INNOSPEC INC.

IOSP · Chemicals & Allied Products · 24.6M shares · +0%/yr ↑ shares · EDGAR filings ↗

Net buyback after stock comp: -$7M (gross $1M, SBC $8M)

Reference price $75.64 · est. market cap ~$1.9B — last insider sale, 2026-03-03 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)

Grade

B71

Diversified specialty-chemicals firm with a debt-free balance sheet and strong Fuel Specialties, offset by weaker chemicals/oilfield.

Strengths

No debt, $292M cash, current ratio 73rd pct — significant balance-sheet flexibility
Operating margin 72nd pct with disciplined pricing and consistent Fuel Specialties growth

Risks

Performance Chemicals margin compression and Oilfield revenue down 19%/income down 40%
Sparse metric set and exposure to volatile end-markets and FX

Notable findings

Exec changeRecent 8-K item 5.02 8-K ↗
Strong balance sheetStrong balance sheet — $292M cash & investments
Insider sellingInsider selling — 18 open-market sale(s) by 6 insider(s) (cluster of 6 insiders, ~$901,821, last 6mo) Form 4 ↗

Quarterly revenue

2025-06-30 · $440M2025-09-30 · $442M2025-12-31 · $456M2026-03-31 · $453M

Last 4 quarters · from SEC filings.

Key metrics

Gross margin

27.7%

Operating margin

7.3%

Net margin

6.6%

Return on equity

8.8%

Return on assets

6.4%

Revenue growth (QoQ)

