Ashland production unit at Calvert City is offline, equipment requires replacement with no impact expected to customer orders
Ashland (NYSE: ASH) announced that a production unit at its Calvert City, Kentucky facility is temporarily offline due to an equipment-related incident. The company expects repairs, including fabrication and installation of new equipment, to be completed during fiscal Q1 2026.
While the site remains partially operational, Ashland does not anticipate any impact on customer deliveries or sales commitments, supported by finished goods inventory and production from unaffected units. The company estimates an Adjusted EBITDA impact of approximately $10 million in fiscal 2026, with minimal impact in fiscal 2025. The next update will be provided during Q4 earnings release.
Ashland (NYSE: ASH) ha comunicato che una unità di produzione del suo impianto di Calvert City, Kentucky è temporaneamente offline a causa di un incidente legato all’attrezzatura. Si prevedono riparazioni, inclusa la fabbricazione e l’installazione di nuove apparecchiature, che dovrebbero essere completate nel primo trimestre dell’esercizio 2026.
Pur rimanendo parzialmente operativo, Ashland non prevede impatti sulle consegne ai clienti o sugli impegni di vendita, supportati dalle scorte di prodotti finiti e dalla produzione delle unità non interessate. L’azienda stima un impatto sull’Adjusted EBITDA di circa 10 milioni di dollari nel 2026, con un impatto minimo nel 2025. Il prossimo aggiornamento sarà fornito durante la comunicazione sui risultati del quarto trimestre.
Ashland (NYSE: ASH) anunció que una unidad de producción en su instalación de Calvert City, Kentucky está fuera de servicio temporalmente debido a un incidente relacionado con el equipo. Se esperan reparaciones, incluida la fabricación e instalación de nuevo equipo, para completarse durante el primer trimestre fiscal de 2026.
Aunque el sitio permanece parcialmente operativo, Ashland no espera impacto en las entregas a clientes ni en los compromisos de ventas, respaldado por el inventario de productos terminados y la producción de las unidades no afectadas. La empresa estima un impacto en el EBITDA ajustado de aproximadamente 10 millones de dólares en 2026, con un impacto mínimo en 2025. El próximo informe se proporcionará durante la publicación de resultados del cuarto trimestre.
Ashland (NYSE: ASH)는 켄터키 주 칼버트 시티에 있는 생산 설비의 장비 관련 사고로 인해 한 생산 유닛이 일시적으로 가동 중단되었다고 발표했다. 수리에는 신규 장비의 제조 및 설치가 포함되며 2026 회계연도 1분기에 완료될 것으로 예상된다.
현장은 부분적으로 작동하고 있지만, Ashland은 고객 납품이나 판매 약정에 영향을 미치지 않을 것으로 보고 있으며, 완제품 재고와 영향을 받지 않은 유닛의 생산이 이를 뒷받침한다. 회사는 2026 회계연도에 조정된 EBITDA 영향이 약 1000만 달러로 추정되며, 2025년에는 미미한 영향을 받을 것으로 예상한다. 다음 업데이트는 4분기 실적 발표 시 제공될 예정이다.
Ashland (NYSE: ASH) a annoncé qu’une unité de production de son établissement de Calvert City, Kentucky est temporairement hors ligne en raison d’un incident lié à l’équipement. Les réparations, y compris la fabrication et l’installation de nouveaux équipements, devraient être achevées au cours du premier trimestre fiscal 2026.
Bien que le site reste partiellement opérationnel, Ashland ne prévoit pas d’impact sur les livraisons aux clients ou sur les engagements de vente, soutenu par l’inventaire de produits finis et la production des unités non affectées. L’entreprise estime un impact sur l’EBITDA ajusté d’environ 10 millions de dollars en 2026, avec un impact minimal en 2025. La prochaine mise à jour sera fournie lors de la publication des résultats du quatrième trimestre.
