Koppers Holdings Inc. (KOP)
NYSE:KOP
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Earnings Data
Report Date
Jul 30, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.13Last Year’s EPS
1.48Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presents a mixed but cautiously constructive picture. Near-term challenges include meaningful CMC underperformance, commodity-driven cost headwinds (oil and copper), a sizable one-time charge tied to the Stickney wind-down, and elevated net leverage (3.5x). Offsetting these negatives are record operating and free cash flow, strong Performance Chemicals volume and margin recovery, disciplined capital allocation (share buybacks, dividend increase, maintained $55M CapEx), measurable Catalyst transformation benefits, and clear expected long-term accretion from the Stickney consolidation (estimated $15M–$20M annual EBITDA improvement and $1.00–$1.20 EPS uplift). Management lowered FY EBITDA guidance modestly to reflect commodity impacts but reiterated pathway to 2028 targets. Overall, positives (cash generation, PC momentum, transformation savings, shareholder returns, and a credible long-term plan) roughly balance significant short-term headwinds and one-time charges.Company Guidance
Record Cash Generation
Q1 operating cash flow of $46.3M and free cash flow of $34.9M, both Q1 records; trailing twelve-month operating cash flow $192M and free cash flow $139M, also new highs; company expects 2026 to be an inflection point with even higher operating and free cash flow.
Performance Chemicals (PC) Strong Growth
PC sales rose to $142M, up $21M or +18% YoY driven by a 15% volume increase, market share gains (~9%) and customer inventory build (~6%); PC adjusted EBITDA increased to $26M (18% margin) from $20M prior-year.
Capital Allocation and Shareholder Returns
Q1 share repurchases of ~$29M and $1.9M in dividends; Board raised quarterly dividend 12.5% to $0.09/share ($0.36 annual); ~$45M remaining on $100M repurchase authorization; liquidity $386M.
Catalyst Transformation Progress
Realized $14M of Catalyst benefits in Q1 and $16M of working capital benefits; identified a minimum of $90M of benefits to be realized 2026–2028 with $30M–$40M expected in 2026 (up $10M on low end).
Stickney Closure Projected Long-Term Accretion
Decision to wind down Stickney expected to generate $15M–$25M annual operating and capital cash benefits and $15M–$20M annual adjusted EBITDA savings in 2027+, equivalent to a 75–100 bps EBITDA margin uplift and an estimated adjusted EPS improvement of $1.00–$1.20 per share.
Disciplined Capital Spending
Q1 capital expenditures of $11.4M; full-year CapEx guidance maintained at $55M with $5M run rate below that so far; $8M–$15M of reduced annual future capital expenditures expected from Stickney action.
Segment Cash/Operational Wins
RPS/RUPS displayed strong working capital management (helping cash records); PC and UIP showing market share and volume momentum (UIP +12% volume in Q1 including acquisition contribution).
Corporate Recognition & Investor Engagement
Named to Newsweek’s America’s Most Charitable Companies; other recognitions (responsibility, climate leadership); Investor Day planned for Sept 17, 2026; NYSE closing bell celebrated 20 years as a public company.
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 |
|---|---|---|---|
May 08, 2026 | $41.07 | $43.89 | +6.88% |
Feb 26, 2026 | $34.36 | $37.07 | +7.88% |
Nov 07, 2025 | $27.64 | $26.51 | -4.09% |
Aug 08, 2025 | $32.94 | $28.55 | -13.32% |
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 Jul 30, 2026, Before Open (Confirmed).
What is Koppers Holdings Inc. (KOP) earnings time?
Koppers Holdings Inc. (KOP) earnings time is at Jul 30, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is KOP EPS forecast?
KOP EPS forecast for the fiscal quarter 2026 (Q2) is 1.13.