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Sep 30, 2025
NewMarket Q3 2025 Earnings Report
NewMarket reported a year-over-year decline in revenue and profit for Q3 2025, primarily due to lower petroleum additives shipments and one-time charges.
Key Takeaways
Net income declined to $100.3 million from $132.3 million a year ago, as both the petroleum additives and specialty materials segments posted lower operating profit. The company faced shipment declines and increased investments in technology and operations.
Q3 2025 net income was $100.3 million, down from $132.3 million in Q3 2024
Earnings per share were $10.67 compared to $13.79 last year
Petroleum additives revenue was $649.1 million, impacted by a 4.1% shipment decline
Specialty materials revenue declined to $38.2 million, with operating profit also down
Revenue by Segment
Forward Guidance
NewMarket expects continued solid performance from its petroleum additives segment despite market softness, and is optimistic about the specialty materials segment as production capacity expands in 2026.
Positive Outlook
- Continued investment in global manufacturing efficiency
- Strategic acquisitions in high-growth specialty materials
- Dividend increased 9% to $3.00 per share
- Strong cash flow supports reinvestment and debt reduction
- Expansion in aerospace and defense propellants through Calca acquisition
Challenges Ahead
- Decline in petroleum additive shipments
- Reduced operating profit due to one-time charges
- Ongoing market softness and economic uncertainty
- Decreased specialty materials revenue and profit
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
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