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Innospec (IOSP) Q3 FY2026 earnings: revenue $474 million, up 7.2% on the year

Innospec Inc. (IOSP) reported revenue of $474 million for Q3 FY2026, the quarter ended 30 September 2026, up 7.2% on the same quarter a year earlier. Net income was $32 million, up 146.5% on the year, and diluted earnings per share $1.29. The figures are the company's own, from the 10-Q it filed with the SEC on 4 November 2026.

Revenue
$474 million
+7.2% on the year · -3.6% on the quarter
Q4 FY2024Q3 FY2026
Operating margin
8.8%
1.3% a year earlier
Q4 FY2024Q3 FY2026
Net income
$32 million
+146.5% on the year · +3.2% on the quarter
Q4 FY2024Q3 FY2026
Diluted EPS
$1.29
+148.1% on the year · +3.2% on the quarter
Q4 FY2024Q3 FY2026

this quarterthe same quarter a year earlierHover a bar for its figure.

What management said

Guidance figures: 2 raised.

  • Sales rose 7 percent: Net sales were $473.6 million, up 7 percent from $441.9 million a year earlier. Nine-month net sales were $1,418.2 million against $1,322.4 million.
  • Net income and EPS rose: GAAP net income attributable to Innospec was $31.8 million, or $1.29 diluted EPS, against $12.9 million, or 52 cents, last year. Last year's figure carried impairment charges.
  • Performance Chemicals operating income up 84%: Performance Chemicals sales were $180.5 million, up 6 percent. Operating income was $16.9 million, up 84 percent from $9.2 million.
Read the earnings call summary

Income statement (profit and loss)

$ millionQ3 FY2026Q2 FY2026Q3 FY2025On the quarterOn the yearLast 8 quarters
Revenue474491442-3.6%+7.2%
Cost of revenue344353325-2.4%+5.9%
Gross profit129138117-6.7%+10.6%
Gross margin27.3%28.1%26.4%
Research and development16.814.213.7+18.3%+22.6%
Selling, general and administrative71.784.371.9-14.9%-0.3%
Operating income41.739.75.9+5.0%+606.8%
Operating margin8.8%8.1%1.3%
Pre-tax income42.641.611.3+2.4%+277.0%
Income tax11.010.4-1.4+5.8%
Effective tax rate25.8%25.0%-12.4%
Net income31.830.812.9+3.2%+146.5%
Net margin6.7%6.3%2.9%
Diluted EPS$1.29$1.25$0.52+3.2%+148.1%
$ million except per share.
Read moreFree cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Those four are arithmetic on the filed numbers; everything else is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and share counts are as they are. A quarter marked † is shown as the company last restated it in a later filing, so it compares with the quarters around it on one basis; rest on a figure for the one first filed. EPS is as filed.

Cash flow

$ millionQ3 FY2026Q2 FY2026Q3 FY2025On the quarterOn the yearLast 8 quarters
Operating cash flow17.47.239.3+141.7%-55.7%
Capital expenditure15.817.714.3-10.7%+10.5%
Free cash flow1.6-10.525.0-93.6%
Free cash flow margin0.3%-2.1%5.7%
Cash from investing-15.6-16.5-24.2
Cash from financing0.1-29.5-10.8
Depreciation and amortisation9.610.012.2-4.0%-21.3%
Share-based compensation3.74.91.6-24.5%+131.2%
Buybacks0.06.410.6
Dividends paid0.0n/a0.0
Dividend per share$0.00$0.84$0.00
Diluted shares, weighted25m25m25m+0.1%-0.7%
Shares outstanding at period end25m25m25m+0.0%-0.6%

Cash flow lines for the quarter; where the company files them year to date, the quarter is the difference between two filings.

Balance sheet

$ millionQ3 FY2026Q2 FY2026Q3 FY2025On the quarterOn the yearLast 8 quarters
Shareholders' equity1,3731,3431,297+2.2%+5.9%
Non-controlling interest7.47.65.9-2.6%+25.4%
Debt0.00.00.0
Operating lease liabilities33.833.633.0+0.6%+2.4%
Other liabilities442462464-4.1%-4.5%
Total liabilities and equity1,8571,8461,799+0.6%+3.2%
Fixed assets300293279+2.4%+7.8%
Goodwill397398400-0.2%-0.6%
Intangible assets62.565.363.3-4.3%-1.3%
Cash and equivalents252250271+0.7%-7.0%
Receivables396409350-3.2%+13.2%
Inventory362337345+7.3%+4.8%
Other assets87.293.392.2-6.5%-5.4%
Total assets1,8571,8461,799+0.6%+3.2%

Questions

What was Innospec's revenue in Q3 FY2026?

