 million and $155 million in 2025, up from $134 million in 2024, reflecting ongoing investments in the SUSTAIN growth program [97]. - The Company has the option to increase the Revolving Credit Facility by up to $175 million, subject to certain conditions [108]. - The company invested $50 million in R&D for new technologies aimed at enhancing user experience [141]. Market and Strategic Initiatives - The company is the world's largest single-site producer of ammonium sulfate fertilizer as of March 31, 2025, leveraging its integrated operations at the Hopewell manufacturing facility [74]. - The company’s SUSTAIN program has supported higher ammonium sulfate sales, reflecting favorable North American supply and demand conditions [82]. - The company is exploring potential acquisitions to enhance its product portfolio, with a budget of $100 million allocated for this purpose [141]. - A new strategic partnership was announced, expected to drive a 15% increase in market share over the next year [141]. - The U.S. Department of Commerce initiated a five-year review of anti-dumping orders on acetone imports, which may impact the company's operations [79]. Tax and Compliance - The effective tax rate for Q1 2025 was 19.3%, down from 25.7% in Q1 2024, primarily due to the impact of IRC Section 45Q tax credits [86][87]. - The company continues to monitor potential new tax legislation that could materially impact its financial statements [88]. - The Company was in compliance with all covenants under the Credit Agreement as of March 31, 2025 [112]. Shareholder Returns - The company has repurchased a total of 6,305,561 shares for $193.9 million at an average price of $30.75 per share, with $62.0 million remaining for future repurchases [100]. - Dividends of $0.16 per share were declared for the periods ending May 27, 2025, and March 24, 2025, totaling approximately $4.3 million each [105].

Financial Data and Key Metrics Changes - Sales for the first quarter of 2025 were $378 million, representing a 12% increase year-over-year [11] - Sales volume increased by approximately 7%, driven by improved operational performance and higher granular ammonium sulfate sales [11] - Adjusted EBITDA was $52 million with an adjusted EBITDA margin of 13.7% [12] - Adjusted earnings per share increased to $0.93, up $1.49 compared to the prior year [12] - Free cash flow was negative $23 million, an improvement of $49 million year-over-year [13] Business Line Data and Key Metrics Changes - In the Plant Nutrients segment, ammonium sulfate prices increased by 34% year-over-year, supported by higher energy costs and tighter supply-demand conditions [18] - The nylon business experienced a slow start but saw orders and pricing pick up, with stable domestic demand amid macroeconomic factors [21] - In Chemical Intermediates, acetone prices declined sequentially and year-over-year, but remained above cycle averages [24] Market Data and Key Metrics Changes - The North American corn planting season is expected to reach 95 million acres, supporting strong nutrient demand [19] - Domestic nylon demand remained stable, but global oversupply conditions continued to pressure pricing [22] - Acetone demand is expected to improve in the second quarter following downstream turnarounds and seasonal improvements [25] Company Strategy and Development Direction - The company is focused on operational excellence and maintaining high utilization rates to capture competitive cost advantages [6] - Continued investment in growth and enterprise initiatives is aimed at sustainably improving through-cycle profitability [9] - The company is well-positioned as a U.S.-based manufacturer aligned with domestic supply chains and energy markets [10] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in the underlying industry fundamentals supporting nutrient demand despite higher raw material prices [19] - The company is navigating a dynamic environment while focusing on cash flow management and disciplined investments [30] - Management highlighted the importance of maintaining a healthy balance sheet to enable strategic capital allocation [30] Other Important Information - The company received approximately $39 million in aggregated insurance proceeds related to the 2019 PES cumene supplier shutdown [9] - Capital expenditures for 2025 are forecasted to be between $145 million and $155 million, with a focus on maintaining operational safety and sustainability [16] Q&A Session Summary Question: Tactical moves in response to uncertainty - Management indicated that they are focused on delivering for customers and right-sizing inventory buffers without increasing inventory levels [38][39] Question: Assurance of sulfur supply - Management stated that they have a broad supply mix for sulfur and anticipate that supply will be ample for their needs [42] Question: Outlook for ammonium sulfate post-spring demand - Management confirmed a robust order book and expects record volume for the fertilizer year, with a focus on domestic demand growth [66] Question: Nylon market share and tariffs - Management noted that while tariffs could lead to higher costs, they are monitoring the engineering plastic demand closely and focusing on execution [61][62] Question: CapEx and acquisition opportunities - Management expressed interest in evaluating inorganic opportunities as they expect to bring base CapEx back in line after completing larger projects [69]

