Q1 2025 Quaker Chemical Corp Earnings Call Transcript

May 2, 2025 / 12:30 PM GMT

Release Date Price: $103.46 (-2.41%)

Transcript 10-Q8-K

Key Points

Positve

Quaker Houghton (KWR) successfully gained additional market share across all segments despite challenging global macroeconomic conditions.
The company is advancing a $20 million cost program, expected to be substantially complete in the first half of 2025, which will deliver approximately $15 million of in-year benefit.
Quaker Houghton (KWR) made strategic acquisitions, including Dipsol, which are expected to expand their addressable market and enhance their portfolio.
Gross margins improved by 120 basis points to 36.4% compared to the fourth quarter of 2024.
The company is in a strong financial position with a disciplined capital allocation strategy, including investments in a new facility in China to enhance local supply capabilities.

Negative

First quarter net sales were $443 million, a decline of approximately 6% from the prior year.
Volumes declined by 1.5% due to continued soft industrial activity and uncertainty regarding tariffs.
Gross margins are below the prior year due to the timing of raw material cost increases and product and geographic mix.
The Americas segment experienced a 7% decline in net sales year over year, with volumes declining due to soft industrial activity and low steel utilization rates.
The company faces uncertainty and volatility in demand due to tariffs and trade dynamics, impacting end markets and customer decision-making.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KWR.N - Quaker Chemical Corp
Q1 2025 Quaker Chemical Corp Earnings Call
May 02, 2025 / 12:30PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings. Welcome to the Quaker Houghton first quarter 2025 earnings conference call.

A brief question and answer session will follow the formal presentation.

If anyone should require operator assistance during the conference, please press 0 on your telephone keypad. As a reminder, this conference is being recorded.

I would now like to turn the call over to Jeffrey Snell, Vice President of investor relations. Mr. Snow, you may begin.

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Unidentified_2 [2]
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Thank you. Good morning and welcome to our first quarter 2025 earnings

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