Washington, D.C. 20549 FORM 10-K ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 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 1-13879 INNOSPEC INC. (Exact name of registrant as specified in its charter) DELAWARE 98-0181725 State or other jurisdiction of incorporation or organization (I.R.S. Employer Identification No.) 83 ...

GAAP EPS was $4.67, including special items that reduced full-year earnings by $0.60 per share. Excluding special items, adjusted EPS was $5.27, down from $5.92 in 2024.For the full year, Cleminson reported revenue of $1.8 billion, down 4% from 2024. Adjusted EBITDA was $203 million, down from $225.2 million in 2024. Net income for 2025 was $116.6 million, up from $35.6 million the prior year.Net income was $47.4 million, compared with a net loss of $70.4 million in the prior-year quarter. Cleminson said th ...

Innospec (NasdaqGS:IOSP) Q4 2025 Earnings call February 18, 2026 09:00 AM ET Company ParticipantsDavid Jones - General Counsel and Chief Compliance OfficerIan Cleminson - EVP and CFOJonathan Tanwanteng - Managing DirectorPatrick Williams - President and CEOConference Call ParticipantsDavid Silver - Managing Director and Senior AnalystMike Harrison - Managing Director and Senior Chemicals AnalystOperatorGood day, and thank you for standing by. Welcome to Innospec's fourth quarter 2025 earnings release confer ...

Innospec (NasdaqGS:IOSP) Q4 2025 Earnings call February 18, 2026 09:00 AM ET Company ParticipantsDavid Jones - General Counsel and Chief Compliance OfficerIan Cleminson - EVP and CFOJonathan Tanwanteng - Managing DirectorPatrick Williams - President and CEOConference Call ParticipantsDavid Silver - Managing Director and Senior AnalystMike Harrison - Managing Director and Senior Chemicals AnalystOperatorGood day, and thank you for standing by. Welcome to Innospec's fourth quarter 2025 earnings release confer ...

Innospec (NasdaqGS:IOSP) Q4 2025 Earnings call February 18, 2026 09:00 AM ET Speaker5Good day, and thank you for standing by. Welcome to Innospec's fourth quarter 2025 earnings release conference call and webcast. Speakers on the call today are David Jones, General Counsel and Chief Compliance Officer, Patrick Williams, President and CEO, and Ian Cleminson, Executive Vice President and Chief Financial Officer. At this time, all participants are in a listen-only mode. After the speakers' presentation, there ...

Q4 2024 Earnings February 2025 1 Forward Looking Statements This presentation contains certain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts included or incorporated herein may constitute forward-looking statements. Such forward- looking statements include statements (covered by words like "expects," "estimates," "anticipates," "may," "could," "believes," "feels," "plans," "intends," "outlook" ...

A strategic top-level reorganization was completed to simplify the corporate structure and enable more tax-efficient global cash movements.The company maintains a debt-free balance sheet with $292.5 million in cash, providing significant flexibility for M&A, organic investment, and shareholder returns.Management is pivoting Performance Chemicals toward diversified industrial markets, including agriculture, mining, and construction, to reduce reliance on consumer-driven personal care.Oilfield Services result ...

