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Ingevity Earnings Calls
| Release date | May 06, 2026 |
| EPS estimate | $0.84 |
| EPS actual | $1.15 |
| EPS Surprise | 36.90% |
| Revenue estimate | 254.733M |
| Revenue actual | 258M |
| Revenue Surprise | 1.28% |
| Release date | Feb 25, 2026 |
| EPS estimate | $0.665 |
| EPS actual | $0.580 |
| EPS Surprise | -12.78% |
| Revenue estimate | 257.267M |
| Revenue actual | 255.1M |
| Revenue Surprise | -0.84% |
| Release date | Nov 05, 2025 |
| EPS estimate | $0.680 |
| EPS actual | $1.31 |
| EPS Surprise | 92.65% |
| Revenue estimate | 257.267M |
| Revenue actual | 333.1M |
| Revenue Surprise | 29.48% |
| Release date | Aug 04, 2025 |
| EPS estimate | $1.02 |
| EPS actual | $1.39 |
| EPS Surprise | 36.27% |
| Revenue estimate | 372M |
| Revenue actual | 365.1M |
| Revenue Surprise | -1.85% |
Last 4 Quarters for Ingevity
Below you can see how NGVT performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 04, 2025 |
| Price on release | $40.85 |
| EPS estimate | $1.02 |
| EPS actual | $1.39 |
| EPS surprise | 36.27% |
| Date | Price |
|---|---|
| Jul 29, 2025 | $44.09 |
| Jul 30, 2025 | $42.35 |
| Jul 31, 2025 | $41.79 |
| Aug 01, 2025 | $40.40 |
| Aug 04, 2025 | $40.85 |
| Aug 05, 2025 | $49.56 |
| Aug 06, 2025 | $48.89 |
| Aug 07, 2025 | $50.51 |
| Aug 08, 2025 | $51.27 |
| 4 days before | -7.35% |
| 4 days after | 25.51% |
| On release day | 21.32% |
| Change in period | 16.28% |
| Release date | Nov 05, 2025 |
| Price on release | $54.46 |
| EPS estimate | $0.680 |
| EPS actual | $1.31 |
| EPS surprise | 92.65% |
| Date | Price |
|---|---|
| Oct 30, 2025 | $53.51 |
| Oct 31, 2025 | $53.72 |
| Nov 03, 2025 | $53.84 |
| Nov 04, 2025 | $52.58 |
| Nov 05, 2025 | $54.46 |
| Nov 06, 2025 | $46.20 |
| Nov 07, 2025 | $48.40 |
| Nov 10, 2025 | $49.86 |
| Nov 11, 2025 | $49.53 |
| 4 days before | 1.78% |
| 4 days after | -9.05% |
| On release day | -15.17% |
| Change in period | -7.44% |
| Release date | Feb 25, 2026 |
| Price on release | $69.60 |
| EPS estimate | $0.665 |
| EPS actual | $0.580 |
| EPS surprise | -12.78% |
| Date | Price |
|---|---|
| Feb 19, 2026 | $72.52 |
| Feb 20, 2026 | $72.19 |
| Feb 23, 2026 | $70.72 |
| Feb 24, 2026 | $71.12 |
| Feb 25, 2026 | $69.60 |
| Feb 26, 2026 | $70.52 |
| Feb 27, 2026 | $72.03 |
| Mar 02, 2026 | $71.64 |
| Mar 03, 2026 | $70.66 |
| 4 days before | -4.03% |
| 4 days after | 1.52% |
| On release day | 1.32% |
| Change in period | -2.56% |
| Release date | May 06, 2026 |
| Price on release | $77.87 |
| EPS estimate | $0.84 |
| EPS actual | $1.15 |
| EPS surprise | 36.90% |
| Date | Price |
|---|---|
| Apr 30, 2026 | $76.19 |
| May 01, 2026 | $75.92 |
| May 04, 2026 | $73.79 |
| May 05, 2026 | $77.10 |
| May 06, 2026 | $77.87 |
| May 07, 2026 | $74.07 |
| May 08, 2026 | $75.63 |
| May 11, 2026 | $74.44 |
| May 12, 2026 | $71.56 |
| 4 days before | 2.21% |
| 4 days after | -8.10% |
| On release day | -4.88% |
| Change in period | -6.08% |
Ingevity Earnings Call Transcript Summary of Q1 2026
Ingevity delivered a solid Q1 2026 driven by strategic portfolio simplification and strong operating execution. The company completed the sale of its Ozark Materials Road Markings product line for ~$65M and earlier divested its North Charleston CTO refinery and majority of Industrial Specialties (~$93M), and is actively pursuing a sale of the Advanced Polymer Technologies (APT) business. Financial highlights: sales grew 4% to $258M, adjusted EBITDA was $92M (35.5% margin), and diluted adjusted EPS rose 14% to $1.15. Management repurchased ~$52M of stock in Q1 (≈775k shares) and has ~$246M remaining authorization, pursuing a $300M total repurchase target through 2027 while targeting net leverage of 2.0–2.5x. Guidance was reaffirmed: 2026 adjusted EPS $4.70–$5.20, sales $1.05B–$1.15B, adjusted EBITDA $370M–$395M, and free cash flow $215M–$245M (note: excludes ~ $113M pretax BASF litigation payment in Q2). Operational notes: Performance Materials showed strong margin (benefit from inventory build and favorable mix due to hybrid vehicle demand), Pavement Technologies saw pricing gains but Road Markings weighed on results prior to its April 15 sale, and APT volumes showed modest recovery (especially in Asia) though utilization remains below prior peak. Management flagged surcharges implemented to offset higher raw material and energy costs related to Middle East conflict and expects inventory to normalize after planned Q2 outages. Overall emphasis: continued portfolio transformation, disciplined capital allocation (buybacks and debt reduction), and confidence in delivering 2026 targets.
