Ecovyst beats Q2 sales estimates, raises FY guidance

Ecovyst

05/08/2026 11:14

Overview
U.S. sulfuric acid supplier's Q2 sales grew 42% yr/yr, beating analyst expectations
Adjusted EPS and Adjusted EBITDA for Q2 beat analyst expectations
Company completed Calabrian acquisition and raised full-year guidance

Outlook
Ecovyst raises 2026 sales guidance to $1.02 bln-$1.06 bln from $890 mln-$970 mln
Company sees 2026 adj EBITDA at $195 mln-$207 mln, up from $180 mln-$195 mln
Company expects lower virgin sulfuric acid sales in H2 2026 vs 2025 due to fewer spot sales

Result Drivers
HIGHER VOLUMES - Co said increased Q2 sales volume was driven by strong demand for regenerated sulfuric acid and less customer downtime, plus higher virgin sulfuric acid volume from the Waggaman plant
PRICE INCREASES - Co said higher average selling prices reflected pass-through of increased sulfur costs and favorable contractual pricing for regenerated sulfuric acid
CALABRIAN ACQUISITION - Co said completion of Calabrian acquisition expands platform and provides growth opportunities in mining, water treatment, food processing and pharmaceuticals

Company press release: ID:nPnbWW2t3a

Key Details
Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Sales
Beat
$250 mln
$237.48 mln (5 Analysts)
Q2 Adjusted EPS
Beat
$0.21
$0.19 (6 Analysts)
Q2 Adjusted Net Income
Beat
$23.40 mln
$21.07 mln (4 Analysts)
Q2 Net Income
 
$7.90 mln
 
Q2 Adjusted EBITDA
Beat
$53.10 mln
$52.18 mln (6 Analysts)
Q2 Gross Profit
 
$49.80 mln
 
Q2 Operating Income
 
$19.40 mln
 

Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the diversified chemicals peer group is "buy"
Wall Street's median 12-month price target for Ecovyst Inc. is $16.00, about 32.1% above its August 4 closing price of $12.11
The stock recently traded at 16 times the next 12-month earnings vs. a P/E of 22 three months ago

Reuters Recommended Reads
Aug 4 - Chemours Q2 sales flat as lower volumes weigh on results
Aug 4 - Celanese Q2 adjusted EPS beats estimates, sales meet expectations
Aug 4 - Germany's Evonik Q2 revenue up 11% on higher volumes and prices

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)