Ashland publishes transcript of Q3 fiscal 2026 earnings call

PUBT · 1d ago
Ashland publishes transcript of Q3 fiscal 2026 earnings call
  • Ashland executives on the Q3 2026 earnings call included CEO Guillermo Novo, interim CFO William Whitaker, plus segment leaders Alessandra Faccin Assis, James Minicucci, Dago Caceres.
  • Q3 sales USD 497 million, up 7%; adjusted EBITDA USD 109 million versus USD 113 million; ongoing free cash flow USD 103 million.
  • Reaffirmed FY2026 guidance: sales USD 1.835 billion to USD 1.87 billion; adjusted EBITDA USD 385 million to USD 400 million; free cash flow conversion above 50%.
  • Adjusted EPS outlook cut to low-to-mid single-digit growth from mid-to-high, citing a higher tax rate from unfavorable discrete items.
  • Management flagged about 200 bps of margin lost this year from operational disruptions; inventory drawdown about USD 80 million reduced EBITDA USD 30 million to USD 35 million.


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