Financial Data and Key Metrics Changes - Total revenues for Q2 2025 were $439.7 million, a 1% increase from $435 million a year ago [10] - Overall gross margin decreased by 1.2 percentage points to 28% [11] - Adjusted EBITDA for the quarter was $49.1 million compared to $54.1 million last year [11] - Net income for the quarter was $23.5 million, down from $31.2 million a year ago [11] - GAAP earnings per share were $0.94, including special items that decreased earnings by $0.32 per share [11] - Adjusted EPS for the quarter was $1.26 compared to $1.39 a year ago [11] Business Line Data and Key Metrics Changes - **Performance Chemicals**: Revenues were $173.8 million, up 9% from $160.1 million last year; however, gross margins decreased by 5.1 percentage points to 17.5% [12] - **Fuel Specialties**: Revenues were $165.1 million, down 1% from $166.6 million; gross margins improved by 3.5 percentage points to 38.1% [13] - **Oilfield Services**: Revenues were $101 million, down 7% from $108.3 million; operating income improved sequentially but decreased 15% from $7.3 million a year ago [14] Market Data and Key Metrics Changes - The company does not anticipate any resumption of Latin America activity for the remainder of the year [8] - The oilfield services segment has seen better diversification in other countries, particularly in the Middle East [35] Company Strategy and Development Direction - The immediate priority is margin improvement in Performance Chemicals and Oilfield Services, focusing on sales, cost actions, and new technology [15] - The company has significant balance sheet flexibility for further organic investment, complementary M&A, and shareholder returns through dividend growth and buybacks [16] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism about achieving sequential gross margin improvement and operating growth in the second half of the year [6] - There is a noted hesitancy in the market due to geopolitical factors, leading to a consumer shift towards lower-margin products [21] - The company expects to see a lag in pricing recovery, particularly in oleochemicals, affecting margins in Q3 [24] Other Important Information - Corporate costs for the quarter were $20.9 million, including a $2.3 million legacy environmental provision [14] - Cash from operating activities was $9.3 million before capital expenditures of $16.2 million; the company repurchased almost 90,000 shares at a cost of $8.2 million [14] Q&A Session Summary Question: Insights on Performance Chemicals business and margin trends - Management noted a shift to lower-margin products due to market hesitancy and emphasized the need for better pricing control internally [21][23] Question: Drivers of strong gross margin performance in Fuel Specialties - The strong performance was attributed to price discipline, product mix, and non-fuel applications, though some normalization is expected in Q3 [25][26] Question: Update on oilfield customer base diversification and Latin America - Management does not foresee orders from the Latin American customer in Q3, citing internal issues within the customer’s operations [33][35] Question: Capital allocation and M&A updates - The company is opportunistically buying back shares and remains focused on long-term shareholder value, with potential M&A opportunities being considered after resolving margin issues [39][43]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 10-Q ☒ 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 1-13879 INNOSPEC INC. | | Trading | Name of each exchange | | --- | --- | --- | | Title of each class | Symbol(s) | on which registered | | Comm ...

Q2 2025 Overall Performance - The company reported GAAP EPS of 94 cents and adjusted non-GAAP EPS of $1.26[5] - Revenue increased by 1 percent[11] - The company has $266.6 million in net cash[5, 25] - $20.8 million semi-annual dividend was paid in the quarter and $8.2 million was spent on buybacks[5, 25] Segment Performance - Performance Chemicals revenue increased by 9 percent, but operating income decreased by 33 percent[12, 14, 15] - Fuel Specialties operating income increased by 16 percent, despite a 1 percent decrease in revenue[16, 18] - Oilfield Services revenue decreased by 7 percent and operating income decreased by 15 percent[19, 21] Financial Focus - Gross margin decreased by 1.2 percentage points[11] - Adjusted EBITDA decreased by 9 percent[11] - The company's effective tax rate was 26.3 percent[22, 24]

Exhibit 99.1 INNOSPEC REPORTS SECOND QUARTER 2025 FINANCIAL RESULTS Strong growth in Fuel Specialties operating income offsetting lower results in our other businesses Focus on sequential gross margin and operating income improvement in the second half of the year Commenting on the second quarter results, Patrick S. Williams, President and Chief Executive Officer, said, Debt-free balance sheet with over $266 million in net cash; $8.2 million in share repurchases GAAP EPS 94 cents and adjusted non-GAAP EPS $ ...

