NEU

RICHMOND, Va., August 13, 2026--(BUSINESS WIRE)--The Board of Directors of NewMarket Corporation (NYSE: NEU) declared a quarterly dividend in the amount of $3.00 per share on the common stock of the Corporation. The dividend is payable October 1, 2026, to NewMarket shareholders of record at the close of business on September 15, 2026. NewMarket Corporation is a holding company operating through its subsidiaries, Afton Chemical Corporation (Afton), Ethyl Corporation (Ethyl), American Pacific Corporation (AMPAC) and Calca Solutions, LLC (Calca). The Afton and Ethyl companies develop, manufacture, blend, and deliver chemical additives that enhance the performance of petroleum products. AMPAC is a manufacturer of specialty materials primarily used in solid rocket motors for the aerospace and defense industries. Calca is the nation’s leading producer of Ultra Pure and high-purity hydrazine – essential, mission-critical propellants that enable advanced aerospace and defense applications. The NewMarket family of companies has a long-term commitment to its people, to safety, to providing innovative solutions for its customers, and to making the world a better place. Some of the information contained in this press release constitutes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Although NewMarket’s management believes its expectations are based on reasonable assumptions within the bounds of its knowledge of its business and operations, there can be no assurance that actual results will not differ materially from expectations. Factors that could cause actual results to differ materially from expectations include, but are not limited to, the availability of raw materials and distribution systems; disruptions at production facilities, including single-sourced facilities; hazards common to chemical businesses; the ability to respond effectively to technological changes in our industries; failure to protect our intellectual property rights; sudden, sharp, or prolonged raw material price increases; competition from other manufacturers; current and future governmental regulations; the loss of significant customers; termination or changes to contracts with contractors and subcontractors of the U.S. government or directly with the U.S. government; failure to attract and retain a highly-qualified workforce; an information technology system failure or security breach; the occurrence or threat of extraordinary events, including natural disasters, terrorist attacks, wars or other conflicts and health-related epidemics; risks related to operating outside of the United States, including tariffs and trade policy; political, economic, and regulatory factors concerning our products; the impact of substantial indebtedness on our operational and financial flexibility; the impact of fluctuations in foreign exchange rates; resolution of environmental liabilities or legal proceedings; limitation of our insurance coverage; our inability to realize expected benefits from investment in our infrastructure or from acquisitions, or our inability to successfully integrate acquisitions into our business; the underperformance of our pension assets resulting in additional cash contributions to our pension plans; and other factors detailed from time to time in the reports that NewMarket files with the Securities and Exchange Commission, including the risk factors in Part I, Item 1A. "Risk Factors" of our Annual Report on Form 10-K for the year ended December 31, 2025, which is available to shareholders at www.newmarket.com. Any forward-looking statement made by NewMarket in the foregoing discussion speaks only as of the date on which such forward-looking statement is made. New risks and uncertainties arise from time to time, and it is impossible for us to predict these events or how they may affect us. We have no duty to, and do not intend to, update or revise the forward-looking statements in this discussion after the date hereof, except as may be required by law. In light of these risks and uncertainties, the events described in any forward-looking statement made in this discussion, or elsewhere, might not occur. View source version on businesswire.com: https://www.businesswire.com/news/home/20260811221226/en/ Contacts Timothy K. Fitzgerald Investor Relations Phone: 804.788.5555 Email: [email protected]

