Quaker Chemical (KWR)
NYSE:KWR
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Earnings Data
Report Date
Aug 04, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.67Last Year’s EPS
1.71Same Quarter Last Year
Strong Buy
Based on 4 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call contained multiple positive operational and financial developments: revenue up 8%, organic volumes up 3%, adjusted EBITDA growth, strong Asia Pacific outperformance (+25% sales, +32% earnings), sustained market share gains and improved liquidity via an enhanced credit facility. Management acknowledges near-term margin pressure driven by elevated raw material and shipping costs tied to the Middle East conflict, and higher SG&A that reduced adjusted EBITDA margin to 15.1%. They outlined a targeted transformation program with identifiable cost savings ($10M in 2026 exit run-rate; $20-$30M over 3 years) and expect margins to recover within 1–2 quarters. Overall, positives (growth, market share, balance sheet and clear cost-reduction roadmap) materially outweigh the temporary challenges (Q2 margin headwinds, SG&A impact and regional disruptions).Company Guidance
Revenue and Volume Growth
Net sales of $480 million, up 8% year-over-year; organic volumes up 3% YoY. Adjusted EBITDA of $73 million, a 5% increase YoY. Non-GAAP diluted EPS $1.63, up 3% YoY.
Consistent Market Share Gains
Net share gains of 4% (top of target range); this is the 10th consecutive quarter of net share gains and the company outperformed end markets estimated down ~1% in the quarter.
Asia Pacific Outperformance
Asia Pacific sales increased ~25% YoY driven by ~10% organic volume growth, Dipsol acquisition contribution and ~3% favorable FX. Asia segment earnings rose ~32% (~$8 million) YoY.
Gross Margin Improvement
Gross margins improved sequentially by ~150 basis points and were ~40 basis points higher YoY, reported near 36.8% (near the high end of the 36%-37% target range) driven by higher asset utilization and operational performance.
Balance Sheet and Liquidity Strengthening
Amended credit agreement extended nearest maturity to April 2031 (from June 2027), increased revolving availability by ~$300 million and right to increase by ~$331 million; cost of debt ~5% and interest expense stable at ~$10 million in Q1.
Transformation Program and Identified Cost Savings
Announced transformation to reduce cost/complexity with expected ~ $10 million of new run-rate savings exiting 2026 and a clear path to at least $20-$30 million of sustainable structural cost improvement over the next 3 years. Dortmund closure expected to deliver ~$2 million in 2026 and ~$5 million annual run-rate beginning 2027.
Acquisition Contribution and Integration Progress
Acquisitions (notably Dipsol) contributed ~4% to net sales in Q1 and will be part of organic base starting Q2; acquisition-related synergies and expanded product portfolio are supporting share gains.
Operational Investments and Capex Discipline
Q1 capex of ~$11 million (primarily the new China facility); full-year 2026 capex guidance maintained at ~2.5%-3.5% of sales. New Zhongjuang facility expected to improve efficiency and local manufacturing capability in Asia.
KWR 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
KWR Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 30, 2026 | $135.89 | $142.43 | +4.81% |
Feb 23, 2026 | $169.31 | $157.69 | -6.86% |
Oct 30, 2025 | $124.85 | $137.91 | +10.46% |
Jul 31, 2025 | $113.17 | $116.62 | +3.05% |
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 Quaker Chemical (KWR) report earnings?
Quaker Chemical (KWR) is schdueled to report earning on Aug 04, 2026, After Close (Confirmed).
What is Quaker Chemical (KWR) earnings time?
Quaker Chemical (KWR) earnings time is at Aug 04, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KWR EPS forecast?
KWR EPS forecast for the fiscal quarter 2026 (Q2) is 1.67.