Ecovyst sees FY25 adjusted EPS 50c-70c, consensus 59c

Raises FY25 revenue view to $785M-$845M, consensus $775.75M. Backs FY25 adjusted EBITDA view $238M-$258M. Sees FY25 capital expenditures $80M-$90M. “We currently believe Ecovyst (ECVT) has minimal direct exposure to the existing tariffs. At this time, we do not expect any first order impact in our Ecoservices segment due to its high U.S. production and sales concentration. For our Advanced Materials & Catalysts segment, we currently anticipate a limited impact on full-year 2025 Adjusted EBITDA of approximately $2 million to $3 million, under the assumption that the existing tariff schedule remains unchanged. Our current full-year outlook does not account for any significant macroeconomic impacts or related demand fluctuations that could result from prolonged tariff uncertainty,” said Bitting.