Launch of an integrated direct-lithium-extraction water solution, using existing reverse-osmosis and ion-exchange products, opens a battery-adjacent market without incremental capex.
EV battery adhesive program wins are expected to ramp EV battery materials revenue into triple digits in 2026 and 2027 as OEMs launch new models.
Expansion of the Edina site to produce fourth-generation reverse-osmosis membranes is expected to commercialize in 2027, adding higher-end water capacity.
Raised FY2026 guidance: organic growth slightly ahead of 4%, operating EBITDA midpoint $1.760 billion, adjusted EPS midpoint $7.24, with H2 organic growth about 6%.
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