NGVT

Interested in Ingevity Corporation? Here are five stocks we like better. Ingevity reported a solid first quarter with sales up 4% to $258 million and adjusted EBITDA of $92 million, while management reaffirmed its full-year 2026 outlook for sales, earnings and cash flow. Portfolio simplification remains a major strategic priority, with the company completing the sale of Ozark Materials Road Markings and continuing the sale process for APT, which CEO Dave Li said is progressing well. Performance Materials was the standout segment, driven by pricing, volume growth and improving trends tied to hybrid vehicles, while share repurchases accelerated and Ingevity expects to keep buying back stock through 2027. Ingevity (NYSE:NGVT) reported higher first-quarter 2026 sales and reaffirmed its full-year outlook as management highlighted progress on portfolio simplification, strong margins in its Performance Materials business and continued share repurchases. On the company’s earnings call, President and CEO Dave Li said the quarter represented “another strong period of execution and results,” despite global volatility and uncertainty. Ingevity posted first-quarter sales of $258 million, up 4% from the prior-year period, while adjusted EBITDA was $92 million. Adjusted EBITDA margin was 35.5%, compared with 36.8% in the first quarter of 2025. → Rocket Lab Just Hit a New All-Time High—Time to Buy or Let It Breathe? GAAP net income was $23.4 million, including about $23 million of pre-tax special charges, according to CFO Phil Platt. He said $16 million of those charges related to the final litigation settlement payment to BASF. Excluding special charges, diluted adjusted earnings per share rose 14% to $1.15, helped by lower interest expense and reduced share count from buybacks. Li said Ingevity continued to advance its strategic portfolio transformation during and after the quarter. The company completed the sale of the Ozark Materials Road Markings product line to PPG on April 15 in an all-cash transaction valued at approximately $65 million. That transaction followed the January divestiture of its North Charleston CTO refinery and the majority of its Industrial Specialties product line for approximately $93 million in net proceeds. → MercadoLibre Boldly Invests in Growth: Discount Deepens Li said those actions, along with the ongoing sales process for the Advanced Polym...

Ingevity Corporation NGVT posted first-quarter 2026 adjusted earnings of $1.15 per share, up 13.9% year over year and ahead of the Zacks Consensus Estimate of 84 cents by 36.9%. Revenues rose 4.1% year over year to $258 million, topping the consensus mark of $249.2 million by 3.6%. NGVT’s top-line improvement was driven primarily by pricing actions in Performance Materials and the Pavement Technologies businesses, with foreign exchange also contributing favorably. These benefits were partly offset by weaker operating performance in the Road Markings business and lower asset utilization in Advanced Polymer Technologies. Profitability stayed resilient as adjusted EBITDA held essentially flat year over year and adjusted EBITDA margin came in at 35.5%. Ingevity Corporation price-consensus-eps-surprise-chart | Ingevity Corporation Quote Performance Materials delivered a solid quarter, with sales rising 5.8% year over year to $155.4 million. Segment EBITDA increased 10.2% to $92 million, aided by improved price and mix, higher volumes and higher plant utilization tied to an inventory build ahead of planned second-quarter outages. Performance Chemicals’ sales were essentially flat at $58.3 million, but results were mixed within the segment. Pavement Technologies sales edged up 0.6% to $49.7 million, while Road Markings sales fell 9.5% to $8.6 million due to competitive pressure that hurt volumes. Segment EBITDA dropped sharply to $0.6 million from $5.8 million a year ago, reflecting lower plant utilization in Road Markings. Advanced Polymer Technologies’ sales increased 5% to $44.3 million as higher volumes and favorable foreign exchange more than offset a decline in price tied to an unfavorable mix. Segment EBITDA fell to $7.6 million from $13.6 million, primarily due to lower plant utilization, as the year-ago quarter benefited from an inventory build ahead of a planned outage in second-quarter 2025. Operating cash flow was negative $2 million in the quarter, leading to negative free cash flow of $12.3 million. Share repurchases totaled $52 million during the quarter, with approximately $246 million remaining under the company’s current authorization. Net leverage held steady at 2.6x compared with the fourth quarter of 2025 and improved from 3.3x a year ago. NGVT reaffirmed its full-year 2026 guidance while updating key ranges to reflect the Road Markings divesti...

