View Future GrowthEcovyst 過去の業績過去 基準チェック /06Ecovystの収益は年間平均-12.5%の割合で減少していますが、 Chemicals業界の収益は年間 減少しています。収益は年間4.4% 3.3%割合で 増加しています。 Ecovystの自己資本利益率は3.5%であり、純利益率は2.5%です。主要情報-12.52%収益成長率-9.84%EPS成長率Chemicals 業界の成長12.41%収益成長率3.35%株主資本利益率3.51%ネット・マージン2.54%前回の決算情報31 Mar 2026最近の業績更新Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$0.12 (vs US$0.14 in 3Q 2023)Third quarter 2024 results: EPS: US$0.12 (down from US$0.14 in 3Q 2023). Revenue: US$179.2m (up 3.4% from 3Q 2023). Net income: US$14.3m (down 14% from 3Q 2023). Profit margin: 8.0% (down from 9.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.071 (vs US$0.22 in 2Q 2023)Second quarter 2024 results: EPS: US$0.071 (down from US$0.22 in 2Q 2023). Revenue: US$182.8m (flat on 2Q 2023). Net income: US$8.30m (down 68% from 2Q 2023). Profit margin: 4.5% (down from 14% in 2Q 2023). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$0.01 (vs US$0.012 loss in 1Q 2023)First quarter 2024 results: EPS: US$0.01 (up from US$0.012 loss in 1Q 2023). Revenue: US$160.5m (flat on 1Q 2023). Net income: US$1.20m (up US$2.67m from 1Q 2023). Profit margin: 0.7% (up from net loss in 1Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Reported Earnings • Feb 29Full year 2023 earnings released: EPS: US$0.60 (vs US$0.52 in FY 2022)Full year 2023 results: EPS: US$0.60 (up from US$0.52 in FY 2022). Revenue: US$691.1m (down 16% from FY 2022). Net income: US$71.2m (up 2.0% from FY 2022). Profit margin: 10% (up from 8.5% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.14 (vs US$0.16 in 3Q 2022)Third quarter 2023 results: EPS: US$0.14 (down from US$0.16 in 3Q 2022). Revenue: US$173.3m (down 26% from 3Q 2022). Net income: US$16.6m (down 22% from 3Q 2022). Profit margin: 9.6% (in line with 3Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$0.22 (vs US$0.14 in 2Q 2022)Second quarter 2023 results: EPS: US$0.22 (up from US$0.14 in 2Q 2022). Revenue: US$184.1m (down 18% from 2Q 2022). Net income: US$26.1m (up 36% from 2Q 2022). Profit margin: 14% (up from 8.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.すべての更新を表示Recent updatesお知らせ • Apr 16Ecovyst Inc., Annual General Meeting, May 20, 2026Ecovyst Inc., Annual General Meeting, May 20, 2026.お知らせ • Feb 26Ecovyst Inc. Provides Earnings Guidance for the Fiscal Year 2026Ecovyst Inc. provided earnings guidance for the fiscal year 2026. For the year, the company expects sales of $860 million to $940 million, up 7% from 2025 at the mid-point of the range, excluding the projected pass-through effect of higher sulfur costs.お知らせ • Jan 08Ecovyst Inc. Announces Departure of Paul Whittleston as Vice President and President, Advanced Materials & Catalysts, Effective December 31, 2025Ecovyst Inc. announced that at the closing of the Transaction, Paul Whittleston, Vice President and President, Advanced Materials & Catalysts, ceased to be an officer of, and terminated employment with, the Company. Effective date: December 31, 2025.お知らせ • Jan 02Technip Energies N.V. (ENXTPA:TE) acquired Advanced Materials & Catalysts Segment of Ecovyst Inc.Technip Energies N.V. (ENXTPA:TE) entered into a definitive agreement to acquire Advanced Materials & Catalysts Segment of Ecovyst Inc. for approximately $560 million on September 10, 2025. The transaction represents a 9.8x EBITDA multiple on the segment's Adjusted EBITDA for the year ended December 31, 2024. Advanced Materials & Catalysts had a revenue of $223 million and EBITDA of $57 million for 2024. The closing of the transaction is subject to pending regulatory approvals, antitrust approval, satisfaction of customary closing conditions and approval by Ecovyst Board. Transaction has been approved by Ecovyst Board and is anticipated in the first quarter of 2026. Lazard, Inc. is serving as financial advisor, and Tara Fisher and Craig Marcus of Ropes & Gray LLP and Babst, Calland, Clements and Zomnir, PC is serving as legal advisor to Ecovyst. Evercore Inc. is serving as financial advisor, and Tull Florey of Gibson, Dunn & Crutcher LLP is serving as legal advisor to Technip Energies. EY-Parthenon as Financial and Tax advisor to Technip Energies. On January 2, 2026, it was announced that the Company expects net proceeds after taxes and transaction expenses to be approximately $530 million, resulting in a Net Debt Leverage Ratio below 1.5x. As part of the closing, the Company used $465 million of the net proceeds to pay down its Term Loan. Technip Energies N.V. (ENXTPA:TE) completed the acquisition of Advanced Materials & Catalysts Segment of Ecovyst Inc. on January 2, 2026.お知らせ • Nov 04Ecovyst Inc. Revises Earnings Guidance for 2025Ecovyst Inc. revised earnings guidance for 2025. For the period, the company expects Sales of Ecoservices from continuing operations of $700 million to $740 million.お知らせ • Sep 12Technip Energies N.V. (ENXTPA:TE) entered into a definitive agreement to acquire Advanced Materials & Catalysts Segment of Ecovyst Inc. for approximately $560 million.Technip Energies N.V. (ENXTPA:TE) entered into a definitive agreement to acquire Advanced Materials & Catalysts Segment of Ecovyst Inc. for approximately $560 million on September 10, 2025. The transaction represents a 9.8x EBITDA multiple on the segment's Adjusted EBITDA for the year ended December 31, 2024. Advanced Materials & Catalysts had a revenue of $223 million and EBITDA of $57 million for 2024. The closing of the transaction is subject to pending regulatory approvals, antitrust approval, satisfaction of customary closing conditions and approval by Ecovyst Board. Transaction has been approved by Ecovyst Board and is anticipated in the first quarter of 2026. Lazard, Inc. is serving as financial advisor, and Tara Fisher and Craig Marcus of Ropes & Gray LLP is serving as legal advisor to Ecovyst. Evercore Inc. is serving as financial advisor, and Tull Florey of Gibson, Dunn & Crutcher LLP is serving as legal advisor to Technip Energies. EY-Parthenon as Financial and Tax advisor to Technip Energies.お知らせ • Aug 07Ecovyst Inc. Updates Earnings Guidance for the Year 2025Ecovyst Inc. updated earnings guidance for the year 2025. The Company's current guidance for full year 2025 is Sales of $795 million to $835 million (change from $785 million to $845 million). Sales of $125 million to $140 million for proportionate 50% share of Zeolyst Joint Venture, which is excluded from GAAP Sales (change from $115 million to $130 million).お知らせ • Jun 30+ 1 more updateEcovyst Inc.(NYSE:ECVT) dropped from Russell 2000 Value-Defensive IndexEcovyst Inc.(NYSE:ECVT) dropped from Russell 2000 Value-Defensive Indexお知らせ • May 01Ecovyst Inc. Increases Sales Guidance for the Full Year 2025Ecovyst Inc. increased sales guidance for the full year 2025. For the year, the company expects Sales of $785 million to $845 million (change from $755 million to $815 million).お知らせ • Apr 09Ecovyst Inc., Annual General Meeting, May 08, 2025Ecovyst Inc., Annual General Meeting, May 08, 2025.お知らせ • Feb 27Ecovyst Inc. Provides Earnings Guidance for the Year 2025Ecovyst Inc. provided earnings guidance for the year 2025. The company sales to be $755 million to $815 million. Sales to be $115 million to $130 million for proportionate 50% share of Zeolyst Joint Venture, which is excluded from GAAP Sales.お知らせ • Nov 14Ecovyst Inc. Announces Launch of AlphaCat Advanced Silica Products for Biocatalysis ApplicationsEcovyst Inc. announced the launch of its AlphaCat advanced silica products focused on enabling the advancement of biocatalysis. Announced at Investor Day in November 2024, Ecovyst has now completed initial investments to expand research and testing capabilities at main R&D site in Conshohocken, PA, resulting in the development of a range of advanced silica-based products. These products will be sold as both functionalized silica supports, where customers can immobilize their desired enzyme, and as biocatalysts with the enzyme immobilized on the advanced silica support.Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$0.12 (vs US$0.14 in 3Q 2023)Third quarter 2024 results: EPS: US$0.12 (down from US$0.14 in 3Q 2023). Revenue: US$179.2m (up 3.4% from 3Q 2023). Net income: US$14.3m (down 14% from 3Q 2023). Profit margin: 8.0% (down from 9.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.071 (vs US$0.22 in 2Q 2023)Second quarter 2024 results: EPS: US$0.071 (down from US$0.22 in 2Q 2023). Revenue: US$182.8m (flat on 2Q 2023). Net income: US$8.30m (down 68% from 2Q 2023). Profit margin: 4.5% (down from 14% in 2Q 2023). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.Valuation Update With 7 Day Price Move • Aug 01Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €7.20, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Chemicals industry in Germany. Total loss to shareholders of 33% over the past three years.お知らせ • Aug 01Ecovyst Inc. Revises Earnings Guidance for the Full Year 2024Ecovyst Inc. revised earnings guidance for the full year 2024. For the period, Company expects Sales of $700 million to $740 million (change from $715 million to $755 million).お知らせ • Jul 03Ecovyst Inc.(NYSE:ECVT) dropped from Russell 2500 Growth IndexEcovyst Inc.