earnings
confidence high
sentiment positive
materiality 0.75
NewMarket Q2 net income $133.8M ($14.54 EPS) vs $111.2M; specialty materials sales up 60%
NEWMARKET CORP
- Q2 net income $133.8M ($14.54 EPS) vs $111.2M ($11.84 EPS) in Q2 2025; first half net income $251.8M ($27.14 EPS).
- Petroleum additives Q2 sales $675.6M (+3.3% YoY); operating profit $149.4M (+6.9% YoY) on surcharges and efficiency.
- Specialty materials Q2 sales $67.2M (+60% YoY); operating profit $22.3M (+112% YoY) including Calca acquisition.
- First half capex $51.7M; dividends $55.6M; share repurchases $126.4M (over 200k shares); Net Debt/EBITDA 1.0x.
- Expanding ammonium perchlorate and high-purity hydrazine capacity; new capacity expected online end of 2026.