ECVT: Red Devil in the Details
We are raising our second quarter estimates at ECVT on the expectation of normalcy putting ECVT on pace to achieve full year results closer to the...
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ECVT: Input Costs Deflating, Profits Inflating
ECVT had already disclosed Q1 would be down materially due to weather damage. ECVT is now projecting sequential gains with gross margin improvement...
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ECVT: Free Cash Flow Storm
A winter storm damaged a facility in the quarter. However, ECVT issued EBITDA guidance that would have been higher than our forecasts if it was not...
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ECVT: Regenerating Free Cash Flow
Sulfuric acid sales are a pass-through causing sales to be lumpy, which is why ECVT reduced its sales outlook for 2022. However, adjusted EBITDA is...
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ECVT: Echoes of Free Cash Flow
ECVT's updated guidance reduces the inflationary pass through in sales, but sales are higher than the prior guidance implying organic sales growth
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