undamentalytics Newsletter

Ingevity Corp (NGVT) stock

Add holding +

NYSE: NGVT NYSE Specialty Chemicals Next results ~November 4, 2026

Ingevity Corp is a US-listed company in the specialty chemicals industry. Its financial year ends in December.

Stock price today

Loading chart…

Third-party market data · may be delayed

Fair value per share

Under review: data-quality checks not passed.

Price vs value

Under review: data-quality checks not passed. We'll show the comparison once resolved.

Who’s trading

What company insiders, investment funds and members of Congress have been doing with the stock, from their own filings.

  • Insiders0 buying, 3 selling0 purchases and 10 sales by directors and officers, last 12 monthsInsider trades
  • Funds140 adding, 134 cuttingOf 47 active managers that changed their stake, 19 added; quarter to June 30, 2026Fund buyers and sellers

Value diary

Our note on each quarter Ingevity files

Where Ingevity stands after its latest 10-Q

Revenue for the twelve months to June 2026 was $1.16bn, down 1.4% on a year earlier, a smaller fall than the 4.7% decline a quarter earlier. Free-cash-flow margin held at 13.3%. Operating margin narrowed to 32.1% from 34.8%. It passes 1 of our 6 financial-health checks.

Our model value for Ingevity is under review, so past values are not shown until it is resolved.

Source: 10-Q filed July 30, 2026 on SEC EDGAR · Financials · Valuation

Written from the company's filings and our models when each quarter's report arrives. Figures in older notes are as published at the time. Not investment advice.

The Fundamentalytics view

Next results ~November 4, 2026 (estimated)

Ingevity Corp's trailing-twelve-month revenue fell 1.4% year on year, with a free-cash-flow margin of 13.3%.

Our discounted-cash-flow model values the business at ~$18 per share in the base case (~$5.1–$35 across growth scenarios) — model values under stated assumptions, not a price target.

Current signal Results well ahead of expectations: Reported earnings per share beat the analysts' consensus estimate by 31% in the quarter to 2026-06-30, the 3rd beat in the last four quarters.

Assembled from SEC-filed figures — the full workings are on this page and in our methodology. Observations, not recommendations.

Strengths

  • High operating margin. 32.1% of revenue is left as operating profit.
  • Shrinking share count. Diluted shares fell 1.9% in a year, so each share owns more of the business.

Things to watch

  • Results due soon. Results are expected around 4 November; the share price can move sharply on the day.
  • Revenue shrinking. Revenue fell 1.4% over the last 12 months.
  • High earnings multiple. The shares trade at 49 times the last 12 months' earnings, so expectations are demanding.

Latest results: FY2026 Q2

Filed July 30, 2026
Earnings per share
$1.74 against an average estimate of $1.33: beat by 31.2%
Revenue
$314m, down 5.2% on a year earlier
Share reaction
-5.8% in the first session after the results on July 29, 2026, against +0.1% for the S&P 500
Next report
November 4, 2026; average EPS estimate $1.59

Ingevity's figures from its SEC filings and results release; estimates are the analysts' average. Not a recommendation.

Price chart

  • 1 day-0.8%
  • 1 week+3.8%
  • 1 month+1.8%
  • This year+24.6%
  • 1 year+37.2%
  • 5 years-7.1%
  • S&P 500 this year+11.2%

Closing prices to 2026-11-02. Price change only, dividends excluded.

Loading chart…

Third-party market data · may be delayed

At a glance

Trailing twelve months, from SEC filings

Profitability

Revenue (TTM)
$1.2B
Net margin
4.7%
EPS (TTM, diluted)
$1.51

Growth

Revenue growth
−1.4%
Change in growth rate
+3.3 pts
Share count change
−1.9%

Cash

Free cash flow (TTM)
$155M
FCF margin
13.3%
Stock pay % of revenue
1.7%

Earnings

Last results
July 29, 2026
Next results (est.)
November 4, 2026

News & updates

Updated October 31, 2026

Company announcements, filed results and changes that matter to shareholders.

  1. Announcement
  2. Leadership
  3. Leadership
  4. Announcement
  5. Announcement
  6. Results
  7. Regulatory

Refreshed hourly when new source data is available. Summaries are checked against company releases and SEC filings. Company announcement headlines are labelled when a checked summary is unavailable.