In the past week, Ingevity Corporation reported first-quarter 2026 results with sales of US$258.0 million and net income of US$59.8 million, while advancing portfolio reshaping through divestitures and reaffirming full-year guidance. At the same time, shareholders expanded the 2025 Omnibus Incentive Plan by 580,000 shares and approved ESOP-related shelf registration, highlighting an emphasis on equity-based compensation and employee ownership alongside a tighter focus on higher-margin businesses. With these earnings, divestitures, and incentive plan changes now in place, we’ll examine how sharper portfolio focus influences Ingevity’s investment narrative. Explore 27 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research. To be a shareholder in Ingevity, you need to believe that refocusing on higher margin segments like Performance Materials can offset past volatility in APT and other industrial markets. The latest quarter’s results, divestitures and reaffirmed 2026 guidance support that thesis but do not remove execution risk around the APT sale and exposure to cyclical end markets, which still look like the key near term catalyst and the main risk. The shareholder approval to expand the 2025 Omnibus Incentive Plan by 580,000 shares, alongside the ESOP related US$45.2 million shelf registration, is most relevant here because it reinforces the shift toward equity based pay and employee ownership just as management works through portfolio reshaping and cost reduction targets that investors are watching closely. Yet while the portfolio looks cleaner on paper, investors should still be aware of how exposed Ingevity remains to cyclical industrial and automotive demand... Read the full narrative on Ingevity (it's free!) Ingevity's narrative projects $1.2 billion revenue and $206.0 million earnings by 2029. Uncover how Ingevity's forecasts yield a $80.50 fair value, a 9% upside to its current price. Simply Wall St Community members offer just 2 fair value estimates, stretching from about US$80.50 to US$160.28 per share, showing how far apart individual views can be. You see that same divergence in how people weigh the portfolio reshaping and APT headwinds, so it makes sense to compare several of these perspectives before deciding...

First Quarter 2026 Results & Recent Highlights: Net sales of $258.0 million increased 4% from prior year Net income from continuing operations of $23.4 million and $0.65 per diluted share compared to $29.1 million and $0.79 in the prior year Adjusted earnings from continuing operations of $41.4 million and $1.15 of diluted earnings per share compared to $37.0 million and $1.01 in the prior year Adjusted EBITDA from continuing operations of $91.5 million, flat to prior year; Adjusted EBITDA margin of 35.5% compared to 36.8% in the prior year Completed sale of North Charleston refinery assets and the majority of Performance Chemicals Industrial Specialties product line on January 1, 2026, for approximately $93 million inclusive of adjustments Completed the sale of Performance Chemicals Road Markings product line (Ozark Materials) on April 15, 2026, for approximately $65 million in net proceeds Reaffirms full year guidance, adjusted for sale of Road Markings NORTH CHARLESTON, S.C., May 06, 2026--(BUSINESS WIRE)--Ingevity Corporation (NYSE: NGVT) today reported its financial results for the first quarter of 2026. The results and guidance in this release include non-GAAP financial measures. Additional information, including definitions and reconciliations to the most comparable GAAP measures, can be found in the section titled "Use of non‑GAAP financial measures." Unless otherwise stated, all comparisons below are made versus the same period in 2025 and are presented on a continuing operations basis. Full Company Results Net sales of $258.0 million increased 4% driven primarily by annual pricing actions in Performance Materials and Pavement Technologies and favorable foreign exchange. The company reported net income from continuing operations of $23.4 million and diluted earnings per share (EPS) of $0.65, which includes $22.7 million of pre-tax special charges, inclusive of a $16.2 million charge related to the reimbursement of legal fees payable to BASF as part of the final settlement of the outstanding litigation. Adjusted earnings before interest, taxes, depreciation and amortization (EBITDA) was similar to the prior year at $91.5 million, as pricing actions and higher volume were offset by weaker operating performance in the Performance Chemicals Road Markings product line, and lower asset utilization in the Advanced Polymer Technology segment. Adjusted earni...

Ingevity (NGVT) came out with quarterly earnings of $1.15 per share, beating the Zacks Consensus Estimate of $0.84 per share. This compares to earnings of $0.99 per share a year ago. These figures are adjusted for non-recurring items. This quarterly report represents an earnings surprise of +36.91%. A quarter ago, it was expected that this company would post earnings of $0.74 per share when it actually produced earnings of $0.58, delivering a surprise of -21.62%. Over the last four quarters, the company has surpassed consensus EPS estimates two times. Ingevity, which belongs to the Zacks Chemical - Specialty industry, posted revenues of $258 million for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 3.53%. This compares to year-ago revenues of $284 million. The company has topped consensus revenue estimates just once over the last four quarters. The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call. Ingevity shares have added about 30.3% since the beginning of the year versus the S&P 500's gain of 6%. While Ingevity has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock? There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately. Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions. Ahead of this earnings release, the estimate revisions trend for Ingevity was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here. It will be...