Ashland (NYSE: ASH) gab bekannt, dass eine Produktionsanlage in Calvert City, Kentucky aufgrund eines zwischenfallbezogenen Vorfalls vorübergehend außer Betrieb ist. Die Reparaturen, einschließlich der Herstellung und Installation neuer Geräte, sollen im ersten Quartal des Geschäftsjahres 2026 abgeschlossen werden.
Obwohl der Standort teilweise betriebsbereit bleibt, geht Ashland nicht von Auswirkungen auf Kundenauslieferungen oder Verkaufsverpflichtungen aus, gestützt durch Fertigwarenbestand und die Produktion der unbetroffenen Einheiten. Das Unternehmen schätzt eine Auswirkung auf das Adjustierte EBITDA von ca. 10 Mio. USD im Geschäftsjahr 2026, mit minimalen Auswirkungen im Geschäftsjahr 2025. Die nächste Mitteilung erfolgt im Rahmen der Q4-Ergebnissveröffentlichung.
أعلنت Ashland (NYSE: ASH) أن وحدة إنتاج في منشآتها ب Calvert City، كنتاكي، خارج الخدمة مؤقتاً بسبب حادث متعلق بالمعدات. وتتوقع الإصلاحات، بما في ذلك التصنيع والتركيب لمعدات جديدة، أن تكتمل خلال الربع الأول من السنة المالية 2026.
بينما يظل الموقع يعمل جزئياً، لا تتوقع الشركة أي تأثير على تسليمات العملاء أو الالتزامات البيعية، مدعوماً بمخزون السلع الجاهزة والإنتاج من الوحدات غير المتأثرة. وتقدر الشركة تأثيراً على EBITDA المعدل بنحو 10 ملايين دولار في السنة المالية 2026، مع تأثير ضئيل في السنة المالية 2025. وستتم التحديثات التالية خلال إعلان الأرباح للربع الرابع.
Ashland (NYSE: ASH)宣布，其在肯塔基州卡尔弗特城的一个生产单元因设备相关事故而暂时停产。公司预计包括新设备的制造和安装在内的修复工作将于2026财年第一季度完成。
尽管现场仍部分运作，Ashland预计不会对客户交货或销售承诺造成影响，已由成品库存和未受影响的生产单元提供支撑。公司估计2026财年的经调整后EBITDA影响约为1000万美元，2025财年影响有限。下次更新将于第四季度业绩发布时提供。
- No impact expected on customer deliveries or sales commitments
- Site remains partially operational with unaffected units continuing production
- Sufficient finished goods inventory to maintain supply chain continuity
- Expected $10 million Adjusted EBITDA impact in fiscal 2026
- Production unit shutdown extends into Q1 2026 due to parts lead time
- Company faces absorption-related inefficiencies and repair costs
Insights
Equipment failure at Ashland's Kentucky plant will cost $10M in 2026 EBITDA but customer orders remain protected by inventory and other production units.
Ashland's announcement reveals a production unit shutdown at its Calvert City, Kentucky facility following an equipment incident that will require complete replacement. The expected repair timeline extends into fiscal Q1 2026, primarily due to long lead times for parts procurement.
Despite this disruption, Ashland has structured its response effectively. The company has explicitly stated no anticipated impact on customer deliveries or sales commitments, leveraging its finished goods inventory and maintaining production from unaffected units. This inventory management approach typically indicates robust supply chain planning.
The financial implications are clearly quantified: minimal Adjusted EBITDA impact for fiscal 2025, with approximately
The company's emphasis on its "integrated network" suggests they're implementing cross-facility coordination to maintain operational continuity. This adaptive approach to production scheduling across multiple facilities is a standard mitigation strategy following partial facility outages.
The confined nature of the damage to upstream operations, with the site remaining partially operational, indicates the incident hasn't compromised the facility's core manufacturing capabilities. Ashland's planned update during the Q4 earnings release provides appropriate transparency for stakeholders monitoring the situation.
Primary impact includes absorption-related inefficiencies and repair costs
Wilmington, Del., Sept. 30, 2025 (GLOBE NEWSWIRE) -- Ashland Inc. (NYSE: ASH) today announced that a production unit at its Calvert City, Kentucky manufacturing facility is currently offline following an equipment-related incident that occurred earlier this month.
