ASIX - Quick Take - Live from the Truist Securities Industrials & Services Conference

研报英文原文证据摘录

ASIX - Quick Take - Live from the Truist Securities Industrials & Services Conference

Truist Securities

Equity Research Report June 17, 2026

INDUSTRIALS: Chemicals AdvanSix Inc. (ASIX)

ASIX - Quick Take - Live from the Truist Securities Industrials & Peter Osterland, CFA

404-926-5136 Services Conference

Peter.Osterland@truist.com

Alek Ledvina We hosted ASIX today at the Truist Securities Industrials & Services Conference. Our

404-439-7399 takeaways from today's meetings:

Alek.Ledvina@truist.com • Sulfur price inflation continues to be in focus, ammonium sulfate near-term outlook

cloudy. ASIX noted that while sulfur price inflation has been significant, securing supply

has not been an issue. The company continues to have a cautious outlook on crop

pricing and US farming economics, in our view suggesting that significant AS pricing

Current Price (Jun. 16, $21.30 improvement is unlikely near-term. Mgmt noted potential for some partial relief on sulfur 2026)

pricing in 3Q as a near-term watch item; we continue to expect that pricing vs inputs in

Stock Rating HOLD Plant Nutrients will be a YOY earnings headwind in 2H albeit to a reduced degree vs 1H.

Unchanged • Nylon market conditions appear to be stable. ASIX noted that N. American demand in

Price Target the nylon chain has been relatively stable despite continued weakness in the automotive $20.00 and building/construction markets, with some modest improvement for spreads. Improved

Unchanged domestic demand into these markets will be key for earnings recovery in Nylon Solutions,

enabling repatriation of lower-margin export volumes. Globally, while reduced Chinese

operating rates have provided some support, the market remains oversupplied in Europe

and Asia. 4 Page Document