Innospec (IOSP) came out with quarterly earnings of $1.26 per share, beating the Zacks Consensus Estimate of $1.17 per share. This compares to earnings of $1.39 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +7.69%. A quarter ago, it was expected that this specialty chemicals company would post earnings of $1.4 per share when it actually produced earnings of $1.42, delivering a surprise of +1.43%.Over the last four quarters, ...

Strong growth in Fuel Specialties operating income offsetting lower results in our other businesses Focus on sequential gross margin and operating income improvement in the second half of the year Debt-free balance sheet with over $266 million in net cash; $8.2 million in share repurchases GAAP EPS 94 cents and adjusted non-GAAP EPS $1.26 ENGLEWOOD, Colo., Aug. 05, 2025 (GLOBE NEWSWIRE) -- Innospec Inc. (NASDAQ: IOSP) today announced its financial results for the second quarter ended June 30, 2025. Total r ...

Core Viewpoint - Innospec Inc. has published its 2024 Sustainability Report, showcasing significant progress in sustainability commitments, growth, innovation, and community engagement [1][2]. Company Overview - Innospec Inc. is an international specialty chemicals company with approximately 2,450 employees across 22 countries, providing a wide range of specialty chemicals for various markets [3]. Sustainability Achievements - A 23% reduction in scope 1 & 2 greenhouse gas (GHG) emissions since the baseline year of 2014 [5] - Avoided CO₂e emissions of 20.8 million metric tons through the use of fuel additives, which is over 200 times Innospec's own operational emissions [5] - Completion of product carbon footprint assessments for over 90 products, enhancing insights into GHG reduction efforts [5] - US$47.8 million spent on Research & Technology, resulting in a 22% increase in total patent filings [5] - A total social value of $791,000 delivered in 2024, benefiting 210 global charities and local good causes [5] - Over $1.6 million raised and 3,889 volunteer hours contributed through the Innospec Cares program since its launch in 2016 [5] - Launch of two new social partnerships: one with International Justice Mission (IJM) to combat modern slavery in the palm industry and another with UNESCO to support Indigenous STEM education in Brazil [5] - EcoVadis Gold rating for sustainability management practices maintained for the fourth consecutive time [5] - Over 90% of employees received careers and skills training, totaling more than 19,000 hours [5].

Core Viewpoint - Innospec Inc. will release its second quarter 2025 earnings results on August 5, 2025, followed by an interactive conference call on August 6, 2025, at 10:00 a.m. ET [1] Company Overview - Innospec Inc. is an international specialty chemicals company with approximately 2,400 employees across 22 countries [4] - The company manufactures and supplies a wide range of specialty chemicals for various markets including Personal Care, Home Care, Agrochemical, Mining, and Industrial [4] - Innospec's Fuel Specialties business focuses on fuel additives that enhance fuel efficiency, improve engine performance, and reduce harmful emissions [4] - The Oilfield Services segment provides specialty chemicals for the oil and gas exploration and production industry [4] Conference Call Details - The public can listen to the conference call by registering in advance through an online registration link [2] - Participants will receive an email confirmation with dial-in numbers and a unique Personal PIN for joining the conference [2] - An audio webcast of the conference call will be available on the company's website, along with a slide presentation [3] - A replay of the webcast will be accessible for 30 days following the call [3]

