The specialty materials segment is showing strong growth from the Calca acquisition and capacity expansions expected by end of 2026, which could drive further margin improvement. Monitor the Q4 2026 results for the impact of the new ammonium perchlorate and high-purity hydrazine capacity coming online.
Price Chart
Executive Summary
NewMarket reported Q3 2026 net income of $124.1M ($13.50 EPS), up from $100.3M ($10.67 EPS) a year ago, driven by higher operating profit and a lower effective tax rate. Total revenue rose 3.8% to $716.5M, with petroleum additives sales flat at $651M and specialty materials surging 62% to $62M on acquisition and mix shifts. No consensus estimates were provided, so no beat/miss verdict is available.
Key Financial Metrics
Key Facts
- Q3 2026 net income $124.1M vs $100.3M in Q3 2025, a 23.7% increase
- Q3 2026 EPS $13.50 vs $10.67 in Q3 2025
- Total revenue $716.5M vs $690.3M in Q3 2025, up 3.8%
- Petroleum additives sales $651.0M vs $649.1M, essentially flat; shipments down 8%
- Specialty materials sales $62.0M vs $38.2M, up 62.4% driven by Calca acquisition and mix shift
- Petroleum additives operating profit $130.9M vs $131.3M, nearly flat
- Specialty materials operating profit $16.4M vs $6.0M, up 173%
- Nine-month net income $375.9M ($40.64 EPS) vs $337.5M ($35.78 EPS)
- Net Debt to EBITDA ratio improved to 1.0x from 1.1x at year-end 2025
- Capital expenditures $88.5M, dividends $83.1M, share repurchases $126.4M in first nine months
- No guidance provided in the release
Financial Impact
Net income up $23.8M (23.7%) YoY in Q3; EPS up $2.83 (26.5%) YoY
Segment Breakdown
| Segment | Revenue | Growth |
|---|---|---|
| Petroleum additives | $651.0M | +0.3% |
| Specialty materials | $62.0M | +62.4% |
Risk Factors
- Petroleum additives shipments declined 8% in Q3 due to market softness in lubricant additives
- Middle East supply chain disruptions and tariff/trade policy uncertainty remain headwinds
- Forward-looking statements about capacity expansions and market conditions are subject to execution risk
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 6 SEC documents filed with EDGAR.
| Document | Accession Number |
|---|---|
| 8-K Filing (Primary) | 0001282637-26-000019 |
| Document: neu-20261028.htm | 0001282637-26-000019 |
| Document: 0001282637-26-000019-index-headers.html | 0001282637-26-000019 |
| Document: 0001282637-26-000019-index.html | 0001282637-26-000019 |
| Document: 0001282637-26-000019.txt | 0001282637-26-000019 |
| 8-K Data (Synthetic) | 0001282637-26-000019 |
Track record builds as more directional reports settle.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 29, 2026 2d ago | 8-K | $856.56 | awaiting T+5 | awaiting T+5 | $783.66 (−8.51%) |
Oct 28, 2026 3d ago | 8-K | $803.07 | awaiting T+5 | awaiting T+5 | $783.66 (−2.42%) |
Oct 21, 2026 11d ago | Institutional Cluster | $876.33 $803.07 | ▲ +8.36% | ▲ +9.07% | $783.66 (+10.57%) |
Aug 13, 2026 11w ago | 8-K | $961.92 $937.34 | ▼ −2.56% | ▼ −1.19% | $783.66 (−18.53%) |
Apr 22, 2026 27w ago | 8-K | $683.04 $668.77 | ▲ +2.09% | ▲ +3.57% | $783.66 (−14.73%) |
Mar 12, 2026 33w ago | DEFA14A | $585.06 $607.37 | ▲ +3.81% | ▲ +4.79% | $783.66 (+33.94%) |
US Market Status
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