Ecovyst (ECVT)
Regenerates sulfuric acid and supplies virgin acid, treatment services, and catalyst activation.
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Sells regenerated and virgin sulfuric acid, treatment services, and Chem32 catalyst activation through one Ecoservices segment. The footprint is concentrated in U.S. refining and industrial markets, with demand tied to refinery utilization, alkylate demand, mining activity, sulfur-cost pass-throughs, and plant reliability.
Operates through Ecoservices, a sulfur-chemistry business centered on sulfuric acid regeneration, virgin sulfuric acid, treatment services, and Chem32 catalyst activation. Regeneration recycles spent acid for refinery alkylation, while virgin acid serves mining, batteries, water treatment, petrochemical, paper, and other industrial uses.
The operating footprint is U.S.-based, with strategic presence on the Gulf Coast and in California and added Waggaman capacity for regeneration and virgin-acid customers. The company competes on reliability, customer proximity, scale, responsiveness, and operating expertise.
Demand depends on refinery utilization, alkylate demand, mining and industrial activity, sulfur-cost pass-through pricing, customer uptime, plant reliability, and labor availability. The Advanced Materials & Catalysts sale left Ecoservices as the single reportable segment.
Company facts
Target rangeAs of Sep 21, 2026
Latest analyst notes
| Date | Firm | Action | Prior | Current |
|---|---|---|---|---|
| Sep 1, 2026 | Deutsche Bank | Reiterate | Rating: —Target: — | Target: $14 |
| Jun 24, 2026 | Citigroup | Initiate | Rating: — | |
| Sep 16, 2025 | Citigroup | Downgrade |
EPSReportedEstimate
RevenueReportedEstimate
Balance sheet, Jun 30, 2026Cash & short-term investments $87.8M · Total debt $546.4M · Total assets $1.42B · Shareholders' equity $586.9M
- Revenue
- $250.0M
- Operating income
- $19.4M
- Net income
- $7.9M
No dividends on record.
| Institutions | ≈ 100.74% | 110.28M shares | |
|---|---|---|---|
| 211 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail | |||
| Insiders | 2.43% | 2.66M shares | |
| 14 holders · as of Sep 14, 2026 | |||
| Adds to | 103.17% | ||
109.47M company shares as of Sep 22, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.
These groups come from separate filings that can overlap, so they add to 103.17%; nothing is left for Other.
Top shareholders13F · 13D/G · Form 4
| Holder | Stake | Shares | Date |
|---|---|---|---|
BlackRock, Inc.Institution | 9.74% | 10.67M | as of Jun 30, 2026 |
Rubric Capital Management LPInstitution | 7.50% | 8.21M | as of Jun 30, 2026 |
Dimensional Fund Advisors LPInstitution | 6.02% | 6.59M | as of Jun 30, 2026 |
Vanguard Portfolio Management LLCInstitution | 5.56% | 6.09M | as of Jun 30, 2026 |
FMR LLCInstitution | 4.87% | 5.33M | as of Jun 30, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Sep 10, 2026 | Patti A. Humble | director | +24,875 | $10.05 |
| Nov 7, 2025 | Susan F. Ward | director | −15,000 | $8.40 |
- AdvanSix
Industrial sulfuric-acid and intermediates overlap
- LSB Industries
Industrial acid and mining-end-market overlap
- Hawkins
Sulfuric-acid supplier for water and industrial customers
- Clean Harbors
Hazardous-waste treatment and industrial-services overlap
Compare
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Ecovyst | $10.46 | +0.63% | $1.14B | — | 14.7 | 1.3 | +24.9% |
| AdvanSix | $16.54 | +1.75% | $438.1M | — | — | 0.3 | +2.8% |
| LSB Industries | $10.47 | +0.29% | $751.0M | 20.9 | 10.7 | 1.1 | +11.1% |
| Hawkins | $127.14 | +1.40% | $2.62B | 32.5 | 30.4 | 2.4 | +7.6% |
| Clean Harbors | $313.19 | +0.57% | $16.44B | 37.8 | 31.3 | 2.6 | +12.0% |
| Median | 32.5 | 30.4 | 1.8 | +9.4% |