earnings
confidence high
sentiment negative
materiality 0.75
NewMarket Q1 2026 EPS $12.62 vs $13.26 YoY; petroleum additives shipments slip 7%
NEWMARKET CORP
2026-Q1 EPS reported
$12.62
revenue$669,717,000
- Net income $118.1M ($12.62 EPS) vs $125.9M ($13.26 EPS) in Q1 2025.
- Petroleum additives sales $609.8M, op. profit $135.0M; shipments down 7% on softness and low-margin pruning.
- Specialty materials sales $58.1M (+8.2% YoY via Calca acquisition); op. profit $12.4M vs $23.2M on AMPAC mix shift.
- Repurchased 200k+ shares for $125.6M; paid $28.0M dividends; capex $24.4M.
- Adjusting prices for raw material cost escalation; rebalancing global production; positive shipment trends at Q1 end.