Interested in NewMarket Corporation? Here are five stocks we like better. NewMarket’s second-quarter earnings increased significantly: Net income rose to $134 million, or $14.54 per share, from $111 million, or $11.84 per share, a year earlier, while sales also grew. Petroleum Additives delivered stronger results, with sales rising to $676 million and operating profit reaching $149 million, helped by surcharges offsetting costs tied to Middle East supply-chain disruptions. Specialty Materials benefited from the Calca acquisition: Second-quarter sales climbed to $67 million and operating profit doubled to $22 million; NewMarket is also expanding capacity for aerospace and defense chemicals while returning $182 million to shareholders in the first half. 3 Overlooked Dividend Stocks for Choppy Markets in 2026 NewMarket (NYSE:NEU) reported higher second-quarter earnings and sales, with Chief Financial Officer Tim Fitzgerald citing Petroleum Additives surcharges related to supply-chain disruptions in the Middle East and continued growth in the company’s Specialty Materials business. Net income for the second quarter of 2026 totaled $134 million, or $14.54 per share, compared with $111 million, or $11.84 per share, in the prior-year quarter. For the first six months of 2026, net income rose to $252 million, or $27.14 per share, from $237 million, or $25.11 per share, a year earlier. → Why SK hynix Could Be the Best AI Chip Stock to Buy Now Second-quarter Petroleum Additives sales increased to $676 million from $654 million in the second quarter of 2025. Operating profit in the segment rose to $149 million from $140 million. Fitzgerald said the increase in Petroleum Additives operating profit was primarily driven by surcharges implemented in response to higher costs recorded in the company’s profit-and-loss statement stemming from supply-chain disruptions in the Middle East. → Microsoft Just Flipped the AI Spending Narrative Overnight For the first half of 2026, Petroleum Additives sales were approximately $1.3 billion, essentially unchanged from the same period in 2025. Segment operating profit was $284 million, compared with $282 million in the prior-year period. “We are very pleased with the performance of our Petroleum Additives business during the first half of 2026 and the work done by our team to operate within a rapidly changing environment due to the conflict in the Middle East,” Fitzgerald said. → Carrier Earnings Could Send the Stock to a New All-Time High He added that the company remains focused on improving efficiency, managing operating costs, and investing in technology and its supply network to meet customer needs. Specialty Materials sales reached $67 million in the second quarter, up from $42 million a year earlier, while operating profit increased to $22 million from $11 million. Fitzgerald noted that the 2025 comparison excludes results from Calca, which NewMarket acquired on Oct. 1, 2025. He also said the company expects substantial variation in quarterly results for the Specialty Materials segment because of the nature of the business. For the first half of 2026, Specialty Materials sales were $125 million, compared with $96 million in the year-earlier period. Operating profit for the segment was $35 million, essentially flat with the first half of 2025. The company said it was particularly pleased with Specialty Materials’ performance and is expanding production capacity for ammonium perchlorate and high-purity hydrazine. The investments are intended to support domestic production of critical aerospace and defense chemicals, with additional capacity expected to come online toward the end of 2026. NewMarket said it generated solid cash flow during the first half of the year, enabling it to return $182 million to shareholders. That amount included $56 million in dividends and $126 million in share repurchases. Its net debt-to-EBITDA ratio improved to 1.0 times as of June 30, 2026. Looking to the second half, Fitzgerald said NewMarket intends to make decisions aimed at supporting long-term value for customers and shareholders. He said the company continues to emphasize a long-term perspective, safety, customer-focused solutions, technology-driven products, and a supply chain designed to serve customers’ needs. NewMarket Corporation is a specialty chemicals and lubricants company headquartered in Richmond, Virginia. Through its Valvoline business, the company markets a broad portfolio of automotive aftermarket products, including engine oils, transmission fluids, greases and vehicle care solutions. Valvoline products are distributed through retail and commercial channels as well as a network of quick-lube service centers that provide oil changes, preventive maintenance and related services. In its chemical additives segment, NewMarket develops, manufactures and sells performance additives for fuels, lubricants and industrial fluids. This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to [email protected]. The article "NewMarket Q2 Earnings Call Highlights" was originally published by MarketBeat. View MarketBeat's top stocks for July 2026.