Fundamentalytics rating

model v1.6 · 2026-11-03

Not rated: data-quality checks not passed.

The inputs used by the models below have passed source checks. Individual model values are available below and in the interactive valuator. Their differences are shown explicitly; the platform combined value and recommendation remain withheld.

Valuation models

We value Ingevity Corp as an operating company, with every model that fits that kind of business. Cost of equity 9.6%: the 10-year Treasury yield (4.9%) plus a beta of 1.04 times a 4.5% equity risk premium.

Value per share by model
Model Value per share In the combined value?
Cash-flow model (DCF) Free cash flow to the firm (after stock pay, with after-tax interest added back), grown then faded to 2.5%, discounted at 8.5% as the firm rate, less debt and other claims. — Does not apply: This model is withheld pending its input or assumption review.
Forward price-to-earnings vs peers Next year's consensus earnings per share times peers' typical (harmonic-mean) forward price-to-earnings. Uses analysts' consensus estimates (third-party data), not our forecasts. ~$87 ~$69–$100 Included
Residual income Book value plus the present value of returns above the cost of equity, fading over ten years. — Does not apply: This model is withheld pending its input or assumption review.
Justified price-to-book Book value times (return on equity - growth) / (cost of equity - growth): steady-state returns. — Does not apply: This model is withheld pending its input or assumption review.
Combined value Individual source-checked model scenarios are available. The platform combined value and recommendation remain withheld. — Combined value withheld. Review the individual models and their assumptions.

Different models fail in different ways, so where several apply we average them rather than trust one. Peer-based models compare Ingevity Corp with Specialty Chemicals in our coverage, using third-party market data. Model values are estimates under stated assumptions, updated as new filings arrive; not price targets or investment advice. How each model works.

Valuation multiples over time Market data may be delayed

Ingevity Corp: market value and multiples by fiscal year
At fiscal year end 2016201720182019202020212022202320242025Now
Share price$54.86$70.47$83.69$87.38$75.73$71.70$70.44$47.22$40.75$59.18$73.71
Market value$2.3bn$3.0bn$3.6bn$3.7bn$3.1bn$2.9bn$2.7bn$1.7bn$1.5bn$2.1bn$2.6bn
+ Net debt (− = net cash)$461m$367m$681m$1.2bn$1.0bn$1.0bn$1.4bn$1.4bn$1.3bn$1.1bn$1.1bn
Enterprise value$2.8bn$3.4bn$4.2bn$4.9bn$4.2bn$3.9bn$4.1bn$3.1bn$2.8bn$3.3bn$3.7bn
Multiples
Price / sales 2.6x3.1x3.1x2.9x2.6x2.1x1.6x1.4x1.2x1.8x2.3x
Price / earnings 65.9x23.7x21.1x20.1x17.3x24.3x12.8x———48.8x
Price / free cash flow 32.6x24.6x22.6x22.9x11.6x15.2x15.9x18.2x29.0x7.8x17.0x
EV / EBITDA 13.7x11.9x11.2x10.1x8.4x7.3x7.3x5.7x5.3x6.2x—

Market value uses the period's diluted share count; figures for each fiscal year use that year's results and the price at year end. "Now" uses today's price and the last twelve months.

Moat

74 /100

Strong moat

How hard Ingevity's competitive advantage looks for rivals to wear away, judged from 10 years of its own filings: returns on capital, pricing power, profit durability, cash conversion and discipline.

  • Returns on capital 8 / 20

    Net income has been a median 6.2% of total assets over 10 years.

  • Pricing power 12 / 20

    Gross margin has been a median 36.3%, moving by 3.0 percentage points (standard deviation) across 10 years.

  • Durability 18 / 20

    Operating margin has been a median 29.3%; its worst year was 17.4%.

  • Cash conversion 16 / 20

    Free cash flow was positive in 10 of 10 years, at a median 12.0% of revenue.

  • Discipline 20 / 20

    The diluted share count fell 12.7% over five years; stock-based pay has been a median 1.1% of revenue.

AI disruption exposure: Low. In this industry, the business rests on physical assets, regulated networks or products AI itself depends on.

A rules-based reading of reported figures, not a forecast and not investment advice. How the score is built: methodology.

Forecasts and guidance

Next results: November 4, 2026, after the close. Analysts expect revenue of $305m and EPS of $1.59 (range $1.54 to $1.64) for the quarter.

