Enviri (NYSE:NVRI) Releases Earnings Results, Beats Expectations By $0.03 EPS

Enviri (NYSE:NVRI) released its earnings results on Tuesday. The company reported ($0.17) earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of ($0.20) by $0.03, Briefing.com reports. The firm had revenue of $555.01 million during the quarter, compared to analyst estimates of $550.90 million. Enviri had a negative return on equity of 9.80% and a negative net margin of 7.42%.Enviri’s revenue was down .5% compared to the same quarter last year. During the same period last year, the business posted ($0.04) earnings per share.

Here are the key takeaways from Enviri’s conference call:

• The company is targeting a midyear closing for the sale of Clean Earth, but has not narrowed the $14.50–$16.50 cash payout range and may retain more cash to capitalise New Enviri and cover Rail’s ETO contracts, creating uncertainty for the eventual shareholder payout.
• Clean Earth delivered record earnings and margins in 2025 and will be sold to Veolia, a development management says validates its turnaround and should crystallize substantial value from the portfolio.
• Rail remains a meaningful drag — ETOs caused approximately a $20 million EBITDA loss and consumed roughly $40 million of cash in 2025, and management expects Rail to report an EBITDA loss of $26–$19 million in 2026 with continued cash use from large European ETOs.
• Management expects pro forma 2026 EBITDA for New Enviri of about $140 million (HE adj. EBITDA of $170–$180 million) and is pursuing aggressive cost reductions, ETO de‑risking, corporate rightsizing and operational improvements to drive future margin and cash‑flow recovery.

Enviri Stock Performance

NVRI traded down $0.89 during trading on Wednesday, hitting $17.05. 308,338 shares of the stock were exchanged, compared to its average volume of 1,245,410. The company has a quick ratio of 0.90, a current ratio of 1.20 and a debt-to-equity ratio of 3.71. Enviri has a 1-year low of $4.72 and a 1-year high of $19.48. The stock has a fifty day moving average price of $18.59 and a two-hundred day moving average price of $15.08. The firm has a market capitalization of $1.37 billion, a P/E ratio of -8.23 and a beta of 1.77.

Insider Buying and Selling at Enviri

In other Enviri news, SVP Jennifer Ott Kozak sold 9,692 shares of the firm’s stock in a transaction on Monday, December 8th. The shares were sold at an average price of $18.18, for a total transaction of $176,200.56. Following the transaction, the senior vice president directly owned 8,181 shares of the company’s stock, valued at approximately $148,730.58. This trade represents a 54.23% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at the SEC website. Insiders own 2.50% of the company’s stock.

Hedge Funds Weigh In On Enviri

Institutional investors have recently bought and sold shares of the company. Geode Capital Management LLC grew its holdings in Enviri by 0.4% during the fourth quarter. Geode Capital Management LLC now owns 1,854,838 shares of the company’s stock worth $33,243,000 after acquiring an additional 7,203 shares during the period. Newtyn Management LLC boosted its position in shares of Enviri by 69.1% during the 3rd quarter. Newtyn Management LLC now owns 1,692,967 shares of the company’s stock worth $21,484,000 after purchasing an additional 691,949 shares in the last quarter. Davidson Kempner Capital Management LP acquired a new position in shares of Enviri during the 3rd quarter worth $21,367,000. Charles Schwab Investment Management Inc. grew its stake in shares of Enviri by 10.1% during the 4th quarter. Charles Schwab Investment Management Inc. now owns 1,535,519 shares of the company’s stock worth $27,516,000 after purchasing an additional 140,634 shares during the period. Finally, Hudson Bay Capital Management LP purchased a new position in shares of Enviri in the 4th quarter valued at about $26,880,000. 93.43% of the stock is owned by institutional investors and hedge funds.

Enviri News Summary

Here are the key news stories impacting Enviri this week:

• Positive Sentiment: Management provided a pro-forma target of $140 million in EBITDA for the planned New Enviri (Harsco Environmental + Harsco Rail) for 2026, and said the spin-off process is advancing — a clearer standalone profit target can support a re-rating if execution continues. Enviri outlines $140M pro forma EBITDA target for New Enviri in 2026 as spin-off advances
• Positive Sentiment: Q4 revenue topped estimates (~$555–556M vs. ~$551M consensus) and adjusted EPS beat expectations (reported -$0.17 vs. -$0.20 consensus), showing underlying revenue strength despite year-over-year softness. Enviri’s (NYSE:NVRI) Q4 CY2025 Sales Top Estimates
• Neutral Sentiment: The company released its Q4 earnings presentation and held an earnings call outlining operational actions and contract adjustments (slides and transcript available), which give investors detail but no dramatic change to the story. Enviri Corporation 2025 Q4 – Results – Earnings Call Presentation
• Neutral Sentiment: Coverage and previews leading into results focused on potential upside from operational improvements and the upcoming spin; these frame investor expectations but are not new catalysts by themselves. Uncovering Potential: Enviri’s Earnings Preview
• Negative Sentiment: GAAP results showed a consolidated loss (Q4 GAAP loss from continuing operations was $86M; full-year loss $160M) driven by one-time charges related to the pending sale of Clean Earth, spin-off costs and contract adjustments — these items weighed on reported profitability. Enviri Corporation Reports Fourth Quarter and Full Year 2025 Results
• Negative Sentiment: Company guidance/ outlook for the New Enviri implies adjusted EBITDA for 2026 is expected to be modestly below 2025 at the midpoint (improvement in Environmental offset by Harsco Rail), which tempers near-term upside expectations. Enviri outlines $140M pro forma EBITDA target for New Enviri in 2026 as spin-off advances

Wall Street Analyst Weigh In

NVRI has been the subject of a number of recent research reports. Zacks Research upgraded shares of Enviri to a “hold” rating in a research note on Tuesday, December 16th. Lake Street Capital restated a “buy” rating on shares of Enviri in a research note on Wednesday. Weiss Ratings reaffirmed a “sell (d-)” rating on shares of Enviri in a report on Thursday, January 22nd. Wall Street Zen upgraded Enviri from a “sell” rating to a “hold” rating in a report on Saturday, November 15th. Finally, CJS Securities upgraded Enviri to a “hold” rating in a research note on Thursday, December 11th. One analyst has rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the company. Based on data from MarketBeat.com, the stock has a consensus rating of “Hold”.

About Enviri

Enviri Inc (NYSE: NVRI) is a provider of environmental monitoring, data intelligence and sustainability solutions for critical infrastructure and industrial operations. The company integrates Internet of Things (IoT) sensor hardware, cloud-based analytics and field services to collect, process and visualize environmental data. Enviri’s platform supports real-time monitoring and historical trend analysis across water, air and wastewater streams to help clients meet regulatory requirements and manage environmental risk.

Enviri’s product suite includes ruggedized sensor networks, remote data loggers, automated sampling systems and a web-based analytics portal.