Newmarket Corporation (NEU)
NYSE:NEU
Want to see NEU full AI Analyst Report?
Earnings Data
Report Date
Aug 04, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
―Last Year’s EPS
11.84Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The call presented a balanced picture: the company demonstrated healthy cash generation, low leverage (1.2x net debt/EBITDA), active shareholder returns, and margin resilience in petroleum additives, along with sales growth in Specialty Materials driven by the Calco acquisition. Offsetting these positives were declines in net income and EPS, lower petroleum sales and shipments (shipments -7%), and a near-50% drop in Specialty Materials operating profit due to shipment mix; management also faces input-cost inflation and geopolitical headwinds. Management is taking operational and pricing actions and noted a late-quarter pickup in shipments, but near-term volatility in Specialty results remains a concern.Company Guidance
Strong cash generation and shareholder returns
Company generated solid cash flows in Q1 2026 and returned capital to shareholders via share repurchases of $126 million and dividends of $28 million. (Transcript also states 'returned $104 million' which is inconsistent with the $126M + $28M breakdown.)
Low leverage
Net debt to EBITDA was 1.2x as of 03/31/2026, indicating a conservative leverage position and financial flexibility.
Petroleum additives maintained strong margins
Petroleum additives operating profit was $135 million (down ~4.9% vs. $142M in Q1 2025), but management reported that operating profit margin 'remained strong' despite lower shipments and cost pressures.
Specialty Materials sales grew on acquisition
Specialty Materials sales rose to $58 million in Q1 2026 from $54 million in Q1 2025, an increase of ~7.4%, primarily due to the inclusion of the Calco Solutions business acquired 10/01/2025.
Operational actions to address cost inflation and supply dynamics
Management implemented price adjustments to offset escalating raw material, utility, and logistics costs and rebalanced global production to meet customer demand; focus on investing in technology and the supply network to improve efficiency and portfolio profitability.
Improvement in shipments late in the quarter
Although overall shipments declined in the quarter, management observed an increase in shipments in the latter part of Q1, suggesting early signs of recovery in demand.
NEU 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
NEU Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 22, 2026 | $641.60 | $683.04 | +6.46% |
Feb 11, 2026 | $694.18 | $594.07 | -14.42% |
Oct 30, 2025 | $741.10 | $760.91 | +2.67% |
Jul 30, 2025 | $672.09 | $678.51 | +0.96% |
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 Aug 04, 2026, After Close (Confirmed).
What is Newmarket Corporation (NEU) earnings time?
Newmarket Corporation (NEU) earnings time is at Aug 04, 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