Analysts' consensus

Ingevity Corp: consensus estimates
Fiscal yearEPSGrowthRevenueGrowth
Current $5.24 +15% $1.1bn −14%
Next $6.01 +15% $1.1bn +2%

Next year's EPS estimate has moved +1.2% in 90 days, across 3 analysts.

Earnings against estimates

Ingevity Corp: reported EPS against the consensus estimate
Quarter toEstimateActualSurprise
Jun 2026 $1.33 $1.74 +31.2%
Mar 2026 $0.83 $1.15 +38.0%
Dec 2025 $0.65 $0.63 −3.1%
Sept 2025 $1.34 $1.52 +13.0%

Adjusted EPS as companies report it, against the average analyst estimate.

Analyst recommendations

3 analysts, Oct 2026
Buy3100%
Hold00%
Sell00%

Monthly trend

  1. Oct 2026123
  2. Sep 2026123
  3. Aug 2026123

Counts of recommendations published by analysts covering Ingevity Corp, by month. Source: Aggregated broker recommendations (third-party data). Aggregated counts only: we do not reproduce any firm's recommendation or price target, and these are not Fundamentalytics ratings.

Positioning

Short interest
6.0%
of tradable shares
Days to cover
5.32
at average volume
Short interest, 1 month
+11%
to September 30, 2026
Held by institutions
—
of shares
Held by insiders
0.8%
of shares
Employees
1,400
full time

Consensus figures average analysts' published estimates (third-party data); guidance is the company's own. Neither is our forecast. Short interest is reported twice a month and lags. Market data may be delayed.

This section is general information, not investment advice or a personal recommendation, and it does not take account of your objectives or circumstances. Forecasts and guidance are estimates, not promises: companies miss their own guidance and analysts' figures are often revised. Prices can fall as well as rise, and you can lose money. See our disclaimer.

Share-price performance

Market data may be delayed

What moved the share price

Last 12 months +37.2%

$53.72 on October 31, 2025 to $73.71

Ingevity Corp: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $1.2bn $1.2bn −1.4%
P/S multiple 1.7x 2.3x +36.5%
Share count 36m 36m +1.9%

Biggest factor: p/s multiple. Loss-making at one end, so the split uses price/sales.

Last 3 years +72.2%

$42.81 on November 3, 2023 to $73.71

Ingevity Corp: share-price change split into its parts
PartThenNowEffect
Revenue (last 12 months) $1.7bn $1.2bn −33.3%
Net margin 10.2% 4.7% −54.3%
P/E multiple 9.1x 48.8x +438.8%
Share count 38m 36m +4.9%

Biggest factor: p/e multiple.

The effects multiply back to the price change exactly. Results are the last 12 months as known on each date (filings assumed public 45 days after quarter end).

Return and risk by year

Ingevity Corp: yearly return, monthly win rate and worst fall against the S&P 500
Calendar year 202120222023202420252026 to date
Return
NGVT−5%−2%−33%−14%+45%+25%
Industry peers (median)+19%−26%−8%+7%−15%+5%
S&P 500+29%−18%+26%+25%+18%+11%
Months that ended higher
NGVT50%50%50%50%50%55%
S&P 50075%42%67%75%75%46%
Largest fall from a high during the year
NGVT−22%−25%−59%−43%−39%−17%
S&P 500−5%−25%−10%−8%−19%−9%

Worst fall since May 3, 2016: 76% from February 20, 2019 to March 18, 2020. Getting back needed a 321% gain, and the shares have not yet recovered.

Price behaviour

52-week range
$46.20 – $77.87
From 52-week high
−5.3%
vs 50-day average
+4.6%
vs 200-day average
+3.4%
Volatility (1 year)
35%
Beta vs S&P 500
1.14

Volatility is the annualised standard deviation of daily returns. Beta 1.5 means the shares typically moved 1.5% for each 1% move in the S&P 500 over the past year. Prices to November 2, 2026.

