Current guidance
20 items
Each item compared with the same item in the previous release (Apr 28, 2026). Values in quotation marks are the company’s words.
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Lowered | Adjusted Diluted Earnings Per Share Excluding Intangibles Amortization | for FY2026 | “mid-to-high single-digit growth” | “low-to-mid single-digit growth” | Filing ↗ |
| New | Adjusted EPS outlook | for FY2026 | — | “low-to-mid-single digit growth from mid-to-high-single digit growth” | Filing ↗ |
| Lowered | Capital expenditures | for FY2026 | “approximately $100 million” | “approximately $~90 million” | Filing ↗ |
| Revised | Ongoing Free Cash Flow Conversion | for FY2026 | “approximately 50 percent of Adjusted EBITDA” | “greater than 50 percent of Adjusted EBITDA” | Filing ↗ |
| Reiterated | Adjusted EBITDA | for FY2026 | “$385 million to $400 million” | “$385 to $400 million” | Filing ↗ |
| Reiterated | Sales | for FY2026 | “$1,835 to $1,870 million” | “$1,835 to $1,870 million” | Filing ↗ |
| Change | Metric | Period | Previous | Now | Source |
|---|---|---|---|---|---|
| Not restated | Adjusted Diluted Earnings Per Share Excluding Intangibles Amortization Expense growth | for FY2026 | “double-digit-plus” | — | Filing ↗ |
| Not restated | Incremental investments in research and development to advance disruptive platform opportunities | for FY2026 | “about $4 million” | — | Filing ↗ |
| Not restated | Sales organic growth | for FY2026 | “approximately one to five percent” | — | Filing ↗ |
Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.
| Metric | Current value | Period | Measure | First stated | Times stated | Source |
|---|---|---|---|---|---|---|
| Adjusted Diluted Earnings Per Share Excluding Intangibles Amortization | “low-to-mid single-digit growth” | for FY2026 | Company-defined | Feb 2, 2026 | 3 | Filing ↗ |
| Adjusted Diluted Earnings Per Share Excluding Intangibles Amortization Expense growth | “double-digit-plus” | for FY2026 | Company-defined | Nov 4, 2025 | 1 | Filing ↗ |
| Adjusted EBITDA | “$385 to $400 million” | for FY2026 | Company-defined | Nov 4, 2025 | 4 | Filing ↗ |
| Adjusted EPS outlook | “low-to-mid-single digit growth from mid-to-high-single digit growth” | for FY2026 | Company-defined | Jul 28, 2026 | 1 | Filing ↗ |
| Calvert City production unit impact on adjusted EBITDA | “roughly $10 million” | for FY2026 | Company-defined | Nov 4, 2025 | 1 | Filing ↗ |
| Accrual of performance-based compensation at target levels and merit increases | “approximately $20 million” | for FY2026 | Company-defined | Nov 4, 2025 | 1 | Filing ↗ |
| Capital expenditures | “approximately $~90 million” | for FY2026 | Company-defined | Nov 4, 2025 | 4 | Filing ↗ |
| Cost savings under the $90 million dollar program | “approximately $30 million” | for FY2026 | Company-defined | Feb 2, 2026 | 1 | Filing ↗ |
| Execute strategic priority - cost savings under the $90 million program | “approximately $30 million” | for FY2026 | Company-defined | Nov 4, 2025 | 1 | Filing ↗ |
| Globalize strategic priority - incremental sales | “$20 million” | for FY2026 | Company-defined | Nov 4, 2025 | 1 | Filing ↗ |
| Incremental investments in research and development to advance disruptive platform opportunities | “about $4 million” | for FY2026 | GAAP-tied | Nov 4, 2025 | 1 | Filing ↗ |
| Innovate strategic priority - incremental innovation driven sales | “$15 million” | for FY2026 | Company-defined | Nov 4, 2025 | 1 | Filing ↗ |
| Manufacturing network optimization full program | “$60 million” | for FY2026 | Company-defined | Nov 4, 2025 | 1 | Filing ↗ |
| Manufacturing network optimization incremental cost savings | “$50 million to $55 million” | for FY2026 | Company-defined | Nov 4, 2025 | 1 | Filing ↗ |
| Manufacturing optimization program cost savings | “approximately $30 million in cost savings under the $90 million dollar program” | for FY2026 | Company-defined | Feb 2, 2026 | 1 | Filing ↗ |
| Manufacturing optimization program fiscal 2026 savings expectations reduction | “approximately $10 to $12 million” | for FY2026 | Company-defined | Apr 28, 2026 | 1 | Filing ↗ |
| Ongoing Free Cash Flow Conversion | “greater than 50 percent of Adjusted EBITDA” | for FY2026 | Company-defined | Nov 4, 2025 | 4 | Filing ↗ |
| Restructuring plan realization | “50 percent” | for FY2026 | Company-defined | Nov 6, 2024 | 1 | Filing ↗ |
| Sales | “$1,835 to $1,870 million” | for FY2026 | Company-defined | Nov 4, 2025 | 4 | Filing ↗ |
| Sales organic growth | “approximately one to five percent” | for FY2026 | Company-defined | Nov 4, 2025 | 1 | Filing ↗ |
Adjusted EBITDA, for FY2026 — every statement across the year, each linked to its filing.
