HighGravityData

Ashland

Guidance from Ashland’s last 8 earnings releases. Every value links to its sentence in the filing. See something wrong? Tell us.
Current guidance
20 items
Releases tracked
8
Latest release
Jul 28, 2026
Data checked
Jul 28, 2026
On this page:Latest changes·Current guidance·Your sector group·History

What changed in the Jul 28, 2026 release

Each item compared with the same item in the previous release (Apr 28, 2026). Values in quotation marks are the company’s words.

New — first stated in this releaseRaised / Lowered / Narrowed / Widened — changed from the prior releaseRevised — wording changed, direction not determinableChanged — value changed; the comparison couldn’t be parsed to a directionReiterated — restated unchangedNot restated — stated before, absent nowRaised and lowered describe the number, not whether the change is favorable.
ChangeMetricPeriodPreviousNowSource
LoweredAdjusted Diluted Earnings Per Share Excluding Intangibles Amortizationfor FY2026“mid-to-high single-digit growth”“low-to-mid single-digit growth”Filing ↗
NewAdjusted EPS outlookfor FY2026—“low-to-mid-single digit growth from mid-to-high-single digit growth”Filing ↗
LoweredCapital expendituresfor FY2026“approximately $100 million”“approximately $~90 million”Filing ↗
RevisedOngoing Free Cash Flow Conversionfor FY2026“approximately 50 percent of Adjusted EBITDA”“greater than 50 percent of Adjusted EBITDA”Filing ↗
ReiteratedAdjusted EBITDAfor FY2026“$385 million to $400 million”“$385 to $400 million”Filing ↗
ReiteratedSalesfor FY2026“$1,835 to $1,870 million”“$1,835 to $1,870 million”Filing ↗
Show 3 items not restated in this release
ChangeMetricPeriodPreviousNowSource
Not restatedAdjusted Diluted Earnings Per Share Excluding Intangibles Amortization Expense growthfor FY2026“double-digit-plus”—Filing ↗
Not restatedIncremental investments in research and development to advance disruptive platform opportunitiesfor FY2026“about $4 million”—Filing ↗
Not restatedSales organic growthfor FY2026“approximately one to five percent”—Filing ↗

Current guidance

Guidance for periods that have not yet ended, at its most recent value, grouped by horizon.

Current fiscal year
MetricCurrent valuePeriodMeasureFirst statedTimes statedSource
Adjusted Diluted Earnings Per Share Excluding Intangibles Amortization“low-to-mid single-digit growth”for FY2026Company-definedFeb 2, 20263Filing ↗
Adjusted Diluted Earnings Per Share Excluding Intangibles Amortization Expense growth“double-digit-plus”for FY2026Company-definedNov 4, 20251Filing ↗
Adjusted EBITDA“$385 to $400 million”for FY2026Company-definedNov 4, 20254Filing ↗
Adjusted EPS outlook“low-to-mid-single digit growth from mid-to-high-single digit growth”for FY2026Company-definedJul 28, 20261Filing ↗
Calvert City production unit impact on adjusted EBITDA“roughly $10 million”for FY2026Company-definedNov 4, 20251Filing ↗
Accrual of performance-based compensation at target levels and merit increases“approximately $20 million”for FY2026Company-definedNov 4, 20251Filing ↗
Capital expenditures“approximately $~90 million”for FY2026Company-definedNov 4, 20254Filing ↗
Cost savings under the $90 million dollar program“approximately $30 million”for FY2026Company-definedFeb 2, 20261Filing ↗
Execute strategic priority - cost savings under the $90 million program“approximately $30 million”for FY2026Company-definedNov 4, 20251Filing ↗
Globalize strategic priority - incremental sales“$20 million”for FY2026Company-definedNov 4, 20251Filing ↗
Incremental investments in research and development to advance disruptive platform opportunities“about $4 million”for FY2026GAAP-tiedNov 4, 20251Filing ↗
Innovate strategic priority - incremental innovation driven sales“$15 million”for FY2026Company-definedNov 4, 20251Filing ↗
Manufacturing network optimization full program“$60 million”for FY2026Company-definedNov 4, 20251Filing ↗
Manufacturing network optimization incremental cost savings“$50 million to $55 million”for FY2026Company-definedNov 4, 20251Filing ↗
Manufacturing optimization program cost savings“approximately $30 million in cost savings under the $90 million dollar program”for FY2026Company-definedFeb 2, 20261Filing ↗
Manufacturing optimization program fiscal 2026 savings expectations reduction“approximately $10 to $12 million”for FY2026Company-definedApr 28, 20261Filing ↗
Ongoing Free Cash Flow Conversion“greater than 50 percent of Adjusted EBITDA”for FY2026Company-definedNov 4, 20254Filing ↗
Restructuring plan realization“50 percent”for FY2026Company-definedNov 6, 20241Filing ↗
Sales“$1,835 to $1,870 million”for FY2026Company-definedNov 4, 20254Filing ↗
Sales organic growth“approximately one to five percent”for FY2026Company-definedNov 4, 20251Filing ↗

