Ecovyst (NYSE:ECVT) Issues FY 2026 Earnings Guidance

Ecovyst (NYSE:ECVT) issued an update on its FY 2026 earnings guidance on Thursday morning. The company provided EPS guidance of 0.450-0.650 for the period, compared to the consensus EPS estimate of 0.580. The company issued revenue guidance of $860.0 million-$940.0 million, compared to the consensus revenue estimate of $755.6 million.

Wall Street Analyst Weigh In

Several research firms have weighed in on ECVT. Citigroup raised their target price on Ecovyst from $10.00 to $12.00 and gave the company a “neutral” rating in a report on Wednesday, January 21st. Deutsche Bank Aktiengesellschaft reduced their target price on Ecovyst from $14.00 to $11.00 and set a “buy” rating for the company in a report on Friday, November 28th. BWS Financial reiterated a “buy” rating and set a $12.00 price target on shares of Ecovyst in a report on Friday, January 2nd. KeyCorp lifted their price target on shares of Ecovyst from $11.00 to $14.00 and gave the company an “overweight” rating in a research report on Friday. Finally, Wall Street Zen downgraded shares of Ecovyst from a “buy” rating to a “hold” rating in a report on Sunday, February 22nd. Four equities research analysts have rated the stock with a Buy rating, one has issued a Hold rating and one has given a Sell rating to the company’s stock. Based on data from MarketBeat.com, Ecovyst currently has a consensus rating of “Moderate Buy” and an average price target of $12.60.

Ecovyst Stock Down 1.4%

Shares of ECVT stock opened at $11.29 on Friday. Ecovyst has a one year low of $5.24 and a one year high of $12.33. The company has a debt-to-equity ratio of 1.39, a current ratio of 2.25 and a quick ratio of 2.07. The stock has a fifty day moving average price of $10.77 and a 200 day moving average price of $9.45. The stock has a market cap of $1.29 billion, a P/E ratio of -18.21, a price-to-earnings-growth ratio of 1.47 and a beta of 1.20.

Ecovyst (NYSE:ECVT) last announced its quarterly earnings results on Thursday, February 26th. The company reported $0.28 EPS for the quarter, topping analysts’ consensus estimates of $0.21 by $0.07. The firm had revenue of $199.43 million during the quarter, compared to analysts’ expectations of $184.85 million. Ecovyst had a negative net margin of 9.27% and a positive return on equity of 9.17%. The company’s revenue for the quarter was up 33.9% compared to the same quarter last year. During the same quarter last year, the company earned $0.28 earnings per share. Ecovyst has set its FY 2026 guidance at 0.450-0.650 EPS. Analysts predict that Ecovyst will post 0.44 earnings per share for the current year.

Key Headlines Impacting Ecovyst

Here are the key news stories impacting Ecovyst this week:

• Positive Sentiment: Q4 beat — Ecovyst reported $0.28 EPS (vs. $0.21 consensus) and $199.4M revenue, up ~34% YoY, demonstrating stronger-than-expected top-line momentum. Ecovyst Q4 results (MarketBeat)
• Positive Sentiment: Analyst upgrade — KeyCorp raised its price target to $14 and moved to an “overweight” rating, signaling institutional confidence in upside potential. Benzinga: KeyCorp raises PT
• Positive Sentiment: Strong revenue guide — Management set FY‑2026 revenue guidance of $860M–$940M, well above street revenue expectations, suggesting continued sales strength. Seeking Alpha: 2026 sales target
• Neutral Sentiment: Management emphasis on balance-sheet strengthening and mining/capital allocation growth initiatives — strategic positives but will take time to translate into cash/returns. Seeking Alpha: strategy and balance sheet
• Neutral Sentiment: Full transcripts and slides released — useful for investors wanting detail on product mix, pricing and segment trends but not an immediate catalyst by themselves. Earnings call transcript (Seeking Alpha)
• Negative Sentiment: EPS guidance is conservative — FY‑2026 EPS of $0.45–$0.65 compares to a consensus ~$0.58; the range’s midpoint is slightly below consensus, which can temper enthusiasm despite strong revenue guidance. PR Newswire: Q4 & FY2025 results and guidance
• Negative Sentiment: Profitability and leverage remain concerns — the company reported a negative net margin and carries leverage (reported debt/equity ~1.39), which could limit near-term free cash flow and investor sentiment until margin improvement is evident. MarketBeat: earnings details

Hedge Funds Weigh In On Ecovyst

Several hedge funds have recently added to or reduced their stakes in ECVT. Russell Investments Group Ltd. bought a new position in shares of Ecovyst during the third quarter worth $87,000. Landscape Capital Management L.L.C. acquired a new stake in Ecovyst during the 3rd quarter worth $89,000. PharVision Advisers LLC bought a new position in Ecovyst during the third quarter worth about $101,000. CIBC Bancorp USA Inc. bought a new position in Ecovyst during the third quarter worth about $109,000. Finally, Arrowstreet Capital Limited Partnership bought a new stake in shares of Ecovyst in the second quarter worth about $129,000. Institutional investors own 86.69% of the company’s stock.

About Ecovyst

Ecovyst Inc is a global specialty chemicals company that develops, manufactures and markets performance-enhancing products for industrial applications. The company’s core offerings include catalysts, phosphorus-based additives and barium carbonate materials, all designed to improve process efficiency, product quality and environmental performance. Ecovyst serves a diverse customer base in the energy, refining, chemical, polymer, food and consumer goods industries.

The company’s Catalysts segment supplies fluid catalytic cracking (FCC) and hydroprocessing catalysts that help petroleum refiners maximize fuel yield, reduce sulfur emissions and meet increasingly stringent environmental standards.