American Vanguard (NYSE:AVD) Announces Earnings Results, Misses Expectations By $1.27 EPS

American Vanguard (NYSE:AVD) posted its earnings results on Monday. The basic materials company reported ($0.99) earnings per share for the quarter, missing analysts’ consensus estimates of $0.28 by ($1.27), FiscalAI reports. The business had revenue of $150.69 million for the quarter, compared to the consensus estimate 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 Trading Down 0.0%

AVD traded down $0.00 during trading on Monday, hitting $4.06. The company’s stock had a trading volume of 355,983 shares, compared to its average volume of 211,585. The firm has a market capitalization of $115.53 million, a P/E ratio of -1.02 and a beta of 1.23. American Vanguard has a twelve month low of $3.28 and a twelve month high of $5.92. The stock’s fifty day moving average price is $4.67 and its 200-day moving average price is $4.81. The company has a quick ratio of 0.90, a current ratio of 1.77 and a debt-to-equity ratio of 0.82.

Analyst Ratings Changes

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

Institutional Trading of American Vanguard

Several hedge funds have recently modified their holdings of AVD. Strs Ohio bought a new position in American Vanguard during the first quarter worth $28,000. nVerses Capital LLC bought a new stake in American Vanguard in the fourth quarter valued at $42,000. Virtu Financial LLC acquired a new position in shares of American Vanguard during the fourth quarter valued at about $52,000. Jain Global LLC acquired a new position in shares of American Vanguard during the fourth quarter valued at about $53,000. Finally, XTX Topco Ltd bought a new position in shares of American Vanguard during the 2nd quarter worth about $57,000. Institutional investors own 79.00% of the company’s stock.

About American Vanguard

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.