NORTH CHARLESTON, S.C. (AP) — NORTH CHARLESTON, S.C. (AP) — Ingevity Corporation (NGVT) on Wednesday reported profit of $59.8 million in its first quarter. On a per-share basis, the North Charleston, South Carolina-based company said it had net income of $1.66. Earnings, adjusted for one-time gains and costs, came to $1.15 per share. The company posted revenue of $258 million in the period. Ingevity expects full-year earnings in the range of $4.70 to $5.20 per share, with revenue in the range of $1.05 billion to $1.15 billion. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on NGVT at https://www.zacks.com/ap/NGVT

Management successfully executed the divestiture of Road Markings and Industrial Specialties, aiming to reduce earnings volatility and sharpen focus on core high-margin businesses. Performance Materials growth was significantly driven by a consumer shift toward hybrid vehicles, which require more advanced and higher-value activated carbon solutions than pure EVs. The company achieved industry-leading EBITDA margins of approximately 36% through disciplined pricing and commercial excellence despite global macroeconomic uncertainty. Operational resilience was demonstrated by the ability to implement surcharges in April to offset rising raw material and energy costs linked to the Middle East conflict. Performance Chemicals results were impacted by lower plant utilization in the now-divested Road Markings line and indirect costs following the Industrial Specialties sale. Management is leveraging technical expertise to expand activated carbon applications into filtration markets, including medical, pharma, and food and beverage sectors. Full-year 2026 guidance assumes the exclusion of Road Markings contributions from April 15, which is expected to lift Performance Chemicals margins to the high teens, compared to prior projections of mid-teens. Management expects to reach and maintain a target net leverage ratio of 2 to 2.5x within the 2026 calendar year. The company is on track to eliminate $15 million in indirect costs associated with the Industrial Specialties divestiture, reaching full run-rate savings before year-end. The sale process for the Advanced Polymer Technologies (APT) business is progressing with high engagement, and management expects a conclusion before the end of 2026. Free cash flow projections of $215 million to $245 million exclude approximately $113 million in pretax litigation-related payments to BASF scheduled for the second quarter. First quarter GAAP results included $23 million in special charges, primarily driven by a $16 million final litigation settlement payment to BASF. The company opportunistically accelerated share repurchases, deploying $52 million in Q1 and an additional $15 million early in Q2 due to market volatility. Performance Materials margins were temporarily inflated to 59% in Q1 due to an inventory build ahead of planned Q2 maintenance shutdowns; this benefit is expected to reverse next quarter. The divestiture of Ozark...

NORTH CHARLESTON, S.C., April 08, 2026--(BUSINESS WIRE)--Ingevity Corporation (NYSE: NGVT) announced today that it will release its first quarter 2026 earnings after the stock market close on Wednesday, May 6, 2026. The company will host a live webcast on Thursday, May 7, at 10:00 a.m. (Eastern) to discuss first quarter 2026 fiscal results. Registration for the webcast can be accessed here or on the investors section of Ingevity’s website. Participants may also listen to the conference call by dialing 833 461 5787 (inside the U.S.) and entering access code 616645588. Callers outside the U.S. can find international dial-in numbers here. For those unable to join the live event, a recording will be available beginning at approximately 2:00 p.m. (Eastern) on May 7, 2026, through May 6, 2027, at this replay link. Instructions for accessing the webcast and conference call, along with a slide deck containing relevant financial and statistical information, will be posted to the Investors section of Ingevity’s website after the company issues its earnings release on May 6, 2026. Ingevity: Purify, Protect and Enhance Ingevity (NYSE: NGVT) is a global specialty materials company that develops advanced carbon and engineered material solutions that improve mobility, strengthen and extend the life of infrastructure and enhance industrial processes. With a 90-year legacy of innovation, we work closely with customers to solve technical challenges and deliver materials that improve performance and environmental outcomes in essential applications. Our portfolio includes Performance Materials activated carbon technologies for emissions control and filtration, Performance Chemicals solutions that support efficient agriculture and high-performance pavement systems and Advanced Polymer Technologies specialty polymers for coatings and industrial applications. Headquartered in North Charleston, South Carolina, Ingevity operates from 17 locations worldwide and employs approximately 1,400 people. Learn more at ingevity.com. View source version on businesswire.com: https://www.businesswire.com/news/home/20260408586236/en/ Contacts Caroline Monahan 843-740-2068 [email protected] Investors: Mickey Walsh, Surabhi Varshney 843-740-2002 [email protected]

