AMERICAN VANGUARD CORP 8-K Analysis & Summary – 3/14/2025

⚠️This is not investment advice.

⚠️ This is an experimental project and this report is for informational purposes only and should not be considered investment advice. Conduct your own thorough research and consult with a qualified financial advisor before making any investment decisions. ⚠️

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Filing date:

03/14/2025


TLDR:

American Vanguard Corporation’s subsidiary, AMVAC Chemical Corporation, entered into Amendment Number Eight to its loan and security agreement, modifying financial covenants and borrowing capacity.

ELI5:

American Vanguard took out a loan, and they’ve changed the terms of that loan. They now have less money available to borrow, and they have to meet certain financial goals to avoid problems with the loan. They also can’t buy back their own stock or pay dividends without the lender’s permission.


Accession #:

0001193125-25-054368

Published on

Analyst Summary

  • AMVAC Chemical Corporation, a subsidiary of American Vanguard Corporation, entered into Amendment Number Eight to its Third Amended and Restated Loan and Security Agreement on March 12, 2025.
  • The amendment modifies the Maximum Total Leverage Ratio for various periods in 2025, ranging from 6.25 to 5.75 before returning to 3.25 at the end of the year.
  • The Minimum Fixed Charge Coverage Ratio was modified to 1.15 for the period ending March 31, 2025, and returns to 1.25 thereafter.
  • Borrowing capacity under the revolving credit facility was reduced by $50 million through June 30, 2025, $40 million from July 1, 2025 through December 31, 2025, and $75 million from January 1, 2026 through the Revolver Commitment Termination Date.
  • The company is restricted from repurchasing shares, paying cash dividends, or making Permitted Acquisitions without lender consent.
  • Consolidated EBITDA calculation was modified to account for expenses related to discontinued operations related to the Company’s SIMPAS business and write-down of certain inventory, up to a maximum of $50 million.
  • Interest rates were adjusted, with the Applicable Margin for SOFR Loans and Letter of Credit Fees set at 3.75%, the Applicable Margin for Adjusted Base Rate Loans set at 2.75%, and the Unused Line Fee Rate set at 0.35%.
  • Additional reporting requirements were introduced, including 13-week cash flow forecasts and monthly financial reporting obligations.

⚠️ This is an experimental project and this report is for informational purposes only and should not be considered investment advice. Conduct your own thorough research and consult with a qualified financial advisor before making any investment decisions. ⚠️