(NYSE:ECVT) dropped from Russell 2500 Growth Indexお知らせ • May 10Ecovyst Inc. Elects Donald Althoff to Serve on its Board and Announces Committee AppointmentsEcovyst Inc. at its Annual Meeting of Stockholders held on May 8, 2024, elected Donald Althoff to serve on the Company’s Board for a term of three years. As previously disclosed in the Company’s Amendment No. 1 to Form 8-K filed on May 9, 2024, the Board appointed Sarah Lorance as a member of the Audit Committee of the Board. In addition, on May 8, 2024, the Board appointed Kevin Fogarty as a member of the Compensation Committee of the Board.お知らせ • May 03Ecovyst Inc. Provides Earnings Guidance for the Year 2024Ecovyst Inc. provided earnings guidance for the year 2024. For the year, the company expects sales of $715 million to $755 million.Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$0.01 (vs US$0.012 loss in 1Q 2023)First quarter 2024 results: EPS: US$0.01 (up from US$0.012 loss in 1Q 2023). Revenue: US$160.5m (flat on 1Q 2023). Net income: US$1.20m (up US$2.67m from 1Q 2023). Profit margin: 0.7% (up from net loss in 1Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.Board Change • Apr 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Sarah Lorance was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • Mar 27Independent Director recently sold €232k worth of stockOn the 22nd of March, Susan Ward sold around 24k shares on-market at roughly €9.51 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €160k more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €9.65, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Chemicals industry in Germany. Total loss to shareholders of 16% over the past three years.Reported Earnings • Feb 29Full year 2023 earnings released: EPS: US$0.60 (vs US$0.52 in FY 2022)Full year 2023 results: EPS: US$0.60 (up from US$0.52 in FY 2022). Revenue: US$691.1m (down 16% from FY 2022). Net income: US$71.2m (up 2.0% from FY 2022). Profit margin: 10% (up from 8.5% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.お知らせ • Feb 28+ 2 more updatesEcovyst Inc., Annual General Meeting, May 08, 2024Ecovyst Inc., Annual General Meeting, May 08, 2024.お知らせ • Jan 16Ecovyst Inc. Appoints Kara L. Thornton as Chief Human Resources OfficerEcovyst Inc. announced that Kara L. Thornton has been appointed Chief Human Resources Officer. Ms. Thornton most recently service as Senior Vice President of Human Resources at Neuronetics, a medical device company based in Malvern, Pennsylvania. Previously, she served in various Human Resources roles of increasing responsibility at Sun Pharmaceutical Industries, DSM North America, Johnson & Johnson, Bayer Healthcare and Sankyo Pharma. Ms. Thornton is a graduate of Cabrini University.お知らせ • Dec 19Ecovyst Inc. Announces Retirement of Jonny Ginns from the Board of Directors, Effective December 31, 2023On December 12, 2023, Jonny Ginns notified Ecovyst Inc. that he would be resigning from the company’s Board of Directors, effective December 31, 2023. Mr. Ginns has served on the Board since 2010. The resignation of Mr. Ginns was not as a result of or caused by any disagreement with the Company. The Board has decreased the size of the Board to eight (8) members effective upon Mr. Ginns’s departure.お知らせ • Nov 04Ecovyst Inc. provides full year 2023 financial guidanceEcovyst Inc. provided full year 2023 financial guidance. For the period, the company expected Sales of $675 million to $705 million (change from $685 million to $715 million).Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.14 (vs US$0.16 in 3Q 2022)Third quarter 2023 results: EPS: US$0.14 (down from US$0.16 in 3Q 2022). Revenue: US$173.3m (down 26% from 3Q 2022). Net income: US$16.6m (down 22% from 3Q 2022). Profit margin: 9.6% (in line with 3Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.New Risk • Aug 09New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.お知らせ • Aug 05Ecovyst Inc. Revises Earnings Guidance for the Year 2023Ecovyst Inc. revised its earnings guidance for the year 2023. For the year, the company expects Sales of $685 million to $715 million (changed from $730 million to $760 million to reflect lower expected virgin sulfuric acid volume and lower expected volume of polyethylene catalysts).Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$0.22 (vs US$0.14 in 2Q 2022)Second quarter 2023 results: EPS: US$0.22 (up from US$0.14 in 2Q 2022). Revenue: US$184.1m (down 18% from 2Q 2022). Net income: US$26.1m (up 36% from 2Q 2022). Profit margin: 14% (up from 8.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.お知らせ • May 05Ecovyst Inc. Revises Earnings Guidance for the Year 2023Ecovyst Inc. revised its earnings guidance for the year 2023. For the year, the company expects sales of$730 million to $760 million (changed from $760 million to $790 million to reflect lower projected pass-through of energy costs and lower expected virgin sulfuric acid volume resulting from Winter Storm Elliott and the significant first quarter 2023 turnaround activity).Reported Earnings • May 05First quarter 2023 earnings released: US$0.012 loss per share (vs US$0.057 profit in 1Q 2022)First quarter 2023 results: US$0.012 loss per share (down from US$0.057 profit in 1Q 2022). Revenue: US$160.9m (down 11% from 1Q 2022). Net loss: US$1.50m (down 119% from profit in 1Q 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.Recent Insider Transactions • Mar 08Independent Director recently bought €104k worth of stockOn the 3rd of March, Kyle Vann bought around 10k shares on-market at roughly €10.40 per share. This transaction amounted to 5.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €2.5m more in shares than they have sold in the last 12 months.Reported Earnings • Mar 01Full year 2022 earnings released: EPS: US$0.52 (vs US$0.013 in FY 2021)Full year 2022 results: EPS: US$0.52 (up from US$0.013 in FY 2021). Revenue: US$820.2m (up 34% from FY 2021). Net income: US$69.8m (up US$68.0m from FY 2021). Profit margin: 8.5% (up from 0.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.Recent Insider Transactions • Dec 10Independent Director recently bought €350k worth of stockOn the 7th of December, Jonny Ginns bought around 40k shares on-market at roughly €8.66 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €2.4m more in shares than they have sold in the last 12 months.お知らせ • Nov 26Ecovyst Inc. Announces Board ResignationsOn November 21, 2022, Andrew Currie notified Ecovyst Inc., that he would be resigning from the Company’s Board of Directors (the “Board”), effective December 31, 2022. Mr. Currie, a director of INEOS Group, has served on its Board since 2008. On November 22, 2022, Mark McFadden notified the Company that he would also be resigning from the Board effective December 31, 2022. Mr. McFadden, the co-managing partner of CCMP Capital Advisors, has served on its Board since 2016.Recent Insider Transactions • Nov 20Independent Director recently bought €85k worth of stockOn the 16th of November, Robert Coxon bought around 10k shares on-market at roughly €8.47 per share. This transaction amounted to 5.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €87k. Insiders have collectively bought €2.1m more in shares than they have sold in the last 12 months.Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Anna Catalano was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Nov 16Ecovyst Inc. has completed a Follow-on Equity Offering in the amount of $144.375 million.Ecovyst Inc. has completed a Follow-on Equity Offering in the amount of $144.375 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 17,500,000 Price\Range: $8.25 Discount Per Security: $0.37125お知らせ • Nov 08Ecovyst Inc. Announces Resignation of Thomas Schneberger, President Effective November 29, 2022On November 3, 2022, Thomas Schneberger, President of Ecovyst Inc. (“the Company”), provided notice of his resignation from the Company, effective November 29, 2022.Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: US$0.16 (vs US$0.034 in 3Q 2021)Third quarter 2022 results: EPS: US$0.16 (up from US$0.034 in 3Q 2021). Revenue: US$232.5m (up 39% from 3Q 2021). Net income: US$21.3m (up 354% from 3Q 2021). Profit margin: 9.2% (up from 2.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.お知らせ • Nov 02Ecovyst Inc. Provides Earnings Guidance for the Year 2022Ecovyst Inc. provided earnings guidance for the year 2022. For the year, the company expects Sales of $810 million to $830 million1 (decreased from $830 million to $850 million to reflect lower anticipated sulfur costs) Sales of $135 million to $145 million for proportionate 50% share of Zeolyst Joint Venture, which is excluded from GAAP Sales.Recent Insider Transactions • Sep 17Independent Director recently bought €87k worth of stockOn the 15th of September, Robert Coxon bought around 10k shares on-market at roughly €8.71 per share. This transaction amounted to 6.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €359k. Insiders have collectively bought €2.4m more in shares than they have sold in the last 12 months.お知らせ • Aug 26Ecovyst Inc. to Report Q3, 2022 Results on Nov 01, 2022Ecovyst Inc. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 01, 2022Recent Insider Transactions • Aug 09Secretary recently bought €98k worth of stockOn the 4th of August, Joseph Koscinski bought around 11k shares on-market at roughly €8.60 per share. In the last 3 months, there was an even bigger purchase from another insider worth €185k. Insiders have collectively bought €1.8m more in shares than they have sold in the last 12 months.Valuation Update With 7 Day Price Move • Aug 08Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €8.65, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Chemicals industry in Germany. Total loss to shareholders of 4.6% over the past three years.Board Change • Aug 05High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Anna Catalano was the last director to join the board, commencing their role in the last week. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Aug 05Ecovyst Inc. has completed a Follow-on Equity Offering in the amount of $113.75 million.Ecovyst Inc. has completed a Follow-on Equity Offering in the amount of $113.75 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 13,000,000 Price\Range: $8.75 Discount Per Security: $0.39375お知らせ • Aug 02Ecovyst Inc. Announces Executive ChangesEcovyst Inc. announced that Anna C. Catalano has been elected to the Company’s Board of Directors. Ms. Catalano will bring extensive business experience and two decades of public and private board service to the Ecovyst Board. From 1979 to 2003, Ms. Catalano held a variety of positions with BP plc and its predecessor company, Amoco Corporation, concluding as Group Vice President, Marketing for BP at the time of her retirement in 2003. In 2010, Ms. Catalano co-founded The World Innovation Network, a non-profit network of innovators to work toward global prosperity, and continued work with that organization until 2021. She currently serves on the board of directors of HF Sinclair Corporation, where she is a member of the Nominating/Governance and Compensation Committees, and Frontdoor Inc., where she is the chair of the Compensation Committee. She formerly served on the boards of directors of Willis Towers Watson, Kraton Corporation, Mead Johnson Nutrition, and Chemtura Corporation. She holds a B.S. degree in Marketing and Business Administration from the University of Illinois, Champaign – Urbana and also has been active with the National Association of Corporate Directors (including its Corporate Directors Institute), the Alzheimer’s Association and the Houston Grand Opera. In addition, the Company announced that Greg Brenneman and Martin Craighead have retired from the Ecovyst Board effective July 27, 2022. Mr. Brenneman has served as a director of Ecovyst since 2014 and Mr. Craighead has served as a director of Ecovyst since 2017.Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: US$0.14 (vs US$0.058 loss in 2Q 2021)Second quarter 2022 results: EPS: US$0.14 (up from US$0.058 loss in 2Q 2021). Revenue: US$225.2m (up 53% from 2Q 2021). Net income: US$19.2m (up US$27.1m from 2Q 2021). Profit margin: 8.5% (up from net loss in 2Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 5.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.お知らせ • Jul 30Ecovyst Inc. Revises Revenue Guidance for the Full Year 2022Ecovyst Inc. revised revenue guidance for the full year 2022. For the year, the company expects sales in the range of $830 million to $850 million (increased from $810 million to $830 million, including the expected impact of the pass-through of higher sulfur costs). Sales in the range of $135 million to $145 million (change from $150 million to $160 million) for proportionate 50% share of Zeolyst Joint Venture, which is excluded from GAAP Sales.Recent Insider Transactions • May 11Independent Chairman recently bought €375k worth of stockOn the 5th of May, Kevin Fogarty bought around 40k shares on-market at roughly €9.38 per share. This was the largest purchase by an insider in the last 3 months. This was Kevin's only on-market trade for the last 12 months.お知らせ • May 03Ecovyst Inc. Appoints Gene Shiels as Director of Investor RelationsEcovyst Inc. announced that it has appointed Gene Shiels as Director of Investor Relations. Mr. Shiels will report to Mike Feehan, Chief Financial Officer of Ecovyst. Mr. Shiels has more than 18 years of experience in Investor Relations. Most recently, he served as Director of Investor Relations at Kraton Corporation, a position he held from 2010 until the company’s sale in March of 2022. Prior to that role, he held positions of increasing responsibility at Baker Hughes Incorporated, including Assistant Director of Investor Relations and Assistant Treasurer.お知らせ • May 02Ecovyst Inc., Annual General Meeting, May 26, 2022Ecovyst Inc., Annual General Meeting, May 26, 2022, at 09:00 US Eastern Standard Time. Agenda: To elect the four class II director nominees specifically named in the proxy statement, each to serve for a term of three years; to hold an advisory vote on the compensation paid by the company to its named executive officers; to ratify the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm of the company for the fiscal year ending December 31, 2022; and to consider any other business properly brought before the annual meeting.Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: US$0.057 (vs US$0.02 loss in 1Q 2021)First quarter 2022 results: EPS: US$0.057 (up from US$0.02 loss in 1Q 2021). Revenue: US$179.7m (up 42% from 1Q 2021). Net income: US$7.90m (up US$10.6m from 1Q 2021). Profit margin: 4.4% (up from net loss in 1Q 2021). Over the next year, revenue is forecast to grow 12%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Susan Ward was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Feb 26Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.013 (up from US$1.30 loss in FY 2020). Revenue: US$611.2m (down 45% from FY 2020). Net income: US$1.80m (up US$178.1m from FY 2020). Profit margin: 0.3% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 5.2%, compared to a 6.7% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.お知らせ • Feb 26Ecovyst Inc. Provides Financial Guidance for the Year 2022Ecovyst Inc. provided financial guidance for the year 2022. For the year, the company expects sales of $730 million to $750 million, up 21% from 2021 at the mid-point of the range.Board Change • Feb 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Susan Ward was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jan 30Ecovyst Reportedly Working with Bankers to Explore SaleEcovyst Inc. (NYSE:ECVT) is working with Goldman Sachs (GS) as it explores a sale, three sources familiar with the situation told Dealreporter, according to contacts. The chemicals company is "engaged with a very small group of potential buyers, mainly financial sponsors," but strategic interest in the company is "expected to be limited," the report said, according to contacts.Recent Insider Transactions • Nov 24Independent Director recently bought €440k worth of stockOn the 19th of November, Jonny Ginns bought around 53k shares on-market at roughly €8.35 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €966k more in shares than they have sold in the last 12 months.Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS US$0.034 (vs US$0.056 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2021 results: Revenue: US$167.4m (down 56% from 3Q 2020). Net income: US$4.60m (down 39% from 3Q 2020). Profit margin: 2.7% (up from 2.0% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.Reported Earnings • Aug 12Second quarter 2021 earnings released: US$0.058 loss per share (vs US$0.25 profit in 2Q 2020)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: US$147.0m (up 27% from 2Q 2020). Net loss: US$7.87m (down 123% from profit in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.Executive Departure • Aug 12VP & President of Performance Chemicals Albert Beninati has left the companyOn the 1st of August, Albert Beninati's tenure as VP & President of Performance Chemicals ended after 1.7 years in the role. As of March 2021, Albert still personally held 7.52k shares (€107k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.54 years.お知らせ • Aug 06Ecovyst Inc. Declares Special Cash Dividend, Payable on August 23, 2021Ecovyst Inc.'s board has declared a special cash dividend of $3.20 per share, payable on August 23, 2021 to shareholders of record as of the close of business on August 12, 2021.お知らせ • Jun 28+ 5 more updatesPQ Group Holdings Inc.(NYSE:PQG) dropped from Russell 2500 Growth IndexPQ Group Holdings Inc.(NYSE:PQG) dropped from Russell 2500 Growth Indexお知らせ • May 12PQ Group Holdings Inc. announced delayed 10-Q filingOn 05/11/2021, PQ Group Holdings Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.お知らせ • May 08PQ Group Holdings Inc. Provides Financial Guidance for the Second Quarter of Fiscal Year 2021PQ Group Holdings Inc. provided financial guidance for the second quarter of fiscal year 2021. The company expects GAAP sales to be up approximately 15% from the first quarter as refiners are back online and working to make up for lost production.