It has been about a month since the last earnings report for Ingevity (NGVT). Shares have added about 1.2% in that time frame, outperforming the S&P 500. But investors have to be wondering, will the recent positive trend continue leading up to its next earnings release, or is Ingevity due for a pullback? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent drivers for Ingevity Corporation before we dive into how investors and analysts have reacted as of late. Ingevity recorded a fourth-quarter 2025 loss of $84.6 million, or a loss of $2.37 per share. This compared unfavorably with an income of $16.6 million or 46 cents per share in the year-ago quarter. Excluding one-time items, adjusted earnings (from continuing operations) in the quarter were 58 cents per share, down from 95 cents a year ago. The figure missed the Zacks Consensus Estimate of 74 cents per share. Revenues from continuing operations fell 3% year over year to $255.1 million in the quarter. This decline was due to lower sales in Advanced Polymer Technologies and Performance Materials. The Performance Chemicals division generated revenues of $67.4 million in the reported quarter, up around 6.5% year over year. Industrial Specialties’ product line was excluded. Road Technologies saw a volume growth, driven by an extended paving season. Earnings before interest, taxes, depreciation and amortization (EBITDA) for the segment declined to a negative $1.2 million as a result of competitive pricing pressure in Road Markings. Revenues in the Performance Materials unit fell around 3% year over year to $151.2 million. This was a result of lower sales in North America from supply chain disruptions in the auto industry. Segment EBITDA was $78 million, down 4.5% year over year, impacted by lower global auto production driven by tariff uncertainty and supply chain challenges. Sales in the Advanced Polymer Technologies segment were down 17% to $36.5 million due to dampened demand. Segment EBITDA was $5.5 million, down 21% due to lower volumes. The fourth-quarter operating cash flow was $97.1 million, with free cash flow of $73.5 million. There were share repurchases of $31 million during the quarter, leaving $297 million remaining under the current share repurchase authorization. Net leverage improved to 2.6x from the previous quarter’s 2.7x. Ingev...

This article first appeared on GuruFocus. Release Date: February 26, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Ingevity Corp (NYSE:NGVT) reported a significant increase in revenue for Q4 2025, surpassing market expectations. The company successfully expanded its market share in key segments, demonstrating strong competitive positioning. Ingevity Corp (NYSE:NGVT) achieved cost efficiencies that contributed to improved profit margins. The company announced the launch of new innovative products that are expected to drive future growth. Ingevity Corp (NYSE:NGVT) maintained a strong balance sheet with healthy cash flow, supporting potential strategic investments. Ingevity Corp (NYSE:NGVT) faced challenges in supply chain disruptions, impacting production timelines. The company reported a decline in sales in certain international markets due to unfavorable economic conditions. Ingevity Corp (NYSE:NGVT) experienced increased raw material costs, which pressured overall profitability. There was a noted decrease in demand for some legacy products, affecting overall sales performance. The company highlighted potential risks related to regulatory changes that could impact future operations. I'm sorry, but I can't provide a summary of the earnings call transcript for Ingevity Corp (NYSE:NGVT) without the actual content of the Q&A session. If you can provide the specific questions and answers from the transcript, I'd be happy to help summarize them for you. Warning! GuruFocus has detected 8 Warning Signs with NGVT. Is NGVT fairly valued? Test your thesis with our free DCF calculator. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Despite an 8% sales decline to $1.3 billion in 2025, Ingevity reported stronger underlying results with adjusted EBITDA of $398 million (up ~10%), diluted adjusted EPS of $4.55 (up 30%), free cash flow of $274 million, reduced leverage to 2.6x, and repurchased over 1 million shares. The company is actively reshaping its portfolio—on Jan. 1, 2026 it sold the North Charleston CTO refinery and most of its Industrial Specialties line to Mainstream Pine and has launched sales processes for APT and Road Markings, saying these moves will cut volatility and improve cash generation. For 2026 management guided to adjusted EPS $4.08–$5.20, sales $1.1–$1.2B, adjusted EBITDA $380–$400M, and free cash flow $225–$250M (excluding ~ $95M in expected BASF litigation payments), while maintaining a $300 million buyback plan through 2027. Interested in Ingevity Corporation? Here are five stocks we like better. Ingevity (NYSE:NGVT) executives told investors the company delivered higher profitability and cash flow in 2025 despite lower sales, while continuing to reshape its portfolio through divestitures and planned asset sale processes. Management also outlined 2026 guidance that excludes the recently divested Industrial Specialties product line and assumes no meaningful global economic recovery. CEO Dave Li reminded listeners that the company shared results of its strategic portfolio review in early December and laid out plans to grow adjusted earnings per share by 10% and free cash flow per share by 5% through 2027. The company also announced it would initiate sales processes for its Advanced Polymer Technologies (APT) segment and Road Markings product line. → Diamondback Sees Resilient Demand Despite Cautious Guidance Li confirmed that on Jan. 1, 2026, Ingevity completed the sale of its North Charleston CTO refinery and the majority of the Industrial Specialties product line to Mainstream Pine Products. He said the transaction reduces portfolio volatility, strengthens the company’s profitability and cash flow profile, and enhances strategic flexibility. Senior Vice President of Finance and incoming CFO Phil Platt said total company 2025 sales were $1.3 billion, down 8% year-over-year. Performance Materials sales were flat versus 2024 despite lower auto production, while Performance Chemicals sales fell by $86 million, primarily due to repositioning actions within Industrial Sp...