Advansix, Inc. (ASIX)

AdvanSix's stock price has been impacted by several events in the past six months. In the third quarter of 2025, the company reported an earnings miss due to softer demand and an operational disruption at its Frankford facility. The company also experienced a site-wide electrical outage and a fire. In November 2025, AdvanSix's price target was decreased, and the stock has underperformed both the US Chemicals industry and the broader US Market over the past year.

Demand for AdvanSix's products exhibits seasonality, particularly within its Plant Nutrients segment. North American ammonium sulfate demand and pricing are typically strongest during the second-quarter fertilizer application season and then seasonally decline with new season fill in the third quarter. The nylon environment has been experiencing an extended downturn in global industry supply and demand conditions since the fourth quarter of 2022. However, the company has noted resilient performance in its acetone portfolio and solid results from its Plant Nutrients business, which acts as a crucial stabilizer during softer nylon cycles.

AdvanSix, Inc. is a diversified chemistry company producing essential materials for various end markets, including building and construction, fertilizers, and electronics. The company operates within the Basic Materials sector, using a vertically integrated manufacturing model. Its major products include Nylon 6 Resin, Caprolactam, Ammonium Sulfate, and Chemical Intermediates.

AdvanSix operates five U.S.-based manufacturing facilities in Virginia and Pennsylvania. Approximately 18% of its sales originated outside the United States in 2023. Nylon 6 resin is sold globally, while ammonium sulfate products are primarily marketed in North and South America.

AdvanSix's reputation has been affected by operational incidents, including chemical leaks at its Hopewell and Chesterfield locations. An operational disruption at its Frankford facility in January 2024 led to reduced production and impacted pre-tax income for the first quarter of 2024.

Institutional investors hold over 50% of AdvanSix's shares, with major holders including BlackRock, Inc., and The Vanguard Group, Inc. Insiders own approximately 5.80% of the shares, with CEO Erin Kane being the largest individual shareholder. The general public holds around 13% ownership.