AdvanSix Inc.

Good morning and welcome to the Advanced 6th Second Quarter 2025 earnings conference call. All participants will be in listen-only mode. Should you need assistance, please signal a conference specialist by pressing the star key followed by zero. After today's presentation, there will be an opportunity to ask questions. To ask a question, you may press star, then one on a touchtone phone. To withdraw your question, please press star, then two. Please note this event is being recorded. I would now like to turn the conference over to Adam Kressel, Vice President of Investor Relations and Treasurer. Please go ahead.

Thank you, Wyatt. Good morning and welcome to Advanced 6th Second Quarter 2025 earnings conference call. With me here today are President and CEO Aaron Cain and Interim CFO Chris Graham. This call and webcast, including any non-GAF reconciliations, are available on our website at .advancix.com. Note that elements of this presentation contain forward-looking statements that are based on our best view of the world and of our business as we see it today. Those elements can change and the actual results could differ materially from those projected, and we ask that you consider them in that light. We refer you to the forward-looking statements included in our press release and earnings presentation. In addition, we identify the principal risks and uncertainties that affect our performance in our SEC filings, including our annual report on Form 10K as further updated in subsequent filings with the SEC. This morning we will review our financial results for the second quarter 2025 and share our outlook for our key product lines and end markets. Finally, we'll leave time for your questions at the end. So with that, I'll turn the call over to Advancix's President and CEO, Aaron Kane.

Thanks, Adam, and good morning, everyone. We appreciate you joining us here today for our quarterly call. As you saw in our press release, Advancix delivered resilient earnings with strong sequential improvement in the second quarter while continuing to execute key growth and enterprise initiatives in support of long-term sustainable performance. Our second quarter results reflect our collective organization's execution and the advantages of our business model and diverse product portfolio amid an evolving macro environment. While we faced an earlier end to the spring domestic application season, earnings and cash flow improved sequentially from the first quarter, driven by strong volume and pricing performance from our plant nutrients business. End market demands across the rest of our portfolio remain softer overall, and we continue to navigate margin impact driven by higher raw material prices, namely natural gas and sulfur. Supported by our Healthy Balance Sheet, we have supplemented our commercial and operational performance with investment in growth and enterprise initiatives to sustainably improve through cycle profitability. We continue to focus on making the necessary investments at the right time to support our long-term performance. Our planned investment to upgrade our enterprise resource planning system is nearing completion, which will help streamline key processes across the organization while enhancing management tools and data analytics. We've also reduced our capex forecast for this year to a range of $135 to $145 million, reflecting the planned progression of our sustained growth program, refined execution timing to address critical enterprise risk mitigation, and tension prioritization in our base capex. As you may have seen, we released our 2024 Sustainability Report, which highlights the terrific work happening around the organization integrated with our overall strategic priorities. More recently, we were awarded a 2025 Gold Rating for Corporate Social Responsibility from EcoVadis, with our score placing us in the top 3% of all companies assessed. We also continue to progress on 45Q carbon capture tax credits, with another $8 million claimed in the second quarter, bringing our total to nearly $20 million for the 2018-2020 tax periods. This continues to represent a significant value driver for our company and stakeholders. As we move through the remainder of 2025 and navigate a dynamic environment, we are well positioned to support our strategic growth priorities as a U.S.-based manufacturer aligned to domestic supply chains and energy markets, as well as a diverse set of end-market applications. Lastly, we are happy to have Chris Graham on the call with us here today. Affected July 9, Chris stepped in to serve as our interim CFO until a permanent successor is named. He has tremendous leadership and financial experience, serving as our controller since 2016, and more recently as the Vice President of Strategic Financial Planning and Analysis. Prior to joining Advancix, Chris spent nearly 20 years at Honeywell in various finance leadership positions, including as controller of the aerospace division and earlier in his tenure as CFO of the Residents and Chemicals business that ultimately became Advancix. Let me now turn the call over to Chris to walk through the financials.