Laurent Alexander's questions to Ecovyst Inc (ECVT) leadership • Q2 2025
Question
Laurent Alexander of Kayser asked for more detail on the order timing shifts within the Advanced Materials and Catalysts segment and questioned if polyethylene capacity changes in Europe and Asia affect revenue per ton.
Answer
CFO Mike Feehan clarified that the order timing shifts were between the first and second halves of 2025 and are not expected to impact 2026. CEO Kurt Bitting explained that European polyethylene capacity rationalization has minimal impact, as Ecovyst's growth is tied to new projects in North America and the Middle East, with no significant difference in revenue per ton.