お知らせ • May 07PQ Group Holdings Inc. Reiterates Earnings Guidance for the Year 2021PQ Group Holdings Inc. announced that based on the expected recovery in demand for many of its end uses to pre-pandemic levels, the company is reiterating its 2021 guidance from continuing operations. The company expected sales of $555 million to $565 million.お知らせ • Apr 30PQ Group Holdings Inc. has completed a Follow-on Equity Offering in the amount of $175 million.PQ Group Holdings Inc. has completed a Follow-on Equity Offering in the amount of $175 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 12,500,000 Price\Range: $14 Discount Per Security: $0.56お知らせ • Apr 27PQ Group Holdings Inc. Provides Earnings Guidance for the First Quarter of 2021PQ Group Holdings Inc. provides earnings guidance for the first quarter of 2021. For the year the company expects sales to be in the range of $123 million to $127 million versus $126 million. Operating income is estimated in the range of $1millionto $3millionversus $12 million3in the same period a year ago.お知らせ • Mar 19PQ Group Holdings Inc. announced delayed annual 10-K filingOn 03/17/2021, PQ Group Holdings Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.お知らせ • Mar 17PQ Group Holdings Inc. Announces Executive ChangesPQ Group Holdings Inc. announced that Tom Schneberger, who has served as Vice President, Strategy and Business Development, since December 2019, will serve as President, Catalysts, effective as of March 15, 2021. With Mr. Schneberger’s new assignment, Dr. Raymond Kolberg, who has served as President, Catalysts, will become Vice President - Technology & Business Development.Analyst Estimate Surprise Post Earnings • Mar 10Revenue misses expectationsRevenue missed analyst estimates by 19%. Over the next year, revenue is expected to shrink by 4.2% compared to a 5.7% growth forecast for the Chemicals industry in Germany.Reported Earnings • Mar 10Full year 2020 earnings released: US$1.30 loss per share (vs US$0.59 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$1.11b (down 29% from FY 2019). Net loss: US$176.2m (down 322% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.お知らせ • Mar 04PQ Group Holdings Inc. to Report Q4, 2020 Results on Mar 09, 2021PQ Group Holdings Inc. announced that they will report Q4, 2020 results Pre-Market on Mar 09, 2021お知らせ • Mar 03+ 1 more updatePQ Group Holdings Inc. (NYSE:PQG) signed an agreement to acquire Chem32 LLC from its founders for $44 million.PQ Group Holdings Inc. (NYSE:PQG) signed an agreement to acquire Chem32 LLC from its founders for $44 million on February 25, 2021. The purchase price was $44 million.Is New 90 Day High Low • Feb 10New 90-day high: €12.90The company is up 24% from its price of €10.40 on 12 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.81 per share.Is New 90 Day High Low • Jan 13New 90-day high: €12.80The company is up 35% from its price of €9.45 on 15 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.61 per share.Is New 90 Day High Low • Dec 29New 90-day high: €11.70The company is up 32% from its price of €8.85 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.12 per share.お知らせ • Dec 20PQ Group Holdings Inc. Announces Cessation of Scott Randolph as President, Performance MaterialsOn December 14, 2020, PQ Corporation completed the previously announced sale of its Performance Materials business to Potters Buyer, LLC, an affiliate of The Jordan Company, L.P., pursuant to a Stock Purchase Agreement, dated October 15, 2020, between PQ Corporation and the Purchaser, for a purchase price of $650 million in cash, subject to certain adjustments specified in the Purchase Agreement, including for indebtedness, cash, working capital and transaction expenses of the Performance Materials business at the closing of the transaction. At the closing of the Transaction, Scott Randolph, President, Performance Materials, ceased to be an officer of, and terminated employment with, the company. In connection with his termination of employment, Mr. Randolph and PQ Corporation entered into a transition and general release agreement, dated December 16, 2020, under which Mr. Randolph has agreed to a general release of claims in favor of the Company in exchange for certain payments and benefits.Is New 90 Day High Low • Dec 09New 90-day high: €11.30The company is up 19% from its price of €9.50 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.40 per share.Is New 90 Day High Low • Nov 11New 90-day high: €10.90The company is up 1.0% from its price of €10.80 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.63 per share.Analyst Estimate Surprise Post Earnings • Nov 05Revenue misses expectationsRevenue missed analyst estimates by 0.04%. Over the next year, revenue is expected to shrink by 4.5% compared to a 2.7% growth forecast for the Chemicals industry in Germany.Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS US$0.056The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$380.3m (down 10% from 3Q 2019). Net income: US$7.51m (down 72% from 3Q 2019). Profit margin: 2.0% (down from 6.3% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$42.8m, down 52% from the prior year. Total revenue was US$1.45b over the last 12 months, down 8.8% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 0.04% at US$380.3m. Revenue is expected to shrink by 1.7% over the next year, compared to a 2.3% growth forecast for the Chemicals industry in Germany.Valuation Update With 7 Day Price Move • Oct 20Market bids up stock over the past weekAfter last week's 15% share price gain to US$10.60, the stock is trading at a trailing P/E ratio of 27.3x, up from the previous P/E ratio of 23.7x. This compares to an average P/E of 30x in the Chemicals industry in Germany. Total return to shareholders over the past three years is a loss of 25%.収支内訳Ecovyst の稼ぎ方とお金の使い方。LTMベースの直近の報告された収益に基づく。収益と収入の歴史DB:PQGA 収益、費用、利益 ( )USD Millions日付収益収益G+A経費研究開発費31 Mar 267952069031 Dec 25724666030 Sep 25779-3184030 Jun 25728-1783031 Mar 255813660031 Dec 245984665030 Sep 246225270030 Jun 246425471031 Mar 246917480031 Dec 235854861030 Sep 237016377030 Jun 237606782031 Mar 238016083031 Dec 228207084030 Sep 228085698030 Jun 2274340100031 Mar 226641299031 Dec 21611298030 Sep 215654087030 Jun 215281381031 Mar 214975580031 Dec 204965480030 Sep 203571366030 Jun 206506287031 Mar 2096659110031 Dec 195333183030 Sep 191,59589164030 Jun 191,59876166031 Mar 191,60161165031 Dec 181,22949128030 Sep 181,58695162030 Jun 181,55178157031 Mar 181,50560150031 Dec 171,47258145030 Sep 171,4373139030 Jun 171,415-3140031 Mar 171,303-79134031 Dec 161,064-80107031 Dec 1538911350質の高い収益: PQGAには$15.5M } という大きな 一回限りの 損失があり、過去 12 か月の財務実績が31st March, 2026に影響を及ぼしています。利益率の向上: PQGAの現在の純利益率 (2.5%)は、昨年(6.2%)よりも低くなっています。フリー・キャッシュフローと収益の比較過去の収益成長分析収益動向: PQGAの収益は過去 5 年間で年間12.5%減少しました。成長の加速: PQGAは過去 1 年間の収益成長がマイナスであったため、5 年間の平均と比較することはできません。収益対業界: PQGAは過去 1 年間で収益成長率がマイナス ( -44.2% ) となったため、 Chemicals業界平均 ( -13.5% ) と比較することが困難です。株主資本利益率高いROE: PQGAの 自己資本利益率 ( 3.5% ) は 低い とみなされます。総資産利益率使用総資本利益率過去の好業績企業の発掘7D1Y7D1Y7D1YMaterials 、過去の業績が好調な企業。View Financial Health企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 23:10終値2026/05/21 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Ecovyst Inc. 5 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13 アナリスト機関John McNultyBMO Capital Markets Equity ResearchLaurent FavreBNP ParibasHamed KhorsandBWS Financial Inc.10 その他のアナリストを表示
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$0.12 (vs US$0.14 in 3Q 2023)Third quarter 2024 results: EPS: US$0.12 (down from US$0.14 in 3Q 2023). Revenue: US$179.2m (up 3.4% from 3Q 2023). Net income: US$14.3m (down 14% from 3Q 2023). Profit margin: 8.0% (down from 9.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.071 (vs US$0.22 in 2Q 2023)Second quarter 2024 results: EPS: US$0.071 (down from US$0.22 in 2Q 2023). Revenue: US$182.8m (flat on 2Q 2023). Net income: US$8.30m (down 68% from 2Q 2023). Profit margin: 4.5% (down from 14% in 2Q 2023). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$0.01 (vs US$0.012 loss in 1Q 2023)First quarter 2024 results: EPS: US$0.01 (up from US$0.012 loss in 1Q 2023). Revenue: US$160.5m (flat on 1Q 2023). Net income: US$1.20m (up US$2.67m from 1Q 2023). Profit margin: 0.7% (up from net loss in 1Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: US$0.60 (vs US$0.52 in FY 2022)Full year 2023 results: EPS: US$0.60 (up from US$0.52 in FY 2022). Revenue: US$691.1m (down 16% from FY 2022). Net income: US$71.2m (up 2.0% from FY 2022). Profit margin: 10% (up from 8.5% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.14 (vs US$0.16 in 3Q 2022)Third quarter 2023 results: EPS: US$0.14 (down from US$0.16 in 3Q 2022). Revenue: US$173.3m (down 26% from 3Q 2022). Net income: US$16.6m (down 22% from 3Q 2022). Profit margin: 9.6% (in line with 3Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$0.22 (vs US$0.14 in 2Q 2022)Second quarter 2023 results: EPS: US$0.22 (up from US$0.14 in 2Q 2022). Revenue: US$184.1m (down 18% from 2Q 2022). Net income: US$26.1m (up 36% from 2Q 2022). Profit margin: 14% (up from 8.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • Apr 16Ecovyst Inc., Annual General Meeting, May 20, 2026Ecovyst Inc., Annual General Meeting, May 20, 2026.
