Ecovyst Inc (ECVT)
NYSE:ECVT
Want to see ECVT full AI Analyst Report?
Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.19Last Year’s EPS
0.12Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presented strong operational and financial momentum: substantial y/y revenue and adjusted EBITDA growth, robust liquidity, active capital returns via $36 million of share repurchases, and a strategic acquisition (Calabrian) that expands the product portfolio and geographic reach. Offsetting these positives are macro-driven challenges—historic sulfur cost spikes that create sales pass-through and margin percentage pressure, elevated manufacturing/transportation/turnaround costs, some quarter-to-quarter volume timing headwinds for virgin sulfuric acid, and modest near-term free cash flow due to seasonality and working-capital timing. Management tightened guidance while raising the sales range to reflect sulfur pass-through and signaled moderate additional interest expense to finance the acquisition. On balance, the operational gains, balance sheet flexibility, and strategic M&A progress outweigh the near-term cost and timing headwinds.Company Guidance
Positive Price-to-Cost Dynamics
Excluding sulfur pass-through, the price-to-cost uplift contributed roughly $11 million to Q1 results, with nearly $15 million of the period-over-period increase in adjusted EBITDA attributable to higher sales volume (including Wagaman).
Balance Sheet and Liquidity Strength
Quarter-end liquidity of $237 million (cash $163 million and ABL availability $74 million); net debt $234 million with a net debt leverage ratio of 1.2x unchanged from year-end.
Share Repurchase and Capital Return
Repurchased approximately $36 million of common stock in Q1 at an average price of ~$11 per share; $146 million remaining under the repurchase authorization.
Accretive M&A Pipeline and Calabrian Announcement
Agreement to acquire Calabrian sulfur dioxide and sulfur derivatives business for $190 million on a trailing twelve-month adjusted EBITDA of ~$24 million (~8x multiple, expected to step to ~7x with synergies); acquisition expected to close by end of Q2 and broaden product portfolio and end-market exposure (mining, water treatment, pharma, food).
Upward Sales Guidance and Tightened Profit Guidance
Full-year 2026 sales guidance raised to $890 million–$970 million (from $860 million–$940 million) reflecting higher sulfur cost pass-through; full-year adjusted EBITDA guidance tightened to $180 million–$195 million (midpoint $187.5 million); adjusted free cash flow guidance tightened to $40 million–$55 million.
Strong Adjusted EBITDA Growth
Adjusted EBITDA of $40 million in Q1 2026, up $19 million or 87% versus Q1 2025, driven by higher volumes and favorable pricing.
Material Sales Increase
Total sales of $215 million in Q1 2026, up $72 million or 50% year-over-year; excluding approximately $33 million of sulfur cost pass-through, sales were up nearly 27%.
Regeneration Services and Virgin Sulfuric Acid Volume Strength
Regeneration Services sales rose on a double-digit percentage basis due to high U.S. refinery utilization, favorable alkylation economics, and lower customer downtime; virgin sulfuric acid sales were up significantly benefiting from increased mining demand and contribution from the Wagaman assets acquired in 2025.
ECVT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
ECVT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 05, 2026 | $14.12 | $14.73 | +4.32% |
Feb 26, 2026 | $11.32 | $11.45 | +1.15% |
Nov 04, 2025 | $8.27 | $7.84 | -5.20% |
Aug 07, 2025 | $8.39 | $8.20 | -2.26% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Ecovyst Inc (ECVT) report earnings?
Ecovyst Inc (ECVT) is schdueled to report earning on Jul 30, 2026, Before Open (Confirmed).
What is Ecovyst Inc (ECVT) earnings time?
Ecovyst Inc (ECVT) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is ECVT EPS forecast?
ECVT EPS forecast for the fiscal quarter 2026 (Q2) is 0.19.