<p>AdvanSix ((ASIX)) 舉行了第三季度財報電話會議。以下是會議的主要亮點。</p>
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<p>AdvanSix 最近的財報電話會議呈現出複雜的情緒，突出了成就與挑戰。在積極方面，公司慶祝了創紀錄的硫酸銨收入和成功的工廠改造。然而，他們也面臨着重大障礙，包括關鍵領域需求疲軟、運營中斷和原材料成本上升。AdvanSix 仍然專注於通過嚴格的現金管理和戰略增長計劃來應對這些挑戰。</p>
<h2>創紀錄的硫酸銨收入</h2>
<p>AdvanSix 報告稱第三季度硫酸銨收入創歷史新高，顆粒量同比增長 20%。這一成就得益於強勁的秋季填充計劃和有利的市場條件，標誌着公司取得了重要里程碑。</p>
<h2>成功的工廠改造</h2>
<p>公司在第四季度成功完成了計劃中的工廠改造，達到了目標範圍的低端。此成就預計將提升運營效率，展示 AdvanSix 對保持強大運營標準的承諾。</p>
<h2>強大的董事會新增成員</h2>
<p>AdvanSix 通過將 Dana O’Brien 和 Daryl Roberts 加入董事會來加強其公司治理。這兩位個人擁有深厚的行業和專業背景，預計將有利於公司的戰略方向。</p>
<h2>持續增長計劃進展</h2>
<p>公司的增長計劃進展良好，資本預算大約低於 15%。這一進展突顯了 AdvanSix 在維持長期增長方面的戰略投資。</p>
<h2>ERP 系統升級</h2>
<p>AdvanSix 成功實施了企業資源規劃系統的升級。此項投資預計將簡化關鍵流程並增強管理工具，從而提高運營效率。</p>
<h2>尼龍解決方案和化學中間體需求疲軟</h2>
<p>公司面臨尼龍解決方案的長期低迷和化學中間體需求疲軟。這導致生產率降低，並專注於管理庫存水平以減輕影響。</p>
<h2>電力中斷和火災影響</h2>
<p>切斯特菲爾德尼龍工廠的電力中斷和隨後的火災對運營產生了負面影響。公司預計此事件將對第四季度 EBITDA 產生 700 萬至 900 萬美元的影響。</p>
<h2>銷售和收益下降</h2>
<p>AdvanSix 第三季度銷售同比下降 6%，調整後的 EBITDA 較去年下降 2800 萬美元。這一下降主要是由於丙酮價格差降低和公用事業成本上升。</p>
<h2>原材料成本上升</h2>
<p>原材料輸入成本上升，特別是在硫和天然氣方面，預計將繼續影響 AdvanSix 的財務表現。公司專注於管理這些成本，以減輕其對盈利能力的影響。</p>
<h2>前瞻性指導</h2>
<p>展望未來，AdvanSix 正在應對具有挑戰性的行業動態，同時保持戰略重點，優化運營和商業表現。儘管其綜合價值鏈的利用率下降以及切斯特菲爾德工廠事件的影響，公司仍然致力於現金管理。他們計劃將 2025 年的資本支出減少到 1.2 億至 1.25 億美元，並預計 2026 年的支出為 1.25 億至 1.35 億美元。此外，AdvanSix 預計未來幾年現金税率將低於 10%，這得益於 45Q 碳税抵免和近期的税收立法。</p>
<p>總之，AdvanSix 的財報電話會議反映出一種平衡的前景，既有成就也有挑戰。儘管公司慶祝了創紀錄的收入和戰略投資，但他們也面臨需求疲軟和運營中斷。展望未來，AdvanSix 專注於戰略現金管理和增長計劃，以應對不斷變化的行業格局。</p>

