IOSP at a glance
INNOSPEC INC. (IOSP, SEC CIK 1054905) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), INNOSPEC INC. (IOSP) reported revenue of $1.8 billion (down 3.7% from FY2024) and net income of $116.6 million. Diluted EPS was $4.67.
- As of June 30, 2026, 29 institutional investment managers tracked by SignalX reported holding INNOSPEC INC. (IOSP) shares worth $1.1 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Poccia Claudia on February 27, 2026 of 57 shares at $76.30 per share.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $1.8B
- −3.7% vs prior year
- Insiders · 90 days
- 0 buys · 0 sells
- No open-market trades
- 13F holders
- 29 funds
- $1.1B · −2 vs prior quarter
- Latest 8-K
- Aug 5, 2026
- Item 2.02
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Specialty chemicals for Performance Chemicals, Fuel Specialties, and Oilfield Services segments globally
- New product emphasis: Innovations in mild surfactants, detergents, cold flow improvers, friction modifiers, biocides, and drilling mud additives
- Strategic focus: Expanding geographical footprint and pursuing acquisitions to extend technology base and product portfolio
- Notable metric: R&D spend $51.0M in 2025, down from $56.5M in 2024, supporting new technology development across segments
- Unique fact: Only global producer of tetra ethyl lead for aviation gasoline marketed as AvGas
Risk Factors
- Regulatory risk from U.S. EPA and FAA leaded AvGas phase-out by 2030 risks loss of AvGas income
- Geopolitical risk from operations in Middle East, Asia-Pacific, Eastern Europe, Latin America with political instability and trade restrictions
- Operational risk from ongoing multi-year ERP system implementation risking cost overruns, delays, business disruption
- Competitive risk from larger competitors with better resources and emerging electric/hybrid vehicle technologies reducing gasoline/diesel demand
- Key-person risk from dependence on senior management and technical staff affecting business continuity if lost
Management Discussion & Analysis
- Revenue $1.778B, down 4% YoY; Performance Chemicals up $27.7M (4%), Fuel Specialties flat, Oilfield Services down $95.5M (19%)
- Operating income $129.5M vs $177.9M, operating margin 7.3% vs 9.6%; Fuel Specialties best: $144.8M (+12%), Oilfield Services worst: $23.3M (-40%)
- Gross margin down 1.7 points to 27.7%; Performance Chemicals margin 17.9% vs 22.7%, Fuel Specialties margin up to 36.0% vs 34.2%, Oilfield Services margin down to 29.9% vs 31.5%
- Cash from operations after capex $63.9M; ended year with $292.5M cash and no debt; dividends up 10% to $1.71/share; repurchased 264K shares for $23.9M
- 2026 outlook: focus on Performance Chemicals margin recovery, Oilfield Services income growth from Middle East and DRA expansion; Latin America activity not expected to resume
AI summary of the IOSP 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Risk Factors
- No Risk Factors section provided in the submitted excerpt
- New $75 million repurchase authorization replacing prior $50 million program
- $15.2 million remaining under repurchase plans as of April 30, 2026
- 87,089 shares repurchased during the quarter at an average $73.8 per share
AI summary of the IOSP 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 2.02: Results of Operations and Financial Condition
- Fiscal quarter ended June 30, 2026 results announced on August 4, 2026
- Financial figures and management commentary contained in the accompanying press release
Item EX-99.1: Item EX-99.1
- Q2 revenue $491.4M, up 12%, with operating income $39.7M, up 16%, signaling broad-based operating momentum
- GAAP EPS $1.25 versus $0.94; adjusted EPS $1.27 versus $1.26, indicating special items drove much of reported EPS improvement
Item 5.02: Departure/Appointment of Directors or Principal Officers
- Board expanded from 7 to 8 directors, increasing governance capacity
- Shelley Bausch appointed Class II director effective July 1, 2026, through 2027 annual meeting
Item 5.07: Submission of Matters to a Vote of Security Holders
- 22,661,185 shares represented, approximately 91% of shares entitled to vote, indicating strong shareholder participation
- Class I directors Elizabeth K. Arnold and Claudia P. Poccia re-elected, preserving board continuity
AI summaries of IOSP 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for IOSP
Don't miss the next IOSP filing
- Alerts as it files. A push when IOSP files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut IOSP, by share count.
