NYSE$NGVT

Ingevity Corporation · Q1 2026 earnings

Q1 2026 earnings · · Investor relations

Briefing

Ingevity reported Q1 2026 net sales of $258.0M with net income of $59.8M and diluted EPS of $1.66, including discontinued operations.

For the quarter ended March 31, 2026, Ingevity generated net sales of $258.0 million versus $247.9 million a year ago. Net income was $59.8 million, or $1.66 per diluted share, compared with $20.5 million and $0.56 per share in Q1 2025, reflecting $36.4 million of income from discontinued operations versus an $8.6 million loss a year ago. Continuing operations earned $23.4 million, down from $29.1 million, as other expense increased.

  • Net sales $258.0M (+4% YoY); gross profit $116.4M.
  • Net income $59.8M driven by $36.4M from discontinued operations.
  • Continuing operations net income $23.4M versus $29.1M.
  • Diluted EPS $1.66 versus $0.56.

Headline financials

Total Revenue

$258M

Previous: $284M-9.2%
EPS (adj)

$1.66

Previous: $0.30+453.3%
Net Income

$59.8M

Previous: $20.5M+191.7%
Operating Income

-$73.6M

Previous: $26.8M-374.6%
Gross Profit

$116M

Previous: $113M+2.6%

Revenue & EPS history

Ingevity · Revenue · Quarterly

$258M

Q1 2026-9.2%vs Q1 2025
Beat estimate in 8 of 14 quarters(57%)
ActualEstimate

Revenue by segment

Ingevity · $446M total across 3 segments · Q3 2023

  • Performance Chemicals
    $256M-24.1%
  • Performance Materials
    $147M+1.6%
  • Advanced Polymer Tech
    $42.8M

Forward guidance

The filing focuses on segment performance and OBBB tax impacts without formal quarterly EPS targets.

Tailwinds

  • Discontinued operations swung to a large profit year over year.
  • Net sales grew modestly with stable gross margin.

Headwinds

  • Continuing operations profitability declined.
  • Other expense and interest remain headwinds.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2026

Historical avgQ1 2026

+1.9%

Avg return

Earnings day

+1.9%

Avg return

5 days after

+2.2%

Avg return

30 days after

58%

26 / 45 earnings

Positive

+22.0%

Q1 2020

Best reaction

-15.8%

Q3 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026-4.9%-8.2%-15.3%
Q4 2025+0.3%+1.5%+1.4%
Q3 2025-15.8%-9.1%-2.8%
Q1 2025+0.9%+9.8%+7.3%
Q4 2024+5.3%+0.6%-7.5%
Q3 2024+16.5%+17.5%+33.5%
Q2 2024-7.5%-23.2%-14.3%
Q1 2024+7.2%+5.3%-4.5%
Q4 2023+3.1%+4.7%+3.1%
Q3 2023+5.0%-0.5%+1.1%
Q2 2023-11.2%-14.0%-12.4%
Q1 2023-8.4%-15.9%-26.3%
Q4 2022-6.8%-7.8%-21.1%
Q3 2022+3.6%+8.2%+14.1%
Q2 2022+5.0%+3.0%+4.2%
Q1 2022+9.6%+9.2%+19.7%
Q4 2021+0.9%+4.2%-0.5%
Q3 2021-0.6%-0.5%-5.6%
Q2 2021+5.4%+1.4%-1.0%
Q1 2021+4.6%+10.2%+10.4%
Q4 2020-6.6%-4.6%+6.3%
Q3 2020-1.4%+0.1%+8.9%
Q2 2020-2.1%+1.9%+1.3%
Q1 2020+22.0%+12.2%+23.8%
Q4 2019-2.9%+2.5%-24.5%
Q3 2019+1.7%+2.8%+4.6%
Q2 2019-1.2%-2.9%-26.9%
Q1 2019-10.9%-9.8%-23.7%
Q4 2018+9.8%+13.2%+3.0%
Q3 2018+2.3%-0.6%+9.8%
Q2 2018+11.3%+10.0%+14.5%
Q1 2018+2.4%+2.7%-0.2%
Q4 2017+7.3%+12.3%+3.8%
Q3 2017+2.2%+5.8%+11.0%
Q2 2017-0.7%+1.3%+8.1%
Q1 2017-6.5%-7.2%-5.4%
Q4 2014+4.3%+2.5%+6.7%
Q4 2016-4.6%-6.8%+7.0%
Q3 2015+11.0%+10.8%+22.7%
Q3 2016+7.2%+8.3%+21.1%
Q2 2015+14.3%+14.8%+17.2%
Q2 2016+15.8%+15.8%+18.4%
Q1 2016-0.3%
Q1 2015-0.3%
Q4 2015-0.3%
Q3 2014
Q2 2014
Q1 2014

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