Monitor upcoming quarters for stabilization in petroleum additives shipments and specialty materials product mix; the decline in profitability despite stock buybacks suggests underlying operational challenges.
Price Chart
Executive Summary
NewMarket Corporation reported Q1 2026 net income of $118.1 million ($12.62/share), down from $125.9 million ($13.26/share) in Q1 2025, driven by a 7% decline in petroleum additives shipments and a shift in specialty materials product mix. The company repurchased $125.6 million in stock.
Key Financial Metrics
Key Facts
- Q1 2026 EPS was $12.62, down from $13.26 in Q1 2025 (7.6% decline)
- Petroleum additives operating profit fell to $135.0 million from $142.1 million YoY due to 7% lower shipments
- Specialty materials operating profit declined to $12.4 million from $23.2 million YoY due to product mix shift at AMPAC
- Company repurchased $125.6 million in common stock during the quarter
Financial Impact
Net income decreased by $7.8 million year-over-year
Risk Factors
- Continued softness in petroleum additives market
- Volatility in specialty materials segment due to product mix shifts
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001282637-26-000008 |
| Document: neu-20260422.htm | 0001282637-26-000008 |
| Document: 0001282637-26-000008-index-headers.html | 0001282637-26-000008 |
| Document: 0001282637-26-000008-index.html | 0001282637-26-000008 |
| Document: 0001282637-26-000008.txt | 0001282637-26-000008 |
| 8-K Data (Synthetic) | 0001282637-26-000008 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Aug 13, 2026 7w ago | 8-K | $961.92 $880.52 | ▼ −8.46% | ▼ −6.47% | $927.95 (−3.53%) |
Apr 22, 2026 23w ago | 8-K | $683.04 $708.32 | ▼ −3.70% | ▲ +0.93% | $927.95 (−35.86%) |
Mar 12, 2026 29w ago | DEFA14A | $585.06 $628.74 | ▲ +7.47% | ▲ +5.49% | $927.95 (+58.61%) |
US Market Status
Subscribe to SecBot
Get Real-Time SEC Filing Intelligence
Comprehensive SEC filing analysis delivered the moment filings hit EDGAR. Sentiment scoring, impact analysis, and actionable insights for every material event.
Try SecBot Free Coming soon: SecBot Pro with alerts, watchlists, and API access