NEU

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 o...

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...

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 invest...

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 technol...

NewMarket (NEU) reported Q1 earnings late Wednesday of $12.62 per diluted share, down from $13.26 a

RICHMOND, Va. (AP) — RICHMOND, Va. (AP) — NewMarket Corp. (NEU) on Wednesday reported net income of $118.1 million in its first quarter. On a per-share basis, the Richmond, Virginia-based company said it had net income of $12.62. The holding company for manufacturers of petroleum additives and lubricants posted revenue of $669.7 million in the period. _____ This story was generated by Automated Insights (http://automatedinsights.com/ap) using data from Zacks Investment Research. Access a Zacks stock report on NEU at https://www.zacks.com/ap/NEU

Net Income of $118 million and Earnings per Share of $12.62 Segment Operating Profit of $147 million Stock repurchases of $126 million RICHMOND, Va., April 22, 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 first quarter of 2026. Net income for the first quarter of 2026 was $118.1 million, or $12.62 per share, compared to net income of $125.9 million, or $13.26 per share, for the first quarter of 2025. Petroleum additives sales for the first quarter of 2026 were $609.8 million, compared to $645.6 million for the same period in 2025. Petroleum additives operating profit for the first quarter of 2026 was $135.0 million, compared to $142.1 million for the first quarter of 2025. The decrease in petroleum additives operating profit was primarily driven by a 7% decline in shipments between quarterly periods due to softness in the market and our strategic decision to examine and reduce low-margin business. The decline in shipments was mainly driven by lower lubricant additives shipments partially offset by an increase in fuel additives shipments. Despite the lower shipments, our operating profit margin for the first quarter of 2026 remained strong as a result of our continued focus on operational efficiency. Specialty materials sales were $58.1 million for the first quarter of 2026, compared to $53.7 million for the first quarter of 2025. The increase in specialty materials sales is driven by the inclusion of the Calca Solutions, LLC (Calca) business that was acquired on October 1, 2025, partially offset by a shift in product shipment mix at American Pacific Corporation (AMPAC). Specialty materials operating profit was $12.4 million for the first quarter of 2026, compared to operating profit of $23.2 million for the first quarter of 2025. The decrease in specialty materials operating profit was primarily driven by a shift in quarterly product shipment mix at AMPAC. 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. Our operations generated solid cash flows during the first quarter of 2026. We paid dividends of $28.0 million, repurchased over 200 thousand shares of common stock for $125.6 million, and funded capital expenditu...

Petroleum additives operating profit declined primarily due to a 7% decrease in shipments, influenced by broader market softening and a deliberate strategic pivot away from low-margin business. Management implemented price adjustments across the portfolio to mitigate escalating costs for raw materials, utilities, and logistics driven by Middle East conflict. Global production was rebalanced during the quarter to maintain customer service levels amidst a dynamically evolving and volatile market environment. Specialty Materials revenue growth was driven by the Calco Solutions acquisition, though segment profit fell due to a less favorable shipment mix at Ampak. The company observed a positive trend in shipment volumes during the latter part of the first quarter, suggesting a potential stabilization after early-quarter weakness. Operational focus remains on enhancing supply network technology and improving portfolio profitability rather than pursuing volume at any margin. Management expects continued substantial variation in quarterly results for the Specialty Materials segment due to the inherent nature of that business's shipment cycles. The company remains committed to a long-term value creation strategy, prioritizing efficiency and cost management over short-term volume targets. Future capital allocation will continue to focus on technology investments and supply chain enhancements to meet evolving customer demands. Guidance assumes a continued focus on returning value to shareholders, building on the $104 million returned via repurchases and dividends in Q1. Our analysts just identified a stock with the potential to be the next Nvidia. Tell us how you invest and we'll show you why it's our #1 pick. Tap here. The conflict in the Middle East is cited as a primary driver of increased logistics and utility costs, requiring active management of the global supply chain. The Calco Solutions acquisition, completed on 10/01/2025, has been fully integrated into the Specialty Materials reporting segment. Net debt to EBITDA ratio stood at 1.2 times as of 03/31/2026, reflecting a conservative leverage profile despite active share repurchases. One stock. Nvidia-level potential. 30M+ investors trust Moby to find it first. Get the pick. Tap here.

Image source: The Motley Fool. Friday, October 31, 2025 at 3 p.m. ET Chief Executive Officer — Timothy Fitzgerald Need a quote from a Motley Fool analyst? Email [email protected] Timothy Fitzgerald: Thank you, Matthew, 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 statements are contained in our earnings release and in our SEC filings including our most recent Form 10-K. During this call, we will also discuss the non-GAAP financial measures included in our earnings release. The earnings release, which can be found on our website, includes a reconciliation of the non-GAAP financial measures to the comparable GAAP financial measures. We filed our 10-Q for the third quarter of 2025 earlier 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 third quarter of 2025 was $100 million or $10.67 per share compared to net income of $132 million or $13.79 per share for the third quarter of 2024. Net income for the first 9 months of 2025 was $337 million, or $35.78 per share compared to net income of $352 million or $36.66 per share for the first 9 months of 2024. Petroleum additives sales for the third quarter of 2025 were $649 million compared to $663 million for the same period in 2024. Petroleum additives operating profit for the third quarter of 2025 was $131 million compared to $157 million for the third quarter of 2024, which was a record quarter for this segment. The decrease in operating profit compared to prior year was primarily driven by onetime charges during the quarter, including those related to optimizing our global manufacturing network which will enable us to deliver products to our customers more efficiently in the years ahead. A 4.1% decline in shipments between quarterly periods and an increase in research and development investments to support our customer needs also contributed to the decrease in petroleum additives operating profit. For the first 9 months of 2025, sales for the Petroleum Additives segment were $1.9 billion, compared to $2 billion for the same period in 2024. Petroleum additives operating...

RICHMOND, Va., March 30, 2026--(BUSINESS WIRE)--NewMarket Corporation (NYSE: NEU) announced today it expects to release first quarter 2026 earnings at the close of business on Wednesday, April 22, 2026. The earnings announcement will also be available on the Company's website at www.NewMarket.com the following day. A conference call and webcast are scheduled for 3:00 p.m. ET on Thursday, April 23, 2026, to review first 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 293886. To avoid delays, callers should dial in five minutes early. A teleconference replay of the call will be available until Thursday, May 7, 2026, at 3:00 p.m. ET by dialing 1-877-481-4010 (domestic) or 1-919-882-2331 (international). The replay passcode is 53812. 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/2001/53812. 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. View source version on businesswire.com: https://www.businesswire.com/news/home/20260325442253/en/ Contacts NewMarket Corporation Investor Relations Timothy K. Fitzgerald Phone: 804-788-5555 Email: [email protected]

RICHMOND, Va., February 27, 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 April 1, 2026, to NewMarket shareholders of record at the close of business on March 16, 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 te...