Orion S.A. Declares Interim Quarterly DividendFeb 26, 2026 4:30 PM Eastern Standard Time# Orion S.A. Declares Interim Quarterly DividendShare---HOUSTON--([BUSINESS WIRE])-- [Orion S.A.](NYSE: OEC), a global specialty chemicals company, today announced that its Board of Directors has declared an interim dividend to be paid in the second quarter of 2026 of $0.0207 per common share of the company, which is equivalent to the aggregate amount of approximately $1.2 million based on the number of common shares cur ...

Core Viewpoint - AdvanSix reported a strong financial performance for the fourth quarter and full year of 2025, with a focus on operational optimization and navigating challenging market conditions, leading to improved cash flow and strategic initiatives for future growth [1][2]. Full Year 2025 Summary - Total sales reached $1.522 billion, a slight increase from $1.518 billion in 2024 - Net income was $49.286 million, up from $44.149 million in the previous year - Diluted earnings per share increased to $1.80 from $1.62 - Adjusted EBITDA rose to $156.798 million, with an adjusted EBITDA margin of 10.3%, compared to 9.4% in 2024 - Cash flow from operations was $122.863 million, down from $135.413 million in 2024 - Capital expenditures totaled $116.445 million, compared to $133.722 million in 2024 [1][3]. Fourth Quarter 2025 Summary - Sales for Q4 2025 were $359.947 million, a 9% increase from $329.063 million in Q4 2024 - The company reported a net loss of $2.791 million, compared to a profit of $0.352 million in the same quarter last year - Diluted earnings per share were $(0.10), down from $0.01 in Q4 2024 - Adjusted EBITDA for the quarter was $24.763 million, significantly up from $10.219 million in Q4 2024, with an adjusted EBITDA margin of 6.9% compared to 3.1% in the prior year - Cash flow from operations was $63.722 million, slightly down from $64.165 million in Q4 2024 - Capital expenditures were $27.596 million, down from $34.349 million in the previous year [1][3]. Sales by Product Line - For FY 2025: - Nylon sales were $309.678 million (20% of total sales), down from $348.501 million (23%) - Caprolactam sales were $271.370 million (18%), slightly down from $276.303 million (18%) - Plant Nutrients sales increased to $563.688 million (37%), up from $458.152 million (30%) - Chemical Intermediates sales were $377.497 million (25%), down from $434.601 million (29%) [1][3]. Outlook for 2026 - Expected cash flow benefits from 45Q carbon capture tax credits and 100% bonus depreciation - Anticipated pre-tax income impact from plant turnarounds to be $20 to $25 million in 2026 - Projected capital expenditures for 2026 are estimated to be between $75 million and $95 million, reflecting a risk-based prioritization of investments - The company aims to navigate an extended trough in the nylon cycle while focusing on optimizing performance and productivity [1][2]. Dividend Declaration - The Board of Directors declared a quarterly cash dividend of $0.16 per share, payable on March 23, 2026, to stockholders of record as of March 9, 2026 [2].

RYAM Schedules Fourth Quarter 2025 Earnings ReleaseFeb 18, 2026 4:15 PM Eastern Standard Time# RYAM Schedules Fourth Quarter 2025 Earnings ReleaseShare---JACKSONVILLE, Fla.--([BUSINESS WIRE])-- Rayonier Advanced Materials (NYSE: RYAM) plans to release its fourth quarter 2025 earnings on Tuesday, March 3, 2026, after the market closes.RYAM will host a conference call and live webcast at 9:00 a.m. ET on Wednesday, March 4, 2026, to discuss these results. Supplemental materials and access to the live audio web ...

Chemtrade Logistics Income Fund Declares February 2026 DistributionFeb 18, 2026 9:15 AM Eastern Standard Time# Chemtrade Logistics Income Fund Declares February 2026 DistributionShare---TORONTO--([BUSINESS WIRE])--Chemtrade Logistics Income Fund (TSX: CHE.UN) today announced that it has declared a cash distribution of $0.06 per unit for the month of February 2026 payable on March 31, 2026 to unitholders of record at the close of business on February 27, 2026.Holders of units who are non-residents of Canada ...