ASIX

<p>AdvanSix 第三季度的財報電話會議透露了混合的情緒，慶祝了創紀錄的硫酸銨收入和成功的工廠轉型，同時面臨需求疲軟、運營中斷和原材料成本上升等挑戰。公司報告銷售額下降 6%，調整後的息税折舊攤銷前利潤（EBITDA）同比減少 2800 萬美元。切斯特菲爾德工廠的電力中斷預計將對第四季度的 EBITDA 產生 700 萬至 900 萬美元的影響。展望未來，AdvanSix 計劃減少資本支出，並保持現金税率低於 10%，儘管面臨行業挑戰，仍將專注於戰略性增長</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)) 舉行了第三季度財報電話會議。以下是會議的主要亮點。</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 最近的財報電話會議呈現出複雜的情緒，突出了成就與挑戰。在積極方面，公司慶祝了創紀錄的硫酸銨收入和成功的工廠改造。然而，他們也面臨着重大障礙，包括關鍵領域需求疲軟、運營中斷和原材料成本上升。AdvanSix 仍然專注於通過嚴格的現金管理和戰略增長計劃來應對這些挑戰。</p>
</div><h2>Record Ammonium Sulfate Revenue</h2>
<div class="lb-trans"><h2>創紀錄的硫酸銨收入</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 報告稱第三季度硫酸銨收入創歷史新高，顆粒量同比增長 20%。這一成就得益於強勁的秋季填充計劃和有利的市場條件，標誌着公司取得了重要里程碑。</p>
</div><h2>Successful Plant Turnaround</h2>
<div class="lb-trans"><h2>成功的工廠改造</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計劃中的工廠改造，達到了目標範圍的低端。此成就預計將提升運營效率，展示 AdvanSix 對保持強大運營標準的承諾。</p>
</div><h2>Strong Board of Directors Additions</h2>
<div class="lb-trans"><h2>強大的董事會新增成員</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 通過將 Dana O’Brien 和 Daryl Roberts 加入董事會來加強其公司治理。這兩位個人擁有深厚的行業和專業背景，預計將有利於公司的戰略方向。</p>
</div><h2>Sustained Growth Program Progress</h2>
<div class="lb-trans"><h2>持續增長計劃進展</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>公司的增長計劃進展良好，資本預算大約低於 15%。這一進展突顯了 AdvanSix 在維持長期增長方面的戰略投資。</p>
</div><h2>ERP System Upgrade</h2>
<div class="lb-trans"><h2>ERP 系統升級</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 成功實施了企業資源規劃系統的升級。此項投資預計將簡化關鍵流程並增強管理工具，從而提高運營效率。</p>
</div><h2>Nylon Solutions and Chemical Intermediates Demand Softness</h2>
<div class="lb-trans"><h2>尼龍解決方案和化學中間體需求疲軟</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>公司面臨尼龍解決方案的長期低迷和化學中間體需求疲軟。這導致生產率降低，並專注於管理庫存水平以減輕影響。</p>
</div><h2>Electrical Outage and Fire Impact</h2>
<div class="lb-trans"><h2>電力中斷和火災影響</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>切斯特菲爾德尼龍工廠的電力中斷和隨後的火災對運營產生了負面影響。公司預計此事件將對第四季度 EBITDA 產生 700 萬至 900 萬美元的影響。</p>
</div><h2>Sales and Earnings Decline</h2>
<div class="lb-trans"><h2>銷售和收益下降</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 第三季度銷售同比下降 6%，調整後的 EBITDA 較去年下降 2800 萬美元。這一下降主要是由於丙酮價格差降低和公用事業成本上升。</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>原材料輸入成本上升，特別是在硫和天然氣方面，預計將繼續影響 AdvanSix 的財務表現。公司專注於管理這些成本，以減輕其對盈利能力的影響。</p>
</div><h2>Forward-Looking Guidance</h2>
<div class="lb-trans"><h2>前瞻性指導</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>展望未來，AdvanSix 正在應對具有挑戰性的行業動態，同時保持戰略重點，優化運營和商業表現。儘管其綜合價值鏈的利用率下降以及切斯特菲爾德工廠事件的影響，公司仍然致力於現金管理。他們計劃將 2025 年的資本支出減少到 1.2 億至 1.25 億美元，並預計 2026 年的支出為 1.25 億至 1.35 億美元。此外，AdvanSix 預計未來幾年現金税率將低於 10%，這得益於 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>總之，AdvanSix 的財報電話會議反映出一種平衡的前景，既有成就也有挑戰。儘管公司慶祝了創紀錄的收入和戰略投資，但他們也面臨需求疲軟和運營中斷。展望未來，AdvanSix 專注於戰略現金管理和增長計劃，以應對不斷變化的行業格局。</p>
</div>

AdvanSix 財報電話會議：情緒複雜與戰略行動