Financial Performance - Total revenues for Q4 2025 were $455.6 million, a decrease of 2% from $466.8 million in Q4 2024[4] - Net income for Q4 2025 was $47.4 million, or $1.91 per diluted share, compared to a net loss of $70.4 million, or $2.80 per diluted share, in the prior year[4] - Adjusted non-GAAP EPS for Q4 2025 was $1.50 per diluted share, up from $1.41 per diluted share a year ago[5] - Full year 2025 total revenues were $1.78 billion, a decrease of 4% from $1.85 billion in 2024[8] - Full year net income for 2025 was $116.6 million, or $4.67 per diluted share, compared to $35.6 million, or $1.42 per diluted share, in 2024[8] - Net income for Q4 2025 was $47.4 million, a significant recovery from a net loss of $70.4 million in Q4 2024[26] - Earnings per share (EPS) for Q4 2025 were $1.91, compared to a loss per share of $2.82 in Q4 2024[26] - Net income for the twelve months ended December 31, 2025, was $116.6 million, a significant increase from $35.6 million in 2024, representing a growth of 227%[34] Revenue Breakdown - Revenues in Performance Chemicals for Q4 2025 were $168.4 million, consistent with $169.2 million in Q4 2024, despite a 7% volume reduction[11] - Revenues in Fuel Specialties for Q4 2025 were $194.1 million, up 1% from $191.8 million in Q4 2024, with operating income increasing by 7%[14] - Revenues in Oilfield Services for Q4 2025 were $93.1 million, down 12% from $105.8 million in Q4 2024, but operating income increased by 9%[15] - Performance Chemicals segment reported net sales of $168.4 million in Q4 2025, slightly down from $169.2 million in Q4 2024[28] - Fuel Specialties segment achieved net sales of $194.1 million in Q4 2025, up from $191.8 million in Q4 2024[28] - Oilfield Services segment saw a decline in net sales to $93.1 million in Q4 2025 from $105.8 million in Q4 2024[28] Operating Metrics - Adjusted EBITDA for Q4 2025 was $55.7 million, slightly down from $56.6 million in Q4 2024[4] - Operating income increased to $46.8 million in Q4 2025, compared to $41.1 million in Q4 2024, representing a growth of 9.1%[26] - Gross profit for Q4 2025 was $127.4 million, down from $136.2 million in Q4 2024, reflecting a gross margin of 27.9%[26] Cash Flow and Investments - Cash generated from operating activities in Q4 2025 was $61.4 million, with net cash improving to $292.5 million[5] - Net cash provided by operating activities decreased to $138.3 million in 2025 from $184.5 million in 2024, a decline of 25%[34] - Capital expenditures increased to $50.3 million in 2025, compared to $41.4 million in 2024, reflecting a rise of 22.8%[34] - Net cash used in investing activities rose to $75.1 million in 2025 from $62.0 million in 2024, an increase of 21%[34] - Cash and cash equivalents at the end of the period were $292.5 million in 2025, slightly up from $289.2 million in 2024[34] Shareholder Returns - Dividend paid increased to $42.4 million in 2025, up from $38.8 million in 2024, marking a growth of 9.3%[34] - The company repurchased common stock amounting to $23.9 million in 2025, compared to $0.7 million in 2024, indicating a substantial increase[34] Asset Management - Total assets increased to $1,832.4 million as of December 31, 2025, compared to $1,734.7 million as of December 31, 2024[32] Other Financial Adjustments - The effect of foreign currency exchange rate changes on cash resulted in a positive impact of $4.0 million in 2025, contrasting with a negative impact of $1.7 million in 2024[34] - Adjustments for impairment of property, plant, and equipment totaled $22.9 million in 2025, with no such adjustments reported in 2024[34] - The company reported a non-cash movement on defined benefit pension plans of $2.7 million in 2025, a significant decrease from $151.9 million in 2024[34]

分组1 - Innospec reported quarterly earnings of $1.5 per share, exceeding the Zacks Consensus Estimate of $1.26 per share, and showing an increase from $1.41 per share a year ago, resulting in an earnings surprise of +19.05% [1] - The company posted revenues of $455.6 million for the quarter ended December 2025, which was 4.39% below the Zacks Consensus Estimate and a decrease from $466.8 million year-over-year [2] - Innospec has surpassed consensus EPS estimates in all four of the last quarters and has topped consensus revenue estimates two times during the same period [2] 分组2 - The stock has increased approximately 13.1% since the beginning of the year, while the S&P 500 has declined by 0.1% [3] - The current consensus EPS estimate for the upcoming quarter is $1.35, with expected revenues of $460.6 million, and for the current fiscal year, the estimate is $5.71 on $1.88 billion in revenues [7] - The Zacks Industry Rank for Chemical - Diversified is in the bottom 18% of over 250 Zacks industries, indicating potential challenges for stock performance compared to higher-ranked industries [8]

Continued strength in Fuel Specialties with 7 percent operating income growth and improved margins Sequentially improving results in Performance Chemicals and Oilfield Services Excellent quarterly cash flow of $61.4 million generated from operations; Net cash improves to $292.5 million GAAP EPS $1.91 and adjusted non-GAAP EPS $1.50 ENGLEWOOD, Colo., Feb. 17, 2026 (GLOBE NEWSWIRE) -- Innospec Inc. (NASDAQ: IOSP) today announced its financial results for the fourth quarter and full year ended December 31, 202 ...