Ingevity Corporation reported net income of $49.3 million for the three months ended September 30, 2026, versus $43.5 million in 2025, while net sales declined to $305.1 million from $333.1 million. Full-year adjusted EBITDA guidance is $385 million to $395 million.
NGVT · Ingevity Corp
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Ingevity narrowed full-year adjusted EBITDA guidance to $385 million to $395 million. Third-quarter adjusted EPS rose approximately 24% to $1.63, and $39 million in shares were repurchased.
Ingevity reported third-quarter net sales of $305.1 million, down 8%, and net income from continuing operations of $51.1 million, or $1.46 per diluted share. It narrowed 2026 adjusted EBITDA guidance to $385 million to $395 million.
Metrics snapshot
Useful current figures from the complete screener profile.
Quarterly results
* Q4 derived as the full year minus Q1 to Q3.
AI Brief
Q2 FY26 earnings call · Jul 30, 2026TL;DR. Ingevity reported broad underlying growth and sharply higher profitability, with adjusted EBITDA up 14% to $115.0 million and margin expanding to 36.6%, while raising full-year adjusted EBITDA guidance to $380–$400 million. The second half is expected to be tempered by weaker North American auto production, planned plant outages, and a dynamic macroeconomic environment.
- + Sales excluding Road Markings increased 5%, with growth across all three segments.
- + Performance Materials delivered 4% sales growth to $160.6 million and 6% EBITDA growth to $86.1 million, with margin expanding to 53.6%.
- + Advanced Polymer Technologies sales increased 14% to $49.3 million and EBITDA rose to $11.2 million from $2.0 million.
- − Reported sales declined 5% to $314.1 million, primarily because of the Road Markings divestiture.
- − Pavement Technologies EBITDA declined $3.4 million to $25.4 million because prior-year results included $6.0 million of Road Markings EBITDA.
- − The company expects second-half Performance Materials profitability to face pressure from weaker auto production and planned maintenance outages.
- − Pavement Technologies faced softer demand in China and South America as higher asphalt prices increased project costs and delayed projects.
- − Advanced Polymer Technologies benefited from competitor supply disruptions that are expected to normalize.
- − Second-quarter operating cash flow was negative $13.8 million after a $113.2 million litigation settlement payment.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
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Guidance & track record
Still-open targets the latest release did not restate under the same label.
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders SellIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted EBITDA from continuing operations non-GAAP | $115M | Three Months Ended June 30, 2026 filing | — |
| Advanced Polymer Technologies - Segment EBITDA | $11.2M | Three Months Ended June 30, 2026 filing | — |
| Advanced Polymer Technologies - Segment EBITDA margin | 22.7% | Three Months Ended June 30, 2026 filing | — |
| Pavement Technologies - Segment EBITDA | $25.4M | Three Months Ended June 30, 2026 filing | — |
| Pavement Technologies - Segment EBITDA margin | 24.4% | Three Months Ended June 30, 2026 filing | — |
| Performance Materials - Segment EBITDA | $86.1M | Three Months Ended June 30, 2026 filing | — |
| Performance Materials - Segment EBITDA margin | 53.6% | Three Months Ended June 30, 2026 filing | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Specialty Chemicals — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
NGVT
this stock
Ingevity Corp
|
$2.08B | +4.3% | -2.7% | 35.5 | 3.7% |
|
LIN
Linde PLC
|
$241.51B | +23.4% | +3.0% | 34.9 | 1.4% |
|
AIQUF
L Air Liquide SA
|
$137.11B | +14.4% | — | — | 0.0% |
|
ECL
Ecolab Inc.
|
$86.74B | +17.8% | +2.2% | 42.1 | 1.5% |
|
SHW
Sherwin Williams Co
|
$84.53B | +8.0% | +2.1% | 32.2 | 2.5% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every section- Filed
- Nov 5, 2026
- This year
- 18
Ingevity Corporation reported net income of $49.3 million for the three months ended September 30, 2026, versus $43.5 million in 2025, while net sales declined to $305.1 million from $333.1 million. Full-year adjusted EBITDA guidance is $385 million to $395 million.
ViewPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| NGVT | +2.7% | -11.6% | -9.9% | -17.0% | +4.3% |
| SPY | +2.6% | -1.2% | +0.5% | -0.2% | +10.6% |
| vs SPY | +0.1% | -10.4% | -10.4% | -16.8% | -6.3% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.