American Vanguard (NYSE:AVD) Issues Earnings Results

American Vanguard (NYSE:AVD) released its quarterly earnings data on Wednesday. The basic materials company reported ($0.14) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.06) by ($0.08), Zacks reports. The company had revenue of $123.57 million for the quarter, compared to analyst estimates of $120.00 million. American Vanguard had a negative net margin of 8.71% and a negative return on equity of 4.00%.

Here are the key takeaways from American Vanguard’s conference call:

• Net sales were $124 million, up ~7% YoY—driven by a 17% increase in U.S. crop sales and 6% specialty growth, while international sales declined ~7% due to timing in Brazil and India.
• Adjusted EBITDA surged ~245% YoY to $10.3 million and gross margin improved ~500 bps; management reiterates 2026 guidance of $44–$48 million adjusted EBITDA on $530–$550 million sales.
• Operational moves—shifting synthesis from the L.A. site to Axis, Alabama—are expected to drive at least $4 million in annualized savings, contributed to lower adjusted operating expenses (26.7% of sales) and a $10 million inventory reduction YoY.
• The new capital structure replaced the revolver with term loans, raising cash to $71 million but increasing total debt to $267 million (net debt ~$196 million); management warns the refinancing is higher cost even though it provides liquidity and flexibility.
• Growth strategy and targets include 50 new product launches in five years to add $100 million annualized revenue by 2030, a goal of >$600 million revenue by end-2028, and a long-term ~15% EBITDA margin target.

American Vanguard Price Performance

AVD traded down $0.13 during trading on Friday, hitting $2.86. The company’s stock had a trading volume of 158,140 shares, compared to its average volume of 298,286. The firm’s 50 day moving average price is $3.14 and its two-hundred day moving average price is $4.08. The company has a quick ratio of 0.93, a current ratio of 1.77 and a debt-to-equity ratio of 0.90. American Vanguard has a 12 month low of $2.05 and a 12 month high of $5.92. The stock has a market capitalization of $97.76 million, a price-to-earnings ratio of -1.80 and a beta of 1.48.

Analyst Upgrades and Downgrades

Separately, Weiss Ratings upgraded shares of American Vanguard from a “sell (e+)” rating to a “sell (d-)” rating in a research report on Monday. One investment analyst has rated the stock with a Buy rating and one has given a Sell rating to the stock. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and a consensus target price of $12.00.

Hedge Funds Weigh In On American Vanguard

Several institutional investors have recently bought and sold shares of the business. Russell Investments Group Ltd. raised its position in American Vanguard by 15.0% in the 3rd quarter. Russell Investments Group Ltd. now owns 22,456 shares of the basic materials company’s stock valued at $129,000 after purchasing an additional 2,921 shares during the last quarter. Barclays PLC raised its position in American Vanguard by 3.6% in the 4th quarter. Barclays PLC now owns 126,269 shares of the basic materials company’s stock valued at $482,000 after purchasing an additional 4,391 shares during the last quarter. Strs Ohio bought a new position in American Vanguard in the 1st quarter valued at $28,000. Wells Fargo & Company MN lifted its holdings in American Vanguard by 46.2% during the 4th quarter. Wells Fargo & Company MN now owns 28,650 shares of the basic materials company’s stock worth $109,000 after buying an additional 9,055 shares in the last quarter. Finally, nVerses Capital LLC acquired a new position in American Vanguard during the 4th quarter worth $42,000. Institutional investors own 79.00% of the company’s stock.

American Vanguard Company Profile

American Vanguard Corporation (NYSE: AVD) is a developer, manufacturer and marketer of specialty chemical products for crop protection, turf and ornamental care, and public health pest control. Headquartered in Newport Beach, California, the company offers a portfolio of insecticides, herbicides, fungicides and rodenticides designed for use across agricultural, turf and urban pest management applications. Its research and development efforts focus on novel chemistries and formulation technologies that address emerging pest resistance and regulatory requirements.

The company’s product lines include emulsifiable concentrates, wettable powders, granular formulations, baits and liquid concentrates sold under proprietary brand names.