12 companies in Specialty chemicals. What they guide on, and who reported this season.
| RPM International | Oct 6, 2026 | 5 changes |
| Albemarle | Aug 5, 2026 | 24 changes |
| DuPont | Aug 4, 2026 | 11 changes |
| Cabot Corporation | Aug 3, 2026 | 4 changes |
| Eastman Chemical | Jul 30, 2026 | 9 changes |
| Huntsman | Jul 30, 2026 | 1 change |
| FMC Corporation | Jul 29, 2026 | 34 changes |
| Ashland | Jul 28, 2026 | 4 changes |
Every metric, every release, eight quarters — the complete record as one table.
| Metric | FY2026 | FY2025 | No period |
|---|---|---|---|
| Adjusted Diluted Earnings Per Share Excluding Intangibles Amortization | 3 statements | — | — |
| Adjusted Diluted Earnings Per Share Excluding Intangibles Amortization Expense growth | 1 statement | — | — |
| Adjusted EBITDA | 4 statements | 4 statements | — |
| Adjusted EPS outlook | 1 statement | — | — |
| Avoca year-over-year EBITDA erosion | — | 1 statement | — |
The 8 earnings releases this page is built from.
| Filed | Fiscal period | Accession | Guidance items | |
|---|---|---|---|---|
| Jul 28, 2026 | FY2026 Q3 | 0001193125-26-321238 | 6 | Open filing ↗ |
| Apr 28, 2026 | FY2026 Q2 | 0001193125-26-187700 | 6 | Open filing ↗ |
| Feb 2, 2026 | FY2026 Q1 | 0001193125-26-033842 | 8 | Open filing ↗ |
| Nov 4, 2025 | FY2025 Q4 | 0001193125-25-264974 | 16 | Open filing ↗ |
| Jul 29, 2025 | FY2025 Q3 | 0000950170-25-099729 | 4 | Open filing ↗ |
| Apr 30, 2025 | FY2025 Q2 | 0000950170-25-061236 | 6 | Open filing ↗ |
| Jan 28, 2025 | FY2025 Q1 | 0000950170-25-009944 | 2 | Open filing ↗ |
| Nov 6, 2024 | FY2024 Q4 | 0000950170-24-122475 | 15 | Open filing ↗ |
8 values were detected in these releases but could not be matched to an exact sentence in the filing body, so they are not shown as guidance. We surface the count rather than drop it silently.
| Span | Why | Filed |
|---|---|---|
| Adjusted Diluted Earnings Per Share Excluding Intangibles Amortization = mid-to-high single-digit growth | span gate: value not verbatim in filing | Jul 28, 2026 |
| Ongoing Free Cash Flow Conversion = approximately 50 percent of Adjusted EBITDA | span gate: value not verbatim in filing | Jul 28, 2026 |
| capital expenditures = approximately $100 million | span gate: value not verbatim in filing | Jul 28, 2026 |
| Sales = $1,835 million to $1,905 million | span gate: value not verbatim in filing | Apr 28, 2026 |
| Adjusted EBITDA = $400 million to $420 million | span gate: value not verbatim in filing | Apr 28, 2026 |
| Adjusted Diluted Earnings Per Share Excluding Intangibles Amortization = double digit plus growth | span gate: value not verbatim in filing | Apr 28, 2026 |
| cost savings under the $90 million dollar program = approximately $30 million | span gate: value not verbatim in filing | Apr 28, 2026 |
| temporary impacts from the Calvert City startup delay and recent weather-related disruptions = approximately $11 million | span gate: value not verbatim in filing | Apr 28, 2026 |