<p>AdvanSix ((ASIX)) 举行了第三季度财报电话会议。以下是会议的主要亮点。</p>
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<p>AdvanSix 最近的财报电话会议呈现出复杂的情绪，突出了成就与挑战。在积极方面，公司庆祝了创纪录的硫酸铵收入和成功的工厂改造。然而，他们也面临着重大障碍，包括关键领域需求疲软、运营中断和原材料成本上升。AdvanSix 仍然专注于通过严格的现金管理和战略增长计划来应对这些挑战。</p>
<h2>创纪录的硫酸铵收入</h2>
<p>AdvanSix 报告称第三季度硫酸铵收入创历史新高，颗粒量同比增长 20%。这一成就得益于强劲的秋季填充计划和有利的市场条件，标志着公司取得了重要里程碑。</p>
<h2>成功的工厂改造</h2>
<p>公司在第四季度成功完成了计划中的工厂改造，达到了目标范围的低端。此成就预计将提升运营效率，展示 AdvanSix 对保持强大运营标准的承诺。</p>
<h2>强大的董事会新增成员</h2>
<p>AdvanSix 通过将 Dana O’Brien 和 Daryl Roberts 加入董事会来加强其公司治理。这两位个人拥有深厚的行业和专业背景，预计将有利于公司的战略方向。</p>
<h2>持续增长计划进展</h2>
<p>公司的增长计划进展良好，资本预算大约低于 15%。这一进展突显了 AdvanSix 在维持长期增长方面的战略投资。</p>
<h2>ERP 系统升级</h2>
<p>AdvanSix 成功实施了企业资源规划系统的升级。此项投资预计将简化关键流程并增强管理工具，从而提高运营效率。</p>
<h2>尼龙解决方案和化学中间体需求疲软</h2>
<p>公司面临尼龙解决方案的长期低迷和化学中间体需求疲软。这导致生产率降低，并专注于管理库存水平以减轻影响。</p>
<h2>电力中断和火灾影响</h2>
<p>切斯特菲尔德尼龙工厂的电力中断和随后的火灾对运营产生了负面影响。公司预计此事件将对第四季度 EBITDA 产生 700 万至 900 万美元的影响。</p>
<h2>销售和收益下降</h2>
<p>AdvanSix 第三季度销售同比下降 6%，调整后的 EBITDA 较去年下降 2800 万美元。这一下降主要是由于丙酮价格差降低和公用事业成本上升。</p>
<h2>原材料成本上升</h2>
<p>原材料输入成本上升，特别是在硫和天然气方面，预计将继续影响 AdvanSix 的财务表现。公司专注于管理这些成本，以减轻其对盈利能力的影响。</p>
<h2>前瞻性指导</h2>
<p>展望未来，AdvanSix 正在应对具有挑战性的行业动态，同时保持战略重点，优化运营和商业表现。尽管其综合价值链的利用率下降以及切斯特菲尔德工厂事件的影响，公司仍然致力于现金管理。他们计划将 2025 年的资本支出减少到 1.2 亿至 1.25 亿美元，并预计 2026 年的支出为 1.25 亿至 1.35 亿美元。此外，AdvanSix 预计未来几年现金税率将低于 10%，这得益于 45Q 碳税抵免和近期的税收立法。</p>
<p>总之，AdvanSix 的财报电话会议反映出一种平衡的前景，既有成就也有挑战。尽管公司庆祝了创纪录的收入和战略投资，但他们也面临需求疲软和运营中断。展望未来，AdvanSix 专注于战略现金管理和增长计划，以应对不断变化的行业格局。</p>

ASIX

<p>AdvanSix 第三季度的财报电话会议透露了混合的情绪，庆祝了创纪录的硫酸铵收入和成功的工厂转型，同时面临需求疲软、运营中断和原材料成本上升等挑战。公司报告销售额下降 6%，调整后的息税折旧摊销前利润（EBITDA）同比减少 2800 万美元。切斯特菲尔德工厂的电力中断预计将对第四季度的 EBITDA 产生 700 万至 900 万美元的影响。展望未来，AdvanSix 计划减少资本支出，并保持现金税率低于 10%，尽管面临行业挑战，仍将专注于战略性增长</p>

<p>AdvanSix ((ASIX)) has held its Q3 earnings call. Read on for the main highlights of the call.</p>
<div class="lb-trans"><p>AdvanSix ((ASIX)) 举行了第三季度财报电话会议。以下是会议的主要亮点。</p>
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</div><p>The recent earnings call for AdvanSix presented a mixed sentiment, highlighting both achievements and challenges. On the positive side, the company celebrated record ammonium sulfate revenue and successful plant turnarounds. However, they also faced significant hurdles, including demand softness in key segments, operational disruptions, and increased raw material costs. AdvanSix remains focused on navigating these challenges through disciplined cash management and strategic growth initiatives.</p>
<div class="lb-trans"><p>AdvanSix 最近的财报电话会议呈现出复杂的情绪，突出了成就与挑战。在积极方面，公司庆祝了创纪录的硫酸铵收入和成功的工厂改造。然而，他们也面临着重大障碍，包括关键领域需求疲软、运营中断和原材料成本上升。AdvanSix 仍然专注于通过严格的现金管理和战略增长计划来应对这些挑战。</p>
</div><h2>Record Ammonium Sulfate Revenue</h2>
