| Metric | Nov 4, 2024 FY24 Q4 | Feb 3, 2025 FY25 Q1 | May 5, 2025 FY25 Q2 | Aug 4, 2025 FY25 Q3 | Nov 3, 2025 FY25 Q4 | Feb 3, 2026 FY26 Q1 | May 5, 2026 FY26 Q2 | Aug 3, 2026 FY26 Q3 |
|---|---|---|---|---|---|---|---|---|
| For FY2026 | ||||||||
| Adjusted EPS | — | — | — | — | New“$6.00 to $7.00” | Narrowed“$6.00 to $6.50 per share” | Reiterated“$6.00 to $6.50 per share” | Narrowed“$6.15 to $6.45 per share” |
| Battery Materials product line EBITDA | — | — | — | — | — | — | — | New“approximately $40 million” |
| EBITDA | — | — | — | — | — | — | — | New“approximately $40 million” |
| Performance Chemicals earnings | — | — | — | — | — | New“deliver earnings growth” | — | — |
| Operating tax rate | — | — | — | — | New“27% to 29%” | Reiterated“27% to 29%” | Reiterated“27% to 29%” | Raised“28% to 30%” |
| For FY2025 | ||||||||
| Adjusted Earnings Per Share | — | New“$7.40 to $7.80” | — | Lowered“$7.15 to $7.50” | — | — | — | — |
| Adjusted EPS | New“$7.40 to $7.80” | — | Lowered“$7.15 to $7.50” | Reiterated“$7.15 to $7.50” | — | — | — | — |
| Margin outlook | — | — | New“we will maintain margins similar to our second fiscal quarter” | — | — | — | — | — |
| Operating tax rate | New“27% to 29%” | Reiterated“27% to 29%” | Reiterated“27% to 29%” | Reiterated“27% to 29%” | — | — | — | — |
| No period stated | ||||||||
| Annualized dividend | — | — | — | — | — | — | New“$1.80 to $1.89” | — |
| Annualized fixed cost savings from asset rationalization | — | — | — | — | — | — | New“approximately $22 million” | — |
| Quarterly dividend | — | — | New“$0.43 to $0.45 per share” | — | — | — | — | — |
| Share repurchases | — | — | New“we expect to continue to repurchase shares” | — | — | — | — | — |