UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 _______________________________________________________________________ FORM 10-K ______________________________________________________________________________________________________ ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 001-375 ...

Ingevity (NYSE:NGVT) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsDave Li - President and CEOLee Jagoda - Senior Managing DirectorPhil Platt - SVP of Finance and Chief Accounting Officer; Incoming CFOSurvi Varshney - Director of Investor RelationsConference Call ParticipantsDaniel Rizzo - VP, Research Analyst- Packaging, and ChemicalsJohn McNulty - Managing Director and Chemicals AnalystMichael Sison - Managing Director and Chemicals AnalystOperatorHello, everyone, welcome to the ...

Ingevity (NYSE:NGVT) Q4 2025 Earnings call February 26, 2026 10:00 AM ET Company ParticipantsDave Li - President and CEOLee Jagoda - Senior Managing DirectorPhil Platt - SVP of Finance and Chief Accounting Officer; Incoming CFOSurvi Varshney - Director of Investor RelationsConference Call ParticipantsDaniel Rizzo - VP, Research Analyst- Packaging, and ChemicalsJohn McNulty - Managing Director and Chemicals AnalystMichael Sison - Managing Director and Chemicals AnalystOperatorHello, everyone, welcome to the ...

Financial Data and Key Metrics Changes - Total company sales for 2025 were $1.3 billion, an 8% decline compared to the previous year [8] - GAAP net loss for 2025 was $167 million, which included $337 million in pre-tax special charges [9] - Adjusted gross profit increased by 6.8% year-over-year to $556 million, with gross margin expanding by 610 basis points [9] - Total adjusted EBITDA rose 10% year-over-year to $398 million, with margins expanding 500 basis points to 30.8% [10] - Total diluted adjusted EPS improved by 30% to $4.55 [10] - Free cash flow reached $274 million, the highest level in the past five years, exceeding updated guidance [11] Business Line Data and Key Metrics Changes - Performance Materials sales remained flat at $607 million, despite lower auto production due to industry volatility [12] - Performance Chemicals sales declined by $86 million, primarily due to repositioning actions within Industrial Specialties [8] - Pavement Technologies' sales remained flat year-over-year, benefiting from pricing and favorable mix shifts [15] - Advanced Polymer Technologies faced a 15% sales decline and an 18% drop in segment EBITDA due to market pressures [17] Market Data and Key Metrics Changes - The automotive industry faced significant disruptions from tariff uncertainties and supply chain challenges, impacting production volumes [12][36] - Demand for Performance Materials is expected to remain stable, with potential upside if supply chain issues abate [36] - The company anticipates a stable environment for auto production in 2026, with a focus on hybrids and fuel-efficient ICE vehicles [36][55] Company Strategy and Development Direction - The company aims to grow adjusted earnings per share by 10% and free cash flow per share by 5% through 2027 [4] - Plans to initiate sales processes for Advanced Polymer Technologies segments and Road Markings product line were announced [4] - The company is focused on optimizing its portfolio and generating cash flow while reducing leverage [21] - Future growth opportunities are being explored in higher value applications within filtration and energy solutions [40] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence and optimism for 2026, emphasizing strong execution in core businesses [7] - The company does not expect a meaningful recovery in the global economy for 2026, with sales projected between $1.1 billion and $1.2 billion [19] - Management highlighted the importance of regulatory changes in China and India as potential growth drivers for Performance Materials [55] Other Important Information - The company completed the sale of its North Charleston CTO refinery and the majority of the Industrial Specialties product line [5] - The remaining share repurchase authorization at year-end was just under $300 million [11] Q&A Session Summary Question: Update on potential asset sales and share buybacks - Management is encouraged by the interest in both APT and Road Markings assets and expects to announce updates before the end of the year [26] - Share buybacks of $300 million are expected to continue regardless of asset sales [27] Question: Stranded costs and their timing - Management has clear visibility on eliminating $15 million in stranded costs by year-end, with accumulation expected more in the latter half of the year [29] Question: Performance Materials and auto production assumptions - Management expects stable auto production with potential upside if supply chain issues improve, particularly in North America [36] Question: Peak margins for new segments - Management anticipates maintaining EBITDA margins above 50% for Performance Materials and expects mid-teens margins for Performance Chemicals [46] Question: Seasonal EBITDA recognition for Pavement Technologies - Approximately 90% of annual EBITDA for Pavement Technologies is expected to be recognized in Q2 and Q3 due to seasonality [48]

FULL YEAR AND FOURTH QUARTER 2025 EARNINGS PRESENTATION February 26, 2026 Use of non-GAAP financial measures: This presentation includes certain non‐GAAP financial measures intended to supplement, not substitute for, comparable GAAP measures. Reconciliations of non‐GAAP financial measures to GAAP financial measures are provided within the Appendix to this presentation. Investors are urged to consider carefully the comparable GAAP measures and the reconciliations to those measures provided. The company does ...

