Q2 2026 Ingevity Corp Earnings Call Transcript

Jul 30, 2026 / 02:00 PM GMT

Release Date Price: €60 (-3.23%)

Transcript 8-K

Key Points

Positve

Adjusted EBITDA increased nearly 14% and margins expanded to 36.6%, demonstrating strong earnings power.
Performance Materials delivered exceptional results with EBITDA margins approaching 54%, driven by hybrid vehicle demand.
Pavement Technologies grew 3% excluding divestitures, with EBITDA margin expanding 300 basis points to 24.4%.
Advanced Polymer Technologies improved meaningfully, with EBITDA rising to $11 million from $2 million a year ago.
The company secured its first municipal water treatment contract for PFAS filtration, validating its technology differentiation.

Negative

Planned maintenance outages at two Performance Materials facilities will pressure second-half profitability.
North American auto production is expected to be weaker in the back half of the year, impacting sales.
Higher asphalt prices due to geopolitical tensions caused project delays in China and South America.
The road markings divestiture reduced reported sales by 22% in Pavement Technologies and removed $6 million in prior-year EBITDA.
Inventory levels are expected to increase to support strong automotive demand and seasonal pavement build, partially offsetting free cash flow.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NGVT.N - Ingevity Corp
Q2 2026 Ingevity Corp Earnings Call
Jul 30, 2026 / 02:00PM GMT

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Presentation
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Unidentified_1 [1]
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Hello everyone.

Thank you for joining us and welcome to the Ingevity second quarter 2026 earnings call and webcast. After today's prepared remarks, we will host a question-and-answer session. If you would like to ask a question, please press star one to raise your hand. To withdraw your question, press star one again.

I will now hand the conference over to Mickey Walsh, Head of Investor Relations. Please go ahead.

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Unidentified_2 [2]
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Thank you. Good morning and welcome again to Ingevity's second quarter 2026 earnings call. Last evening, we posted a

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