Q1 2026 Quaker Chemical Corp Earnings Call Transcript

May 1, 2026 / 12:00 PM GMT

Release Date Price: $142.43 (+4.81%)

Transcript 10-Q8-K

Key Points

Positve

Quaker Houghton (KWR) reported an 8% increase in net sales year-over-year, driven by organic volume growth and acquisitions.
The company achieved a 5% increase in adjusted EBITDA compared to the prior year, marking the third consecutive quarter of growth.
Asia-Pacific region showed strong performance with a 25% increase in sales, driven by organic volume growth and favorable foreign currency impacts.
Quaker Houghton (KWR) is implementing a new transformation program aimed at reducing costs and complexity, with expected savings of $20 to $30 million over the next three years.
The company extended its credit agreement, improving terms and increasing financial flexibility, which supports future growth and capital allocation strategies.

Negative

Gross margins are expected to face temporary pressure in the second quarter due to higher input costs from the Middle East conflict.
EBITDA margins declined by 50 basis points year-over-year, primarily due to higher SG&A expenditures related to acquisitions and foreign currency impacts.
Volumes in the Americas declined slightly year-over-year, affected by a customer outage, tariff uncertainty, and weather-related disruptions.
The company anticipates a lag in price realization to offset rising costs, which may impact gross margins temporarily.
Market conditions remain soft overall, with weak automotive production affecting industrial gains.

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

KWR.N - Quaker Chemical Corp
Q1 2026 Quaker Chemical Corp Earnings Call
May 01, 2026 / 12:00PM GMT

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Presentation
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Unidentified_1 [1]
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Greetings and welcome to the QuickerHow in First Quarter 2026 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 star zero on your telephone keypad. As a reminder, this conference is being recorded.

I would now like to turn the call over to John Daloff, Director of Investor Relations. Mr. Daloff, you may begin.

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Unidentified_2 [2]
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Thank you. Good morning and welcome to Quaker Houghton's first quarter 2026

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