Innospec Inc. (IOSP) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and Innospec published the results on November 3, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison. Innospec reports EPS two ways: GAAP, under the accounting rules every US filer follows, and adjusted non-GAAP, which leaves out items the company considers outside its operating results. The release reconciles the two, and when they diverge, the reconciliation says why.

• Q3 2025 GAAP results included $22.9 million of impairment of property, plant and equipment and $19.1 million of impairment of intangible assets, offset in part by a $17.7 million credit from the fair value of contingent consideration. Those items explain most of the gap between GAAP EPS, which more than doubled, and adjusted EPS, which rose 15%.

Source: Innospec Q3 2026 results, November 3, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How Innospec splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• Innospec's Performance Chemicals revenue was $181 million in Q3 2026, up 6% from $171 million in Q3 2025, 38% of total revenue.
• Innospec's Fuel Specialties revenue was $181 million in Q3 2026, up 5% from $172 million in Q3 2025, 38% of total revenue.
• Innospec's Oilfield Services revenue was $112 million in Q3 2026, up 13% from $99.1 million in Q3 2025, 24% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

From the earnings release

Innospec's release gives no numeric outlook for revenue or EPS. These are the forward-looking comments from its CEO in the release.

In its Q3 2026 release, Innospec said:

“In North Carolina, we expect to commission our recent plant efficiency upgrades by year-end.”

“As utilization of this new capacity improves and progress on new products continues, we expect further growth and margin improvement in the coming quarters.”

“While sequential results were lower than expected on continued activity delays in our legacy Middle East business and elevated raw material costs, we are expecting improvement across several of these areas to drive sequential operating income growth in the fourth quarter.”

Source: Innospec Q3 2026 release, Nov 3, 2026.

This is the company's own guidance as of Nov 3, 2026, quoted as given. Walnut does not make forecasts of its own. Analyst estimates for the coming quarters are on the IOSP forecast page.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

GAAP net sales and diluted EPS, each as first reported in that quarter's release.

We do not hold a confirmed date for Innospec's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Nov 3, 2026

Innospec's total revenues were $473.6 million in Q3 2026, up 7% from $441.9 million. Two of its three businesses were almost the same size: Fuel Specialties, which makes fuel additives, had $180.7 million; Performance Chemicals, which serves personal care, home care, agrochemical, mining and industrial markets, had $180.5 million; and Oilfield Services, which supplies chemicals to oil and gas exploration and production, had $112.4 million. (Innospec Q3 2026 release, Nov 3, 2026)

Performance Chemicals revenue rose 6%. Volumes fell 5% and currency took 1%, but price and product mix added 12%. By market, Personal Care sales were $110.5 million against $103.9 million and Home Care $30.8 million against $27.9 million. Innospec's 10-Q says Americas volumes fell 10% because of continued supply constraints and lower demand for personal care products, while ASPAC volumes rose 14%. (Innospec Q3 2026 release, Nov 3, 2026; Innospec Form 10-Q, Q3 2026, Nov 4, 2026)

Fuel Specialties revenue rose 5%, with volumes up 3% and price and product mix up 2%. Refinery and Performance products were $126.5 million of the segment. Americas volumes rose 33% on the increase and timing of customer demand, while EMEA volumes fell 10%, ASPAC 17% and AvGas volumes 29%. (Innospec Q3 2026 release, Nov 3, 2026; Innospec Form 10-Q, Q3 2026, Nov 4, 2026)

Oilfield Services revenue rose 13% to $112.4 million, an increase of $13.3 million that Innospec attributes to its DRA plant expansion and the demand that came with it. Most of the segment's sales are in the Americas. Gross margin in the segment fell 1.8 percentage points to 28.2% because of higher raw material costs and pricing pressure, and the CEO said activity delays in its legacy Middle East business held back sequential results. (Innospec Q3 2026 release, Nov 3, 2026; Innospec Form 10-Q, Q3 2026, Nov 4, 2026)

Innospec's 10-K says no single customer exceeded 10% of net sales in 2025 or 2024. In 2023 one Oilfield Services customer accounted for $265.2 million, or 13.6% of net sales. (Innospec Form 10-K, 2025, Feb 18, 2026)

Innospec's GAAP diluted EPS was $1.29 in Q3 2026, against $0.52 a year earlier, and adjusted non-GAAP EPS was also $1.29, against $1.12. This quarter's special items netted to zero: a $1.1 million contingent consideration credit and $0.4 million of currency gains offset $0.8 million of acquired intangible amortization and $0.7 million of legacy costs of closed operations. A year earlier, impairments of property, plant and equipment ($18.1 million after tax) and intangible assets ($14.0 million) cut GAAP EPS by $0.73 and $0.56 per share. (Innospec Q3 2026 release, Nov 3, 2026)

Operating income from the three segments rose, led by Performance Chemicals, up 84% to $16.9 million as its gross margin rose 3.7 percentage points to 18.8% on pricing and better manufacturing variances. Fuel Specialties operating income was $35.6 million and Oilfield Services $6.7 million, up 40%. Corporate costs were $18.6 million. (Innospec Q3 2026 release, Nov 3, 2026; Innospec Form 10-Q, Q3 2026, Nov 4, 2026)

The adjusted effective tax rate was 24.7%, against 22.7% a year earlier, because of the geographical mix of taxable profits. Diluted weighted-average shares were 24.7 million against 24.9 million. Innospec bought back $13.5 million of stock in the first nine months of 2026 and none in Q3, and raised its semi-annual dividend to 94 cents, for $1.86 a year, up 9%. (Innospec Q3 2026 release, Nov 3, 2026; Innospec Form 10-Q, Q3 2026, Nov 4, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

Innospec does not publish a numeric revenue or EPS outlook in its release. Its CEO said Innospec expects to commission plant efficiency upgrades in North Carolina by year-end, adding capacity for personal care and other products, and expects Oilfield Services operating income to grow sequentially in the fourth quarter. (Innospec Q3 2026 release, Nov 3, 2026)

A consensus figure is the average of the models published by the analysts who cover Innospec, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones Innospec's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning IOSP is on is IOSP a buy or a sell?, what analysts expect next is on the IOSP forecast, and what the company does is on the Innospec Inc. (IOSP) stock page.

Every number on this page can be traced to a document Innospec published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.