お知らせ • Feb 26Ecovyst Inc. Provides Earnings Guidance for the Fiscal Year 2026Ecovyst Inc. provided earnings guidance for the fiscal year 2026. For the year, the company expects sales of $860 million to $940 million, up 7% from 2025 at the mid-point of the range, excluding the projected pass-through effect of higher sulfur costs.
お知らせ • Jan 08Ecovyst Inc. Announces Departure of Paul Whittleston as Vice President and President, Advanced Materials & Catalysts, Effective December 31, 2025Ecovyst Inc. announced that at the closing of the Transaction, Paul Whittleston, Vice President and President, Advanced Materials & Catalysts, ceased to be an officer of, and terminated employment with, the Company. Effective date: December 31, 2025.
お知らせ • Jan 02Technip Energies N.V. (ENXTPA:TE) acquired Advanced Materials & Catalysts Segment of Ecovyst Inc.Technip Energies N.V. (ENXTPA:TE) entered into a definitive agreement to acquire Advanced Materials & Catalysts Segment of Ecovyst Inc. for approximately $560 million on September 10, 2025. The transaction represents a 9.8x EBITDA multiple on the segment's Adjusted EBITDA for the year ended December 31, 2024. Advanced Materials & Catalysts had a revenue of $223 million and EBITDA of $57 million for 2024. The closing of the transaction is subject to pending regulatory approvals, antitrust approval, satisfaction of customary closing conditions and approval by Ecovyst Board. Transaction has been approved by Ecovyst Board and is anticipated in the first quarter of 2026. Lazard, Inc. is serving as financial advisor, and Tara Fisher and Craig Marcus of Ropes & Gray LLP and Babst, Calland, Clements and Zomnir, PC is serving as legal advisor to Ecovyst. Evercore Inc. is serving as financial advisor, and Tull Florey of Gibson, Dunn & Crutcher LLP is serving as legal advisor to Technip Energies. EY-Parthenon as Financial and Tax advisor to Technip Energies. On January 2, 2026, it was announced that the Company expects net proceeds after taxes and transaction expenses to be approximately $530 million, resulting in a Net Debt Leverage Ratio below 1.5x. As part of the closing, the Company used $465 million of the net proceeds to pay down its Term Loan. Technip Energies N.V. (ENXTPA:TE) completed the acquisition of Advanced Materials & Catalysts Segment of Ecovyst Inc. on January 2, 2026.
お知らせ • Nov 04Ecovyst Inc. Revises Earnings Guidance for 2025Ecovyst Inc. revised earnings guidance for 2025. For the period, the company expects Sales of Ecoservices from continuing operations of $700 million to $740 million.
お知らせ • Sep 12Technip Energies N.V. (ENXTPA:TE) entered into a definitive agreement to acquire Advanced Materials & Catalysts Segment of Ecovyst Inc. for approximately $560 million.Technip Energies N.V. (ENXTPA:TE) entered into a definitive agreement to acquire Advanced Materials & Catalysts Segment of Ecovyst Inc. for approximately $560 million on September 10, 2025. The transaction represents a 9.8x EBITDA multiple on the segment's Adjusted EBITDA for the year ended December 31, 2024. Advanced Materials & Catalysts had a revenue of $223 million and EBITDA of $57 million for 2024. The closing of the transaction is subject to pending regulatory approvals, antitrust approval, satisfaction of customary closing conditions and approval by Ecovyst Board. Transaction has been approved by Ecovyst Board and is anticipated in the first quarter of 2026. Lazard, Inc. is serving as financial advisor, and Tara Fisher and Craig Marcus of Ropes & Gray LLP is serving as legal advisor to Ecovyst. Evercore Inc. is serving as financial advisor, and Tull Florey of Gibson, Dunn & Crutcher LLP is serving as legal advisor to Technip Energies. EY-Parthenon as Financial and Tax advisor to Technip Energies.
お知らせ • Aug 07Ecovyst Inc. Updates Earnings Guidance for the Year 2025Ecovyst Inc. updated earnings guidance for the year 2025. The Company's current guidance for full year 2025 is Sales of $795 million to $835 million (change from $785 million to $845 million). Sales of $125 million to $140 million for proportionate 50% share of Zeolyst Joint Venture, which is excluded from GAAP Sales (change from $115 million to $130 million).
お知らせ • Jun 30+ 1 more updateEcovyst Inc.(NYSE:ECVT) dropped from Russell 2000 Value-Defensive IndexEcovyst Inc.(NYSE:ECVT) dropped from Russell 2000 Value-Defensive Index
お知らせ • May 01Ecovyst Inc. Increases Sales Guidance for the Full Year 2025Ecovyst Inc. increased sales guidance for the full year 2025. For the year, the company expects Sales of $785 million to $845 million (change from $755 million to $815 million).
お知らせ • Apr 09Ecovyst Inc., Annual General Meeting, May 08, 2025Ecovyst Inc., Annual General Meeting, May 08, 2025.
お知らせ • Feb 27Ecovyst Inc. Provides Earnings Guidance for the Year 2025Ecovyst Inc. provided earnings guidance for the year 2025. The company sales to be $755 million to $815 million. Sales to be $115 million to $130 million for proportionate 50% share of Zeolyst Joint Venture, which is excluded from GAAP Sales.
お知らせ • Nov 14Ecovyst Inc. Announces Launch of AlphaCat Advanced Silica Products for Biocatalysis ApplicationsEcovyst Inc. announced the launch of its AlphaCat advanced silica products focused on enabling the advancement of biocatalysis. Announced at Investor Day in November 2024, Ecovyst has now completed initial investments to expand research and testing capabilities at main R&D site in Conshohocken, PA, resulting in the development of a range of advanced silica-based products. These products will be sold as both functionalized silica supports, where customers can immobilize their desired enzyme, and as biocatalysts with the enzyme immobilized on the advanced silica support.
Reported Earnings • Nov 01Third quarter 2024 earnings released: EPS: US$0.12 (vs US$0.14 in 3Q 2023)Third quarter 2024 results: EPS: US$0.12 (down from US$0.14 in 3Q 2023). Revenue: US$179.2m (up 3.4% from 3Q 2023). Net income: US$14.3m (down 14% from 3Q 2023). Profit margin: 8.0% (down from 9.6% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 4.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Reported Earnings • Aug 02Second quarter 2024 earnings released: EPS: US$0.071 (vs US$0.22 in 2Q 2023)Second quarter 2024 results: EPS: US$0.071 (down from US$0.22 in 2Q 2023). Revenue: US$182.8m (flat on 2Q 2023). Net income: US$8.30m (down 68% from 2Q 2023). Profit margin: 4.5% (down from 14% in 2Q 2023). Revenue is forecast to grow 6.4% p.a. on average during the next 3 years, compared to a 4.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 47% per year but the company’s share price has fallen by 18% per year, which means it is significantly lagging earnings.
Valuation Update With 7 Day Price Move • Aug 01Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €7.20, the stock trades at a forward P/E ratio of 9x. Average forward P/E is 12x in the Chemicals industry in Germany. Total loss to shareholders of 33% over the past three years.
お知らせ • Aug 01Ecovyst Inc. Revises Earnings Guidance for the Full Year 2024Ecovyst Inc. revised earnings guidance for the full year 2024. For the period, Company expects Sales of $700 million to $740 million (change from $715 million to $755 million).
お知らせ • Jul 03Ecovyst Inc.(NYSE:ECVT) dropped from Russell 2500 Growth IndexEcovyst Inc.(NYSE:ECVT) dropped from Russell 2500 Growth Index
お知らせ • May 10Ecovyst Inc. Elects Donald Althoff to Serve on its Board and Announces Committee AppointmentsEcovyst Inc. at its Annual Meeting of Stockholders held on May 8, 2024, elected Donald Althoff to serve on the Company’s Board for a term of three years. As previously disclosed in the Company’s Amendment No. 1 to Form 8-K filed on May 9, 2024, the Board appointed Sarah Lorance as a member of the Audit Committee of the Board. In addition, on May 8, 2024, the Board appointed Kevin Fogarty as a member of the Compensation Committee of the Board.
お知らせ • May 03Ecovyst Inc. Provides Earnings Guidance for the Year 2024Ecovyst Inc. provided earnings guidance for the year 2024. For the year, the company expects sales of $715 million to $755 million.
