Ecovyst Raises 2026 Outlook After Strong Q2 Performance

The company’s growth trajectory was primarily driven by increased volume in regenerated sulfuric acid, a byproduct of strong demand within the North American refining sector. CEO Kurt J. Bitting noted that favorable alkylate economics helped sustain these figures, while the integration of the Waggaman plant—acquired in May 2025—provided a meaningful boost to virgin sulfuric acid volumes. Despite higher manufacturing and transportation costs, Adjusted EBITDA climbed 27% to $53.1 million compared to the same period last year.

The acquisition of the Calabrian business, finalized on June 30, serves as a cornerstone of the company’s long-term strategy. Management expects this move to broaden their reach into specialty sectors such as food processing and pharmaceuticals, while strengthening existing positions in water treatment and mining. While the company remains cautious regarding potential spot market volatility for virgin sulfuric acid in the latter half of the year, the projected contributions from the Calabrian integration have provided the confidence to tighten financial expectations for the remainder of 2026.