This article first appeared on GuruFocus. Release Date: July 30, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Net income for Q2 2026 increased to $134 million, or $14.54 per share, up from $111 million, or $11.84 per share, in Q2 2025. Petroleum Additives operating profit rose to $149 million in Q2 2026 from $140 million in the prior year, driven by surcharges implemented in response to higher costs. Specialty Materials sales nearly doubled to $67 million in Q2 2026, with operating profit doubling to $22 million, reflecting strong performance from the Calca acquisition. The company generated solid cash flow, enabling $182 million returned to shareholders through dividends and share repurchases in the first half of 2026. Net debt to EBITDA ratio improved to 1.0 times as of June 30, 2026, indicating a strong balance sheet. Investments in expanding production capacity for ammonium perchlorates and high purity hydrogen are on track to come online by the end of 2026, supporting domestic critical chemical production. Petroleum Additives sales for the first half of 2026 were essentially flat at $1.3 billion compared to the same period in 2025. Specialty Materials operating profit for the first half of 2026 was essentially flat at $35 million compared to the first half of 2025, despite higher sales. The company faces ongoing supply chain disruptions in the Middle East, which have increased costs and required surcharges to mitigate. Quarterly results for the Specialty Materials segment are expected to vary substantially due to the nature of the business, creating uncertainty. The company's performance is heavily dependent on managing costs and efficiency in a rapidly changing geopolitical environment. Warning! GuruFocus has detected 5 Warning Sign with NEU. Is NEU fairly valued? Test your thesis with our free DCF calculator. Q: What were the key drivers behind the increase in Petroleum Additives operating profit for the second quarter of 2026?A: Tim Fitzgerald, CFO, stated that the increase in operating profit was mainly due to surcharges implemented in response to higher costs from supply chain disruptions in the Middle East. The team's work to operate within this rapidly changing environment was highlighted as a key factor in the segment's performance. Q: How did the Specialty Materials segment perform in the second quarter of 2026, and what are the future expectations?A: Tim Fitzgerald reported that Specialty Materials sales increased to $67 million from $42 million in the same period of 2025, with operating profit rising to $22 million from $11 million. He noted that substantial variation in quarterly results is expected due to the nature of the business, but the company is excited about investments to expand production capacity for ammonium perchlorates and high-purity hydrogen, with additional capacity expected online towards the end of 2026. Q: What was the company's cash flow performance and how was it used in the first half of 2026?A: The CFO stated that the company generated solid cash flow, allowing it to return $182 million to shareholders through $56 million in dividends and $126 million in share repurchases. The net debt to EBITDA ratio improved to 1.0 times as of June 30, 2026. Q: What were the overall net income results for the second quarter and first half of 2026?A: Tim Fitzgerald reported net income of $134 million, or $14.54 per share, for the second quarter of 2026, compared to $111 million, or $11.84 per share, in the second quarter of 2025. For the first half of 2026, net income was $252 million, or $27.14 per share, versus $237 million, or $25.11 per share, in the first half of 2025. Q: How did Petroleum Additives sales perform in the second quarter and first half of 2026?A: Petroleum Additives sales for the second quarter of 2026 were $676 million, up from $654 million in the same period of 2025. For the first half of 2026, sales were $1.3 billion, essentially flat compared to the same period in 2025. Q: What was the operating profit for the Petroleum Additives segment in the first half of 2026?A: The CFO noted that Petroleum Additives operating profit for the first half of 2026 was $284 million, compared to $282 million in the first half of 2025, reflecting a slight increase despite the challenging environment. Q: What is the company's outlook for the second half of 2026?A: Tim Fitzgerald stated that the company is committed to making decisions that promote long-term value for customers and shareholders, focusing on long-term objectives. He emphasized the core principles of a long-term perspective, safety-first culture, customer-focused solutions, technology-driven products, and a world-class supply chain. Q: How did the Specialty Materials segment perform in the first half of 2026 compared to 2025?A: Sales for the Specialty Materials segment were $125 million in the first half of 2026, compared to $96 million in the same period of 2025. Operating profit was $35 million, essentially flat compared to the first half of 2025, with the 2025 period excluding Calca's results as the acquisition was completed on October 1, 2025. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

