Ecovyst (NYSE:ECVT) Posts Quarterly Earnings Results, Beats Expectations By $0.02 EPS

Ecovyst (NYSE:ECVT) announced its quarterly earnings data on Wednesday. The company reported $0.21 EPS for the quarter, topping analysts’ consensus estimates of $0.19 by $0.02, Briefing.com reports. The firm had revenue of $249.95 million for the quarter, compared to the consensus estimate of $237.54 million. Ecovyst had a positive return on equity of 13.78% and a negative net margin of 7.05%.The firm’s revenue was up 24.9% compared to the same quarter last year. During the same quarter last year, the business posted $0.12 earnings per share. Ecovyst updated its FY 2026 guidance to 0.580-0.720 EPS.

Here are the key takeaways from Ecovyst’s conference call:

• Second-quarter performance exceeded expectations, with Adjusted EBITDA of $53 million, up 27% year over year, driven by strong regenerated and virgin sulfuric acid volumes, favorable pricing, and high refinery utilization.
• Ecovyst completed its acquisition of Calabrian, which management expects to contribute $10 million-$12 million of Adjusted EBITDA in the second half, remain cash-flow positive, and generate approximately $3 million-$4 million in cost and revenue synergies.
• Full-year 2026 guidance was raised to $195 million-$207 million of Adjusted EBITDA and $45 million-$55 million of Adjusted Free Cash Flow; sales guidance increased to $1.02 billion-$1.06 billion, including Calabrian.
• Calabrian’s acquisition debt lifted net leverage to 2.0x from 1.2x, while planned Gulf Coast expansion and the acquisition increased 2026 capital-expenditure guidance to $85 million-$95 million.
• Management expects potential pressure from elevated sulfur prices, including temporary customer destocking if prices begin to decline, while second-half virgin acid volumes are expected to trail 2025 and turnaround costs will remain elevated.

Ecovyst Trading Down 4.2%

ECVT traded down $0.48 during trading hours on Thursday, reaching $10.97. The company’s stock had a trading volume of 1,717,901 shares, compared to its average volume of 1,305,576. The stock has a market cap of $1.20 billion, a PE ratio of 15.47, a P/E/G ratio of 0.53 and a beta of 1.10. Ecovyst has a fifty-two week low of $7.41 and a fifty-two week high of $15.09. The company has a debt-to-equity ratio of 0.68, a current ratio of 2.38 and a quick ratio of 2.13. The business’s 50-day moving average is $12.49 and its 200-day moving average is $12.50.

Analyst Ratings Changes

A number of analysts have issued reports on ECVT shares. Citigroup began coverage on Ecovyst in a research note on Wednesday, June 24th. They issued an “overweight” rating for the company. Weiss Ratings reissued a “sell (d-)” rating on shares of Ecovyst in a research report on Monday, June 1st. Freedom Capital raised shares of Ecovyst to a “strong-buy” rating in a report on Monday, June 29th. Wall Street Zen upgraded shares of Ecovyst from a “buy” rating to a “strong-buy” rating in a research report on Saturday, April 18th. Finally, BWS Financial reaffirmed a “buy” rating and set a $16.00 target price on shares of Ecovyst in a research note on Thursday. One investment analyst has rated the stock with a Strong Buy rating, four have given a Buy rating, one has given a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock currently has an average rating of “Moderate Buy” and an average price target of $13.90.

Institutional Investors Weigh In On Ecovyst

A number of institutional investors and hedge funds have recently added to or reduced their stakes in ECVT. EP Wealth Advisors LLC purchased a new position in shares of Ecovyst during the 4th quarter worth $398,000. NewEdge Advisors LLC purchased a new stake in Ecovyst in the 4th quarter valued at about $8,712,000. Empowered Funds LLC lifted its position in Ecovyst by 23.3% in the fourth quarter. Empowered Funds LLC now owns 521,672 shares of the company’s stock valued at $5,076,000 after buying an additional 98,448 shares during the last quarter. XTX Topco Ltd acquired a new position in Ecovyst in the fourth quarter valued at about $176,000. Finally, VARCOV Co. purchased a new position in Ecovyst during the fourth quarter worth about $314,000. Hedge funds and other institutional investors own 86.69% of the company’s stock.

Ecovyst Company Profile

Ecovyst Inc is a global specialty chemicals company that develops, manufactures and markets performance-enhancing products for industrial applications. The company’s core offerings include catalysts, phosphorus-based additives and barium carbonate materials, all designed to improve process efficiency, product quality and environmental performance. Ecovyst serves a diverse customer base in the energy, refining, chemical, polymer, food and consumer goods industries.

The company’s Catalysts segment supplies fluid catalytic cracking (FCC) and hydroprocessing catalysts that help petroleum refiners maximize fuel yield, reduce sulfur emissions and meet increasingly stringent environmental standards.