Reported Earnings • May 03First quarter 2024 earnings released: EPS: US$0.01 (vs US$0.012 loss in 1Q 2023)First quarter 2024 results: EPS: US$0.01 (up from US$0.012 loss in 1Q 2023). Revenue: US$160.5m (flat on 1Q 2023). Net income: US$1.20m (up US$2.67m from 1Q 2023). Profit margin: 0.7% (up from net loss in 1Q 2023). Revenue is forecast to grow 6.2% p.a. on average during the next 3 years, compared to a 4.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 43% per year but the company’s share price has fallen by 8% per year, which means it is significantly lagging earnings.
Board Change • Apr 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Sarah Lorance was the last director to join the board, commencing their role in 2024. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • Mar 27Independent Director recently sold €232k worth of stockOn the 22nd of March, Susan Ward sold around 24k shares on-market at roughly €9.51 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of €160k more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Mar 26Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €9.65, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 18x in the Chemicals industry in Germany. Total loss to shareholders of 16% over the past three years.
Reported Earnings • Feb 29Full year 2023 earnings released: EPS: US$0.60 (vs US$0.52 in FY 2022)Full year 2023 results: EPS: US$0.60 (up from US$0.52 in FY 2022). Revenue: US$691.1m (down 16% from FY 2022). Net income: US$71.2m (up 2.0% from FY 2022). Profit margin: 10% (up from 8.5% in FY 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 5.1% p.a. on average during the next 3 years, compared to a 3.2% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 33% per year but the company’s share price has fallen by 13% per year, which means it is significantly lagging earnings.
お知らせ • Feb 28+ 2 more updatesEcovyst Inc., Annual General Meeting, May 08, 2024Ecovyst Inc., Annual General Meeting, May 08, 2024.
お知らせ • Jan 16Ecovyst Inc. Appoints Kara L. Thornton as Chief Human Resources OfficerEcovyst Inc. announced that Kara L. Thornton has been appointed Chief Human Resources Officer. Ms. Thornton most recently service as Senior Vice President of Human Resources at Neuronetics, a medical device company based in Malvern, Pennsylvania. Previously, she served in various Human Resources roles of increasing responsibility at Sun Pharmaceutical Industries, DSM North America, Johnson & Johnson, Bayer Healthcare and Sankyo Pharma. Ms. Thornton is a graduate of Cabrini University.
お知らせ • Dec 19Ecovyst Inc. Announces Retirement of Jonny Ginns from the Board of Directors, Effective December 31, 2023On December 12, 2023, Jonny Ginns notified Ecovyst Inc. that he would be resigning from the company’s Board of Directors, effective December 31, 2023. Mr. Ginns has served on the Board since 2010. The resignation of Mr. Ginns was not as a result of or caused by any disagreement with the Company. The Board has decreased the size of the Board to eight (8) members effective upon Mr. Ginns’s departure.
お知らせ • Nov 04Ecovyst Inc. provides full year 2023 financial guidanceEcovyst Inc. provided full year 2023 financial guidance. For the period, the company expected Sales of $675 million to $705 million (change from $685 million to $715 million).
Reported Earnings • Nov 03Third quarter 2023 earnings released: EPS: US$0.14 (vs US$0.16 in 3Q 2022)Third quarter 2023 results: EPS: US$0.14 (down from US$0.16 in 3Q 2022). Revenue: US$173.3m (down 26% from 3Q 2022). Net income: US$16.6m (down 22% from 3Q 2022). Profit margin: 9.6% (in line with 3Q 2022). Revenue is forecast to grow 5.6% p.a. on average during the next 3 years, compared to a 3.1% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has fallen by 6% per year, which means it is significantly lagging earnings.
New Risk • Aug 09New major risk - Financial positionThe company's interest payments are not well covered by earnings. Net interest cover: 2.2x This is considered a major risk. If the company is unable to fund interest repayments on its debt through profits, it may be forced into reducing its debt burden through selling assets, undertaking a potentially costly capital raising or even into bankruptcy in the worst case scenario. This is currently the only risk that has been identified for the company.
お知らせ • Aug 05Ecovyst Inc. Revises Earnings Guidance for the Year 2023Ecovyst Inc. revised its earnings guidance for the year 2023. For the year, the company expects Sales of $685 million to $715 million (changed from $730 million to $760 million to reflect lower expected virgin sulfuric acid volume and lower expected volume of polyethylene catalysts).
Reported Earnings • Aug 03Second quarter 2023 earnings released: EPS: US$0.22 (vs US$0.14 in 2Q 2022)Second quarter 2023 results: EPS: US$0.22 (up from US$0.14 in 2Q 2022). Revenue: US$184.1m (down 18% from 2Q 2022). Net income: US$26.1m (up 36% from 2Q 2022). Profit margin: 14% (up from 8.5% in 2Q 2022). The increase in margin was driven by lower expenses. Revenue is forecast to grow 4.3% p.a. on average during the next 3 years, compared to a 1.8% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
お知らせ • May 05Ecovyst Inc. Revises Earnings Guidance for the Year 2023Ecovyst Inc. revised its earnings guidance for the year 2023. For the year, the company expects sales of$730 million to $760 million (changed from $760 million to $790 million to reflect lower projected pass-through of energy costs and lower expected virgin sulfuric acid volume resulting from Winter Storm Elliott and the significant first quarter 2023 turnaround activity).
Reported Earnings • May 05First quarter 2023 earnings released: US$0.012 loss per share (vs US$0.057 profit in 1Q 2022)First quarter 2023 results: US$0.012 loss per share (down from US$0.057 profit in 1Q 2022). Revenue: US$160.9m (down 11% from 1Q 2022). Net loss: US$1.50m (down 119% from profit in 1Q 2022). Revenue is forecast to grow 3.8% p.a. on average during the next 3 years, compared to a 2.6% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has fallen by 3% per year, which means it is significantly lagging earnings.
Recent Insider Transactions • Mar 08Independent Director recently bought €104k worth of stockOn the 3rd of March, Kyle Vann bought around 10k shares on-market at roughly €10.40 per share. This transaction amounted to 5.8% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €2.5m more in shares than they have sold in the last 12 months.
Reported Earnings • Mar 01Full year 2022 earnings released: EPS: US$0.52 (vs US$0.013 in FY 2021)Full year 2022 results: EPS: US$0.52 (up from US$0.013 in FY 2021). Revenue: US$820.2m (up 34% from FY 2021). Net income: US$69.8m (up US$68.0m from FY 2021). Profit margin: 8.5% (up from 0.3% in FY 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 4.6% p.a. on average during the next 3 years, compared to a 2.0% growth forecast for the Chemicals industry in Germany. Over the last 3 years on average, earnings per share has remained flat whereas the company’s share price has fallen by 5% per year.
Recent Insider Transactions • Dec 10Independent Director recently bought €350k worth of stockOn the 7th of December, Jonny Ginns bought around 40k shares on-market at roughly €8.66 per share. This transaction amounted to 26% of their direct individual holding at the time of the trade. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €2.4m more in shares than they have sold in the last 12 months.
お知らせ • Nov 26Ecovyst Inc. Announces Board ResignationsOn November 21, 2022, Andrew Currie notified Ecovyst Inc., that he would be resigning from the Company’s Board of Directors (the “Board”), effective December 31, 2022. Mr. Currie, a director of INEOS Group, has served on its Board since 2008. On November 22, 2022, Mark McFadden notified the Company that he would also be resigning from the Board effective December 31, 2022. Mr. McFadden, the co-managing partner of CCMP Capital Advisors, has served on its Board since 2016.
Recent Insider Transactions • Nov 20Independent Director recently bought €85k worth of stockOn the 16th of November, Robert Coxon bought around 10k shares on-market at roughly €8.47 per share. This transaction amounted to 5.7% of their direct individual holding at the time of the trade. In the last 3 months, they made an even bigger purchase worth €87k. Insiders have collectively bought €2.1m more in shares than they have sold in the last 12 months.
Board Change • Nov 16High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Anna Catalano was the last director to join the board, commencing their role in 2022. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Nov 16Ecovyst Inc. has completed a Follow-on Equity Offering in the amount of $144.375 million.Ecovyst Inc. has completed a Follow-on Equity Offering in the amount of $144.375 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 17,500,000 Price\Range: $8.25 Discount Per Security: $0.37125
お知らせ • Nov 08Ecovyst Inc. Announces Resignation of Thomas Schneberger, President Effective November 29, 2022On November 3, 2022, Thomas Schneberger, President of Ecovyst Inc. (“the Company”), provided notice of his resignation from the Company, effective November 29, 2022.