Share price after results

Next day
7 up, 5 down
typical move ±9.3%
After a week
7 up, 5 down
typical move ±11.9%
After a month
7 up, 5 down
typical move ±12.6%
Ingevity Corp: share-price change after each results release
Results releasedNext dayS&P 500 next day5 days21 days
July 29, 2026 −5.8% +0.1% +3.5% −6.4%
May 6, 2026 −3.9% +1.1% −7.6% −14.4%
February 25, 2026 −0.8% +0.3% −1.7% +0.3%
November 5, 2025 −12.1% −0.7% −6.5% +0.6%
August 4, 2025 +22.7% +1.0% +29.2% +43.3%
May 5, 2025 +11.9% −1.4% +22.8% +18.3%
February 18, 2025 +7.0% +0.5% +6.5% −1.9%
January 16, 2025 +12.7% +0.8% +12.0% +9.5%
October 29, 2024 +16.5% −0.1% +21.4% +33.5%
July 31, 2024 −7.5% +0.2% −24.4% −14.4%
May 1, 2024 +7.2% +0.6% +5.6% −4.5%
February 21, 2024 +3.1% +2.2% −1.5% +3.9%

From the close before the release date to the close 1, 5 and 21 trading days after it, so releases before the open and after the close are both captured. Past moves don't predict future ones.

Fundamentals

Revenue (TTM) Ingevity Corp
$800M $1B $1.2B $1.4B $1.6B $1.8B FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue (TTM), FY23 Q3: $1.7B Revenue (TTM), FY23 Q4: $1.2B Revenue (TTM), FY24 Q1: $1.2B Revenue (TTM), FY24 Q2: $1.1B Revenue (TTM), FY24 Q3: $959.6M Revenue (TTM), FY24 Q4: $1.3B Revenue (TTM), FY25 Q1: $1.2B Revenue (TTM), FY25 Q2: $1.2B Revenue (TTM), FY25 Q3: $1.2B Revenue (TTM), FY25 Q4: $1.2B Revenue (TTM), FY26 Q1: $1.2B Revenue (TTM), FY26 Q2: $1.2B $1.2B

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue (TTM)
FY23 Q3 $1.7B
FY23 Q4 $1.2B
FY24 Q1 $1.2B
FY24 Q2 $1.1B
FY24 Q3 $959.6M
FY24 Q4 $1.3B
FY25 Q1 $1.2B
FY25 Q2 $1.2B
FY25 Q3 $1.2B
FY25 Q4 $1.2B
FY26 Q1 $1.2B
FY26 Q2 $1.2B
Revenue growth, TTM YoY Ingevity Corp
-60% -40% -20% 0% 20% 40% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 Revenue growth, TTM YoY, FY23 Q3: 5.1% Revenue growth, TTM YoY, FY23 Q4: -27.1% Revenue growth, TTM YoY, FY24 Q1: -30.7% Revenue growth, TTM YoY, FY24 Q2: -38.4% Revenue growth, TTM YoY, FY24 Q3: -43.7% Revenue growth, TTM YoY, FY24 Q4: 9.2% Revenue growth, TTM YoY, FY25 Q1: 6.2% Revenue growth, TTM YoY, FY25 Q2: 9.8% Revenue growth, TTM YoY, FY25 Q3: 22.5% Revenue growth, TTM YoY, FY25 Q4: -12.1% Revenue growth, TTM YoY, FY26 Q1: -4.7% Revenue growth, TTM YoY, FY26 Q2: -1.4% -1.4%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Revenue growth, TTM YoY
FY23 Q3 5.1%
FY23 Q4 -27.1%
FY24 Q1 -30.7%
FY24 Q2 -38.4%
FY24 Q3 -43.7%
FY24 Q4 9.2%
FY25 Q1 6.2%
FY25 Q2 9.8%
FY25 Q3 22.5%
FY25 Q4 -12.1%
FY26 Q1 -4.7%
FY26 Q2 -1.4%
Operating margin (TTM) Ingevity Corp
20% 25% 30% 35% 40% FY22 Q1 FY22 Q4 FY23 Q3 FY24 Q4 Operating margin (TTM), FY22 Q1: 30.0% Operating margin (TTM), FY22 Q2: 29.0% Operating margin (TTM), FY22 Q3: 28.3% Operating margin (TTM), FY22 Q4: 27.1% Operating margin (TTM), FY23 Q1: 26.1% Operating margin (TTM), FY23 Q2: 25.1% Operating margin (TTM), FY23 Q3: 24.0% Operating margin (TTM), FY23 Q4: 34.8% Operating margin (TTM), FY24 Q1: 34.1% Operating margin (TTM), FY24 Q2: 35.2% Operating margin (TTM), FY24 Q3: 39.2% Operating margin (TTM), FY24 Q4: 32.1% 32.1%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period Operating margin (TTM)
FY22 Q1 30.0%
FY22 Q2 29.0%
FY22 Q3 28.3%
FY22 Q4 27.1%
FY23 Q1 26.1%
FY23 Q2 25.1%
FY23 Q3 24.0%
FY23 Q4 34.8%
FY24 Q1 34.1%
FY24 Q2 35.2%
FY24 Q3 39.2%
FY24 Q4 32.1%
FCF margin (TTM) Ingevity Corp
0% 10% 20% 30% FY23 Q3 FY24 Q2 FY25 Q1 FY26 Q2 FCF margin (TTM), FY23 Q3: 7.5% FCF margin (TTM), FY23 Q4: 7.8% FCF margin (TTM), FY24 Q1: 7.5% FCF margin (TTM), FY24 Q2: 6.7% FCF margin (TTM), FY24 Q3: 3.0% FCF margin (TTM), FY24 Q4: 3.8% FCF margin (TTM), FY25 Q1: 7.7% FCF margin (TTM), FY25 Q2: 12.8% FCF margin (TTM), FY25 Q3: 20.4% FCF margin (TTM), FY25 Q4: 23.4% FCF margin (TTM), FY26 Q1: 20.9% FCF margin (TTM), FY26 Q2: 13.3% 13.3%

