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Innospec (IOSP) earnings and revenue breakdown

Latest: Q3 2026 · 10-Q filed Nov 4, 2026 · Innospec (IOSP) Q3 2026 earnings results →

Q3 2026 Revenue up 7% year over year to $474M · 7¢ of every $1 of revenue kept as net profit · operating margin 8.8%

Innospec made $474M in Q3 2026 (+7% Y/Y). Operating margin 8.8%, net earnings $31.6M. See where every dollar goes — costs, profit and cash — as a Sankey from the 10-Q filed Nov 4, 2026.

Revenue$474M
Year over year+7%
Operating margin8.8%
Net earnings$31.6M
Operating cash flow$17.4M

Drawing the Sankey…

Open the interactive Sankey → click any line for what the company wrote about it, compare Y/Y and Q/Q, export as PNG or PDF

What changed this quarter

Revenue was $473.6M in Q3 2026, up 7% year over year and down 4% from the previous quarter.

Gross margin was 27.3%, up 0.9 points from Q3 2025. Operating profit was $41.7M, a 8.8% margin (up 7.5 points year over year). Of the extra revenue versus Q3 2025, 113% reached operating profit, above the 1% margin then. Operating expenses fell 21% while revenue rose 7%. Net earnings were $31.8M, up 147% year over year. The effective tax rate was 25.8%.

Operating cash flow was $17.4M (down 55% year over year), 55% of net earnings. Non-cash charges added back $9.6M of depreciation and amortization and $1.4M of share-based compensation. Working capital and other items used $25.2M. Capital expenditures of $15.8M left free cash flow of $1.6M.

Quarterly history

Innospec revenue by quarterInnospec revenue by quarter$441MQ1 2025$440MQ2 2025$442MQ3 2025$456MQ4 2025$453MQ1 2026$491MQ2 2026$474MQ3 2026
Innospec net earnings by quarterInnospec net earnings by quarter$32.8MQ1 2025$23.5MQ2 2025$12.9MQ3 2025$46.4MQ4 2025$30.4MQ1 2026$31.2MQ2 2026$31.6MQ3 2026
QuarterFormFiledRevenueY/YOp. marginNet earningsOp. cash flow
Q3 202610-QNov 4, 2026$474M+7%8.8%$31.6M$17.4M
Q2 202610-QAug 5, 2026$491M+12%8.1%$31.2M$7.2M
Q1 202610-QMay 8, 2026$453M+3%8.1%$30.4M$17.6M
Q4 202510-KFeb 18, 2026$456M-2%10.3%$46.4M$60.4M
Q3 202510-QNov 5, 2025$442M-0.3%1.3%$12.9M$39.1M
Q2 202510-QAug 6, 2025$440M+1%7.8%$23.5M$10.5M
Q1 202510-QMay 9, 2025$441M-12%9.6%$32.8M$28.3M

Charts

Innospec: revenue growth, year over year and quarter over quarterInnospec: revenue growth, year over year and quarter over quarterY/YQ/Q-12%Q1 2025+1%0%Q2 20250%+1%Q3 2025-2%+3%Q4 2025+3%-1%Q1 2026+12%+8%Q2 2026+7%-4%Q3 2026
Latest (Q3 2026): Y/Y +7%, Q/Q -4%.
Innospec: where the cash came from (+) and went (−), TTM to Q3 2026Innospec: where the cash came from (+) and went (−), TTM to Q3 2026Operating cash flow$103MCapital spending−$57.0MDividends−$44.3MCash drawn (+) / kept (−)$18.9MBuybacks−$13.5MOther investing−$11.7MAsset & business sales$2.4MOther financing$1.9MAcquisitions$1.3MExchange rates−$900KShares issued$300K
From the cash-flow statement as filed (SEC XBRL). Cash is fungible: the bars do not say which dollar paid for what.
Innospec: profit against cash, quarter by quarterInnospec: profit against cash, quarter by quarterNet incomeOperating cash flow−$70.4M$25.7MQ4 2024$33.6M$28.3MQ1 2025$23.9M$10.5MQ2 2025$12.7M$39.1MQ3 2025$46.4M$60.4MQ4 2025$30.8M$17.6MQ1 2026$31.2M$7.2MQ2 2026$31.6M$17.4MQ3 2026
Latest (Q3 2026): Net income $31.6M, Operating cash flow $17.4M.
Innospec: diluted shares by fiscal yearInnospec: diluted shares by fiscal year25MFY202025MFY202125MFY202225MFY202325MFY202425MFY2025
+0.9% since FY2020: more shares outstanding (issuance, stock pay).
Innospec in its industry: growth against margin (16 companies, SIC 2800)Innospec in its industry: growth against margin (16 companies, SIC 2800)revenue growth, year over year →↑ operating marginmedian +8%median 9%OLNHUNHuntsman International LLCCCSOLSPRMECVTNGVTBCPCFMCACNTGUREBLGOCITRLQMTIOSP (+7%, 9%)
Chemicals & Allied Products; dot size is quarterly revenue; dashed lines are the industry's medians.

