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Dec 31, 2025
NewMarket Q4 2025 Earnings Report
NewMarket Corporation reported a decrease in net income and earnings per share for the fourth quarter and full year 2025, primarily due to a higher effective income tax rate, while experiencing growth in specialty materials sales and operating profit.
Key Takeaways
NewMarket Corporation reported a decline in net income and earnings per share for both the fourth quarter and full year 2025, primarily attributed to a higher effective income tax rate. Petroleum additives saw a decrease in sales and operating profit due to lower shipments and selling prices, while specialty materials experienced significant growth in sales and operating profit, driven by increased volumes and acquisitions.
Net income for Q4 2025 decreased to $81.3 million ($8.65 per share) from $110.7 million ($11.56 per share) in Q4 2024.
Petroleum additives sales for Q4 2025 were $585.1 million, down from $626.1 million in Q4 2024, with operating profit decreasing to $106.8 million from $135.7 million.
Specialty materials sales for Q4 2025 significantly increased to $48.5 million from $27.1 million in Q4 2024, with operating profit rising to $7.3 million from $1.5 million.
The full year 2025 net income was $418.7 million ($44.44 per share), down from $462.4 million ($48.22 per share) in 2024, mainly due to a higher effective income tax rate.
Revenue by Segment
Forward Guidance
NewMarket Corporation anticipates continued solid results from its petroleum additives segment despite market softness and an uncertain global economic environment. The company plans to invest in technology, cost control, margin management, and building a global manufacturing network for efficient product delivery. Additionally, NewMarket expects to expand production in the specialty materials segment, with new capacity coming online towards the end of 2026.
Positive Outlook
- Anticipates continued solid results from the petroleum additives segment.
- Plans to invest in technology to serve customers and focus on cost control and margin management.
- Advancing initiatives to build a global manufacturing network for more efficient product delivery.
- Excited about expanding production in the specialty materials segment to provide more capacity.
- New specialty materials capacity expected to come online towards the end of 2026.
Challenges Ahead
- Experiencing impacts to the petroleum additives segment due to market softness.
- Operating in an uncertain global economic environment.
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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