The affected unit was safely shut down for repairs and fabrication and installation of new equipment will be required to restore full functionality. Based on current assessments, repairs are expected to be completed during fiscal Q1 2026, primarily due to the lead time required for sourcing parts.
The damage and repair activities are confined to Ashland’s upstream operations. While a production unit will be temporarily shut down during the repair period, the site remains partially operational. Ashland does not anticipate any impact on customer deliveries or sales commitments during the outage period, supported by finished goods inventory and ongoing production from unaffected units.
The company expects the primary impact to be operational in nature, including repair costs and absorption-related inefficiencies. Ashland is actively coordinating production and inventory across its integrated network to support efficient operations and optimize working capital. Ashland currently estimates the Adjusted EBITDA impact to be minimal in fiscal 2025 with a carryover impact of approximately
Ashland expects to provide its next update on the status of repairs and operational impact during its Q4 earnings release.
About Ashland
Ashland Inc. (NYSE: ASH) is a global additives and specialty ingredients company with a conscious and proactive mindset for environmental, social and governance (ESG). The company serves customers in a wide range of consumer and industrial markets, including architectural coatings, construction, energy, food and beverage, personal care and pharmaceutical. Approximately 2,960 passionate, tenacious solvers – from renowned scientists and research chemists to talented engineers and plant operators – thrive on developing practical, innovative and elegant solutions to complex problems for customers in more than 100 countries. Visit ashland.com and ashland.com/ESG to learn more.
Forward-Looking Statements
This news release contains forward-looking statements within the meaning of Section 27A of the Securities Act of 1933, as amended and Section 21E of the Securities Exchange Act of 1934, as amended. Ashland has identified some of these forward-looking statements with words such as “anticipates,” “believes,” “expects,” “estimates,” “is likely,” “predicts,” “projects,” “forecasts,” “objectives,” “may,” “will,” “should,” “plans” and “intends” and the negative of these words or other comparable terminology. Ashland may from time to time make forward-looking statements in its annual reports, quarterly reports and other filings with the U.S. Securities and Exchange Commission (“SEC”), news releases and other written and oral communications. These forward-looking statements are based on Ashland’s expectations and assumptions, as of the date such statements are made, regarding Ashland’s future operating performance, financial, operating cash flow and liquidity, as well as the economy and other future events or circumstances. These statements include, but are not limited to, Ashland's expectations regarding the equipment incident, including operational impacts, financial impacts, effects on customer deliveries and sales during the outage, and plans to report repair status and operational impact in the Q4 earnings release.
Ashland’s expectations and assumptions include, without limitation, internal forecasts and analyses of current and future market conditions and trends, management plans and strategies, operating efficiencies and economic conditions (such as prices, supply and demand, cost of raw materials, and the ability to recover raw-material cost increases through price increases), and risks and uncertainties associated with the following: severe weather, natural disasters, public health crises, cyber events and legal proceedings and claims (including product recalls, and environmental and asbestos matters); and, without limitation, risks and uncertainties affecting Ashland that are described in Ashland’s most recent Annual Report of Form 10-K (including Item 1A Risk Factors) filed with the SEC, which is available on Ashland’s website at http://investor.ashland.com or on the SEC’s website at http://www.sec.gov. Various risks and uncertainties may cause actual results to differ materially from those stated, projected or implied by any forward-looking statements. Ashland believes its expectations and assumptions are reasonable, but there can be no assurance that the expectations reflected herein will be achieved. Unless legally required, Ashland undertakes no obligation to update any forward-looking statements made in this news release whether as a result of new information, future events or otherwise.
™ Trademark, Ashland or its subsidiaries, registered in various countries.
FOR FURTHER INFORMATION:
| Investor Relations: | Media Relations: |
| William C. Whitaker | Carolmarie C. Brown |
| +1 (614) 790-2095 | +1 (302) 995-3158 |
| wcwhitaker@ashland.com | ccbrown@ashland.com |
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FAQ
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