How one item moved

Adjusted EBITDA, for FY2026 — every statement across the year, each linked to its filing.

Nov 4, 2025
New
“$400 million to $430 million”
Feb 2, 2026
Narrowed
“$400 million to $420 million”
Apr 28, 2026
Lowered
“$385 million to $400 million”
Jul 28, 2026
Reiterated
“$385 to $400 million”

How your Specialty chemicals sector group guides

12 companies in Specialty chemicals. What they guide on, and who reported this season.

Most-guided metric families
Revenue
8
Adjusted EPS
7
Adjusted EBITDA
6
EBITDA
6
Capex
6
Tax rate
6
Production volumes
5
GAAP EPS
5
This season’s releases
RPM InternationalOct 6, 20265 changes
AlbemarleAug 5, 202624 changes
DuPontAug 4, 202611 changes
Cabot CorporationAug 3, 20264 changes
Eastman ChemicalJul 30, 20269 changes
HuntsmanJul 30, 20261 change
FMC CorporationJul 29, 202634 changes
AshlandJul 28, 20264 changes
Get this for your own peer set — Peer Guidance Briefing, $3,000.

Full history

Every metric, every release, eight quarters — the complete record as one table.

MetricFY2026FY2025No period
Adjusted Diluted Earnings Per Share Excluding Intangibles Amortization3 statements——
Adjusted Diluted Earnings Per Share Excluding Intangibles Amortization Expense growth1 statement——
Adjusted EBITDA4 statements4 statements—
Adjusted EPS outlook1 statement——
Avoca year-over-year EBITDA erosion—1 statement—
The full record for Ashland and its Specialty chemicals peers, delivered as a Peer Guidance Briefing — PDF and Excel, every value linked to its filing.

Filings

The 8 earnings releases this page is built from.

FiledFiscal periodAccessionGuidance items
Jul 28, 2026FY2026 Q30001193125-26-3212386Open filing ↗
Apr 28, 2026FY2026 Q20001193125-26-1877006Open filing ↗
Feb 2, 2026FY2026 Q10001193125-26-0338428Open filing ↗
Nov 4, 2025FY2025 Q40001193125-25-26497416Open filing ↗
Jul 29, 2025FY2025 Q30000950170-25-0997294Open filing ↗
Apr 30, 2025FY2025 Q20000950170-25-0612366Open filing ↗
Jan 28, 2025FY2025 Q10000950170-25-0099442Open filing ↗
Nov 6, 2024FY2024 Q40000950170-24-12247515Open filing ↗

Not located in 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.

Show the 8 unmatched spans
SpanWhyFiled
Adjusted Diluted Earnings Per Share Excluding Intangibles Amortization = mid-to-high single-digit growthspan gate: value not verbatim in filingJul 28, 2026
Ongoing Free Cash Flow Conversion = approximately 50 percent of Adjusted EBITDAspan gate: value not verbatim in filingJul 28, 2026
capital expenditures = approximately $100 millionspan gate: value not verbatim in filingJul 28, 2026
Sales = $1,835 million to $1,905 millionspan gate: value not verbatim in filingApr 28, 2026
Adjusted EBITDA = $400 million to $420 millionspan gate: value not verbatim in filingApr 28, 2026
Adjusted Diluted Earnings Per Share Excluding Intangibles Amortization = double digit plus growthspan gate: value not verbatim in filingApr 28, 2026
cost savings under the $90 million dollar program = approximately $30 millionspan gate: value not verbatim in filingApr 28, 2026
temporary impacts from the Calvert City startup delay and recent weather-related disruptions = approximately $11 millionspan gate: value not verbatim in filingApr 28, 2026
Values in quotation marks are the company’s words; the classification and filing links are HighGravityData’s. HighGravityData does not score or rank companies or give investment advice.
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