First Half Net Income of $252 million and Earnings per Share of $27.14 First Half Segment Operating Profit of $319 million Strong First Half Cash Flow RICHMOND, Va., July 29, 2026--(BUSINESS WIRE)--NewMarket Corporation (NYSE:NEU) Chairman and Chief Executive Officer, Thomas E. Gottwald, released the following earnings report of the Company’s operations for the second quarter and first half of 2026. Net income for the second quarter of 2026 was $133.8 million, or $14.54 per share, compared to net income of $111.2 million, or $11.84 per share, for the second quarter of 2025. For the first half of 2026, net income was $251.8 million, or $27.14 per share, compared to $237.2 million, or $25.11 per share, for the same period in 2025. Petroleum additives sales for the second quarter of 2026 were $675.6 million, compared to $653.9 million for the same period in 2025. Petroleum additives operating profit for the second quarter of 2026 was $149.4 million, compared to $139.8 million for the second quarter of 2025. Petroleum additives operating profit increased due to surcharges implemented in response to higher costs incurred due to the supply chain disruptions in the Middle East. These actions, together with our continued focus on operational efficiency, resulted in improved operating profit during the quarter. Petroleum additives sales were $1.3 billion for both the first half of 2026 and 2025. Petroleum additives operating profit for the first half of 2026 was $284.4 million, compared to $281.9 million in the same period last year. Specialty materials sales were $67.2 million for the second quarter of 2026, compared to $42.0 million for the second quarter of 2025. Specialty materials operating profit was $22.3 million for the second quarter of 2026, compared to operating profit of $10.5 million for the second quarter of 2025. The 2025 period excludes Calca's results as the acquisition was completed on October 1, 2025. As previously stated, we expect variation in quarterly results for the specialty materials segment on an ongoing basis due to the nature of its business. Specialty materials sales were $125.3 million for the first half of 2026, compared to $95.8 million for the first half of 2025. Specialty materials operating profit was $34.8 million for the first half of 2026, compared to $33.7 million in the same period last year. We are especially pleased with the performance of our Specialty Materials segment and we are also excited about our investments to expand production capacity for both ammonium perchlorates and high purity hydrazine to support the domestic production of critical aerospace and defense chemicals. We expect to see this additional capacity come online towards the end of 2026. Our operations generated solid cash flow during the first half of 2026. We funded capital expenditures of $51.7 million, paid dividends of $55.6 million, and repurchased over 200 thousand shares of common stock for $126.4 million, while reducing our Net Debt to EBITDA ratio to 1.0x. The cash flow generated by operations enables us to continue to provide value to our customers and shareholders through reinvestment in our businesses for growth and efficiency, acquisitions, dividends and share repurchases. We continue to monitor the impact of the conflict in the Middle East, the uncertain macroeconomic environment, and the changes in international trade relations and tariffs. Within petroleum additives, the surcharges and operational actions implemented earlier this year to address higher raw materials, utility, and logistics costs remain in place, and we continue to evaluate and adjust our approach as market conditions evolve. While the operating environment remains dynamic, we believe these actions position us well to continue delivering solid results. We are pleased with the performance of both our petroleum additives and specialty materials segments during the first half of 2026. We will continue to invest in technology to serve our customers, focus on cost control and margin management, and advance our initiatives to strengthen our global manufacturing network to enable more efficient product delivery to our customers in the years ahead. Our dedicated team makes decisions to promote long-term value for our shareholders and customers, and remains focused on our long-term objectives. We believe the fundamentals of how we run our business - a long-term view, safety-first culture, customer-focused solutions, technology-driven product offerings, and world-class supply chain capability - will continue to benefit all our stakeholders. Sincerely, Thomas E. Gottwald The petroleum additives segment consists of the North America (the United States and Canada), Latin America (Mexico, Central America, and South America), Asia Pacific, and Europe/Middle East/Africa/India (Europe or EMEAI) regions. The specialty materials segment operates primarily in North America. The Company has disclosed the non-GAAP financial measures EBITDA, Net Debt, and Net Debt to EBITDA, as well as the related calculations in the schedules included with this earnings release. EBITDA is defined as income from continuing operations before the deduction of interest and financing expenses, net, income taxes, depreciation (on property, plant, and equipment) and amortization (on intangible assets and lease right-of-use assets). Net Debt is defined as long-term debt, including current maturities, less cash and cash equivalents. Net Debt to EBITDA is defined as Net Debt divided by EBITDA for the rolling four quarters ended as of the specified date. The Company believes that even though these items are not required by or presented in accordance with United States generally accepted accounting principles (GAAP), these additional measures enhance understanding of the Company’s performance and period to period comparability. The Company believes that these items should not be considered an alternative to our results determined under GAAP. As a reminder, a conference call and webcast is scheduled for 3:00 p.m. ET on Thursday, July 30, 2026, to review second quarter 2026 financial results. You can access the conference call live by dialing 1-888-506-0062 (domestic) or 1-973-528-0011 (international) and requesting the NewMarket conference call or using the participant access code 726865. To avoid delays, callers should dial in five minutes early. A teleconference replay of the call will be available until Thursday, August 13, 2026 at 3:00 p.m. ET by dialing 1-877-481-4010 (domestic) or 1-919-882-2331 (international). The replay passcode is 54208. The call will also be broadcast via the internet and can be accessed through the Company's website at www.NewMarket.com or https://www.webcaster5.com/Webcast/Page/2001/54208. A webcast replay will be available for 30 days. NewMarket Corporation is a holding company operating through its subsidiaries, Afton Chemical Corporation (Afton), Ethyl Corporation (Ethyl), American Pacific Corporation (AMPAC), and Calca Solutions, LLC (Calca). The Afton and Ethyl companies develop, manufacture, blend, and deliver chemical additives that enhance the performance of petroleum products. AMPAC is a manufacturer of specialty materials primarily used in solid rocket motors for the aerospace and defense industries. Calca is the nation’s leading producer of Ultra Pure and high-purity hydrazine – essential, mission-critical propellants that enable advanced aerospace and defense applications. The NewMarket family of companies has a long-term commitment to its people, to safety, to providing innovative solutions for its customers, and to making the world a better place. Some of the information contained in this press release constitutes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Although NewMarket’s management believes its expectations are based on reasonable assumptions within the bounds of its knowledge of its business and operations, there can be no assurance that actual results will not differ materially from expectations. Factors that could cause actual results to differ materially from expectations include, but are not limited to, the availability of raw materials and distribution systems; disruptions at production facilities, including single-sourced facilities; hazards common to chemical businesses; the ability to respond effectively to technological changes in our industries; failure to protect our intellectual property rights; sudden, sharp, or prolonged raw material price increases; competition from other manufacturers; current and future governmental regulations; the loss of significant customers; termination or changes to contracts with contractors and subcontractors of the U.S. government or directly with the U.S. government; failure to attract and retain a highly-qualified workforce; an information technology system failure or security breach; the occurrence or threat of extraordinary events, including natural disasters, terrorist attacks, wars or other conflicts, and health-related epidemics; risks related to operating outside of the United States, including tariffs and trade policy; political, economic, and regulatory factors concerning our products; the impact of substantial indebtedness on our operational and financial flexibility; the impact of fluctuations in foreign exchange rates; resolution of environmental liabilities or legal proceedings; limitation of our insurance coverage; our inability to realize expected benefits from investment in our infrastructure or from acquisitions, or our inability to successfully integrate acquisitions into our business; the underperformance of our pension assets resulting in additional cash contributions to our pension plans; and other factors detailed from time to time in the reports that NewMarket files with the Securities and Exchange Commission, including the risk factors in Part I, Item 1A. "Risk Factors" of our Annual Report on Form 10-K for the year ended December 31, 2025, which is available to shareholders at www.newmarket.com. Any forward-looking statement made by NewMarket in the foregoing discussion speaks only as of the date on which such forward-looking statement is made. New risks and uncertainties arise from time to time, and it is impossible for us to predict these events or how they may affect us. We have no duty to, and do not intend to, update or revise the forward-looking statements in this discussion after the date hereof, except as may be required by law. In light of these risks and uncertainties, the events described in any forward-looking statement made in this discussion, or elsewhere, might not occur. View source version on businesswire.com: https://www.businesswire.com/news/home/20260728612414/en/ Contacts FOR INVESTOR INFORMATION CONTACT: Timothy K. Fitzgerald Investor Relations Phone: 804.788.5555 Email: [email protected]

This article first appeared on GuruFocus. Release Date: April 23, 2026 For the complete transcript of the earnings call, please refer to the full earnings call transcript. Net income for the first quarter of 2026 was $118 million, showcasing strong profitability. Operating profit margin remained strong despite a decline in shipments. Price adjustments were implemented to account for escalating costs, indicating proactive management. Specialty Materials sales increased due to the inclusion of the newly acquired Calca Solutions business. Solid cash flows allowed for $154 million to be returned to shareholders through share repurchases and dividends. Net income decreased from $126 million in Q1 2025 to $118 million in Q1 2026. Petroleum Additives sales declined from $646 million in Q1 2025 to $610 million in Q1 2026. Operating profit for Petroleum Additives decreased due to a 7% decline in shipments. Specialty Materials operating profit dropped from $23 million in Q1 2025 to $12 million in Q1 2026. The company faces challenges