AMERICAN VANGUARD CORP
AVD · Agricultural Chemicals · 28.6M shares · -1%/yr ↓ buyback · EDGAR filings ↗
Net buyback after stock comp: $9M (gross $16M, SBC $6M)
Reference price $2.50 · est. market cap ~$72M — last insider purchase, 2026-06-03 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
D47Loss-making ag-chemical maker improving operationally but burdened by negative returns and heavy regulatory/litigation overhang.
Strengths
- Gross margin recovered to 29% (from 22%) on procurement/cost initiatives; net loss narrowed sharply to $49.9M from $126M
- Adequate current ratio (1.8, 70th pct)
Risks
- Negative profitability (net margin -9.7%, ROA -8.4%, interest coverage -1.5x) and negative operating cash flow
- Significant litigation/regulatory exposure (DCPA cancellation, organophosphate tolerance reviews) and ~$195M debt amid an ag downturn
Notable findings
- No interest coverageInterest coverage -1.53 (cannot cover interest)
- Net lossNet loss (net margin -9.7%)
- Exec changeRecent 8-K item 5.02 8-K ↗
- Customer concentration~78% of revenue from one customer/distributor — 2024 (78% of net sales)
- Insider buyingInsider buying — 4 open-market buy(s) by 2 insider(s) (cluster of 2 insiders, ~$197,400, last 6mo) Form 4 ↗
- Revenue declineRevenue -18.0% YoY
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Gross margin
28.6%
Operating margin
-5.5%
Net margin
-9.7%
Return on assets
-8.4%
Revenue growth (QoQ)
-18.0%
Interest coverage
-1.5×
Current ratio
1.8×
EBITDA
-$23M
Stock comp / revenue
0.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-04 | Angelini Marisol | Grant | 32K | — |
| 2026-06-04 | ROSENBLOOM KEITH M | Grant | 32K | — |
| 2026-06-04 | McDougal Rubin J | Grant | 32K | — |
| 2026-06-04 | Gottschalk Patrick E | Grant | 32K | — |
| 2026-06-04 | Macicek Steven D | Grant | 32K | — |
| 2026-06-04 | Bassett Mark R | Grant | 32K | — |
| 2026-06-03 | Kaye Douglas | Buy | 5.0K | $2.50 |
| 2026-05-19 | Gottschalk Patrick E | Buy | 25K | $2.70 |
| 2026-05-13 | Gottschalk Patrick E | Buy | 20K | $2.95 |
| 2026-05-12 | Gottschalk Patrick E | Buy | 20K | $2.92 |
| 2026-01-29 | Kaye Douglas | I | 4.8K | $3.26 |
| 2025-11-26 | Bassett Mark R | Other | 24K | — |
| 2025-11-26 | Gottschalk Patrick E | Other | 47K | — |
| 2025-11-26 | ROSENBLOOM KEITH M | Other | 218K | — |
| 2025-09-04 | Eilers Peter | Sell | 6.0K | $5.35 |
| 2025-08-07 | ROSENBLOOM KEITH M | Grant | 18K | — |
| 2025-08-07 | Bassett Mark R | Grant | 18K | — |
| 2025-08-07 | Tiu de Mino Carmen | Grant | 18K | — |
| 2025-08-07 | Angelini Marisol | Grant | 18K | — |
| 2025-08-07 | Gunter Emer | Grant | 8.8K | — |
| 2025-08-07 | Macicek Steven D | Grant | 18K | — |
| 2025-08-07 | Baskin Scott | Grant | 8.8K | — |
| 2025-08-07 | Gottschalk Patrick E | Grant | 18K | — |
| 2025-06-11 | Kaye Douglas | Buy | 2.0K | $4.67 |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
| Date | Items | |
|---|---|---|
| 2026-06-08 | Exec/director changeShareholder voteOtherExhibits | filing ↗ |
| 2026-04-15 | Exec/director change | filing ↗ |
| 2026-03-19 | Material agreement1.02Debt obligationExhibits | filing ↗ |
| 2026-03-18 | ResultsExhibits | filing ↗ |
| 2025-11-12 | ResultsReg FDExhibits | filing ↗ |
| 2025-08-19 | Material agreementDebt obligationReg FDExhibits | filing ↗ |
| 2025-08-01 | ResultsReg FDExhibits | filing ↗ |
| 2025-07-07 | Shareholder voteOtherExhibits | filing ↗ |
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 8-K | 2026-06-08 | 2026-06-04 | 0001193125-26-261680 ↗ |
| 10-Q | 2026-05-06 | 2026-03-31 | 0001193125-26-209203 ↗ |
| 8-K | 2026-04-15 | 2026-04-10 | 0001193125-26-157085 ↗ |
| 8-K | 2026-03-19 | 2026-03-13 | 0001193125-26-115049 ↗ |
| 8-K | 2026-03-18 | 2026-03-16 | 0001193125-26-114235 ↗ |
| 10-K | 2026-03-16 | 2025-12-31 | 0001193125-26-108593 ↗ |
| 8-K | 2025-11-12 | 2025-11-10 | 0001193125-25-275907 ↗ |
| 10-Q | 2025-11-10 | 2025-09-30 | 0001193125-25-273381 ↗ |
| 8-K | 2025-08-19 | 2025-08-18 | 0001193125-25-183463 ↗ |
| 8-K | 2025-08-01 | 2025-07-31 | 0001193125-25-171673 ↗ |
| 10-Q | 2025-07-31 | 2025-06-30 | 0000950170-25-100730 ↗ |
| 8-K | 2025-07-07 | 2025-07-02 | 0001193125-25-156193 ↗ |