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Quaker Chemical (KWR)
NYSE:KWR
Earnings Data
Report Date
Apr 30, 2026After Close (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.67Last Year’s EPS
1.58Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a cautiously optimistic tone: the company delivered solid Q4 results with double-digit adjusted EBITDA and EPS growth, demonstrated strong and consistent momentum in Asia Pacific, achieved net share gains and meaningful run-rate cost savings, and continued disciplined M&A and shareholder returns. However, material challenges remain — notably a significant drop in operating cash flow year-over-year, an $89 million goodwill impairment and notable restructuring costs, Q4 operational disruptions and customer outages, sequential margin pressure in North America, and soft end markets with tariff-related uncertainty. Taken together, the operational and cash-generation headwinds are meaningful but are balanced by clear revenue momentum, margin recovery plans, and a strengthened balance sheet — leading management to expect YoY adjusted EBITDA growth in 2026.Company Guidance
Revenue Growth and Top-Line Performance
Q4 net sales of $468 million, up 6% year-over-year. Full-year revenue benefited from acquisitions (three closed in 2025 adding ~ $95 million of annualized revenue) and price/mix in some regions.
Adjusted EBITDA and Margin Improvement
Adjusted EBITDA of $72 million in Q4, an 11% increase year-over-year, with adjusted EBITDA margin improving to 15.3% (up 75 basis points YoY). Management expects continued YoY adjusted EBITDA growth in 2026.
Earnings Per Share Performance
Q4 non-GAAP diluted EPS of $1.65, a 24% increase year-over-year. Full-year non-GAAP diluted EPS of $7.02 after adjusting for non-GAAP items.
Asia Pacific Strength and Consistent Organic Growth
Asia Pacific net sales increased 15% in Q4 and 13% for the full year; organic volume growth in Asia Pacific was +4% in Q4 and +5% for the year — the 10th consecutive quarter of year-over-year volume growth in the region.
Net Share Gains and New Business Wins
Net share gains of approximately 4% in Q4 helped offset soft markets; the company reported new business wins across all regions and successful cross-selling initiatives.
Acquisition Contributions and Integration
Acquisitions contributed ~6% to Q4 sales (Dipsol contributed $21 million in Q4). Company completed three acquisitions in 2025 and expects continued disciplined M&A to expand TAM and capabilities.
Cost Savings and Structural Initiatives
Complexity and cost reduction plan generated roughly $25 million of run-rate savings for the full year; identified additional network and process optimization actions (e.g., Dortmund closure) expected to deliver incremental savings ($2 million in 2026, ~$5 million annually beginning 2027).
Balance Sheet and Capital Allocation
Net debt at year-end was $691 million with net leverage reduced to 2.3x trailing 12-month adjusted EBITDA. Returned $76 million to shareholders in 2025 (share repurchases $42 million; dividends $34 million) and continued investment in growth (full-year capex $56 million, China facility under construction).
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 |
|---|---|---|---|
Feb 23, 2026 | $169.97 | $158.31 | -6.86% |
Oct 30, 2025 | $125.34 | $138.45 | +10.46% |
Jul 31, 2025 | $113.62 | $117.08 | +3.05% |
May 01, 2025 | $104.83 | $102.31 | -2.41% |
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 Apr 30, 2026, After Close (Confirmed).
What is Quaker Chemical (KWR) earnings time?
Quaker Chemical (KWR) earnings time is at Apr 30, 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 KWR EPS forecast?
KWR EPS forecast for the fiscal quarter 2026 (Q1) is 1.67.