Exhibit 99.1 News Ingevity Corporation 4920 O'Hear Avenue Suite 400 North Charleston, SC 29405 USA www.ingevity.com Contact: Caroline Monahan 843-740-2068 media@ingevity.com Investors: Surabhi Varshney 843-740-2002 investors@ingevity.com Ingevity reports full year and fourth quarter 2025 financial results NORTH CHARLESTON, S.C., Feb. 25, 2026 – Ingevity Corporation (NYSE: NGVT) today reported its financial results for the full year 2025 and fourth quarter. • Strong business performance in 2025 drove higher ...

GREENWICH, Conn., Feb. 24, 2026 (GLOBE NEWSWIRE) -- Gabelli Funds will host its 17th Annual Specialty Chemicals Symposium in Midtown Manhattan, New York City on Thursday, March 19, 2026. The event will feature discussions with leading companies and organizations across the specialty chemicals ecosystem, with an emphasis on industry dynamics, current trends, and business fundamentals, as well as Specialty Chemicals investing. Attendees will also have the opportunity to participate in one-on-one meetings with ...

Earnings Release Announcement - Ingevity Corporation will release its fourth quarter and full year 2025 earnings after the stock market closes on February 25, 2026 [1] - A live webcast to discuss the fiscal results will be held on February 26, 2026, at 10:00 a.m. Eastern [1] Company Overview - Ingevity is a global specialty materials company focused on advanced carbon and engineered material solutions [1] - The company has a 90-year legacy of innovation and operates from 24 locations worldwide, employing approximately 1,500 people [1] Recent Achievements - Ingevity has been named to Newsweek's America's Most Responsible Companies list for the fourth consecutive year [1] - The company successfully completed the sale of its North Charleston crude tall oil refinery and the majority of its Industrial Specialties product line [1] - Ingevity announced the results of its portfolio review and is exploring strategic alternatives for its Advanced Polymer Technologies segment and Road Markings business [1]

Group 1 - Wells Fargo raised the price target on Ingevity (NGVT) to $65 from $60 while maintaining an Equal Weight rating on the shares [1] - The adjustment in estimates is due to the sale of the majority of Ingevity's Industrial Specialties business, which was completed on January 5 [1] - Wells Fargo remains cautious and on the sidelines as Ingevity explores alternatives for other businesses, indicating uncertainty in future performance [1]

Core Insights - Ingevity Corporation's shares have increased by 18.7% over the past three months, outperforming the Zacks Chemical - Specialty industry's growth of 4.8% and the S&P 500's increase of 6.3% during the same period [1][7] Group 1: Strategic Actions - The company optimized its portfolio by selling its North Charleston crude tall oil (CTO) refinery assets and the majority of the Performance Chemicals Industrial Specialties product line to Mainstream Pine Products for $110 million in cash, with potential contingent consideration of up to $19 million based on future performance milestones, contributing to the rise in share price [3][4][7] - By divesting CTO-based product lines while retaining the Pavement Technologies business and other lignin-based dispersant products, Ingevity is focusing on higher-margin specialty applications and enhancing capital efficiency [4] Group 2: Acquisitions and Growth - Ingevity's disciplined acquisition strategy has significantly strengthened its portfolio and earnings quality, with the acquisition of Georgia-Pacific's pine chemicals leading to improved production efficiency, reduced sourcing and logistics costs, and enhanced margins [5] - The acquisition of Capa caprolactone introduced a differentiated technology platform applicable across coatings, adhesives, and specialty polymers, creating a sustainable and higher-quality revenue stream [5] - The Ozark Materials acquisition expanded Ingevity's presence in the construction and infrastructure markets, positioning the company to benefit from long-term infrastructure demand [6]