Core Viewpoint - Innospec Inc. reported a decline in profits and revenues for the first quarter of 2025, with mixed performance across its business segments, particularly impacted by unfavorable market conditions and currency fluctuations [1][2][4]. Financial Performance - Innospec recorded a profit of $32.8 million or $1.31 per share, down from $41.4 million or $1.65 per share in the same quarter last year [1]. - Earnings, excluding one-time items, were $1.42 per share, a decrease from $1.75 per share a year ago, but exceeded the Zacks Consensus Estimate of $1.40 [1]. - Revenues fell approximately 12% year over year to $440.8 million, missing the Zacks Consensus Estimate of $459.3 million [1]. Segment Performance - The Fuel Specialties unit experienced a decline in revenues of about 4% year over year to $170.3 million, below the consensus estimate of $180 million, due to unfavorable price/mix and currency impacts [3]. - The Performance Chemicals unit reported sales of $168.4 million, up around 5% year over year, but still below the consensus estimate of $174 million [2]. - Revenues in the Oilfield Services division plummeted around 37% year over year to $102.1 million, significantly lower than the consensus estimate of $113 million, affected by weak recovery in Latin America and lower activity in U.S. completions and production [4]. Cash Flow and Dividends - Innospec ended the quarter with cash and cash equivalents of $299.8 million, reflecting a sequential increase of about 4% [5]. - Net cash provided by operating activities was $28.3 million, down from $80.6 million in the previous year [5]. - The company increased its semi-annual dividend by 10% and initiated a $50 million share buyback program [5]. Outlook - Innospec anticipates challenges in the Performance Chemicals and Oilfield Services segments due to the current economic environment, while expecting stability in the Fuel Specialties segment [6]. - The company is focused on positioning its businesses for growth and margin improvement as market conditions recover [6]. Stock Performance - Innospec's shares have declined by 31.3% over the past year, compared to a 24.9% decline in the Zacks Chemicals Diversified industry [7].

Financial Data and Key Metrics Changes - Total revenues for Q1 2025 were $440.8 million, a 12% decrease from $500.2 million a year ago [10] - Overall gross margin decreased by 2.7 percentage points to 28.4% [10] - Adjusted EBITDA for the quarter was $54 million, down from $64 million last year [10] - Net income for the quarter was $32.8 million, compared to $41.4 million a year ago [10] - GAAP earnings per share were $1.31, down from $1.65 a year ago [10] Business Line Data and Key Metrics Changes - **Performance Chemicals**: Revenues were $168.4 million, up 5% from $160.8 million last year, with operating income of $19.8 million, down 6% [11] - **Fuel Specialties**: Revenues were £170.3 million, down 4% from £176.9 million, but operating income increased by 10% to $36.9 million [12] - **Oilfield Services**: Revenues were $102.1 million, a 37% decrease from $162.5 million, with operating income down 76% to $4.1 million [13] Market Data and Key Metrics Changes - Performance Chemicals experienced a volume growth of 5% but faced a negative currency impact of 3% [11] - Fuel Specialties faced a 2% adverse price mix and a negative currency impact of 2% [12] - Oilfield Services saw no sales in Latin America, with potential recoveries delayed due to ongoing trade policy negotiations [9] Company Strategy and Development Direction - The company remains focused on delivering full-year operating income growth and margin improvement despite near-term challenges [7] - There is a commitment to security of supply, innovation, and world-class customer service [15] - The company is positioned to pursue M&A, dividend growth, organic investment, and buybacks due to a strong debt-free balance sheet [15] Management's Comments on Operating Environment and Future Outlook - Management noted that market conditions are extremely volatile, which may hinder the 2025 target for sequential improvement in operating income [7] - There is cautious optimism regarding customer behavior and inventory management in the Performance Chemicals segment [6][34] - The company expects to see some stabilization in oilfield services as fears around crude prices subside [61] Other Important Information - Cash from operating activities was $28.3 million before capital expenditures of $15.5 million [14] - The Board approved a 10% increase in the semiannual dividend to $0.84 per share [16] Q&A Session Summary Question: Impact of tariffs on input costs - Management indicated that they are monitoring the situation and have flexible supply chains to manage potential impacts [22][27] Question: Trends in Performance Chemicals - Management noted that customer caution and inventory management are influencing trends, with some signs of improvement [30][34] Question: Cost actions in oilfield business - The company is consolidating assets and focusing on efficiencies and cost reductions [39] Question: Earnings cadence for the rest of the year - Management expects Q2 to be similar to Q1, with slight improvements in Q3 and Q4 for oilfield services [41][45] Question: Fuel Specialties stability - Management expressed confidence in the stability of the Fuel Specialties business despite potential market fluctuations [52] Question: R&D efforts and customer collaborations - There has been no change in customer mindset regarding R&D collaborations, with some projects potentially accelerating [71][74] Question: Capital deployment and buyback strategy - The company plans to be opportunistic with buybacks and has the flexibility to pursue various capital allocation strategies [82][86]