Financial Data and Key Metrics Changes - Sales for the first quarter of 2025 were $378 million, representing a 12% increase year-over-year, with sales volume up approximately 7% driven by improved operational performance and higher granular ammonium sulfate sales [9][10] - Adjusted EBITDA was $52 million with an adjusted EBITDA margin of 13.7%, while adjusted earnings per share increased to $0.93, up $1.49 from the prior year [10][11] - Free cash flow was negative $23 million, an improvement of $49 million compared to the prior year, with cash flow from operations increasing by $48 million [11][12] Business Line Data and Key Metrics Changes - In the Plant Nutrients segment, nitrogen fertilizer pricing increased amid higher energy costs, with ammonium sulfate prices up 34% year-over-year [16][17] - The nylon business experienced a slow start but saw orders and pricing pick up, supported by lower benzene costs [20][21] - Chemical Intermediates faced declining acetone prices due to higher input costs, but demand is expected to improve as downstream turnarounds complete [23][24] Market Data and Key Metrics Changes - The North American corn planting season is expected to reach 95 million acres, supporting strong demand for ammonium sulfate [18][19] - Domestic nylon demand remained stable, but global oversupply conditions continue to pressure pricing [22][23] - The chemical intermediates market is mixed, with demand across ag chemicals, electronics, and European paints and coatings remaining varied [24] Company Strategy and Development Direction - The company is focused on operational excellence and maintaining high utilization rates to capture competitive cost advantages [6][7] - Continued investment in growth and enterprise initiatives is aimed at sustainably improving through-cycle profitability [7][14] - The company is well-positioned as a U.S.-based manufacturer aligned with domestic supply chains and energy markets [8][25] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in navigating the current dynamic environment and emphasized the importance of cash flow management [28] - The company is monitoring potential impacts on demand across end markets and is focused on delivering on controllable factors [28] - There is optimism regarding the growth prospects in the Plant Nutrients business, particularly with the anticipated increase in corn acreage [19][20] Other Important Information - The company received approximately $39 million in insurance proceeds related to the 2019 PES cumene supplier shutdown, with a final settlement of $26 million in Q1 2025 [7][10] - The company is maintaining a healthy balance sheet and ample liquidity to support reinvestment and growth [13][14] Q&A Session Summary Question: Tactical moves in response to uncertainty - Management indicated that they are focused on delivering for customers and managing inventory levels without significantly increasing them [35][36] Question: Concerns about sulfur supply - Management stated that supply-demand conditions for sulfur are balanced, and they have a broad vendor mix to ensure supply [39] Question: Outlook for ammonium sulfate post-spring demand - Management confirmed that they are focused on maximizing granular sales during the current season and will evaluate fundamentals as the season progresses [41][42] Question: Adjusting marketing emphasis for nylon amid demand weakness - Management clarified that they are focused on serving domestic demand and optimizing their product mix to navigate the current oversupply environment [44][45] Question: Patent infringement proceedings regarding EZ Block additives - Management provided an overview of the patent protection for their EZ Block product and the ongoing legal proceedings [49][50] Question: Market share opportunities due to tariffs on nylon - Management noted that while tariffs could impact costs, they are monitoring the situation closely and focusing on execution for the remainder of the year [58][60] Question: Ammonium sulfate volume expectations - Management anticipates a record volume for the fertilizer year, driven by robust planting and application rates [63][64] Question: CapEx and acquisition opportunities - Management indicated that they are looking to align CapEx with organic opportunities while evaluating potential inorganic opportunities as well [66]

Core Viewpoint - AdvanSix reported quarterly earnings of $0.93 per share, exceeding the Zacks Consensus Estimate of $0.83 per share, and showing a significant improvement from a loss of $0.56 per share a year ago [1][2] Financial Performance - The company achieved revenues of $377.79 million for the quarter ended March 2025, surpassing the Zacks Consensus Estimate by 8.80% and increasing from $336.83 million year-over-year [2] - Over the last four quarters, AdvanSix has consistently surpassed consensus EPS estimates [2] Stock Performance - AdvanSix shares have declined approximately 25.2% since the beginning of the year, contrasting with the S&P 500's decline of 4.7% [3] - The stock currently holds a Zacks Rank 4 (Sell), indicating expectations of underperformance in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $1.37 on revenues of $431.3 million, and for the current fiscal year, it is $3.61 on revenues of $1.57 billion [7] - The trend of estimate revisions for AdvanSix has been unfavorable leading up to the earnings release [6] Industry Context - The Chemical - Specialty industry, to which AdvanSix belongs, is currently ranked in the top 38% of over 250 Zacks industries, suggesting a favorable environment for stocks in this sector [8]