Source: SEC EDGAR filings. Retrieved October 26, 2026.

View chart data
Period FCF margin (TTM)
FY23 Q3 7.5%
FY23 Q4 7.8%
FY24 Q1 7.5%
FY24 Q2 6.7%
FY24 Q3 3.0%
FY24 Q4 3.8%
FY25 Q1 7.7%
FY25 Q2 12.8%
FY25 Q3 20.4%
FY25 Q4 23.4%
FY26 Q1 20.9%
FY26 Q2 13.3%

Data: SEC EDGAR XBRL company facts (as filed in 10-K/10-Q); forms 10-K, 10-Q. Generated November 3, 2026. Definitions in our methodology.

Financial statements

US$ millions unless shown otherwise. Fiscal years, plus the last twelve months (LTM) when newer.

Ingevity Corp: annual financial statements
Fiscal year 2014 Dec 2014 2015 Dec 2015 2016 Dec 2016 2017 Dec 2017 2018 Dec 2018 2019 Dec 2019 2020 Dec 2020 2021 Dec 2021 2022 Dec 2022 2023 Dec 2023 2024 Dec 2024 2025 Dec 2025 LTM Jun 2026
Income
Revenue 1,036 958 908 972 1,134 1,293 1,216 1,392 1,668 1,216 1,200 1,168 1,160
Gross profit 319 275 274 329 417 482 466 513 570 445 465 462 477
EBITDA 246 201 202 283 378 482 498 532 561 546 534 525 —
Operating income 213 166 164 243 321 397 398 422 453 423 426 419 —
Net income 129 80 35 127 169 184 181 118 212 −5 −430 −167 54
Diluted EPS $3.06 $1.89 $0.83 $2.97 $3.97 $4.35 $4.37 $2.95 $5.50 −$0.15 −$11.85 −$4.61 $1.51
Growth (year on year)
Revenue — −7.5% −5.2% +7.1% +16.6% +14.1% −5.9% +14.4% +19.9% −27.1% −1.3% −2.7% −1.4%
EBITDA — −18.2% +0.7% +39.9% +33.3% +27.7% +3.4% +6.8% +5.5% −2.7% −2.2% −1.7% —
Operating income — −22.0% −1.6% +48.3% +32.1% +23.8% +0.3% +6.1% +7.2% −6.5% +0.6% −1.7% —
Net income — −38.2% −55.8% +259.4% +33.7% +8.6% −1.3% −34.9% +79.2% −102.6% — — —
Diluted EPS — −38.2% −56.1% +257.8% +33.7% +9.6% +0.5% −32.5% +86.4% −102.7% — — —
Margins
Gross margin 30.8% 28.7% 30.2% 33.8% 36.8% 37.3% 38.3% 36.9% 34.2% 36.6% 38.7% 39.5% 41.1%
EBITDA margin 23.7% 21.0% 22.3% 29.1% 33.3% 37.3% 41.0% 38.2% 33.7% 44.9% 44.5% 45.0% —
Operating margin 20.6% 17.4% 18.0% 25.0% 28.3% 30.7% 32.7% 30.3% 27.1% 34.8% 35.5% 35.9% —
Net margin 12.5% 8.3% 3.9% 13.0% 14.9% 14.2% 14.9% 8.5% 12.7% −0.4% −35.9% −14.3% 4.7%
Free-cash-flow margin 3.5% −3.0% 7.8% 12.5% 13.9% 12.4% 22.2% 13.6% 10.2% 7.8% 4.2% 23.4% 13.3%
Cash flow
Cash from operations 139 72 128 174 252 276 352 293 313 205 129 331 211
Capital spending 102 101 57 53 94 115 82 104 143 110 78 58 56
Free cash flow 37 −29 71 122 158 161 270 190 171 95 51 274 155
Stock-based pay 0 0 5 10 13 12 8 12 16 11 12 18 19
Free cash flow after stock pay 37 −29 67 112 146 149 262 177 155 85 39 255 136
Balance sheet
Cash 20 32 31 88 78 57 258 275 77 96 68 78 97
Total debt 0 89 492 455 759 1,258 1,307 1,281 1,480 1,473 1,405 1,212 1,203
Net debt (negative = net cash) −20 57 461 367 681 1,201 1,049 1,005 1,403 1,377 1,337 1,134 1,105
Diluted shares 42m 42m 42m 43m 43m 42m 42m 40m 38m 37m 36m 36m 36m
Returned to shareholders
Buybacks — 0 0 7 47 6 88 109 145 92 0 56 143
Total returned — 0 0 7 47 6 88 109 145 92 0 56 143