Core Insights - Westlake Epoxy is expanding its distribution relationship with Brenntag to South and West India, enhancing its presence in a rapidly growing market for coatings, adhesives, and construction [1] - The collaboration aims to provide local supply, technical service, and application-focused formulation support tailored to regional requirements, leveraging Westlake's established epoxy solutions [1] - The growth in India's coatings, adhesives, and construction sectors is driven by infrastructure investment, urbanization, and increasing performance expectations [1] Company Overview - Westlake Epoxy is a global leader in epoxy resins, curing agents, and specialty systems, serving various industries including coatings, construction, and automotive [1] - Westlake Corporation, headquartered in Houston, operates globally and provides materials and innovative products across multiple sectors [1] - Brenntag is a global market leader in chemicals and ingredients distribution, with a strong presence in over 70 countries and a commitment to sustainability [1]

Core Insights - Orion S.A. reported a full year 2025 net sales of $1.8 billion, a 4% decrease from the previous year, driven by a 7% decline in price and a 5% decline in volume, with a net loss of $70 million [1][2][5] - The company faced challenges from high levels of lower-tier tire imports and soft demand in key industrial markets, particularly in the second half of 2025 [1][2] - Orion implemented cost rationalization and inventory reduction measures to mitigate financial pressures, achieving an adjusted EBITDA of $248 million for the year [1][2] Financial Performance - Full Year 2025: - Net sales: $1,806.7 million, down from $1,877.5 million in 2024 [2][5] - Adjusted EBITDA: $248 million, down from $302.2 million in 2024 [2][5] - Net loss: $70.1 million compared to a profit of $44.2 million in 2024 [2][5] - Free cash flow: $55 million, an improvement from a negative $43 million in 2024 [2][5] - Fourth Quarter 2025: - Net sales: $411.7 million, a 5% decline year-over-year [1][2] - Adjusted EBITDA: $55 million, down from $61.7 million in Q4 2024 [2][5] - Net loss: $21.1 million compared to a profit of $17.2 million in Q4 2024 [2][5] Segment Performance - Specialty Carbon Black: - Full year net sales decreased by 4% due to lower demand and the pass-through effect of lower oil prices [2] - Adjusted EBITDA decreased by 14% year-over-year [2] - Rubber Carbon Black: - Full year net sales decreased by 3%, primarily due to lower oil prices, despite a 4% increase in volume [2] - Adjusted EBITDA decreased by 20% year-over-year, impacted by unfavorable regional mix [2] Operational Highlights - The company generated $69 million in cash from working capital in 2025, contributing to positive free cash flow [1][2] - Orion was awarded a Platinum rating by EcoVadis, placing it in the 99th percentile of assessed companies [1] - The company improved plant reliability by 200 basis points in 2025, enhancing operational efficiency [1] Outlook - For 2026, Orion established an adjusted EBITDA guidance range of $160 million to $200 million and a free cash flow guidance range of $25 million to $50 million [2] - The company anticipates subdued operating rates from key customers and a lack of pronounced demand recovery in the near term [2]

Core Viewpoint - NewMarket Corporation reported a decline in net income for both the fourth quarter and full year of 2025, primarily due to a higher effective income tax rate and market softness in the petroleum additives segment [1][2]. Financial Performance - For the fourth quarter of 2025, net income was $81.3 million, or $8.65 per share, down from $110.7 million, or $11.56 per share in the same period of 2024 [1][3]. - Full year 2025 net income was $418.7 million, or $44.44 per share, compared to $462.4 million, or $48.22 per share in 2024 [1][3]. - Income before income tax expense for the fourth quarter was $113.2 million, compared to $134.2 million in 2024, and for the full year, it was $560.6 million, down from $584.1 million in 2024 [1][3]. Segment Performance - Petroleum additives sales for Q4 2025 were $585.1 million, down from $626.1 million in Q4 2024, with operating profit decreasing to $106.8 million from $135.7 million [1][3]. - Full year petroleum additives sales were $2.5 billion, down from $2.6 billion in 2024, with operating profit at $520.1 million compared to $591.9 million in 2024 [1][3]. - Specialty materials sales for Q4 2025 increased to $48.5 million from $27.1 million in Q4 2024, with operating profit rising to $7.3 million from $1.5 million [1][3]. - Full year specialty materials sales were $182.5 million, up from $141.2 million in 2024, with operating profit increasing to $47.0 million from $17.5 million [1][3]. Cash Flow and Investments - The company generated strong operating cash flows in 2025, paying dividends of $105.9 million and repurchasing common stock for $77.2 million [1][3]. - Capital expenditures for 2025 were $77.6 million, and long-term debt was reduced by $87.9 million, resulting in a Net Debt to EBITDA ratio of 1.1 as of December 31, 2025 [1][3]. Future Outlook - The company anticipates continued solid results from the petroleum additives segment despite current market challenges and plans to invest in technology and expand production capacity in the specialty materials segment [1][2]. - The company is monitoring the macroeconomic environment, particularly international trade relations and tariffs, to assess potential impacts on operations [1][2].