Reported Earnings • Nov 02Third quarter 2022 earnings released: EPS: US$0.16 (vs US$0.034 in 3Q 2021)Third quarter 2022 results: EPS: US$0.16 (up from US$0.034 in 3Q 2021). Revenue: US$232.5m (up 39% from 3Q 2021). Net income: US$21.3m (up 354% from 3Q 2021). Profit margin: 9.2% (up from 2.8% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue is forecast to grow 3.9% p.a. on average during the next 3 years, while revenues in the Chemicals industry in Germany are expected to remain flat. Over the last 3 years on average, earnings per share has fallen by 28% per year but the company’s share price has only fallen by 14% per year, which means it has not declined as severely as earnings.
お知らせ • Nov 02Ecovyst Inc. Provides Earnings Guidance for the Year 2022Ecovyst Inc. provided earnings guidance for the year 2022. For the year, the company expects Sales of $810 million to $830 million1 (decreased from $830 million to $850 million to reflect lower anticipated sulfur costs) Sales of $135 million to $145 million for proportionate 50% share of Zeolyst Joint Venture, which is excluded from GAAP Sales.
Recent Insider Transactions • Sep 17Independent Director recently bought €87k worth of stockOn the 15th of September, Robert Coxon bought around 10k shares on-market at roughly €8.71 per share. This transaction amounted to 6.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger purchase from another insider worth €359k. Insiders have collectively bought €2.4m more in shares than they have sold in the last 12 months.
お知らせ • Aug 26Ecovyst Inc. to Report Q3, 2022 Results on Nov 01, 2022Ecovyst Inc. announced that they will report Q3, 2022 results at 9:30 AM, US Eastern Standard Time on Nov 01, 2022
Recent Insider Transactions • Aug 09Secretary recently bought €98k worth of stockOn the 4th of August, Joseph Koscinski bought around 11k shares on-market at roughly €8.60 per share. In the last 3 months, there was an even bigger purchase from another insider worth €185k. Insiders have collectively bought €1.8m more in shares than they have sold in the last 12 months.
Valuation Update With 7 Day Price Move • Aug 08Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to €8.65, the stock trades at a forward P/E ratio of 11x. Average forward P/E is 10x in the Chemicals industry in Germany. Total loss to shareholders of 4.6% over the past three years.
Board Change • Aug 05High number of new directorsThere are 6 new directors who have joined the board in the last 3 years. Independent Director Anna Catalano was the last director to join the board, commencing their role in the last week. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Aug 05Ecovyst Inc. has completed a Follow-on Equity Offering in the amount of $113.75 million.Ecovyst Inc. has completed a Follow-on Equity Offering in the amount of $113.75 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 13,000,000 Price\Range: $8.75 Discount Per Security: $0.39375
お知らせ • Aug 02Ecovyst Inc. Announces Executive ChangesEcovyst Inc. announced that Anna C. Catalano has been elected to the Company’s Board of Directors. Ms. Catalano will bring extensive business experience and two decades of public and private board service to the Ecovyst Board. From 1979 to 2003, Ms. Catalano held a variety of positions with BP plc and its predecessor company, Amoco Corporation, concluding as Group Vice President, Marketing for BP at the time of her retirement in 2003. In 2010, Ms. Catalano co-founded The World Innovation Network, a non-profit network of innovators to work toward global prosperity, and continued work with that organization until 2021. She currently serves on the board of directors of HF Sinclair Corporation, where she is a member of the Nominating/Governance and Compensation Committees, and Frontdoor Inc., where she is the chair of the Compensation Committee. She formerly served on the boards of directors of Willis Towers Watson, Kraton Corporation, Mead Johnson Nutrition, and Chemtura Corporation. She holds a B.S. degree in Marketing and Business Administration from the University of Illinois, Champaign – Urbana and also has been active with the National Association of Corporate Directors (including its Corporate Directors Institute), the Alzheimer’s Association and the Houston Grand Opera. In addition, the Company announced that Greg Brenneman and Martin Craighead have retired from the Ecovyst Board effective July 27, 2022. Mr. Brenneman has served as a director of Ecovyst since 2014 and Mr. Craighead has served as a director of Ecovyst since 2017.
Reported Earnings • Jul 30Second quarter 2022 earnings released: EPS: US$0.14 (vs US$0.058 loss in 2Q 2021)Second quarter 2022 results: EPS: US$0.14 (up from US$0.058 loss in 2Q 2021). Revenue: US$225.2m (up 53% from 2Q 2021). Net income: US$19.2m (up US$27.1m from 2Q 2021). Profit margin: 8.5% (up from net loss in 2Q 2021). Over the next year, revenue is forecast to grow 11%, compared to a 5.7% growth forecast for the industry in Germany. Over the last 3 years on average, earnings per share has fallen by 44% per year but the company’s share price has only fallen by 9% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 30Ecovyst Inc. Revises Revenue Guidance for the Full Year 2022Ecovyst Inc. revised revenue guidance for the full year 2022. For the year, the company expects sales in the range of $830 million to $850 million (increased from $810 million to $830 million, including the expected impact of the pass-through of higher sulfur costs). Sales in the range of $135 million to $145 million (change from $150 million to $160 million) for proportionate 50% share of Zeolyst Joint Venture, which is excluded from GAAP Sales.
Recent Insider Transactions • May 11Independent Chairman recently bought €375k worth of stockOn the 5th of May, Kevin Fogarty bought around 40k shares on-market at roughly €9.38 per share. This was the largest purchase by an insider in the last 3 months. This was Kevin's only on-market trade for the last 12 months.
お知らせ • May 03Ecovyst Inc. Appoints Gene Shiels as Director of Investor RelationsEcovyst Inc. announced that it has appointed Gene Shiels as Director of Investor Relations. Mr. Shiels will report to Mike Feehan, Chief Financial Officer of Ecovyst. Mr. Shiels has more than 18 years of experience in Investor Relations. Most recently, he served as Director of Investor Relations at Kraton Corporation, a position he held from 2010 until the company’s sale in March of 2022. Prior to that role, he held positions of increasing responsibility at Baker Hughes Incorporated, including Assistant Director of Investor Relations and Assistant Treasurer.
お知らせ • May 02Ecovyst Inc., Annual General Meeting, May 26, 2022Ecovyst Inc., Annual General Meeting, May 26, 2022, at 09:00 US Eastern Standard Time. Agenda: To elect the four class II director nominees specifically named in the proxy statement, each to serve for a term of three years; to hold an advisory vote on the compensation paid by the company to its named executive officers; to ratify the appointment of PricewaterhouseCoopers LLP as the independent registered public accounting firm of the company for the fiscal year ending December 31, 2022; and to consider any other business properly brought before the annual meeting.
Reported Earnings • Apr 30First quarter 2022 earnings released: EPS: US$0.057 (vs US$0.02 loss in 1Q 2021)First quarter 2022 results: EPS: US$0.057 (up from US$0.02 loss in 1Q 2021). Revenue: US$179.7m (up 42% from 1Q 2021). Net income: US$7.90m (up US$10.6m from 1Q 2021). Profit margin: 4.4% (up from net loss in 1Q 2021). Over the next year, revenue is forecast to grow 12%, compared to a 11% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 73 percentage points per year, which is a significant difference in performance.
Board Change • Apr 27Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Susan Ward was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Feb 26Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: US$0.013 (up from US$1.30 loss in FY 2020). Revenue: US$611.2m (down 45% from FY 2020). Net income: US$1.80m (up US$178.1m from FY 2020). Profit margin: 0.3% (up from net loss in FY 2020). Revenue exceeded analyst estimates by 2.6%. Over the next year, revenue is forecast to grow 5.2%, compared to a 6.7% growth forecast for the industry in Germany. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 79 percentage points per year, which is a significant difference in performance.
お知らせ • Feb 26Ecovyst Inc. Provides Financial Guidance for the Year 2022Ecovyst Inc. provided financial guidance for the year 2022. For the year, the company expects sales of $730 million to $750 million, up 21% from 2021 at the mid-point of the range.
Board Change • Feb 02Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 6 highly experienced directors. Independent Director Susan Ward was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jan 30Ecovyst Reportedly Working with Bankers to Explore SaleEcovyst Inc. (NYSE:ECVT) is working with Goldman Sachs (GS) as it explores a sale, three sources familiar with the situation told Dealreporter, according to contacts. The chemicals company is "engaged with a very small group of potential buyers, mainly financial sponsors," but strategic interest in the company is "expected to be limited," the report said, according to contacts.
Recent Insider Transactions • Nov 24Independent Director recently bought €440k worth of stockOn the 19th of November, Jonny Ginns bought around 53k shares on-market at roughly €8.35 per share. This was the largest purchase by an insider in the last 3 months. Insiders have collectively bought €966k more in shares than they have sold in the last 12 months.
