Ecovyst Q4 sales growth beat analyst expectations

Ecovyst

26/02/2026 11:11

Overview

Sulfuric acid provider's Q4 sales rose 33.9% yr/yr, beating analyst expectations

Adjusted net income for Q4 beat analyst expectations

Company completed sale of Advanced Materials & Catalysts segment for $556 mln

Outlook

Ecovyst expects 2026 sales between $860 mln and $940 mln

Company anticipates 2026 adjusted EBITDA of $175 mln to $195 mln

Ecovyst projects 2026 adjusted net income of $55 mln to $75 mln

Result Drivers

VIRGIN SULFURIC ACID - Higher sales volume, including contribution from Waggaman acquisition, drove sales increase

REGENERATED SULFURIC ACID - Favorable pricing offset by lower sales volume due to customer downtime

SULFUR COSTS - Pass-through effect of higher sulfur costs added $28 million to sales

Company press release: ID:nPn46RSCga

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Sales
Beat
$199.40 mln
$184.90 mln (5 Analysts)
Q4 Adjusted Net Income
Beat
$32.40 mln
$17.51 mln (5 Analysts)
Q4 Net Income
$5.80 mln
Q4 Adjusted EBITDA
Beat
$51.30 mln
$48.62 mln (6 Analysts)
Q4 Gross Profit
$46.80 mln
Q4 Operating Income
$21.80 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 $12.00, about 6% above its February 25 closing price of $11.32

The stock recently traded at 19 times the next 12-month earnings vs. a P/E of 13 three months ago

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.)