Innospec (IOSP) reported revenue of $474 million for Q3 FY2026, the quarter ended 30 September 2026, up 7.2% on the same quarter a year earlier.

How much did Innospec earn in Q3 FY2026?

Net income for Q3 FY2026 was $32 million, up 146.5% on the year, and diluted earnings per share $1.29.

When did Innospec report Q3 FY2026 results?

Innospec filed its 10-Q for the quarter ended 30 September 2026 with the SEC on 4 November 2026.

Quarterly results, the last 20 quarters

Q4 FY2021 *Q1 FY2022Q2 FY2022Q3 FY2022Q4 FY2022 *Q1 FY2023Q2 FY2023Q3 FY2023Q4 FY2023 *Q1 FY2024 †Q2 FY2024 †Q3 FY2024 †Q4 FY2024 *Q1 FY2025 †Q2 FY2025 †Q3 FY2025 †Q4 FY2025 *Q1 FY2026Q2 FY2026Q3 FY2026
Revenue413472468513511510480464495500435443467441440442456453491474
Cost of revenue300333328357359362330327339344308319331316316325328330353344
Gross profit113139140156152148150137156156127124136125123117127124138129
Gross margin27%29%30%30%30%29%31%30%31%31%29%28%29%28%28%26%28%27%28%27%
R&D9.510.110.110.18.410.610.611.68.914.014.013.612.712.713.613.711.013.214.216.8
SG&A69.784.983.495.896.696.210683.710290.571.664.381.169.374.671.969.378.584.371.7
Operating income35.544.346.350.146.641.034.241.944.550.540.745.641.142.534.35.946.836.539.741.7
Operating margin9%9%10%10%9%8%7%9%9%10%9%10%9%10%8%1%10%8%8%9%
Pre-tax income32.748.242.348.945.245.036.647.545.355.343.744.8-10345.232.311.350.339.941.642.6
Tax rate27%24%24%21%44%26%21%17%17%25%29%25%n/a26%26%-12%6%23%25%26%
Net income23.936.532.338.725.533.228.939.237.841.431.233.4-70.432.823.512.947.430.430.831.8
Net margin6%8%7%8%5%7%6%8%8%8%7%8%-15%7%5%3%10%7%6%7%
Diluted EPS$0.97$1.46$1.29$1.55$1.02$1.33$1.16$1.57$1.51$1.65$1.24$1.33-$2.80$1.31$0.94$0.52$1.91$1.22$1.25$1.29
Operating cash flow68.8-29.0-7.539.878.421.855.058.172.480.64.773.525.728.39.339.361.417.67.217.4
Capital expenditure11.78.49.09.712.517.714.912.616.910.710.97.712.18.413.014.314.68.917.715.8
Free cash flow57.1-37.4-16.530.165.94.140.145.555.569.9-6.265.813.619.9-3.725.046.88.7-10.51.6
Buybacks0.00.91.82.30.90.30.70.00.10.40.30.00.04.88.510.60.07.16.40.0
Dividends paidn/an/an/a0.0n/an/an/a0.0n/an/an/a0.0n/an/an/a0.0n/an/an/a0.0
Shares outstanding25m25m25m25m25m25m25m25m25m25m25m25m25m25m25m25m25m25m25m25m
Filing10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q10-K10-Q10-Q10-Q
Each quarter as filed, linked to its filing.
Read more* The fourth quarter is the full year less the first three quarters, because the company files the year and not the quarter on its own. A fourth quarter's EPS, and its diluted share count where shown, are from the company's results press release for that quarter, checked against the company's filed figures or a second data source. A quarter marked † is shown as the company last restated it in a later filing, so it compares with the quarters around it on one basis; rest on a figure for the one first filed. EPS is as filed. Money is in $ million as the company files it, or in $ billion by the switch above the tables; per share figures and the share count are as they are. Free cash flow is operating cash flow less capital expenditure; the effective tax rate is income tax over pre-tax income; margins are the line over revenue. Gross profit is revenue less cost of revenue, and operating income is revenue less the company's own total costs, where the statement does not print those lines. Cash flow lines filed year to date are the difference between two filings. Shares outstanding are at the period end where the balance sheet tags them, otherwise the count on the filing's cover page. A derived fourth-quarter EPS is left blank when a split in the year makes the arithmetic meaningless.

10-Q for the period ended 30 September 2026, filed 4 November 2026: the filing.