NewMarket Q1 2025 Earnings Report
Key Takeaways
NewMarket delivered solid financial results in Q1 2025, driven by higher net income and strong EPS. While petroleum additives saw a decline in sales and shipments, the specialty materials segment posted a major turnaround. The company also reduced net debt and continued share repurchases.
Net income grew to $125.9M, with EPS of $13.26.
Specialty materials segment turned profitable with $23.2M in operating profit.
Petroleum additives sales and shipments declined vs. prior year.
Company repurchased $57M in stock and reduced net debt by $21.5M.
NewMarket
NewMarket
NewMarket Revenue by Segment
Forward Guidance
NewMarket remains focused on long-term value creation amid macroeconomic uncertainty, emphasizing operational efficiency and strategic investment.
Positive Outlook
- Continued focus on operational efficiency.
- Strong margin performance despite shipment declines.
- AMPAC investment approved for expansion.
- Debt reduction and improved Net Debt to EBITDA ratio.
- Significant stock repurchases and dividend payout.
Challenges Ahead
- Decline in petroleum additives shipments.
- Lower petroleum additives revenue year-over-year.
- Macroeconomic uncertainties including tariffs and trade.
- Variability expected in specialty materials segment.
- No specific geographic revenue details disclosed.
Revenue & Expenses
Visualization of income flow from segment revenue to net income