Ingevity Corp Stock Price, News & Analysis

Ingevity (NYSE: NGVT) said on December 8, 2025 it completed a portfolio review and is in early stages of exploring strategic alternatives for its Advanced Polymer Technologies (APT) segment and Performance Chemicals Road Markings business, including potential sales.

Management said the moves aim to sharpen focus on core businesses with best-in-class margins and stronger cash flow, while continuing service to customers. The company cautioned there is no assurance the review will produce transactions and will disclose further details only if appropriate. Ingevity will host a strategic portfolio webcast on December 8, 2025 at 9:00 a.m. ET.

CHASM and Ingevity (NYSE: NGVT) signed a license agreement on Nov 11, 2025 granting Ingevity rights to manufacture CHASM's patented NTeC®-E carbon nanotube (CNT) conductive additives for battery applications in North America and select European countries.

The deal builds on a February 2024 joint development agreement that validated NTeC®-E as more conductive with better capacity retention at high C-rates and over extended cycle life in commercial lithium-ion cathodes and silicon anodes. The license aims to secure local, scalable CNT supply chains for EV gigafactories.

Ingevity (NYSE: NGVT) will host a virtual Strategic Portfolio Update for investors on Monday, December 8, 2025 at 9:00 a.m. ET, led by President and CEO Dave Li and CFO Mary Dean Hall.

The webcast will present Ingevity’s strategic overview and the company outlook for the next two years, highlighting initiatives to sharpen portfolio focus and pursue long-term value creation. Registration, a live audio webcast, presentation materials and a replay will be available via the company’s Investors website.

Ingevity operates three reporting segments—Performance Materials, Advanced Polymer Technologies and Performance Chemicals—has about 1,600 employees across 24 locations, and trades as NGVT on the NYSE.

Ingevity (NYSE:NGVT) reported Q3 2025 results and announced the sale of the majority of its Industrial Specialties product line and the North Charleston crude tall oil refinery for $110 million, expected to close by early 2026; those assets are reported as discontinued operations. Total net sales were $362.1 million (down 4% YoY) and net income was $43.5 million (diluted EPS $1.18). Continuing operations net sales were $333.1 million and net income from continuing operations was $40.8 million (diluted EPS $1.10).

Cash flow was strong: operating cash flow $129.7M, free cash flow $117.8M, enabling net leverage improvement to 2.7x and $25M of share repurchases. Full‑year guidance revised to $1.25–1.35B sales and $390–405M adjusted EBITDA.

Ingevity (NYSE: NGVT) will release third quarter 2025 earnings after market close on Wednesday, November 5, 2025 and will host a live webcast to discuss results on Thursday, November 6, 2025 at 10:00 a.m. ET.

The webcast will be available on the company investors website; a conference call dial-in (U.S. 833 470 1428, access code 871022) is provided. A replay will be posted beginning ~2:00 p.m. ET on November 6, 2025 and available through November 5, 2026. A slide deck and access details will be posted to the Investors section prior to the call.

Ingevity (NYSE:NGVT) appointed Ruth Castillo as senior vice president and president of Performance Materials, effective November 10, 2025. Castillo will join Ingevity’s executive leadership team and lead the company’s activated carbon business, which the company describes as having a long track record of consistent strong financial performance.

Castillo brings more than 25 years of global chemicals and materials experience, most recently serving as vice president of global chemicals at Avantor and previously holding roles at Celanese. She is tasked with reinforcing market leadership in evaporative emissions control and accelerating growth in emerging applications across the activated carbon portfolio.

Ingevity (NYSE:NGVT) announced it was named a 2025 CandE Award winner for excellence in candidate experience on October 8, 2025, ranking 7th among 76 global companies honored.

The award reflects results from Survale’s Candidate Experience Benchmark Research, which uses a two-step evaluation: employer self-assessment and a candidate survey covering the full hiring journey. Scored areas included overall experience, likelihood to reapply, willingness to refer and future business relationship impact. The company highlighted commitments to transparency, fairness and continuous improvement. Ingevity is headquartered in North Charleston, South Carolina, operates from 24 locations, employs about 1,600 people, and trades on NYSE under NGVT.

Ingevity Corporation (NYSE: NGVT) has announced a definitive agreement to sell its North Charleston crude tall oil (CTO) refinery assets and the majority of its Performance Chemicals Industrial Specialties product line to Mainstream Pine Products in an all-cash transaction. The deal includes $110 million at closing plus potential contingent consideration of up to $19 million based on future performance milestones.

The assets being sold are expected to generate approximately $130 million in revenue for 2025 with EBITDA margins in the low-to-mid single digits. The transaction, expected to close by early 2026, includes supply and toll-manufacturing agreements between the companies. Ingevity will continue to receive certain refinery products for its Road Technologies product line, while providing operating services to Mainstream at the North Charleston facility.

The company maintains its full-year 2025 guidance of sales between $1.25-1.40 billion and adjusted EBITDA of $390-415 million, with updated guidance to be provided in Q3 2025 to reflect the discontinued operations classification.

Ingevity (NYSE:NGVT) reported Q2 2025 financial results with net sales of $365.1 million, down 7% year-over-year. The company recorded a net loss of $146.5 million ($4.02 per share), primarily due to a $183.8 million goodwill impairment charge in the Advanced Polymer Technologies segment.

Despite the net loss, adjusted performance showed improvement with adjusted earnings up 39% to $51.1 million and adjusted EBITDA increasing 9% to $110.0 million. The company generated strong operating cash flow of $79.0 million and free cash flow of $66.8 million.

Based on solid first-half performance and improved North American auto production forecasts, Ingevity raised the low-end of its adjusted EBITDA guidance to $390-415 million while maintaining sales guidance of $1.25-1.40 billion for 2025.