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Ingevity (NGVT) guidance and outlook
Ingevity (NGVT) raised its guidance on Nov 4, 2026: EBITDA $385M–$395M for FY2026; Revenue $1.1B for FY2026; EPS $5.25–$5.45 for FY2026; Free cash flow $220M–$230M for Q2 2027. Ingevity's 10-Q filed Nov 5, 2026 makes 21 forward-looking statements.
Guidance and outlook
Latest guidance
| Metric | Period | Range | Change |
|---|---|---|---|
| EBITDA | FY2026 | $385M–$395M | reaffirmed |
| Revenue | FY2026 | $1.1B | reaffirmed |
| EPS | FY2026 | $5.25–$5.45 | raised |
| Free cash flow | Q2 2027 | $220M–$230M | new |
From the earnings release filed Nov 4, 2026 (8-K on EDGAR).
Forward-looking statements, 10-Q filed Nov 5, 2026
- • any transaction we enter into, including the sale of our road markings product line and our North Charleston crude tall oil ("CTO") refinery assets and the majority of our former Performance Chemicals industrial specialties product line, may not yield the expected results or benefits;
- Persistently higher asphalt costs, driven by crude oil inflation, continued to increase project costs for our customers, pressuring demand and limiting sales growth.
- We believe this non-GAAP financial measure provides management as well as investors, potential investors, securities analysts, and others with useful information to evaluate the performance of the business, because such measure, when viewed together with our financial results computed in accordance with GAAP, provides a more complete understanding of the factors and trends affecting our historical financial…
- (2) We regularly perform strategic reviews and assess the return on our operations, which sometimes results in a plan to restructure the business.
- We are narrowing our full-year adjusted EBITDA outlook, while maintaining the midpoint of the prior range, supported by solid year-to-date performance and increased visibility into expected results for the remainder of the year.
- Our outlook includes a full year of operating results from the Advanced Polymer Technologies reportable segment and excludes contributions from the divested industrial specialties product line, effective January 1, 2026, and the road markings product line beginning April 15, 2026.
- We expect Net sales in our Performance Materials reportable segment to grow low-single digits as increased pricing on certain products partially offsets the forecasted decline in global automotive production for Internal Combustion Engine ("ICE") powertrains compared to the prior year.
- We expect Net sales in our Pavement Technologies reportable segment, excluding the divested road markings product line beginning April 15, 2026, to grow low-single digits, reflecting demand softness from higher asphalt costs.
- For our Advanced Polymer Technologies reportable segment, we expect Net sales to grow low-double digits with low-single digit volume growth, reflecting the benefit of price surcharges implemented in the second and third quarters of 2026 in response to higher raw materials costs.
- We expect our Performance Materials reportable segment to maintain segment EBITDA margins around mid-50 percent, as revenue growth is partially offset by investments in selective growth opportunities.
- In our Pavement Technologies reportable segment, we expect segment EBITDA margins in the mid-teens, reflecting higher input and logistics costs and the burden of dis-synergy from the divested road markings product line.
- We anticipate that our Advanced Polymer Technologies reportable segment EBITDA will improve versus prior year driven by volume growth, while maintaining segment EBITDA margins of around 20 percent.
Ingevity's latest quarter
Ingevity, Q3 2026: revenue $305M (-8% year over year), operating margin 22.0%, net earnings $49.3M, operating cash flow $99.2M. The chart follows the revenue to costs, profit and cash.
Questions
Did Ingevity raise or lower its guidance?
Ingevity (NGVT) raised its guidance on Nov 4, 2026: EBITDA $385M–$395M for FY2026; Revenue $1.1B for FY2026; EPS $5.25–$5.45 for FY2026; Free cash flow $220M–$230M for Q2 2027.
What does Ingevity expect?
• any transaction we enter into, including the sale of our road markings product line and our North Charleston crude tall oil ("CTO") refinery assets and the majority of our former Performance Chemicals industrial specialties product line, may not yield the expected results or benefits; Persistently higher asphalt costs, driven by crude oil inflation, continued to increase project costs for our customers, pressuring demand and limiting sales growth. We believe this non-GAAP financial measure provides management as well as investors, potential investors, securities analysts, and others with use
Updated Nov 8, 2026. Read automatically from SEC filings and public data; errors are possible. Not investment advice.