Quaker Houghton (NYSE:KWR)
$ 151.43 +2.61 (+1.75%) Market Cap: 2.63 Bil Enterprise Value: 3.36 Bil PE Ratio: 540.82 PB Ratio: 1.91 GF Score: 79/100

Q3 2025 Quaker Chemical Corp Earnings Call Transcript

Oct 31, 2025 / 12:30 PM GMT
Release Date Price: $138.89 (+10.46%)

Key Points

Positve
  • Quaker Houghton (KWR) reported a 5% increase in adjusted EBITDA and a 10% rise in adjusted earnings per share year over year.
  • The company achieved consecutive quarters of organic volume growth across all regions, with notable strength in Asia Pacific.
  • Quaker Houghton (KWR) successfully integrated the acquisition of Dipsol, contributing positively to sales and providing new commercial opportunities.
  • The company generated $51 million in operating cash flow and reduced its net leverage to 2.4 times, while returning cash to shareholders through share repurchases and dividends.
  • Quaker Houghton (KWR) is making progress on cost and efficiency actions, with organic SG&A down approximately 3% year-to-date, and is optimizing its manufacturing footprint to improve asset utilization.
Negative
  • The company faces uncertainty around tariffs, which continue to weigh on customer operating plans and market conditions.
  • End market activity declined by a low single-digit percentage compared to the prior year, affecting major sectors like steel, automotive, and industrial products.
  • Selling price and product mix were 2% lower than the prior year, impacting overall sales performance.
  • Higher manufacturing costs and the impact of mix partially offset the benefits of raw material cost favorability and productivity actions.
  • Macroeconomic trends remain soft, with expectations of continued softness through Q4 2025, and lingering uncertainty from tariffs and global trade affecting customer operating rates.


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

KWR.N - Quaker Chemical Corp
Q3 2025 Quaker Chemical Corp Earnings Call
Oct 31, 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 3rd quarter 2025 earnings conference call.

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

If anyone should acquire operator assistance during the conference, please press 0 on your telephone keypad.

There's 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 Quaker Houghton's 3rd
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