Innospec Inc. · NASDAQ:IOSP
Innospec — Q2 2026 Earnings Presentation
16 slides from Innospec's earnings presentation, August 2026
Slide 1: Q2 2026 Earnings
Q2 2026 Earnings August 2026 1
Slide 2: Forward Looking Statements
Forward Looking Statements This presentation contains certain "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. All statements other than statements of historical facts included or incorporated herein may constitute forward-looking statements. S
Slide 3: Use of Non-GAAP Financial Measures
Use of Non-GAAP Financial Measures The information presented in this presentation includes financial measures that are not calculated or presented in accordance with Generally Accepted Accounting Principles in the United States (GAAP). These non-GAAP financial measures comprise adjusted EBITDA, net
Slide 4: Earnings Conference Call Agenda
Earnings Conference Call Agenda Introduction 1 David Jones - VP, General Counsel Business Commentary 2 Patrick S. Williams - President & CEO Financial Performance 3 Ian Cleminson - Executive Vice President & CFO Questions & Answers 4 Patrick S. Williams and Ian Cleminson ©2026 Innospec Inc. 4
Slide 5: Summary of 2nd Quarter Performance
Summary of 2nd Quarter Performance Q2 GAAP EPS of $1.25 Strong quarter for Balance sheet has $250.2 Innospec; All businesses million in net cash Adjusted non-GAAP contributing EPS of $1.27 Paid semi-annual dividend of Double digit revenue and 92 cents operating income growth 87,089 shares repurchase
Slide 6: Financial Performance
Financial Performance innospec>
Slide 7: Q2 2026 Consolidated Results ($ MM)
Q2 2026 Consolidated Results ($ MM) • Revenue up 12 percent • Gross margin up 0.1 percentage point • Operating income up 16 percent • Adjusted EBITDA up 2 percent • Adjusted EPS of $1.27 Q2 2025 Q2 2026 ©2026 Innospec Inc. 7
Slide 8: Q2 2026 Performance Chemicals ($ MM)
Q2 2026 Performance Chemicals ($ MM) • Revenue up 9 percent • Volumes down 2 percent • Price/mix up 8 percent • Gross margin down 0.2 percentage points • Operating income up 15 percent Q2 2025 Q2 2026 ©2026 Innospec Inc. 8
Slide 9: Q2 2026 Fuel Specialties ($ MM)
Q2 2026 Fuel Specialties ($ MM) • Revenue up 12 percent • Volumes up 7 percent • Price/mix up 3 percent • Gross margin down 1.5 percentage points • Operating income up 3 percent Q2 2025 Q2 2026 ©2026 Innospec Inc. 9
Slide 10: Q2 2026 Oilfield Services ($ MM)
Q2 2026 Oilfield Services ($ MM) • Revenue up 14 percent • Gross margin up 2.7 percentage points • Operating income up 40 percent Q2 2025 Q2 2026 ©2026 Innospec Inc. 10
Slide 11: Q2 2026 Corporate Items ($ MM)
Q2 2026 Corporate Items ($ MM) • Corporate costs up slightly on prior year • Effective tax rate of 25.0 percent Q2 2025 Q2 2026 ©2026 Innospec Inc. 11
Slide 12: Q2 2026 Balance Sheet ($ MM)
Q2 2026 Balance Sheet ($ MM) • Operating cash inflow of $7.2 million • Capital expenditures of $16.5 million • Net cash of $250.2 million • 87,089 shares repurchased in the quarter Q4 2025 Q2 2026 ©2026 Innospec Inc. 12
Slide 13: Concluding Comments
Concluding Comments innospec>
Slide 14: Summary of 2nd Quarter Performance
Strong quarter for Innospec with all businesses contributing Summary of Double digit operating income growth in Performance Chemicals and 2 Quarter nd Oilfield Services with improved margins Performance Continued strong results in Fuel Specialties Expect further second half operating income growth i
Slide 15: Q&A
Q&A 8/3/2026 ©2026 Innospec Inc.
Slide 16: Final Comments
Final Comments November 2026 Sun Mon Tue Wed Thu Fri Sat 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 Thank You for Your 22 29 23 30 24 25 26 27 28 Continued Support Q3 2026 Results Schedule • November 3rd – Results Release After Close • November 4th – Conference Call ©2026 Innospec Inc. 16