from a rapidly changing environment due to the conflict in the Middle East. Warning! GuruFocus has detected 2 Warning Sign with NEU. Is NEU fairly valued? Test your thesis with our free DCF calculator. Q: Can you elaborate on the reasons behind the decline in Petroleum Additives sales and operating profit for Q1 2026? A: Timothy Fitzgerald, Chief Financial Officer, explained that the decline in Petroleum Additives sales and operating profit was primarily due to a 7% decrease in shipments. This was attributed to market softening and a strategic decision to reduce low-margin business. However, there was an encouraging increase in shipments towards the end of the quarter. Q: How has the conflict in the Middle East affected your operations, and what measures have you taken in response? A: Timothy Fitzgerald noted that the conflict has created a rapidly changing environment. In response, NewMarket has implemented price adjustments to counter rising costs in raw materials, utilities, and logistics. They have also rebalanced global production to meet customer demands effectively. Q: What factors contributed to the increase in Specialty Materials sales for Q1 2026? A: The increase in Specialty Materials sales was mainly due to the inclusion of the newly acquired Calca Solutions business, which was acquired on October 1, 2025. This was partially offset by a shift in shipment mix at AMPAC compared to the previous year. Q: Can you provide more details on the decline in operating profit for the Specialty Materials segment? A: The decline in operating profit for the Specialty Materials segment was primarily due to a change in the quarterly shipment mix at AMPAC compared to the previous year. Timothy Fitzgerald mentioned that substantial variation in quarterly results is expected due to the nature of the business. Q: How is NewMarket planning to enhance operational efficiency and profitability moving forward? A: Timothy Fitzgerald emphasized that NewMarket is committed to improving efficiency and managing operating costs. The company is focusing on investing in technology and its supply network to meet customer demands, enhance operational efficiency, and improve portfolio profitability. For the complete transcript of the earnings call, please refer to the full earnings call transcript.

Net income fell to $118 million ($12.62/share) in Q1 2026, with petroleum additives sales and operating profit down as shipments declined ~7% and the company reduced low‑margin business, though management said operating profit margins remained strong and shipments improved late in the quarter. Specialty materials sales rose to $58 million largely from the Oct. 1, 2025 Calca acquisition, but operating profit dropped to $12 million from $23 million due to an unfavorable quarterly shipment mix and inherent segment volatility. Returned $154 million to shareholders (‑$126M buybacks, $28M dividends) with a net debt-to-EBITDA of 1.2x; NewMarket also implemented price adjustments and rebalanced global production to offset rising input and logistics costs amid the Middle East conflict while prioritizing efficiency and technology investments. Interested in NewMarket Corporation? Here are five stocks we like better. 3 Overlooked Dividend Stocks for Choppy Markets in 2026 NewMarket (NYSE:NEU) reported first-quarter 2026 net income of $118 million, or $12.62 per share, down from $126 million, or $13.26 per share, in the first quarter of 2025, according to comments on the company’s earnings call led by CFO Tim Fitzgerald. Fitzgerald said petroleum additives sales were $610 million for the first quarter of 2026, compared to $646 million in the prior-year period. Petroleum additives operating profit totaled $135 million, down from $142 million a year earlier. → GE Vernova Beats Earnings by 790% as Data Center Demand Explodes He attributed the decline in petroleum additives operating profit “mainly due to the decline in shipments of 7%,” citing both “softening in the market” and “our strategic decision to reduce low-margin business.” Fitzgerald added that the company was “encouraged by the increase in shipments we observed in the latter part of the first quarter of 2026,” and said that despite the lower shipment volume, “our operating profit margin remained strong.” In specialty materials—which includes the company’s AMPAC business as well as its newly acquired Calca Solutions business—NewMarket posted sales of $58 million, up from $54 million in the first quarter of 2025. Fitzgerald said the increase was “mainly due to the inclusion of the Calca business, which was acquired on October 1st, 2025,” partially offset by “a shift in shipment mix at AMPAC versus the first quarter of last year.” → Tesla’s Earnings Confirm the Shift to AI—But at What Cost? Specialty materials operating profit fell to $12 million from $23 million in the prior-year quarter. Fitzgerald said the decline was “mainly due to the change in quarterly shipment mix at AMPAC compared to last year,” and he reiterated that the segment can produce “substantial variation in quarterly results…due to the nature of the business.” Fitzgerald said NewMarket was operating in a rapidly changing environment due to the conflict in the Middle East, describing it as a key factor affecting the operating backdrop during the quarter. He said the company implemented “price adjustments to account for the escalating cost of raw materials, utilities, and logistics,” and also “rebalanced our global production to make sure we are meeting customer demands in a dynamically evolving market.” → STMicronelectronics Sends Industrial Chips Into Overdrive Despite the challenges, Fitzgerald said the company