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Koppers Holdings Inc. (KOP)
NYSE:KOP
Earnings Data
Report Date
May 01, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.77Last Year’s EPS
0.71Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced/Neutral: The company demonstrated strong profitability resilience, safety improvements, disciplined capital allocation, and meaningful operational gains from the Catalyst program (delivering $46M in 2025 and raising the multi-year opportunity). However, revenue declines across businesses (notably PC and CMMC), tariff and raw-material (copper/coal tar) risks, supplier exits, and customer pullbacks in the railroad market present material near-term risks. Management provided constructive 2026 guidance and targets meaningful free cash flow and margin expansion, but execution and external macro/tariff factors create significant downside risks in the near term.Company Guidance
Strong Adjusted EBITDA and Margins
Full-year adjusted EBITDA of $256.7M (reported $257M) with a 13.7% adjusted EBITDA margin — management noted this is the second-highest year on record (and a new as-reported high watermark).
Resilient Operating Profit and EPS
Operating profit of $167.8M (second highest year on record) and adjusted EPS of $4.07 for 2025, marking the sixth consecutive year above $4.
Consistent Cash Generation
Operating cash flow of $122.5M for the year — seventh straight year above $100M — and management projects a sizable jump in operating and free cash flow in 2026, targeting $300M+ cumulative free cash flow over the next three years.
Catalyst Transformation Impact
Catalyst program delivered $46M of benefits in 2025; management increased the expected pipeline to as much as $75M of benefits in 2026–2028 with $20M–$40M targeted in 2026. Catalyst drove a 15% reduction in adjusted SG&A and reduced headcount by 11% vs year-end 2024 (17% vs April 2024).
Segment Profitability and Q4 Strength
Full-year segment adjusted EBITDA: RUPS $108M (12% margin), PC $103M (19% margin), CMMC $46M (11% margin). Q4 adjusted EBITDA was $53M with a 12.3% margin; Performance Chemicals posted a 22% adjusted EBITDA margin in Q4 and RUPS improved Q4 adjusted EBITDA to $22M from $18M prior-year.
Capital Allocation Discipline and Shareholder Returns
Normalized CapEx reduced to $55M in 2025 (gross) / $48M net; $38.2M in share repurchases (about 1.3M shares) with $67M remaining on a $100M authorization; dividend increased 13% to $0.09 per quarter (annualized $0.36).
Operational & Safety Achievements
Safety improvements: 21 of 41 sites worked accident-free, serious safety incidents down 70% year-over-year, and total recordable injury rate improved 19.5% Y/Y to an all-time best for the second year in a row.
Market Positioning and Strategic M&A
Acquired a Douglas fir utility pole procurement business (Oregon) to secure supply and expand addressable bids; UIP expanded non-traditional markets by 17% in 2025, helping UIP deliver ~6% overall sales growth for the year in that business.
KOP Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KOP Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 26, 2026 | $34.52 | $37.24 | +7.88% |
Nov 07, 2025 | $27.77 | $26.63 | -4.10% |
Aug 08, 2025 | $33.09 | $28.68 | -13.31% |
May 09, 2025 | $25.95 | $26.84 | +3.44% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Koppers Holdings Inc. (KOP) report earnings?
Koppers Holdings Inc. (KOP) is schdueled to report earning on May 01, 2026, Before Open (Confirmed).
What is Koppers Holdings Inc. (KOP) earnings time?
Koppers Holdings Inc. (KOP) earnings time is at May 01, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KOP EPS forecast?
KOP EPS forecast for the fiscal quarter 2026 (Q1) is 0.77.