American Vanguard (NYSE:AVD) Posts Quarterly Earnings Results, Misses Estimates By $0.22 EPS

American Vanguard (NYSE:AVD) issued its earnings results on Monday. The basic materials company reported $0.06 earnings per share for the quarter, missing the consensus estimate of $0.28 by ($0.22), Zacks reports. The company had revenue of $150.69 million for the quarter, compared to analyst estimates of $163.00 million. American Vanguard had a negative return on equity of 23.15% and a negative net margin of 21.15%.

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

• Completed a debt refinancing with two term loans (Centerbridge and a BMO-led syndicate) with no equity dilution, which management says secures runway and financial stability despite higher interest costs.
• Announced rationalization of the Los Angeles manufacturing facility and a move of global HQ to Irvine, expected to save about $4.0M and $0.5M annually respectively and improve utilization at the Axis, Alabama site.
• 2025 sales fell to $515M (down 6%), adjusted EBITDA was $39.2M (slightly below target), and a roughly $50M drop in customer prepayments increased year‑end nominal debt levels.
• Company forecasts a meaningful product-driven growth runway—five North American launches in 2026, a goal of 25 NA registrations by 2031, and an estimated $100M of incremental annual revenue from in‑development products by 2030–31.
• Management expects operational improvement from supply‑chain hires, cost containment and a software rollout (targeting inventory turns of 2.25), and guided 2026 adjusted EBITDA of $44M–$48M on $530M–$550M of sales; the company also remediated audit material weaknesses and filed its Form 10‑K.

American Vanguard Price Performance

Shares of AVD stock opened at $4.06 on Tuesday. The company has a debt-to-equity ratio of 0.82, a current ratio of 1.77 and a quick ratio of 0.90. The company has a market capitalization of $115.52 million, a PE ratio of -1.02 and a beta of 1.23. The firm’s 50-day moving average is $4.68 and its two-hundred day moving average is $4.80. American Vanguard has a 12 month low of $3.28 and a 12 month high of $5.92.

Wall Street Analyst Weigh In

Separately, Weiss Ratings reiterated a “sell (e+)” rating on shares of American Vanguard in a research report on Wednesday, January 21st. One analyst has rated the stock with a Buy rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock has an average rating of “Hold” and an average price target of $12.00.

Institutional Trading of American Vanguard

Hedge funds and other institutional investors have recently made changes to their positions in the company. Strs Ohio purchased a new stake in shares of American Vanguard during the 1st quarter valued at approximately $28,000. nVerses Capital LLC purchased a new position in American Vanguard in the fourth quarter worth approximately $42,000. Virtu Financial LLC acquired a new stake in American Vanguard during the fourth quarter worth $52,000. Jain Global LLC acquired a new stake in American Vanguard during the fourth quarter worth $53,000. Finally, XTX Topco Ltd purchased a new stake in American Vanguard in the second quarter valued at $57,000. Institutional investors and hedge funds 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.