remains focused on efficiency and cost discipline. He outlined priorities that include “investing in technology and our supply network to meet customer demands, enhancing our operational efficiency and improving our portfolio profitability.” NewMarket returned $154 million to shareholders during the first quarter, Fitzgerald said, including $126 million in share repurchases and $28 million in dividends. He also reported that as of March 31, 2026, the company’s net debt-to-EBITDA ratio was 1.2 times. Looking ahead, Fitzgerald said the company is “committed to making decisions that promote long-term value for our shareholders and customers while staying focused on our long-term objectives.” He pointed to several principles he said guide the business, including “a long-term perspective, a safety-first culture, customer-focused solutions, technology-driven products, and a world-class supply chain.” The call did not include a live question-and-answer session. Fitzgerald said he would be available for follow-up questions “via email or by phone.” NewMarket Corporation is a specialty chemicals and lubricants company headquartered in Richmond, Virginia. Through its Valvoline business, the company markets a broad portfolio of automotive aftermarket products, including engine oils, transmission fluids, greases and vehicle care solutions. Valvoline products are distributed through retail and commercial channels as well as a network of quick-lube service centers that provide oil changes, preventive maintenance and related services. In its chemical additives segment, NewMarket develops, manufactures and sells performance additives for fuels, lubricants and industrial fluids. The article "NewMarket Q1 Earnings Call Highlights" was originally published by MarketBeat.

Image source: The Motley Fool. Thursday, April 23, 2026 at 3 p.m. ET President and Chief Executive Officer — Timothy K. Fitzgerald Timothy K. Fitzgerald: Thank you, and thanks to everyone for joining me this afternoon. As a reminder, some of the statements made during this conference call may be forward-looking. Relevant factors that could cause actual results to differ materially from those forward-looking are contained in our earnings release and in our SEC filings, including our most recent Form 10[inaudible]. During this call, we will also discuss the non-GAAP financial measures included in our earnings release, which can be found on our website and includes a reconciliation of the non-GAAP financial measures to the comparable GAAP financial measures. We filed our 10-Q for 2026 today, and it contains significantly more details on the operations and performance of our company. Today, I will be referring to the data that was included in last night's press release. Net income for the first quarter of 2026 was $118 million, or $12.62 per share, compared to net income of $126 million, or $13.26 per share, for the first quarter of 2025. Petroleum additives sales for the first quarter of 2026 were $610 million, compared to $646 million for the same period in 2025. Petroleum additives operating profit for the first quarter of 2026 was $135 million, compared to operating profit of $142 million in 2025. The decrease in operating profit was mainly due to the decline in shipments of 7% due to softening in the market and our strategic decision to reduce low-margin business. However, we are encouraged by the increase in shipments we observed in the latter part of the quarter. Despite the decline in shipments in the first quarter, our operating profit margin remained strong. We are very pleased with the performance of our petroleum additives business during the first quarter of 2026 and the work done by our team to operate within a rapidly changing environment due to the conflict in the Middle East. We have implemented price adjustments to account for the escalating cost of raw materials, utilities, and logistics, and we have rebalanced our global production to make sure we are meeting customer demands in a dynamically evolving market. Despite these challenges, we remain committed to improving efficiency and managing operating costs. Our focus continues to be on investing in technology and our supply network to meet customer demands, enhancing our operational efficiency, and improving our portfolio profitability. We report the financial results of our Ampak business and our newly acquired Calco Solutions business in our Specialty Materials segment. Specialty Materials sales for the first quarter of 2026 were $58 million, compared to $54 million for the same period in 2025. The increase in sales was mainly due to the inclusion of the Calco business, which was acquired on 10/01/2025, offset by a shift in shipment mix at Ampak versus the first quarter of last year. Specialty Materials operating profit for the first quarter of 2026 was $12 million, compared to $23 million for the first quarter of 2025. The decline in operating profit was mainly due to the change in quarterly shipment mix at Ampak compared to last year. As previously stated, we will see substantial variation in quarterly results for the Specialty Materials segment on an ongoing basis due to the nature of the business. The company generated solid cash flows throughout the first quarter, which allowed us to return $104 million to our shareholders through share repurchases of $126 million and dividends of $28 million. As of 03/31/2026, our net debt to EBITDA ratio was 1.2 times. As we look ahead to 2026, we are committed to making decisions that promote long-term value for our shareholders and customers while staying focused on our long-term objectives. We believe that the core principles guiding our business—a long-term perspective, a safety-first culture, customer-focused solutions, technology-driven products, and a world-class supply chain—will continue to benefit all of our stakeholders. That concludes our planned comments. We are available for questions via email or by phone, so please feel free to contact me directly. Thank you all again, and we will talk to you next quarter. Operator: Thank you. This does conclude today's conference. You may disconnect your lines at this time. Thank you for your participation. 