-0.5%

Current ratio

2.8×

EBITDA

$173M

Tangible book value

$859M

Cash & investments

$292M

Stock comp / revenue

0.5%

Insider transactions · last 18 months

Date	Insider	Type	Shares	Price
2026-03-03	Jones David B.	Sell	1.0K	$75.64
2026-02-27	Blackmore Milton C	Sell	287	$76.30
2026-02-27	Blackmore Milton C	Sell	307	$76.79
2026-02-27	PADFIELD Larry	Sell	287	$76.30
2026-02-27	PADFIELD Larry	Sell	307	$76.79
2026-02-27	Poccia Claudia	Sell	57	$76.30
2026-02-27	Poccia Claudia	Sell	62	$76.79
2026-02-27	LANDLESS DAVID	Sell	287	$76.30
2026-02-27	LANDLESS DAVID	Sell	307	$76.79
2026-02-27	Cleminson Ian	Sell	1.1K	$76.30
2026-02-27	Cleminson Ian	Sell	1.2K	$76.79
2026-02-27	Blackmore Milton C	Sell	594	$76.56
2026-02-27	PADFIELD Larry	Sell	594	$76.56
2026-02-27	Poccia Claudia	Sell	119	$76.56
2026-02-27	GRIFFIN HARDY LOUIS III	Tax withheld	401	$78.34
2026-02-27	LANDLESS DAVID	Sell	594	$76.56
2026-02-27	Jones David B.	Tax withheld	875	$78.34
2026-02-27	BARNES CORBIN	Tax withheld	166	$78.34
2026-02-27	Williams Patrick	Tax withheld	8.0K	$78.34
2026-02-27	Cleminson Ian	Sell	2.4K	$76.56
2026-02-23	PADFIELD Larry	Grant	1.5K	—
2026-02-23	BARNES CORBIN	Grant	2.5K	—
2026-02-23	GRIFFIN HARDY LOUIS III	Grant	2.5K	—
2026-02-23	Cleminson Ian	Grant	4.5K	—
2026-02-23	Williams Patrick	Grant	21K	—
2026-02-23	Jones David B.	Grant	3.0K	—
2026-02-23	Arnold Elizabeth K	Grant	1.5K	—
2026-02-23	PARRETTE LESLIE J	Grant	1.5K	—
2026-02-23	LANDLESS DAVID	Grant	1.5K	—
2026-02-23	Poccia Claudia	Grant	1.5K	—
2026-02-23	Blackmore Milton C	Grant	1.5K	—
2026-02-20	Blackmore Milton C	Sell	1.0K	$81.84
2026-02-20	PADFIELD Larry	Sell	1.0K	$81.84
2026-02-20	PADFIELD Larry	Option exercise	1.0K	$44.18
2026-02-20	Blackmore Milton C	Option exercise	1.0K	$44.18
2026-02-16	Cleminson Ian	Grant	2.4K	—
2026-02-16	BARNES CORBIN	Grant	1.7K	—
2026-02-16	GRIFFIN HARDY LOUIS III	Grant	1.3K	—
2026-02-16	Williams Patrick	Grant	19K	—
2026-02-16	Jones David B.	Grant	1.9K	—
2025-11-14	PARRETTE LESLIE J	Buy	340	$74.09
2025-05-13	PARRETTE LESLIE J	Sell	270	$90.60
2025-05-13	BARNES CORBIN	Tax withheld	740	$91.53
2025-05-13	PARRETTE LESLIE J	Sell	176	$90.68
2025-05-13	GRIFFIN HARDY LOUIS III	Tax withheld	600	$91.53
2025-03-03	Cleminson Ian	Sell	4.3K	$100.98
2025-03-03	Williams Patrick	Tax withheld	13K	$103.66
2025-02-24	PADFIELD Larry	Grant	1.2K	—
2025-02-24	Poccia Claudia	Grant	1.2K	—
2025-02-24	LANDLESS DAVID	Grant	1.2K	—
2025-02-24	Blackmore Milton C	Grant	1.2K	—
2025-02-24	Arnold Elizabeth K	Grant	1.2K	—
2025-02-24	Cleminson Ian	Grant	2.9K	—
2025-02-24	Williams Patrick	Grant	15K	—
2025-02-24	Jones David B.	Grant	2.0K	—
2025-02-24	BARNES CORBIN	Option exercise	598	$99.68
2025-02-24	BARNES CORBIN	Sell	598	$103.06
2025-02-24	BARNES CORBIN	Grant	1.7K	—
2025-02-24	GRIFFIN HARDY LOUIS III	Grant	1.7K	—
2025-02-24	PARRETTE LESLIE J	Grant	1.2K	—
2025-02-21	Jones David B.	Sell	3.1K	$103.30
2025-02-21	BARNES CORBIN	Option exercise	200	$99.68
2025-02-21	BARNES CORBIN	Disposition	200	$101.99
2025-02-21	GRIFFIN HARDY LOUIS III	Option exercise	121	$99.68
2025-02-21	GRIFFIN HARDY LOUIS III	Disposition	121	$101.99
2025-02-21	Cleminson Ian	Grant	4.3K	—
2025-02-21	Williams Patrick	Grant	30K	—
2025-02-21	PADFIELD Larry	Sell	196	$103.30
2025-02-21	GRIFFIN HARDY LOUIS III	Grant	1.6K	—
2025-02-21	GRIFFIN HARDY LOUIS III	Tax withheld	488	$105.07
2025-02-21	LANDLESS DAVID	Tax withheld	306	$105.07
2025-02-21	BOON PHILIP JOHN	Grant	3.8K	—
2025-02-21	BOON PHILIP JOHN	Sell	3.8K	$103.30
2025-02-21	BARNES CORBIN	Grant	2.7K	—
2025-02-21	BARNES CORBIN	Sell	2.7K	$103.30
2025-02-21	Jones David B.	Grant	3.1K	—
2025-02-21	Blackmore Milton C	Sell	652	$103.30

All non-derivative Form 4 activity (SEC), newest first.

Notable events (8-K)

Date	Items
2026-06-04	Exec/director change	filing ↗
2026-05-13	Shareholder vote	filing ↗
2026-05-08	ResultsReg FDExhibits	filing ↗
2026-02-18	ResultsExhibits	filing ↗
2025-11-05	ResultsReg FDExhibits	filing ↗
2025-08-06	ResultsExhibits	filing ↗
2025-05-14	Shareholder vote	filing ↗
2025-05-09	ResultsReg FDExhibits	filing ↗

Recent filings

Form	Filed	Period	Accession
8-K	2026-06-04	2026-06-02	0001193125-26-257531 ↗
8-K	2026-05-13	2026-05-08	0001193125-26-220407 ↗
8-K	2026-05-08	2026-05-07	0001193125-26-213160 ↗
10-Q	2026-05-08	2026-03-31	0001193125-26-213510 ↗
10-K	2026-02-18	2025-12-31	0001193125-26-056502 ↗
8-K	2026-02-18	2026-02-17	0001193125-26-055921 ↗
10-Q	2025-11-05	2025-09-30	0001193125-25-266077 ↗
8-K	2025-11-05	2025-11-04	0001193125-25-265585 ↗
8-K	2025-08-06	2025-08-05	0001193125-25-173932 ↗
10-Q	2025-08-06	2025-06-30	0000950170-25-103628 ↗
8-K	2025-05-14	2025-05-09	0001193125-25-119308 ↗
10-Q	2025-05-09	2025-03-31	0000950170-25-067608 ↗