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
$83.82M
PER (TTM)
-1.8
32.9
配当利回り
--
52週高値
$5.92
52週安値
$2.05
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
Q1 2026 データ
売上高
$123.57M+0.00%
直近4四半期の推移
EPS
-$0.14+0.00%
直近4四半期の推移
フリーCF
-$36.41M+0.00%
直近4四半期の推移
2025 Annual 決算ハイライト
主なハイライト
Gross Margin Significantly Improved Gross profit $147.561M, up 23% due to procurement strategy; gross margin reached 29% versus 22% in 2024.
Net Loss Substantially Reduced Net loss narrowed to $(49.882)M from $(126.340)M; operating expenses decreased 21% overall through transformation efforts.
Transformation Costs Decreased Transformation costs reduced to $7.187M in 2025 from $20.162M in 2024, supporting a leaner operating platform.
Inventory Reserve Reduction Inventory reserves dropped to $3.802M versus $21.417M in 2024, reflecting improved strategic procurement actions.
リスク要因
Regulatory Scrutiny Continues USEPA preliminary findings on DCPA products could lead to future personal injury claims impacting financial performance.
Customer Concentration Exposure Top three customers accounted for 36% of 2025 sales, creating vulnerability to purchasing behavior changes or instability.
Debt Structure Constraints New debt structure requires defined minimum financial performance levels and includes significant interest expense burden.
Raw Material Supply Dependence Dependence exists on single or limited suppliers for certain raw materials, risking supply chain disruption if unreliable.
見通し
Corporate Structure Streamlining International BV structure removed in Q4 2025; corporate headquarters move planned, expecting further cost reductions.
Post-Destocking Recovery Expected Destocking appears substantially complete; Company poised for greater profitability as agricultural market conditions stabilize and improve.
Manufacturing Footprint Optimization Plan approved March 2026 to reduce Los Angeles production, transferring activities to Axis/Marsing facilities by Q2 2026.
Debt Refinancing Completed Refinanced debt structure in March 2026 with $225M First Priority Term Loan, extending maturity to December 2026.
同業比較
売上高 (TTM)
$1.85B
$1.54B
$646.91M
粗利益率 (最新四半期)
59.2%
35.9%
33.2%
主要指標
銘柄コード | 時価総額 | PER (TTM) | ROE (TTM) | 負債比率 |
|---|---|---|---|---|
| FRD | $246.93M | 12.4 | 13.7% | 0.0% |
| GORO | $164.89M | 29.4 | 19.1% | 48.7% |
| ACNT | $126.99M | 109.2 | 1.4% | 12.8% |
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
-1.5%
横ばい
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
財務データ
決算説明会
財務レポート
ニュース
損益計算書
バランスシート
キャッシュフロー計算書
財務比率
変化率
損益計算書 | 直近12ヶ月 |
|---|
データなし