Ingevity

NGVT

Market cap $2.4B

NGVT completes a $110M all-cash sale of its North Charleston CTO refinery assets to streamline operations and focus on higher-margin specialties.

NORTH CHARLESTON, S.C.--(BUSINESS WIRE)-- #ingevity--Ingevity announced the completion of the sale of its North Charleston CTO refinery assets and the majority of its Industrial Specialties product line.

NGVT shares surge 27% in six months, fueled by value-creating acquisitions, portfolio optimization and long-term growth initiatives.

Ingevity Corporation (NGVT) Discusses Strategic Portfolio Update and Leadership Transition Transcript

NORTH CHARLESTON, S.C.--(BUSINESS WIRE)-- #ingevity--Ingevity today announced pivotal executive leadership changes as it completes its strategic portfolio review and positions the company for the future.

NORTH CHARLESTON, S.C.--(BUSINESS WIRE)-- #ingevity--Ingevity today announced it has completed the company's previously disclosed portfolio review process and is exploring potential divestitures.

Among the largest contributors to Fund performance were Armstrong World Industries, Ingevity Corporation, and Graham Holdings Co. Graham Holdings outperformed the benchmark on strong second quarter results, led by solid growth in Kaplan Education and the continued expansion of its Healthcare segment. Among the largest detractors from Fund performance were Interparfums, Haemonetics Corporation, and White Mountains Insurance Group.

CANTON, Mass. , Nov. 11, 2025 /PRNewswire/ -- CHASM Advanced Materials, Inc. (CHASM) announced today the signing by Ingevity Corporation (NYSE: NGVT) of a license agreement for CHASM's patented, low-cost, and highly scalable carbon nanotube (CNT) production technology.

The London Company Small Cap portfolio increased 1.9% gross (1.6% net) during the quarter vs. a 12.4% increase in the Russell 2000 Index. Armstrong World Industries' shares outperformed in the quarter due to beating expectations, driven by better-than-expected volumes, favorable positioning in key verticals, and strong operating leverage. Interparfums was a bottom holding as retailers are managing inventory more cautiously and the overall fragrance market has softened.

Ingevity Corporation ( NGVT ) Q3 2025 Earnings Call November 6, 2025 10:00 AM EST Company Participants John Nypaver - VP of Investor Relations & Treasurer David Li - President, CEO & Director Mary Hall - Executive VP & CFO Phillip Platt - Senior VP of Finance & Chief Accounting Officer Conference Call Participants Jonathan Tanwanteng - CJS Securities, Inc. Daniel Rizzo - Jefferies LLC, Research Division John McNulty - BMO Capital Markets Equity Research Presentation Operator Hello, and welcome to today's Ingevity Third Quarter 2025 Earnings Call and Webcast. My name is Bailey, and I will be your moderator for today.