American Vanguard Corporation · NYSE:AVD
American Vanguard — Q2 2026 Earnings Presentation
11 slides from American Vanguard's earnings presentation, Aug 10, 2026
Slide 1: Q2 2026 Earnings Presentation
Q2 2026 EARNINGS PRESENTATION August 2026
Slide 2: Cautionary Statement
CAUTIONARY STATEMENT Safe Harbor Statement The Company, from time to time, may discuss forward-looking information. Except for the historical information contained in this presentation the matters set forth in this presentation include forward-looking statements. These statements can be identified b
Slide 3: Executive Summary – Key Messages
EXECUTIVE SUMMARY – KEY MESSAGES Solid First Half Performance – • Outperforming in U.S. markets despite ongoing headwinds • Business plan execution starting to deliver on operating leverage opportunities – more to come • Investing in new product development to drive future growth Reaffirming Full-Ye
Slide 4: Key Takeaways
KEY TAKEAWAYS Outperforming vs Peers in the U.S. Market Business Plan Delivering Operating Leverage Investment in Innovation 4
Slide 5: Establishing a Clear Path to Growth and Resetting the Narrative
ESTABLISHING A CLEAR PATH TO GROWTH AND RESETTING THE NARRATIVE Revenue Net Sales Clearly Defined Goals for Growth, $610 $579 $245 $240 Profitability and Debt Reduction $547 $540 $515 • Achieve more than $600 million in annualized run-rate revenue by the back FY'22 FY'23 FY'24 FY'25 FY'26E FY’26E H1
Slide 6: Pipeline to Performance
PIPELINE TO PERFORMANCE Innovation Strengthening the product engine to drive higher-value growth over time Extended Reach Accelerated product Focused launches and broader R&D international registrations R&D aimed at higher extend each investment Diversified Revenue output, lower cost, and Across the
Slide 7: Key Financial Metrics – Year/Year Change
KEY FINANCIAL METRICS – YEAR/YEAR CHANGE • Net Sales – Solid 1H’26 U.S. Performance – Strong performance from U.S. Specialty business across first half of year led all segments, with Metric Q2’26 Q2’25 Δ% 1H’26 1H’25 Δ% (in millions) total U.S. business up 6% in 1H’26. Weaker international markets t
Slide 8: Revenue Contribution Breakdown – Year/Year
REVENUE CONTRIBUTION BREAKDOWN – YEAR/YEAR 1H’26 U.S. Specialty growth of 10% and U.S. Crop growth of 5% offset by 13% international decline Q2’26 - U.S. Portfolio Resilience Mostly Segment Q2’26 Q2’25 Δ% 1H’26 1H’25 Δ% Offsets Global Market Headwinds (in millions) • U.S. Crop sales declined 9% on c
Slide 9: 2028 Financial Targets & Priorities
2028 FINANCIAL TARGETS & PRIORITIES Path to Revenue Growth Target $600M+ • Focused on Volume Growth, Supported by New Product Launches -Annualized Revenue- • Normalization of Order Patterns Margin and Cost Targets Double Digit • Gross Profit Margin in low-to-mid 30s EBITDA Margin • Operating Expense
Slide 10: Key Takeaways
KEY TAKEAWAYS Outperforming vs Peers in the U.S. Market Business Plan Delivering Operating Leverage Investment in Innovation 10
Slide 11: Thank You – Q&A
THANK YOU Q&A