← BackINNOSPEC INC. · Chemicals & Allied ProductsIOSP
Low riskNext report: Around Nov 4 (est.)
The short versionA profitable company with growing sales.
Going well
- Sales up 12% in the latest quarter vs a year ago
- Profitable every year for 10 years
- Brings in more cash than it spends
Money moves
- No insider buying or selling in the last 30 days
- Institutions cut 0.1% from their holdings in the quarter ending June 2026 (145 bought, 123 sold)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$99.20+0.6% that day
- Company value
- $2.4B
- Share price times all shares
- Price vs profit (P/E)
- 20.2x
- You pay about $20 for each $1 of yearly profit
- Price vs sales
- 1.3x
- Company value is 1.3 times a year of sales
- Dividend yield
- 1.7%
- Yearly dividend as a share of today's price
- Cash vs value
- 10%
- Cash as a share of company value
From IOSP's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$491.4M+12% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $1.8B, up 2.9% from the 12 months before. Over 5 years, sales grew about 8.3% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- MissReturn on equity 15%+Earns a lot on the money owners have in the business.9.2%
- PassDebt under half of equityNot relying on borrowed money.No debt reported
- MissNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.6.6%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$138.3M
- PassShare count not growingNot diluting owners. Falling means buybacks.0.0% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.27.7%
- Revenue
- $1.8B
- -3.7% vs prior year
- 5-year growth
- +8.3%/yr
- revenue, per year
- Total debt
- None
- 0.00x equity
- Current ratio
- 2.79x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $491.4M
- +11.8% YoY
- EPS
- $1.25
- vs $0.94
- Op. margin
- 8.1%
- +0.3 pts
- Gross margin
- 28.1%
- +0.1 pts
- Free cash flow
- $7.2M
- Share count
- -1.3%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 0.9
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
■Steady-0.1%Institutions cut 0.1% from their holdings. 145 bought, 123 sold.
Shares held by institutions24.9M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-0.3%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
No debt reportedShares outstandingLatest reported
25MNext reportAround Nov 4 (est.)Estimated from the same quarter last year
- Results filedAug 5
- Results filedMay 8
- Results filedFeb 18
- Results filedNov 5, 2025
- Results filedAug 6, 2025
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.
Latest filings
Straight from SEC EDGAR
New 5%+ holder (passive)Oct 7 · Form SCHEDULE 13G ↗5%+ holder update (passive)Oct 7 · Form SCHEDULE 13G/A ↗Stock awardPatrick WilliamsPRESIDENT & CEO
22,203 shares
- Now owns 22,203 shares
- Phantom Stock
- Filed 4 days after trade
Stock awardDavid B. JonesSVP, GC & CCO
3,188 shares
- Now owns 3,188 shares
- Phantom Stock
- Filed 4 days after trade
Stock awardIan Malcolm McrobbieSenior VP R&T
3,164 shares
- Now owns 3,164 shares
- Phantom Stock
- Filed 4 days after trade
Stock awardIan CleminsonEVP & CFO
4,792 shares
- Now owns 4,792 shares
- Phantom Stock
- Filed 4 days after trade
Stock awardHardy Louis Iii GriffinSVP, HUMAN RESOURCES
2,685 shares
- Now owns 2,685 shares
- Phantom Stock
- Filed 4 days after trade
Stock awardCorbin BarnesSVP, Corporate Dev and IR
2,642 shares
- Now owns 2,642 shares
- Phantom Stock
- Filed 4 days after trade
Earnings resultsAug 5 · Form 8-K ↗Quarterly reportAug 5 · Form 10-Q ↗5%+ holder update (passive)Jul 31 · Form SCHEDULE 13G/A ↗New 5%+ holder (passive)Jul 14 · Form SCHEDULE 13G ↗New insiderJul 1 · Form 3 ↗Leadership changeJun 4 · Form 8-K ↗SDMay 29 · Form SD ↗