NEU
NewMarket Corporation716.41
-21.46-2.91%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
No Q&A; remarks only
NewMarket's earnings call skipped the usual Q&A entirely, offering zero incremental insights beyond CFO Fitzgerald's prepared remarks mirroring the press release. No contradictions, strategy shifts, or new risks surfaced—analysts apparently opted out. Prepared comments detailed a 4% full-year pretax income dip to $561M from market softness, 4.9% lower petroleum additives shipments, and higher taxes, offset by $183M shareholder returns and debt cuts. Specialty Materials profited from acquisitions. No questions asked. Management stayed upbeat on long-term focus amid inflation and tariffs. Investors await 10-K tax details.
Key Stats
Market Cap
6.73BP/E (TTM)
15.13Basic EPS (TTM)
47.35Dividend Yield
0.01%Recent Filings
8-K
Hazelgrove joins board
NewMarket Corporation's Board elected Executive VP and Chief Administrative Officer Bruce R. Hazelgrove, III as a director on February 26, 2026, effective immediately. He joins the Executive Committee but skips others due to lacking independence. No extra pay. Board taps internal leader for governance continuity.
8-K
Dividend hiked to $3.00/share
8-K
New Principal Accounting Officer named
NewMarket Corporation appointed Susan M. Ridlehoover as Principal Accounting Officer on February 18, 2026, effective immediately. The 45-year-old CPA brings over 20 years of experience, including recent stints at Sonoco Products and Dominion Energy, plus a $235,000 base salary. New controller steps up fast.
10-K
FY2025 results
NewMarket's FY2025 net sales dipped 2.2% y/y to $2.7B, with petroleum additives down 3.9% from lower shipments and prices, yet specialty materials surged to $182M from $141M thanks to Calca's Q4 acquisition. Petroleum additives operating profit fell 12.1% to $520M (20.5% margin) on higher R&D and network costs, partially offset by cheaper raw materials; margins held above 2023's 19.1%. Q4 momentum showed in specialty materials' ramp-up post-Oct 1 Calca close, while additives shipments softened amid market weakness. Cash from operations hit $569M, funding $213M Calca buy, $78M capex, $106M dividends, and $77M buybacks; debt dropped to $883M (33% of cap) with $608M revolver room. No 2026 guidance disclosed. U.S. government funding shifts threaten specialty materials' program-driven sales.
8-K
2025 earnings down but resilient
NewMarket reported 2025 net income of $419 million and $44.44 EPS, down from 2024's record due to higher taxes and petroleum additives weakness—shipments fell 4.9%, profit dropped to $520 million from $592 million. Specialty materials shone, profit tripling to $47 million post-Calca acquisition on October 1. Debt cut sharply. Net debt/EBITDA hit 1.1.
IPO
Website
Employees
Sector
Industry
ALB
Albemarle Corporation
131.07-1.15
AVNT
Avient Corporation
30.50+0.02
CLMT
Calumet, Inc
19.60-0.82
EMN
Eastman Chemical Company
63.65-0.30
FF
FutureFuel Corp.
3.34-0.01
IOSP
Innospec Inc.
77.99-0.39
KWR
Quaker Houghton
137.41-1.55
LYB
LyondellBasell Industries NV
42.98-0.36
NGVT
Ingevity Corporation
57.26-0.26
NTIC
Northern Technologies Internati
7.81+0.25