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This article is a transcript of this conference call produced for The Motley Fool. While we strive for our Foolish Best, there may be errors, omissions, or inaccuracies in this transcript. As with all our articles, The Motley Fool does not assume any responsibility for your use of this content, and we strongly encourage you to do your own research, including listening to the call yourself and reading the company's SEC filings. Please see our Terms and Conditions for additional details, including our Obligatory Capitalized Disclaimers of Liability. The Motley Fool has no position in any of the stocks mentioned. The Motley Fool has a disclosure policy. NewMarket (NEU) Q1 2026 Earnings Transcript was originally published by The Motley Fool

RICHMOND, Va., April 23, 2026--(BUSINESS WIRE)--The Board of Directors of NewMarket Corporation (NYSE: NEU) declared a quarterly dividend in the amount of $3.00 per share on the common stock of the Corporation. The dividend is payable July 1, 2026, to NewMarket shareholders of record at the close of business on June 15, 2026. NewMarket Corporation is a holding company operating through its subsidiaries, Afton Chemical Corporation (Afton), Ethyl Corporation (Ethyl), American Pacific Corporation (AMPAC) and Calca Solutions, LLC (Calca). The Afton and Ethyl companies develop, manufacture, blend, and deliver chemical additives that enhance the performance of petroleum products. AMPAC is a manufacturer of specialty materials primarily used in solid rocket motors for the aerospace and defense industries. Calca is the nation’s leading producer of UltraPure and high-purity hydrazine – essential, mission-critical propellants that enable advanced aerospace and defense applications. The NewMarket family of companies has a long-term commitment to its people, to safety, to providing innovative solutions for its customers, and to making the world a better place. Some of the information contained in this press release constitutes forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Although NewMarket’s management believes its expectations are based on reasonable assumptions within the bounds of its knowledge of its business and operations, there can be no assurance that actual results will not differ materially from expectations. Factors that could cause actual results to differ materially from expectations include, but are not limited to, the availability of raw materials and distribution systems; disruptions at production facilities, including single-sourced facilities; hazards common to chemical businesses; the ability to respond effectively to technological changes in our industries; failure to protect our intellectual property rights; sudden, sharp, or prolonged raw material price increases; competition from other manufacturers; current and future governmental regulations; the loss of significant customers; termination or changes to contracts with contractors and subcontractors of the U.S. government or directly with the U.S. government; failure to attract and retain a highly-qualified workforce; an information technology system failure or security breach; the occurrence or threat of extraordinary events, including natural disasters, terrorist attacks, wars and health-related epidemics; risks related to operating outside of the United States, including tariffs and trade policy; political, economic, and regulatory factors concerning our products; the impact of substantial indebtedness on our operational and financial flexibility; the impact of fluctuations in foreign exchange rates; resolution of environmental liabilities or legal proceedings; limitation of our insurance coverage; our inability to realize expected benefits from investment in our infrastructure or from acquisitions, or our inability to successfully integrate acquisitions into our business; the underperformance of our pension assets resulting in additional cash contributions to our pension plans; and other factors detailed from time to time in the reports that NewMarket files with the Securities and Exchange Commission, including the risk factors in Part I, Item 1A. "Risk Factors" of our Annual Report on Form 10-K for the year ended December 31, 2025, which is available to shareholders upon request. You should keep in mind that any forward-looking statement made by NewMarket in the foregoing discussion speaks only as of the date on which such forward-looking statement is made. New risks and uncertainties arise from time to time, and it is impossible for us to predict these events or how they may affect us. We have no duty to, and do not intend to, update or revise the forward-looking statements in this discussion after the date hereof, except as may be required by law. In light of these risks and uncertainties, you should keep in mind that the events described in any forward-looking statement made in this discussion, or elsewhere, might not occur. View source version on businesswire.com: https://www.businesswire.com/news/home/20260423106176/en/ Contacts Timothy K. Fitzgerald Investor Relations Phone: 804.788.5555 Email: [email protected]