Demand and volumemixed · 4 filings
“AvGas volumes were lower than the prior year due to variations in the demand from customers, being offset by a favorable customer mix.”10-Q · May 8, 2026 ↗
Innospec Inc.
IOSP
Market read
Innospec Inc.'s current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Company+0.3% todayVolume comparison unavailable
Market group0 of 16 activeRegional Banks & Financials · unavailable
Disclosed network0 of 1 confirmingNo filing-linked name is confirming now
What would change this read
Watch this read- IOSP's market-adjusted activity becomes unusual and at least one connected name confirms.
Invalidation: The isolated read changes if IOSP's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 16 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 1 directly disclosed connection is confirming.
Evidence that supports
No thresholded supportive filing evidence is available yet.
Evidence that challenges
No thresholded adverse filing evidence is available yet.
What would clarify the read
- IOSP's market-adjusted activity becomes unusual and at least one connected name confirms.
Company research
Understand the business, not just the ticker
Business model and earnings drivers
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
Key research questions
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
Annual periods9
Price observations320
Usable filing statements106
Verified relationships2
Evidence supporting the case
- Foreign exchange has repeated favorable evidence across 4 filings.
- Input and raw-material costs has repeated favorable evidence across 3 filings.
- Macroeconomic conditions has repeated favorable evidence across 3 filings.
Evidence challenging the case
- Latest annual revenue changed -3.7% year over year.
- Operating margin changed -2.4 percentage points in the latest annual period.
- Product pipeline and R&D has repeated adverse evidence across 3 filings.
Questions before a position
- EV/sales is 51% below the available filing-peer median; determine whether growth and quality justify the difference.
Longer-term price context
Price as of Sep 11, 2026
93.186m+21.0%12m+6.4%24m—
Annual trajectory
Reported annual revenue and per-share history. This is accounting history, not a forecast.
PeriodRevenueYoYDiluted EPSShare change
2021-12-31$1.5B+24.3%$3.75+0.3%
2022-12-31$2.0B+32.4%$5.32+0.5%
2023-12-31$1.9B-0.8%$5.56+0.2%
2024-12-31$1.8B-5.3%$1.42+0.4%
2025-12-31$1.8B-3.7%$4.67-0.5%
What management says matters
Persistent and emerging business drivers
Foreign exchangepositive · 4 filings
“19 Other net income/(expense): for the three months ended March 31, 2026 and 2025, included the following: (in millions) 2026 2025 Change Net pension credit/(cost) $ (0.1 ) $ (0.1 ) $ — Foreign exchange gains/(losses) on translation 0.8 2.7 (1.9 ) Foreign cur…”10-Q · May 8, 2026 ↗
Input and raw-material costsmixed · 3 filings
“Gross margin: the year over year increase of 3.3 percentage points was driven by an improved sales mix from increased sales of higher margin products, together with the easing of raw material and other inflationary pressures, combined with the prior year adve…”10-K · Feb 18, 2026 ↗
Macroeconomic conditionspositive · 3 filings
“Other Income Statement Captions Corporate costs: the year over year decrease of $11.0 million was primarily driven by the $8.4 million recovery of historical costs which the Company incurred relating to our defined benefit pension scheme in the U.K., together…”10-K · Feb 18, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 1.3× · EV/sales 1.1×. Comparisons use only industry-matched filing peers.
Scenario scaffold
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
93.22+0.3% today
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 11 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for IOSP. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for IOSP. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind IOSP
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depended on by
NEUNewMarket CorporationcompetitorFeb 12, 2026 ▾
“In the gasoline detergent market, we compete mainly against BASF, Chevron Oronite Company LLC, Innospec Inc., and The Lubrizol Corporation.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
IOSP is currently a Follower in the organic co-movement group Regional Banks & Financials. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 1 filing-linked name are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for IOSP; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.