Core Insights - Current Chemicals, Inc. (CCI) has launched as an independent specialty materials manufacturer, leveraging a 75-year legacy from GE Lighting and supported by Momentum Global Ventures [1] - The partnership aims to enhance the transatlantic supply chain for critical materials, focusing on innovation and reliability in materials infrastructure [1] Company Overview - CCI operates from a 250,000 square-foot facility in Cleveland, Ohio, specializing in custom chemistry and advanced materials for various applications including displays, energy storage, and electric vehicles [1] - The company aims to bridge the gap between discovery and production, facilitating the transition from lab ideas to large-scale manufacturing [1] Strategic Focus - CCI is expanding its role in the supply chain for rare earth and critical materials, targeting sectors such as electric vehicles, wind energy, and defense technologies [1] - The company is transitioning from a traditional manufacturer to a strategic infrastructure participant, enhancing domestic supply chain resilience [1] Investment and Growth Potential - Momentum Global Ventures views CCI as a cornerstone in building a transatlantic advanced materials platform, with significant growth potential due to its unique combination of legacy expertise and U.S.-based operations [1] - CCI's agility as an independent entity allows it to provide greater value to partners facing challenges in innovation and supply chain security [1]

Core Viewpoint - Element Solutions Inc is actively engaging with investors through participation in upcoming conferences and has announced a quarterly dividend, reflecting its commitment to shareholder returns [1][5]. Company Overview - Element Solutions Inc is a leading specialty chemicals technology company that provides a wide range of solutions enhancing product performance across various industries, including consumer electronics, power electronics, semiconductor fabrication, and automotive systems [2][6]. Upcoming Events - CEO Benjamin Gliklich will participate in two investor events in December 2025: - UBS Global Technology & AI Conference on December 2, 2025, in Scottsdale, AZ, with a fireside chat at 8:55 am MST [3]. - Goldman Sachs Industrials and Materials Conference on December 4, 2025, in New York, NY, with a virtual fireside chat at 9:20 am EST [3]. Financial Announcements - The company declared a quarterly cash dividend of $0.08 per share, payable on December 15, 2025, to stockholders of record as of December 1, 2025 [5]. - Element Solutions Inc announced a $450 million add-on to its existing senior secured term loan B due 2030, which is subject to certain conditions [6]. - The company signed a definitive agreement to acquire EFC Gases & Advanced Materials for approximately 12 times the forecasted 2026 adjusted EBITDA in cash, with the transaction expected to close by the end of 2025, pending regulatory approvals [7].

Core Points - Celanese Corporation will participate in a fireside chat with J.P. Morgan on November 18, 2025, at 12:00 PM Eastern Time [1] - A webcast of the discussion will be available on Celanese's Investor Relations Events Calendar page, with a replay accessible for one year [2] Company Overview - Celanese Corporation is a global leader in specialty materials and chemicals, producing solutions used across major industries and consumer applications [3] - The company emphasizes sustainability by responsibly managing materials and expanding its portfolio of sustainable products to meet customer and societal demands [3] - Celanese is a Fortune 500 company with over 11,000 employees and projected net sales of $10.3 billion for 2024 [3]