Reported Earnings • Nov 10Third quarter 2021 earnings released: EPS US$0.034 (vs US$0.056 in 3Q 2020)The company reported a soft third quarter result with weaker earnings and revenues, although profit margins were improved. Third quarter 2021 results: Revenue: US$167.4m (down 56% from 3Q 2020). Net income: US$4.60m (down 39% from 3Q 2020). Profit margin: 2.7% (up from 2.0% in 3Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 97 percentage points per year, which is a significant difference in performance.
Reported Earnings • Aug 12Second quarter 2021 earnings released: US$0.058 loss per share (vs US$0.25 profit in 2Q 2020)The company reported a soft second quarter result with weaker earnings and weaker control over costs, although revenues improved. Second quarter 2021 results: Revenue: US$147.0m (up 27% from 2Q 2020). Net loss: US$7.87m (down 123% from profit in 2Q 2020). Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 84 percentage points per year, which is a significant difference in performance.
Executive Departure • Aug 12VP & President of Performance Chemicals Albert Beninati has left the companyOn the 1st of August, Albert Beninati's tenure as VP & President of Performance Chemicals ended after 1.7 years in the role. As of March 2021, Albert still personally held 7.52k shares (€107k worth at the time). A total of 3 executives have left over the last 12 months. The current median tenure of the management team is 2.54 years.
お知らせ • Aug 06Ecovyst Inc. Declares Special Cash Dividend, Payable on August 23, 2021Ecovyst Inc.'s board has declared a special cash dividend of $3.20 per share, payable on August 23, 2021 to shareholders of record as of the close of business on August 12, 2021.
お知らせ • Jun 28+ 5 more updatesPQ Group Holdings Inc.(NYSE:PQG) dropped from Russell 2500 Growth IndexPQ Group Holdings Inc.(NYSE:PQG) dropped from Russell 2500 Growth Index
お知らせ • May 12PQ Group Holdings Inc. announced delayed 10-Q filingOn 05/11/2021, PQ Group Holdings Inc. announced that they will be unable to file their next 10-Q by the deadline required by the SEC.
お知らせ • May 08PQ Group Holdings Inc. Provides Financial Guidance for the Second Quarter of Fiscal Year 2021PQ Group Holdings Inc. provided financial guidance for the second quarter of fiscal year 2021. The company expects GAAP sales to be up approximately 15% from the first quarter as refiners are back online and working to make up for lost production.
お知らせ • May 07PQ Group Holdings Inc. Reiterates Earnings Guidance for the Year 2021PQ Group Holdings Inc. announced that based on the expected recovery in demand for many of its end uses to pre-pandemic levels, the company is reiterating its 2021 guidance from continuing operations. The company expected sales of $555 million to $565 million.
お知らせ • Apr 30PQ Group Holdings Inc. has completed a Follow-on Equity Offering in the amount of $175 million.PQ Group Holdings Inc. has completed a Follow-on Equity Offering in the amount of $175 million. Security Name: Common Stock Security Type: Common Stock Securities Offered: 12,500,000 Price\Range: $14 Discount Per Security: $0.56
お知らせ • Apr 27PQ Group Holdings Inc. Provides Earnings Guidance for the First Quarter of 2021PQ Group Holdings Inc. provides earnings guidance for the first quarter of 2021. For the year the company expects sales to be in the range of $123 million to $127 million versus $126 million. Operating income is estimated in the range of $1millionto $3millionversus $12 million3in the same period a year ago.
お知らせ • Mar 19PQ Group Holdings Inc. announced delayed annual 10-K filingOn 03/17/2021, PQ Group Holdings Inc. announced that they will be unable to file their next 10-K by the deadline required by the SEC.
お知らせ • Mar 17PQ Group Holdings Inc. Announces Executive ChangesPQ Group Holdings Inc. announced that Tom Schneberger, who has served as Vice President, Strategy and Business Development, since December 2019, will serve as President, Catalysts, effective as of March 15, 2021. With Mr. Schneberger’s new assignment, Dr. Raymond Kolberg, who has served as President, Catalysts, will become Vice President - Technology & Business Development.
Analyst Estimate Surprise Post Earnings • Mar 10Revenue misses expectationsRevenue missed analyst estimates by 19%. Over the next year, revenue is expected to shrink by 4.2% compared to a 5.7% growth forecast for the Chemicals industry in Germany.
Reported Earnings • Mar 10Full year 2020 earnings released: US$1.30 loss per share (vs US$0.59 profit in FY 2019)The company reported a poor full year result with weaker earnings, revenues and control over costs. Full year 2020 results: Revenue: US$1.11b (down 29% from FY 2019). Net loss: US$176.2m (down 322% from profit in FY 2019). Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
お知らせ • Mar 04PQ Group Holdings Inc. to Report Q4, 2020 Results on Mar 09, 2021PQ Group Holdings Inc. announced that they will report Q4, 2020 results Pre-Market on Mar 09, 2021
お知らせ • Mar 03+ 1 more updatePQ Group Holdings Inc. (NYSE:PQG) signed an agreement to acquire Chem32 LLC from its founders for $44 million.PQ Group Holdings Inc. (NYSE:PQG) signed an agreement to acquire Chem32 LLC from its founders for $44 million on February 25, 2021. The purchase price was $44 million.
Is New 90 Day High Low • Feb 10New 90-day high: €12.90The company is up 24% from its price of €10.40 on 12 November 2020. The German market is up 10.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.81 per share.
Is New 90 Day High Low • Jan 13New 90-day high: €12.80The company is up 35% from its price of €9.45 on 15 October 2020. The German market is up 8.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 17% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.61 per share.
Is New 90 Day High Low • Dec 29New 90-day high: €11.70The company is up 32% from its price of €8.85 on 30 September 2020. The German market is up 9.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 18% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €17.12 per share.
お知らせ • Dec 20PQ Group Holdings Inc. Announces Cessation of Scott Randolph as President, Performance MaterialsOn December 14, 2020, PQ Corporation completed the previously announced sale of its Performance Materials business to Potters Buyer, LLC, an affiliate of The Jordan Company, L.P., pursuant to a Stock Purchase Agreement, dated October 15, 2020, between PQ Corporation and the Purchaser, for a purchase price of $650 million in cash, subject to certain adjustments specified in the Purchase Agreement, including for indebtedness, cash, working capital and transaction expenses of the Performance Materials business at the closing of the transaction. At the closing of the Transaction, Scott Randolph, President, Performance Materials, ceased to be an officer of, and terminated employment with, the company. In connection with his termination of employment, Mr. Randolph and PQ Corporation entered into a transition and general release agreement, dated December 16, 2020, under which Mr. Randolph has agreed to a general release of claims in favor of the Company in exchange for certain payments and benefits.
Is New 90 Day High Low • Dec 09New 90-day high: €11.30The company is up 19% from its price of €9.50 on 10 September 2020. The German market is up 2.0% over the last 90 days, indicating the company outperformed over that time. It also outperformed the Chemicals industry, which is up 11% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €14.40 per share.
Is New 90 Day High Low • Nov 11New 90-day high: €10.90The company is up 1.0% from its price of €10.80 on 12 August 2020. The German market is flat over the last 90 days, indicating the company outperformed over that time. However, it underperformed the Chemicals industry, which is up 5.0% over the same period. According to the Simply Wall St valuation model, the estimated intrinsic value of the company is €15.63 per share.
Analyst Estimate Surprise Post Earnings • Nov 05Revenue misses expectationsRevenue missed analyst estimates by 0.04%. Over the next year, revenue is expected to shrink by 4.5% compared to a 2.7% growth forecast for the Chemicals industry in Germany.
Reported Earnings • Nov 05Third quarter 2020 earnings released: EPS US$0.056The company reported a poor third quarter result with weaker earnings, revenues and profit margins. Third quarter 2020 results: Revenue: US$380.3m (down 10% from 3Q 2019). Net income: US$7.51m (down 72% from 3Q 2019). Profit margin: 2.0% (down from 6.3% in 3Q 2019). The decrease in margin was driven by lower revenue. Over the last 3 years on average, earnings per share has increased by 7% per year but the company’s share price has fallen by 9% per year, which means it is significantly lagging earnings.
Reported Earnings • Oct 30Third quarter earnings releasedOver the last 12 months the company has reported total profits of US$42.8m, down 52% from the prior year. Total revenue was US$1.45b over the last 12 months, down 8.8% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 30Third-quarter earnings released: Revenue misses expectationsThird-quarter revenue missed analyst estimates by 0.04% at US$380.3m. Revenue is expected to shrink by 1.7% over the next year, compared to a 2.3% growth forecast for the Chemicals industry in Germany.
Valuation Update With 7 Day Price Move • Oct 20Market bids up stock over the past weekAfter last week's 15% share price gain to US$10.60, the stock is trading at a trailing P/E ratio of 27.3x, up from the previous P/E ratio of 23.7x. This compares to an average P/E of 30x in the Chemicals industry in Germany. Total return to shareholders over the past three years is a loss of 25%.