Interactive views

The same charts as the app — open one to draw it.

💵Where each $1 goesinteractive

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🌏Named in Asian annual reportsinteractive

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🔄Rotation against the market and its industry (RRG)interactive

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🔍Earnings qualityinteractive

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⚖️Fair value by methodinteractive

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🔭Outlook & guidanceinteractive

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📈Investments: gains and what it boughtinteractive

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🏭Its industry’s money flow (input-output)interactive

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About Innospec

When we use the terms “Innospec,” “the Corporation,” “the Company,” “Registrant,” “we,” “us” and “our,” we are referring to Innospec Inc. and its consolidated subsidiaries unless otherwise indicated or the context otherwise requires. Innospec develops, manufactures, blends, markets and supplies a wide range of specialty chemicals to customers in the Americas, Europe, the Middle East, Africa and Asia-Pacific. Our Performance Chemicals business creates innovative technology-based solutions for the personal care, home care, agrochemical, construction, mining and other industrial markets. Our Fuel Specialties business specializes in manufacturing and supplying fuel additives that improve fuel efficiency, boost engine performance and reduce harmful emissions.

In its own words, from its 10-K, filed Feb 18, 2026.

Innospec against its Chemicals & Allied Products peers

The largest companies of the same SEC industry, each at its latest quarter. Revenue growth: +7% against the peers' median +8%. Operating margin: 8.8% against the peers' median 9.5%.

CompanyQuarterRevenueY/YOp. margin
IOSP InnospecQ3 2026$474M+7%8.8%
OLN OlinQ3 2026$1.7B+2%3.4%
HUN HuntsmanQ3 2026$1.7B+18%2.3%
Huntsman International LLCQ2 2026$1.7B+14%2.2%
CC ChemoursQ3 2026$1.5B+3%14.4%
SOLS Solstice Advanced MaterialsQ3 2026$1.0B+8%10.7%
PRM Perimeter GroupQ3 2026$390M+24%106.8%
ECVT EcovystQ3 2026$309M+51%9.5%
NGVT IngevityQ3 2026$305M-8%22.0%

Source: Innospec 10-Q on SEC EDGAR · CIK 1054905 · Chemicals & Allied Products

13F: who owns IOSP and who is buying

Largest holders of IOSP (13F)Largest holders of IOSP (13F)BlackRock$357MVanguard Group$239MAllspring Global Investments Hold…$155MVanguard Portfolio Management LLC$153MDimensional Fund Advisors LP$106MVanguard Capital Management LLC$90.2MState Street$81.1MNuveen, LLC$61.5MGeode Capital Management, LLC$54.3MGoldman Sachs Group$53.9M
Funds' net buying of IOSP by quarter (13F)Funds' net buying of IOSP by quarter (13F)−$38.6M2024-09−$28.6M2024-12$62.8M2025-03−$87.1M2025-06$10.3M2025-09$23.2M2025-12$43.5M2026-03$1.9M2026-06
Value of shares 13F filers added minus the value they sold, each quarter (quarters with most filings in).

More on IOSP

History

Every quarter: Q3 2026 results · Q2 2026 results · Q1 2026 results · Q4 2025 results · Q3 2025 results · Q2 2025 results · Q1 2025 results

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