INGEVITY CORP. DL-,01

Evotherm P35 from Ingevity has received approval from the Federal Highway Research Institute (BASt) for use in warm-mix asphalt applications in Germany. The approval followed a multi-year technical evaluation with performance tests under real traffic and environmental conditions; the product met the criteria for durability and long-term performance. Investors reacted positively: the stock traded near its 52-week high and has gained 64% over the past year. » Więcej na de.investing.com

Ingevity reports Q1 2026 adjusted EPS of $1.15 (expectation $0.83) on revenue of $258 million versus projected $279 million; the stock then fell about 4.9%. Adjusted EBITDA remained nearly steady at $91.5 million, while free cash flow was negative $12 million. The company spent $52 million on share buybacks, completed portfolio divestitures and slightly lowered its full-year outlook (adjusted EPS $4.70–5.20; revenue $1.05–1.15 billion; adjusted EBITDA $370–395 million). Management emphasizes strategic realignment and balance-sheet discipline, but investors remain cautious due to the revenue miss and negative cash flow. » Więcej na de.investing.com

Shares of Ingevity rose to a new 52-week high of $77.61 and are currently trading just below that at around $77.36. Over the past year the stock gained about 130% and is up 27% year-to-date; market capitalization is roughly $2.69 billion. Fourth-quarter 2025 revenue was $278 million (above expectations) with EPS of $0.64 (below expectations). Ingevity sold its road-marking business Ozark Materials to PPG for about $65 million, and analysts raised price targets (BMO $83, Jefferies $82). » Więcej na de.investing.com

Ingevity said 2025 sales fell 8% to $1.3 billion but adjusted EBITDA rose to $398 million and diluted adjusted EPS to $4.55, while free cash flow reached $274 million and leverage fell to 2.6x after repurchasing over 1 million shares. Management completed the sale of the North Charleston CTO refinery and most of Industrial Specialties to Mainstream Pine and launched sales processes for APT and Road Markings to reduce volatility and boost cash generation. For 2026 the company guided adjusted EPS $4.08–$5.20, sales $1.1–$1.2 billion, adjusted EBITDA $380–$400 million and free cash flow $225–$250 million, excluding about $95 million of expected BASF litigation payments, and reaffirmed a $300 million buyback plan through 2027. » Więcej na finance.yahoo.com

Ingevity beat Q4 revenue expectations with $278 million versus $266.55 million expected, but missed the EPS target at $0.64 compared with $0.69 expected. The stock fell about 3.95% premarket, trading at $66.85. Positives include strong free cash flow of $274 million and an improved leverage ratio, while full‑year 2025 revenue of $1.3 billion declined 8% and adjusted EBITDA rose to $398 million. Management is focusing on expanding higher‑value filtration applications and investing in energy solutions, but sees risks from supply‑chain disruptions, tariff uncertainties and macroeconomic factors. » Więcej na de.investing.com