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Newmarket Corporation (NEU)
NYSE:NEU
US Market

Newmarket (NEU) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Apr 29, 2026
After Close (Confirmed)
Period Ending
2026 (Q1)
Consensus EPS Forecast
Last Year’s EPS
13.26
Same Quarter Last Year
Based on 0 Analysts Ratings

Earnings Call Summary

Q4 2025
Earnings Call Date:Feb 11, 2026|
% Change Since:
|
Earnings Call Sentiment|Neutral
The call presented a mixed picture: meaningful, strategic progress in Specialty Materials (strong sales and operating profit growth, major capital commitment) and disciplined balance sheet management (cash returns to shareholders and lower leverage) contrast with notable softness in the core Petroleum Additives business (lower shipments, sales and operating profit declines), higher effective tax rate pressure on net income and margin headwinds from inventory and inflation. Overall the company emphasized resilience and long-term investments despite near-term headwinds.
Company Guidance
Management guided that it expects continued strength in both Petroleum Additives and Specialty Materials while prioritizing technology investment, operating efficiency, inventory optimization and portfolio profitability; it has committed approximately $1,000,000,000 to the specialty materials segment (including AMPAC and the Calca acquisition closed 10/01/2025). In 2025 the company returned $183,000,000 to shareholders (share repurchases $77,000,000; dividends $106,000,000), reduced total debt by $88,000,000, and ended the year with net debt/EBITDA of 1.1x (down from 1.2x). For context, Q4 pretax income was $113,000,000 (vs. $134,000,000 a year ago) and full-year pretax income was $561,000,000 (vs. $584,000,000); Q4 net income was $81,000,000 or $8.65 per share (vs. $111,000,000 or $11.56) and full-year net income was $419,000,000 or $44.44 per share (vs. $462,000,000 or $48.22). Petroleum Additives Q4 sales were $585,000,000 with operating profit of $107,000,000 (vs. $626,000,000 and $136,000,000), with shipments down 6% in the quarter and 4.9% for the year (full-year sales $2,500,000,000; operating profit $520,000,000). Specialty Materials Q4 sales were $49,000,000 with operating profit $7,000,000 (full-year sales $182,000,000; operating profit $47,000,000). Management cautioned that a higher effective tax rate, inflation, tariffs and market softness are headwinds but reiterated a focus on long-term value creation.
Strong Specialty Materials Growth
Specialty Materials sales increased to $182,000,000 for FY2025 from $141,000,000 in FY2024 (+29.1%). Operating profit rose to $47,000,000 from $17,000,000 (+176.5%), driven by higher volume at Ampac and the inclusion of the Calca acquisition.
Quarterly Specialty Momentum
Specialty Materials Q4 sales grew to $49,000,000 from $27,000,000 (+81.5%) and Q4 operating profit increased to $7,000,000 from ~$2,000,000 (+250%), reflecting strong near-term demand and contribution from acquired businesses.
Significant Strategic Investment
Committed approximately $1,000,000,000 of capital to expand capacity and invest in the high-technology Specialty Materials segment (Ampac and Calca), supporting long-term growth.
Strong Cash Generation and Shareholder Returns
Generated solid cash flows in 2025, returning $183,000,000 to shareholders via $77,000,000 in share repurchases and $106,000,000 in dividends.
Leverage Reduction and Improved Coverage
Reduced total debt by $88,000,000 versus 2024 (including acquisition borrowings) and improved net debt to EBITDA to 1.1x from 1.2x, reflecting a stronger balance sheet.
Resilient Pretax Performance
Full-year pretax income declined modestly to $561,000,000 from $584,000,000 (-4.0%), indicating overall resiliency despite headwinds.

Newmarket (NEU) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

NEU Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Apr 29, 2026
2026 (Q1)
- / -
13.26
Feb 11, 2026
2025 (Q4)
- / 8.65
11.56-25.17% (-2.91)
Oct 30, 2025
2025 (Q3)
- / 10.67
13.79-22.63% (-3.12)
Jul 30, 2025
2025 (Q2)
- / 11.84
11.631.81% (+0.21)
Apr 23, 2025
2025 (Q1)
- / 13.26
11.2318.08% (+2.03)
Feb 03, 2025
2024 (Q4)
- / 11.56
8.3837.95% (+3.18)
Oct 23, 2024
2024 (Q3)
- / 13.79
11.618.88% (+2.19)
Jul 29, 2024
2024 (Q2)
- / 11.63
10.3612.26% (+1.27)
Apr 24, 2024
2024 (Q1)
- / 11.23
10.08811.32% (+1.14)
Jan 31, 2024
2023 (Q4)
- / 8.38
9.26-9.50% (-0.88)
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

NEU Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Feb 11, 2026
$697.76$597.13-14.42%
Oct 30, 2025
$744.92$764.84+2.67%
Jul 30, 2025
$675.56$682.01+0.96%
Apr 23, 2025
$569.42$599.91+5.35%
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 Newmarket Corporation (NEU) report earnings?
Newmarket Corporation (NEU) is schdueled to report earning on Apr 29, 2026, After Close (Confirmed).
    What is Newmarket Corporation (NEU) earnings time?
    Newmarket Corporation (NEU) earnings time is at Apr 29, 2026, After Close (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 NEU EPS forecast?
          Currently, no data Available