- Ask anything. An AI agent that reads every IOSP filing and answers with sources.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| BARNES CORBIN | A | Oct 1, 2026 | 2,642 | - |
| Cleminson Ian | A | Oct 1, 2026 | 4,792 | - |
| GRIFFIN HARDY LOUIS III | A | Oct 1, 2026 | 2,685 | - |
| MCROBBIE IAN MALCOLM | A | Oct 1, 2026 | 3,164 | - |
| Williams Patrick | A | Oct 1, 2026 | 22,203 | - |
| Jones David B. | A | Oct 1, 2026 | 3,188 | - |
| Poccia Claudia | Sell | Feb 27, 2026 | 57 | $76.30 |
| LANDLESS DAVID | Sell | Feb 27, 2026 | 307 | $76.79 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $1.8B | $1.8B |
| Gross Profit | $591.1M | $542.9M | $492.4M |
| Operating Income | - | $177.9M | $129.5M |
| Net Income | $139.1M | $35.6M | $116.6M |
| Gross Margin | - | 29.4% | 27.7% |
| Op. Margin | - | 9.6% | 7.3% |
| Net Margin | - | 1.9% | 6.6% |
| Balance Sheet | |||
| Total Assets | $1.7B | $1.7B | $1.8B |
| Equity | - | $1.2B | $1.3B |
| ROE | - | 2.9% | 8.8% |
| Per Share | |||
| EPS | $5.56 | $1.42 | $4.67 |
| Cash Flow | |||
| Operating CF | - | $184.5M | $138.3M |
Source: XBRL data in INNOSPEC INC. (IOSP)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate IOSP share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 29 | $1.11B |
| Q1 2026 | 31 | $951.5M |
| Q4 2025 | 28 | $999.6M |
| Q3 2025 | 29 | $1.01B |
| Q2 2025 | 30 | $1.06B |
| Q1 2025 | 28 | $807.6M |
| Q4 2024 | 24 | $803.8M |
| Q3 2024 | 21 | $445.3M |
- BlackRock+502.3K (+13%)
- AQR Capital Management+170.5K (+55%)
- Goldman Sachs Group+170.2K (+35%)
- Renaissance Technologies LLC+66.1K (+56%)
- Dimensional Fund Advisors+62.9K (+5%)
- Citadel Advisors LLC−122.3K (-55%)
- D.E. Shaw & Co−121.0K (-42%)
- JPMorgan Chase & Co−55.5K (-13%)
- Bank of America Corp−55.0K (-19%)
- Two Sigma Investments−24.3K (-4%)
- Blackstone Group+19.2K
Source: 13F-HR filings on SEC EDGAR (aggregated from 220 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
IOSP filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| SC 13G | Jul 14, 2026 | - | - | |
| 8-K | Jun 4, 2026 | - | Analysis | |
| 8-K | May 13, 2026 | - | Analysis | |
| 10-Q | May 8, 2026 | Mar 31, 2026 | Analysis | |
| 8-K | May 8, 2026 | - | Analysis | |
| SC 13G | Apr 30, 2026 | - | - | |
| SC 13G | Apr 29, 2026 | - | - | |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 6, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Mar 3, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
| 4 | Feb 25, 2026 | - | - | - |
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IOSP SEC filings: frequently asked questions
Which institutions hold IOSP stock?
As of June 30, 2026, the largest INNOSPEC INC. (IOSP) holders among the 13F filers tracked by SignalX were BlackRock ($356.6 million), Vanguard Portfolio Management LLC ($153.4 million), Dimensional Fund Advisors ($106.2 million), Vanguard Capital Management LLC ($90.2 million), State Street Corp ($81.1 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was IOSP's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), INNOSPEC INC. (IOSP) reported revenue of $1.8 billion (down 3.7% from FY2024) and net income of $116.6 million. Diluted EPS was $4.67. The figures come from the XBRL data in the 10-K.
What are the main risks in IOSP's latest 10-K?
In the 10-K filed February 18, 2026, INNOSPEC INC. (IOSP) flagged: Regulatory risk from U.S. EPA and FAA leaded AvGas phase-out by 2030 risks loss of AvGas income. Geopolitical risk from operations in Middle East, Asia-Pacific, Eastern Europe, Latin America with political instability and trade restrictions. (AI summary of the Risk Factors section.)
What did IOSP report in its latest 8-K?
INNOSPEC INC. (IOSP) filed an 8-K on August 5, 2026 reporting Item 2.02 (Results of Operations and Financial Condition). Fiscal quarter ended June 30, 2026 results announced on August 4, 2026.
What are the latest IOSP SEC filings?
INNOSPEC INC. (IOSP) filed its latest 10-K annual report on February 18, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on August 5, 2026 and a Form 4 insider filing on October 5, 2026.
What is IOSP's SEC CIK number?
INNOSPEC INC. (IOSP)'s SEC Central Index Key (CIK) is 1054905. EDGAR lists every IOSP filing under that number.
Ask anything about IOSP
The research agent reads IOSP's filings, financials, insider trades and 13F holders, then answers with sources.