AdvanSix IncPricing gains offset costs but volume fell 15% on weak fertilizer demand, and Q3 headwinds from sulfur costs and inventory liquidation loom.

AdvanSix reported second-quarter sales of $421 million, up about 3% from a year earlier, while adjusted EBITDA fell $24 million to $32 million and adjusted EPS dropped $1.50 to $0.19. The company fully offset a $72 million year-over-year jump in raw material costs through an 18% favorable pricing gain, even as volume declined 15% amid weaker fertilizer demand. Management expects a larger-than-usual sequential earnings headwind in the third quarter from the fall fertilizer fill program, citing elevated sulfur costs and competitive liquidation of leftover channel inventory. AdvanSix plans to grow ammonia sales volume 30% in 2026 and is applying for a USDA grant to expand ammonia capacity further.
AdvanSix IncPricing gains offset costs but volume fell 15% on weak fertilizer demand, and Q3 headwinds from sulfur costs and inventory liquidation loom.