American Vanguard Corporation
NYSE•AVD
CEO: Mr. David T. Johnson C.F.A.
セクター: Basic Materials
業種: Agricultural Inputs
上場日: 1987-03-03
American Vanguard Corporation, through its subsidiaries, develops, manufactures, and markets specialty chemicals for agricultural, commercial, and consumer uses in the United States and internationally. It manufactures and formulates chemicals, including insecticides, fungicides, herbicides, soil health, plant nutrition, molluscicides, growth regulators, soil fumigants, and biorationals in liquid, powder, and granular forms for crops, turf and ornamental plants, and human and animal health protection. The company also markets, sells, and distributes end-use chemical and biological products for crop applications; and distributes chemicals for turf and ornamental markets. It distributes its products through national distribution companies, and buying groups or co-operatives; and through sales offices, sales force executives, sales agents, and wholly owned distributors. American Vanguard Corporation was incorporated in 1969 and is headquartered in Newport Beach, California.
連絡先情報
時価総額
$150.31M
PER (TTM)
-1.3
26.2
配当利回り
--
52週高値
$5.92
52週安値
$3.28
52週レンジ
順位41Top 44.9%
4.0
F-Score
改良版 Piotroski 分析
10年ファンダメンタル
堅調 • 4 / 9 ポイント
スコアレンジ (0-9)
8-9: 価値が優れている
6-7: 基礎体質が強い
4-5: 全体的に堅調
0-3: パフォーマンスが弱い
データ期間: 2016-2025
財務ダッシュボード
Q3 2025 データ
売上高
$119.31M+0.85%
直近4四半期の推移
EPS
-$0.43-52.75%
直近4四半期の推移
フリーCF
$11.27M-57.83%
直近4四半期の推移
2025 Q3 決算ハイライト
主なハイライト
Q3 Gross Margin Expansion Q3 Gross Margin nearly doubled to 29% from 15% in 2024, driven by Dacthal recall non-recurrence and cost controls.
Nine Month Operating Loss Narrows Nine-month operating loss narrowed sharply to $6.4M from $31.5M last year due to improved gross profit performance.
Transformation Costs Significantly Reduced Transformation expenses dropped 68% for nine months to $5.3M; management expects costs to remain at lower levels.
U.S. Crop Sales Growth Strong U.S. Crop net sales increased 22% for the quarter, offsetting a 6% decline in International sales for nine months.
リスク要因
Credit Agreement Maturity Risk Credit agreement expires December 2026; failure to extend could force debt reclassification, potentially impacting going concern status.
Product Liability Charge Recorded Recorded $7.0M charge for Specialty/non-crop product liability claims in Q3 2025; uncertainty remains regarding final exposure.
Continued Distributor Destocking Distributor destocking continues suppressing 2025 demand; customers are drawing down on-hand inventory rather than building stock.
見通し
Liquidity Capacity Available Company has $46.9M borrowing capacity available as of September 30, 2025; discussions ongoing with lenders to restructure debt.
Transformation Costs Lowered Digital and structural transformation costs are expected to continue at significantly lower levels throughout the remainder of 2025.
Business Segment Reclassification U.S. non-crop business is planned for renaming to the 'Specialty' business, backed by a strong patent portfolio.
同業比較
売上高 (TTM)
MERC$1.87B
$1.75B
$584.35M
粗利益率 (最新四半期)
BHST61.4%
40.9%
ACNT29.3%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| GORO | $202.36M | -6.2 | -159.7% | 0.0% |
| ACNT | $166.78M | 189.7 | 1.0% | 17.9% |
| AVD | $150.31M | -1.3 | -49.2% | 30.6% |
長期トレンド
直近4四半期
売上高
純利益
営業キャッシュフロー
4四半期売上高CAGR
-10.4%
成長鈍化
4四半期純利益CAGR
N/M
収益構造の変化
キャッシュフロー安定性
50%
キャッシュフローに注意が必要
深度リサーチ
次回決算:2026年3月12日
EPS:-
|売上高:-
財務レポート
財務データ
全年度
Form 10-Q - Q3 2025
会計期末: 2025年9月30日|提出日: 2025年11月10日|売上高: $119.31M+0.9%|EPS: $-0.43-52.7%予想を下回るForm 10-Q - Q2 2025
会計期末: 2025年6月30日|提出日: 2025年7月31日|売上高: $129.31M+0.9%|EPS: $-0.03-92.9%予想を上回るForm 10-Q - Q1 2025
会計期末: 2025年3月31日|提出日: 2025年6月6日|売上高: $115.80M-14.3%|EPS: $-0.30-600.0%予想を下回るForm 10-K/A - FY 2024
会計期末: 2024年12月31日|提出日: 2025年6月2日|売上高: $547.31M-5.5%|EPS: $-4.50-1766.7%予想を下回るForm 10-K - FY 2024
会計期末: 2024年12月31日|提出日: 2025年5月29日|修正版データを参照Form 10-Q - Q3 2024
会計期末: 2024年9月30日|提出日: 2024年11月12日|売上高: $118.31M-20.9%|EPS: $-0.91+9000.0%予想を下回るForm 10-Q - Q2 2024
会計期末: 2024年6月30日|提出日: 2024年8月9日|売上高: $128.21M-3.5%|EPS: $-0.42+1035.1%予想を下回るForm 10-Q - Q1 2024
会計期末: 2024年3月31日|提出日: 2024年5月9日|売上高: $135.14M+8.2%|EPS: $0.06-11.2%予想を下回る