ECVT · NYSE · Chemicals - Specialty

Ecovyst

Regenerates sulfuric acid and supplies virgin acid, treatment services, and catalyst activation.

$10.11
After-hours close−0.01 (−0.05%)
At close$10.12(−0.34%)
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Profile

Ecovyst Inc.ECVTMaterials

Sells regenerated and virgin sulfuric acid, treatment services, and Chem32 catalyst activation through one Ecoservices segment. The footprint is concentrated in U.S. refining and industrial markets, with demand tied to refinery utilization, alkylate demand, mining activity, sulfur-cost pass-throughs, and plant reliability.

Operates through Ecoservices, a sulfur-chemistry business centered on sulfuric acid regeneration, virgin sulfuric acid, treatment services, and Chem32 catalyst activation. Regeneration recycles spent acid for refinery alkylation, while virgin acid serves mining, batteries, water treatment, petrochemical, paper, and other industrial uses.

The operating footprint is U.S.-based, with strategic presence on the Gulf Coast and in California and added Waggaman capacity for regeneration and virgin-acid customers. The company competes on reliability, customer proximity, scale, responsiveness, and operating expertise.

Demand depends on refinery utilization, alkylate demand, mining and industrial activity, sulfur-cost pass-through pricing, customer uptime, plant reliability, and labor availability. The Advanced Materials & Catalysts sale left Ecoservices as the single reportable segment.

Company facts

CEOKurt J. Bitting
ListedSep 29, 2017
ExchangeNYSE
HeadquartersWayne, PA
CountryUnited States
Employees617
CIK0001708035
ISINUS27923Q1094

Key statistics

Market cap$1.11B
EPS (ttm)−$0.5410
P/E (ttm)−18.69
ROE-10.3%
P/B1.89
P/S1.27
Dividend yield
Beta0.73vs XLB 0.65

Year to date +2.1% · Average volume (30d) 1.3M

Analysts

Price target, next 12 months$10.00−1.1%Median of 6 analysts · vs the Aug 28 close
ConsensusBuy4 of 6 analysts rate it buy or better

Ratings

Target range

Latest analyst notes

DateFirmActionPrior ratingRating
Jun 24, 2026CitigroupInitiateOverweight
Sep 16, 2025CitigroupDowngradeBuyNeutral

Earnings

EPS

Estimate$0.22
ReportedDue Nov 3, 2026

Revenue

Estimate$276.2M
ReportedDue Nov 3, 2026

History

Report dateEPS estEPSSurpriseRevenue estRevenueSurpriseNext session
Aug 5, 2026Q2 FY26$0.19$0.21+12.1%$237.5M$250.0M+5.2%−5.45%
May 5, 2026Q1 FY26$0.07$0.11+57.1%$191.1M$215.0M+12.5%−0.34%
Feb 26, 2026Q4 FY25$0.15$0.29+90.2%$184.9M$199.4M+7.8%−1.57%
Nov 4, 2025Q3 FY25$0.18$0.19+7.5%$204.7M$204.9M+0.1%+7.91%
View details

Financial highlights

12 quartersQ1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$143.1M$200.1M$204.9M$199.4M$215.0M$250.0M
Gross profit$17.0M$47.1M$52.1M$46.8M$34.3M$49.8M
Operating income$145.0K$21.8M$34.2M$25.5M$14.9M$19.4M
Net income−$3.6M$6.0M−$79.3M$5.7M$4.3M$7.9M
Diluted EPS−$0.03$0.05−$0.70$0.05$0.04$0.07
Gross margin11.9%23.5%25.4%23.4%15.9%19.9%
Operating margin0.1%10.9%16.7%12.8%6.9%7.8%

Fiscal years (4-quarter sums)FY21 $611.2M · FY22 $820.2M · FY23 $691.1M · FY24 $704.5M · FY25 $747.6M

Revenue by product · Q1 FY26

Other Services$8.2M · 100%

Revenue by geography · FY24

United States$666.3M · 95%
Non-US$38.2M · 5%

Balance sheet, Jun 30, 2026Cash & short-term investments $87.8M · Total debt $546.4M · Total assets $1.42B · Shareholders' equity $586.9M

Dividends

No dividends on record.

Ownership

Institutions 103.34%Insiders 2.28%

A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.

Shares outstanding 109.45M · Float 97.78M · 89.3% free float

Top shareholders13F · 13D/G · Form 4

HolderShares% outstandingFormFiled
BlackRock, Inc.10.67M9.74%13FAug 7, 2026
Rubric Capital Management LP8.21M7.50%13FAug 14, 2026
Dimensional Fund Advisors LP6.59M6.00%13GJul 14, 2026
Vanguard Portfolio Management6.19M5.65%13GJul 31, 2026
FMR LLC5.33M4.87%13FAug 13, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Nov 7, 2025Susan F. Warddirector−15,000$8.40
View details

Peers

  • AdvanSix

    Industrial sulfuric-acid and intermediates overlap

  • LSB Industries

    Industrial acid and mining-end-market overlap

  • Hawkins

    Sulfuric-acid supplier for water and industrial customers

  • Clean Harbors

    Hazardous-waste treatment and industrial-services overlap

CompareAfter-hours close

CompanyPriceChange
Ecovyst$10.11−0.05%$1.11B13.71.3+24.9%
AdvanSix$16.490.00%$444.6M0.3+2.8%
LSB Industries$10.39+0.10%$747.4M20.89.71.1+11.1%
Hawkins$120.35+0.10%$2.51B31.228.62.3+7.6%
Clean Harbors$310.71+0.02%$16.40B37.731.02.6+12.0%
Median31.228.61.7+9.4%