<div class="lb-trans"><h2>创纪录的硫酸铵收入</h2>
</div><p>AdvanSix reported its highest-ever revenue for ammonium sulfate in the third quarter, with granular volume increasing by 20% year-over-year. This achievement was driven by a strong fall fill program and favorable market conditions, marking a significant milestone for the company.</p>
<div class="lb-trans"><p>AdvanSix 报告称第三季度硫酸铵收入创历史新高，颗粒量同比增长 20%。这一成就得益于强劲的秋季填充计划和有利的市场条件，标志着公司取得了重要里程碑。</p>
</div><h2>Successful Plant Turnaround</h2>
<div class="lb-trans"><h2>成功的工厂改造</h2>
</div><p>The company successfully completed its planned plant turnaround in the fourth quarter at the low end of the target range. This accomplishment is expected to enhance operational efficiency, demonstrating AdvanSix’s commitment to maintaining robust operational standards.</p>
<div class="lb-trans"><p>公司在第四季度成功完成了计划中的工厂改造，达到了目标范围的低端。此成就预计将提升运营效率，展示 AdvanSix 对保持强大运营标准的承诺。</p>
</div><h2>Strong Board of Directors Additions</h2>
<div class="lb-trans"><h2>强大的董事会新增成员</h2>
</div><p>AdvanSix strengthened its corporate governance with the addition of Dana O’Brien and Daryl Roberts to its Board of Directors. Both individuals bring deep industry and professional backgrounds, which are expected to benefit the company’s strategic direction.</p>
<div class="lb-trans"><p>AdvanSix 通过将 Dana O’Brien 和 Daryl Roberts 加入董事会来加强其公司治理。这两位个人拥有深厚的行业和专业背景，预计将有利于公司的战略方向。</p>
</div><h2>Sustained Growth Program Progress</h2>
<div class="lb-trans"><h2>持续增长计划进展</h2>
</div><p>The company’s growth program is progressing favorably, tracking roughly 15% below its capital budget. This progress underscores AdvanSix’s strategic investments aimed at sustaining long-term growth.</p>
<div class="lb-trans"><p>公司的增长计划进展良好，资本预算大约低于 15%。这一进展突显了 AdvanSix 在维持长期增长方面的战略投资。</p>
</div><h2>ERP System Upgrade</h2>
<div class="lb-trans"><h2>ERP 系统升级</h2>
</div><p>AdvanSix successfully implemented an upgrade to its enterprise resource planning system. This investment is expected to streamline key processes and enhance management tools, contributing to improved operational efficiency.</p>
<div class="lb-trans"><p>AdvanSix 成功实施了企业资源规划系统的升级。此项投资预计将简化关键流程并增强管理工具，从而提高运营效率。</p>
</div><h2>Nylon Solutions and Chemical Intermediates Demand Softness</h2>
<div class="lb-trans"><h2>尼龙解决方案和化学中间体需求疲软</h2>
</div><p>The company faced a protracted downturn in nylon solutions and demand softness in chemical intermediates. This resulted in moderated production rates and a focus on managing inventory levels to mitigate the impact.</p>
<div class="lb-trans"><p>公司面临尼龙解决方案的长期低迷和化学中间体需求疲软。这导致生产率降低，并专注于管理库存水平以减轻影响。</p>
</div><h2>Electrical Outage and Fire Impact</h2>
<div class="lb-trans"><h2>电力中断和火灾影响</h2>