Source: SEC EDGAR XBRL company facts (US and foreign periodic filings); column headings link to the filing. EBITDA is operating income plus depreciation and amortisation. Free cash flow is cash from operations minus capital spending. Growth is left blank when last year's figure was a loss or under 2% of revenue. Share counts and EPS are restated for stock splits. A dash means the company didn't report the figure.

Financial health

1 of 6 checks passed · June 30, 2026
What it owns · $1.5bn
Short-term assets $544mLonger-term assets $994m
What it owes, and who funded it · $1.5bn
Short-term liabilities $338mLonger-term liabilities $1.2bnShareholders' equity $47m
  • Short-term assets cover short-term liabilities $544m of assets due within a year against $338m of liabilities due within a year.
  • Short-term assets cover long-term liabilities $544m short-term assets against $1.2bn of longer-dated liabilities.
  • More cash than debt $97m of cash against $1.2bn of debt.
  • Debt below 40% of shareholders' equity Debt is 2559% of equity.
  • Debt burden no higher than five years ago Debt to equity moved from 186% to 2559% over five years.
  • A year's operating cash flow covers at least 20% of debt $211m of operating cash flow against $1.2bn of debt.
  • Operating profit covers interest at least five times over Interest not separately reported. Not assessable.

From Ingevity Corp's latest balance sheet as filed. Checks are fixed, documented rules (methodology), counted only where the company reports the figures — a dot means the filing doesn't break the item out. Descriptions of reported data, not advice.

Dividends, buybacks and capital spending

FY2026 Q2 TTM
Buybacks (TTM)
$143M
Returned to shareholders
92%
of free cash flow
Buybacks, last 3 fiscal years
$148M
Diluted share count
−1.9%
year over year
Total shareholder yield
5.6%
dividends 0.0% + buybacks 5.6% of market value
R&D spending
2.3%
of revenue
Sales & admin spending
14.3%
of revenue

