AdvanSix Q4 Sales Rise 9% to $360M, EBITDA Up $15M
AdvanSix delivered full-year adjusted EBITDA of $157 million and generated $6 million of free cash flow, with Q4 sales rising 9% to $360 million and volumes up 11% driving adjusted EBITDA of $25 million. Management guided 2026 CapEx at $75–95 million, flagged sulfur costs near $500/long ton, expects $20–25 million turnaround impacts and targets $30 million cost savings.
1. Q4 Financial Performance
AdvanSix closed the fourth quarter with sales of $360 million, a 9% year-over-year increase, and volumes up 11%, reflecting the prior-year turnaround impact and stronger plant nutrient demand. Adjusted EBITDA reached $25 million, up $15 million from Q4 2024, driven by higher volumes and lower turnaround costs, partly offset by rising sulfur and natural gas prices and site outages.
2. Full-Year 2025 Results
For the full year, AdvanSix generated adjusted EBITDA of $157 million and $6 million of free cash flow while investing $116 million in capital expenditures. The company achieved record annual production in ammonia and sulfuric acid operations and successfully completed planned turnarounds at the low end of targeted spending.
3. 2026 Outlook and Guidance
Management expects 2026 CapEx of $75–95 million and anticipates turnaround pre-tax impacts of $20–25 million, targeting $30 million in cost savings. Sulfur input costs are forecast near $500 per long ton, pressuring fertilizer margins, while free cash flow and cash tax rates below 10% are projected, supported by conservative leverage and ample liquidity.