</div><p>An electrical outage and subsequent fire at the Chesterfield nylon plant negatively impacted operations. The company expects this incident to affect fourth-quarter EBITDA by $7 million to $9 million.</p>
<div class="lb-trans"><p>切斯特菲尔德尼龙工厂的电力中断和随后的火灾对运营产生了负面影响。公司预计此事件将对第四季度 EBITDA 产生 700 万至 900 万美元的影响。</p>
</div><h2>Sales and Earnings Decline</h2>
<div class="lb-trans"><h2>销售和收益下降</h2>
</div><p>AdvanSix experienced a 6% year-over-year decrease in third-quarter sales, with adjusted EBITDA down $28 million from the previous year. This decline was primarily due to reduced acetone price spreads and higher utility costs.</p>
<div class="lb-trans"><p>AdvanSix 第三季度销售同比下降 6%，调整后的 EBITDA 较去年下降 2800 万美元。这一下降主要是由于丙酮价格差降低和公用事业成本上升。</p>
</div><h2>Increased Raw Material Costs</h2>
<div class="lb-trans"><h2>原材料成本上升</h2>
</div><p>Higher raw material input costs, particularly in sulfur and natural gas, are expected to continue impacting AdvanSix’s financial performance. The company is focused on managing these costs to mitigate their effect on profitability.</p>
<div class="lb-trans"><p>原材料输入成本上升，特别是在硫和天然气方面，预计将继续影响 AdvanSix 的财务表现。公司专注于管理这些成本，以减轻其对盈利能力的影响。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指导</h2>
</div><p>Looking ahead, AdvanSix is navigating challenging industry dynamics while maintaining a strategic focus on optimizing operational and commercial performance. Despite a decrease in utilization across their integrated value chain and the impact of the Chesterfield plant incident, the company remains committed to cash management. They plan to reduce 2025 capital expenditures to $120 million to $125 million and anticipate expenditures of $125 million to $135 million in 2026. Additionally, AdvanSix expects a cash tax rate below 10% over the next few years, supported by 45Q carbon tax credits and recent tax legislation.</p>
<div class="lb-trans"><p>展望未来，AdvanSix 正在应对具有挑战性的行业动态，同时保持战略重点，优化运营和商业表现。尽管其综合价值链的利用率下降以及切斯特菲尔德工厂事件的影响，公司仍然致力于现金管理。他们计划将 2025 年的资本支出减少到 1.2 亿至 1.25 亿美元，并预计 2026 年的支出为 1.25 亿至 1.35 亿美元。此外，AdvanSix 预计未来几年现金税率将低于 10%，这得益于 45Q 碳税抵免和近期的税收立法。</p>
</div><p>In summary, AdvanSix’s earnings call reflected a balanced outlook with both achievements and challenges. While the company celebrated record revenues and strategic investments, they also faced demand softness and operational disruptions. Moving forward, AdvanSix is focused on strategic cash management and growth initiatives to navigate the evolving industry landscape.</p>
<div class="lb-trans"><p>总之，AdvanSix 的财报电话会议反映出一种平衡的前景，既有成就也有挑战。尽管公司庆祝了创纪录的收入和战略投资，但他们也面临需求疲软和运营中断。展望未来，AdvanSix 专注于战略现金管理和增长计划，以应对不断变化的行业格局。</p>
</div>

AdvanSix 财报电话会议：情绪复杂与战略行动