Competitors: side by side with peers

Closest by revenue in specialty chemicals
Growth, margins and cash generation against peers
Last 12 months unless stated NGVT HWKN BCPC ALTO ECVT SXT Median
Revenue, last 12 months $1.2bn $1.1bn $1.1bn $943m $869m $1.7bn $943m
Revenue growth, last 12 months −1.4% 9.0% 9.4% 1.1% 39.8% 9.5% 4.9%
Revenue growth, 3-year average −12.6% 6.8% 6.2% −10.1% 4.6% 6.3% 0.7%
Revenue growth, latest quarter −5.2% 11.9% 8.6% 12.5% 42.0% 10.6% 8.0%
Gross margin 41.1% 22.4% 36.5% 6.8% 21.3% 35.1% 30.2%
Operating margin 32.1% 11.1% 20.7% 3.8% 9.4% 14.5% 5.3%
Operating margin, 3-year average 31.3% 11.6% 19.8% −1.8% 11.8% 12.7% 5.8%
Net margin 4.7% 7.5% 15.4% 5.5% −7.1% 9.7% 1.7%
Cash from operations / revenue 18.2% 13.1% 20.2% 6.9% 17.1% 6.9% 6.9%
Free-cash-flow margin 13.3% 8.1% 15.8% 5.3% 8.3% −1.0% 4.8%
Free-cash-flow margin, 3-year average 10.9% 8.1% 15.6% 1.4% 12.9% 3.3% 5.2%
Stock pay / revenue 1.7% 0.7% 1.8% 0.3% 1.2% 1.0% 1.0%
Change in share count −1.9% −0.2% −1.6% 4.0% −3.5% 0.5% 0.0%

Median of all 43 companies we cover in specialty chemicals. Shaded: best of the six on that line (lowest for stock pay and share-count growth). 3-year figures average the last three 12-month periods; 3-year growth is compound annual. Source: SEC filings.

Where the revenue comes from

Fiscal year to December 31, 2025
Segments
Line of business Revenue Share YoY
Performance Materials $607M 52.0% ▼ 0.4%
Performance Chemicals $401M 34.3% ▼ 0.3%
Advanced Polymer Technologies $160M 13.7% ▼ 15.1%
Geography
Region Revenue YoY
North America $665M ▲ 2.1%
United States $585M ▲ 2.4%
Asia Pacific $299M ▼ 8.2%
EMEA $159M ▼ 7.8%
China $153M ▼ 12.8%
South America $45.1M ▼ 11.9%

These categories overlap or exclude eliminations, so shares aren't shown.

From Ingevity Corp's 10-K filed February 26, 2026, as tagged in the filing. View filing. Indented rows are part of the line above; their share is of that line. In the bars, the faint bar behind is the year before.

Reported value
$2.6B
Institutions reporting
310
Shares held vs prior quarter
▼ 2.3%
Positions opened / closed
40 / 34

Top buyers and sellers, Q2 2026: 140 institutions bought and 134 sold ; the biggest buyer was Vanguard Portfolio Management LLC (+200K shares) and the biggest seller Wellington Management Group LLP (−419K). See which funds bought and sold →

Largest reported holders, June 30, 2026
Manager Value Shares Share of 13F value Shares QoQ
Blackrock, Inc. $401M 5.4M 15.3% ▲ 1.3%
Vanguard Portfolio Management LLC $177M 2.4M 6.8% ▲ 9.2%
Vanguard Capital Management LLC $117M 1.6M 4.5% ▼ 0.7%
State Street Corp $112M 1.5M 4.3% ▲ 2.6%
American Century Companies Inc $94.9M 1.3M 3.6% ▼ 11.3%
Wellington Management Group LLP $80.3M 1.1M 3.1% ▼ 28.0%
Segall Bryant & Hamill, LLC $78.7M 1.1M 3.0% ▼ 4.9%
Millennium Management LLC $74.1M 992K 2.8% ▼ 14.1%
Brown Advisory Inc $72.7M 974K 2.8% ▼ 1.8%
Royce & Associates LP $70.2M 940K 2.7% ▲ 6.4%
Geode Capital Management, LLC $68.6M 919K 2.6% ▲ 3.6%
Simcoe Capital Management, LLC $66.8M 894K 2.5% ▼ 9.0%

From Form 13F filings with the SEC ( quarterly data sets), as reported by each manager for June 30, 2026 and filed up to 45 days later. 13F reports cover long US-listed positions of managers above $100M only, so this is not Ingevity Corp's complete shareholder register. Values are as reported by the filers ; 1 inconsistently scaled filing rows were excluded.

