“Cash flows provided by (used in) investing activities Cash provided by investing activities, inclusive of continuing and discontinued operations, in the three months ended March 31, 2026 was $106.3 million and was primarily driven by cash proceeds of $93.1 mi…”10-Q · May 7, 2026 ↗
Ingevity Corporation
NGVT
Market read
Ingevity Corporation's current read is isolated; its market group is not confirming.
No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
- Favorable pricing and sales mix increased net sales by $6.5 million (3%) in Q1 2026 versus Q1 2025.
Invalidation: The isolated read changes if NGVT's group or a disclosed connection begins moving with it.
Research brief
The story so far
No new filing conclusion is available. 0 of 6 group members are active now; 0 filing-linked outsiders are moving with the group, and 0 of 2 directly disclosed connections are confirming.
No thresholded supportive filing evidence is available yet.
No thresholded adverse filing evidence is available yet.
- Favorable pricing and sales mix increased net sales by $6.5 million (3%) in Q1 2026 versus Q1 2025.
Company research
Understand the business, not just the ticker
Use the company’s filings to identify the few operating, demand, cost, capital and regulatory variables that determine its earnings power.
- Which operating variable is changing?
- Is that change durable, cyclical or one-off?
- What evidence would disprove the current interpretation?
- Net margin changed +21.5 percentage points in the latest annual period.
- Capital investment and capacity has repeated favorable evidence across 4 filings.
- Credit and interest rates has repeated favorable evidence across 4 filings.
- Pricing and mix has repeated favorable evidence across 4 filings.
- Latest annual revenue changed -2.7% year over year.
- Foreign exchange has repeated adverse evidence across 4 filings.
- Restructuring and cost reductions has repeated adverse evidence across 4 filings.
- Demand and volume has repeated adverse evidence across 3 filings.
No credible peer-relative valuation comparison is available yet.
Price as of Sep 10, 2026
66.98Reported annual revenue and per-share history. This is accounting history, not a forecast.
What management says matters
Persistent and emerging business drivers
“Cash used in financing activities in the three months ended March 31, 2025 was $11.0 million and was primarily due to proceeds from our revolving credit facility and other borrowings of $92.3 million, partially offset by payments on our revolving credit facil…”10-Q · May 7, 2026 ↗
“We enter into certain derivative financial instruments to mitigate expected fluctuations in market prices and the volatility to earnings and cash flow resulting from changes to the pricing of natural gas purchases.”10-Q · May 7, 2026 ↗
“The decrease of $6.0 million in 2026 was driven by increased manufacturing costs of $6.0 million, unfavorable pricing and sales mix of $0.5 million, and unfavorable foreign currency exchange and other charges of $0.2 million.”10-Q · May 7, 2026 ↗
Valuation discipline
Descriptive valuation snapshot
Price/sales 2.1× · EV/sales 2.0×. Comparisons use only industry-matched filing peers.
Mechanical 2.0-year scenarios are available as editable assumptions, not consensus.
Price action
How the market is pricing the story
Jodie does not have enough daily observations to draw a useful short-term chart for this asset. The latest quoted price was checked 10 Sept, 15:55 GMT-4; this is a coverage limitation, not a flat-price conclusion.
Developments
No sourced recent-development timeline yet
Jodie has not returned a relevant primary source or news item for NGVT. This is an evidence-coverage gap, not a conclusion that nothing material happened.
Business and financial condition
Reported financial figures are not available yet
Jodie has not returned structured SEC XBRL fundamentals for this asset. This is a coverage limitation, not an assessment of the business or its financial health.
Filing analysis
No comparable filing assessment is available yet
Jodie has not yet found a suitable current-versus-prior filing comparison for NGVT. This does not mean the latest filing was neutral or immaterial.
Business ecosystem
The relationships behind NGVT
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
BWABorgWarner Inc.investeeFeb 26, 2026 ▾
“We are the trusted source of these products for many of the world's largest automotive parts manufacturers, including PHINIA Inc.”
PHINPHINIA Inc.investeeFeb 26, 2026 ▾
“We are the trusted source of these products for many of the world's largest automotive parts manufacturers, including PHINIA Inc.”
Filing peers
Companies whose filings use similar operating language.
Open the three relationships above to see Jodie’s filing proof. Pro unlocks every receipt, and alerts when connected names begin moving. Unlock the full network →
What is moving around it
Live connections
NGVT is currently a Early Follower in the organic co-movement group No Coherent Theme. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 2 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for NGVT; it is not active in the latest market snapshot.
Context history
Theme membership history
No durable theme membership has been observed for this name yet.