NewMarket Corp (STU:UG9)

Q1 2026 NewMarket Corp Earnings Call Transcript

Apr 23, 2026 / 07:00 PM GMT

Release Date Price: €535 (-1.83%)

Transcript 10-Q8-K

Key Points

Positve

Net income for the first quarter of 2026 was $118 million, showcasing strong profitability.
Operating profit margin remained strong despite a decline in shipments.
Price adjustments were implemented to account for escalating costs, indicating proactive management.
Specialty Materials sales increased due to the inclusion of the newly acquired Calca Solutions business.
Solid cash flows allowed for $154 million to be returned to shareholders through share repurchases and dividends.

Negative

Net income decreased from $126 million in Q1 2025 to $118 million in Q1 2026.
Petroleum Additives sales declined from $646 million in Q1 2025 to $610 million in Q1 2026.
Operating profit for Petroleum Additives decreased due to a 7% decline in shipments.
Specialty Materials operating profit dropped from $23 million in Q1 2025 to $12 million in Q1 2026.
The company faces challenges from a rapidly changing environment due to the conflict in the Middle East.

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

NEU.N - NewMarket Corp
Q1 2026 NewMarket Corp Earnings Call
Apr 23, 2026 / 07:00PM GMT

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Conference Call Participants
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* Timothy Fitzgerald
NewMarket Corp - Chief Financial Officer, Vice President

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Presentation
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Operator [1]
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Greetings. Welcome to the NewMarket Corporation conference call and webcast to review first-quarter 2026 financial results. (Operator Instructions) Please note this conference is being recorded.

I will now turn the conference over to your host, Tim Fitzgerald, CFO at NewMarket. You may begin.

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Timothy Fitzgerald, NewMarket Corp - Chief Financial Officer, Vice President [2]
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Thank

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