Insider trading activity

Full insider history and chart
Recent insider open-market transactions
Insider Date Trade Shares Price Value
Li David H President & CEO August 18, 2026 Sell pre-set plan 92 $74.71 $6,873
Li David H President & CEO August 17, 2026 Sell pre-set plan 5,000 $75.83 $379,150
Li David H President & CEO August 14, 2026 Sell pre-set plan 5,000 $75.73 $378,650
Li David H President & CEO August 13, 2026 Sell pre-set plan 5,000 $75.73 $378,650
Li David H President & CEO August 12, 2026 Sell pre-set plan 5,000 $76.62 $383,100
Fisher Ryan C. SVP, Gen. Counsel & Secretary August 3, 2026 Sell 1,397 $73.76 $103,043
Fisher Ryan C. SVP, Gen. Counsel & Secretary August 3, 2026 Sell 1,312 $73.67 $96,655
Dyer Terrance M SVP, Chief HR Officer May 28, 2026 Sell 30 $68.57 $2,057
Dyer Terrance M SVP, Chief HR Officer May 28, 2026 Sell 200 $68.53 $13,706
Dyer Terrance M SVP, Chief HR Officer May 28, 2026 Sell 266 $68.45 $18,208

From insiders' Form 4 filings with the SEC. Excludes awards, option exercises and shares withheld for tax. "Pre-set plan" means the filing marks the trade as made under a Rule 10b5-1 plan. See every insider trade since five years ago, on a price chart.

Trades by members of Congress

All 1 trade and filings

No trades in Ingevity Corp disclosed in the last 12 months; 1 earlier trade on record.

  • Thomas J. Rooney(FL):Purchase, $1,001 - $15,000, traded June 2, 2016, filed January 16, 2017

Value ranges as filed; reports can arrive up to 45 days after a trade.

Earnings dates and SEC filings

Results announcements

Next expected around November 4, 2026 estimated from the company's past filing pattern, not announced

  • July 29, 2026
  • May 6, 2026
  • February 25, 2026
  • November 5, 2025
  • August 4, 2025
  • May 5, 2025

Recent SEC filings

Data status

When each part of this page on Ingevity Corp was last updated.

DataLast updatedSource
Share priceExchange closing prices
Financial statementsSEC 10-K and 10-Q filings
News and updatesCompany releases and SEC 8-K filings
Analyst estimatesAggregated analyst estimates
Valuation and scoresOur models, from the filed figures

How we build and check these figures: methodology and data sources.

Ingevity Corp in brief

What does Ingevity Corp do?
Ingevity Corp is a US-listed company in the specialty chemicals industry. Its financial year ends in December.
What is Ingevity Corp's stock ticker?
Ingevity Corp trades under the ticker NGVT on NYSE. This page brings together its financial statements, valuation models, ownership and recent company updates.
What is Ingevity Corp's revenue, and how fast is it growing?
Over its most recent trailing twelve months, Ingevity Corp reported revenue of $1.2B, 1.4% lower than a year earlier, according to its SEC filings.
What is Ingevity Corp's free cash flow?
Ingevity Corp's free-cash-flow margin is 13.3% of revenue over the trailing twelve months.
Who are Ingevity Corp's largest institutional shareholders?
By value reported in 13F filings for June 30, 2026, the largest reported holders are Blackrock, Inc., Vanguard Portfolio Management LLC and Vanguard Capital Management LLC. 13F reports cover long US-listed positions of managers above $100M, filed up to 45 days after quarter end.
Is Ingevity Corp buying back stock, and does it pay a dividend?
Ingevity Corp spent $143M on share repurchases over the trailing twelve months, and its diluted share count fell 1.9% over the year.
What is Ingevity Corp's market cap?
On November 2, 2026, Ingevity Corp's market capitalisation was about $2.6B, with a price-to-earnings ratio of 48.8 and net debt of $1.1B. Market figures come from third-party market data and may be delayed.
How much debt does Ingevity Corp have?
Ingevity Corp's debt-to-equity ratio is 2559.1%, from its latest balance sheet (185.5% five years earlier). The financial health section below sets out its other solvency checks.
Who are Ingevity Corp's competitors?
In our Specialty Chemicals peer group, the companies closest to Ingevity Corp are Hawkins Inc, Balchem Corp, Alto Ingredients, Inc., Ecovyst Inc. and Sensient Technologies Corp. The side-by-side comparison below sets their revenue, margins and growth against Ingevity Corp's.
Are insiders buying or selling Ingevity Corp stock?
Over the last 12 months, Ingevity Corp's directors and officers reported 0 open-market purchases and 10 sales on Form 4. The insider trading page charts every trade.
When is Ingevity Corp's next earnings date?
Around November 4, 2026, estimated from the spacing of its past results announcements (8-K filings). That is an estimate, not a confirmed date — Ingevity Corp announces its own schedule.