NEWMARKET (NEU) Company Report

NewMarket Corporation reported net income of $100 million, or $10.67 per share, for Q3 2025, a decrease from $132 million, or $13.79 per share, in Q3 2024.
Petroleum Additive sales for Q3 2025 were $649 million, with operating profit of $131 million, impacted by a 4.1% decline in shipments and one-time charges for manufacturing network optimization.
Specialty Materials sales for Q3 2025 were $38 million, with operating profit of $6 million, primarily due to lower volume, though the company expanded this segment with the October 1, 2025, acquisition of Calca Solutions, LLC.
The company generated solid cash flows, returning $155 million to shareholders through $77 million in share repurchases and $78 million in dividends in the first nine months of 2025, and reduced net debt by $213 million.
NewMarket's Board of Directors approved a 9% increase in the quarterly dividend, raising it from $2.75 to $3 per share, payable January 2, 2026.

Oct 31, 2025, 7:00 PM

NewMarket Corporation Announces Q3 2025 Financial Results

NEU

Earnings

Dividends

M&A

NewMarket Corporation reported net income of $100 million, or $10.67 per share, for Q3 2025, compared to $132 million, or $13.79 per share, for Q3 2024. For the first nine months of 2025, net income was $337 million, or $35.78 per share, down from $352 million, or $36.66 per share, in the same period of 2024.
Petroleum additive sales for Q3 2025 were $649 million, with an operating profit of $131 million, impacted by one-time charges, a 4.1% decline in shipments, and increased R&D investments. Specialty materials sales were $38 million, with an operating profit of $6 million, primarily due to lower volume.
The company expanded its investment in the specialty materials segment with the October 1, 2025, acquisition of Calca Solutions, LLC, committing approximately $1 billion to this segment since 2024.
NewMarket generated solid cash flows in the first nine months of 2025, returning $155 million to shareholders through $77 million in share repurchases and $78 million in dividends. Net debt was reduced by $213 million, bringing the net debt-to-EBITDA ratio to 0.9 times as of September 30, 2025.
The Board of Directors approved a 9% increase in the quarterly dividend, raising it from $2.75 to $3 per share, payable January 2, 2026.

Oct 31, 2025, 7:00 PM

NewMarket Corporation Announces Q3 2025 Financial Results and Dividend Increase

NEU

Earnings

Dividends

M&A

NewMarket Corporation reported net income of $100 million or $10.67 per share for Q3 2025, a decrease from $132 million or $13.79 per share in Q3 2024. For the first nine months of 2025, net income was $337 million or $35.78 per share, compared to $352 million or $36.66 per share in the prior year period.
Petroleum additive sales for Q3 2025 were $649 million, down from $663 million in Q3 2024, with operating profit decreasing to $131 million from $157 million, mainly due to one-time charges, a 4.1% decline in shipments, and increased R&D investments. Specialty materials sales for Q3 2025 were $38 million, down from $59 million in Q3 2024, with operating profit at $6 million compared to $16 million.
The company expanded its specialty materials segment with the acquisition of Calca Solutions, LLC on October 1, 2025, and has committed approximately $1 billion to this segment since 2024.
NewMarket generated solid cash flows in the first nine months of 2025, returning $155 million to shareholders through share repurchases and dividends, reducing net debt by $213 million, and the Board approved a 9% increase in the quarterly dividend from $2.75 to $3.00 per share.

Oct 31, 2025, 7:00 PM

NewMarket Corporation Reports Q3 2025 Results

NEU

Earnings

Dividends

M&A

NewMarket Corporation reported net income of $100.3 million and earnings per share of $10.67 for the third quarter ended September 30, 2025.
The company's Board of Directors approved a 9% increase in the quarterly dividend to $3.00 per share, and during the first nine months of 2025, NewMarket reduced its long-term debt by $188.2 million and repurchased $77.2 million of common stock.
Petroleum additives operating profit for the third quarter of 2025 decreased to $131.3 million, primarily due to one-time charges and a 4.1% decline in shipments.
NewMarket expanded its specialty materials segment with the acquisition of Calca Solutions, LLC on October 1, 2025, and has committed approximately $1 billion to this segment since 2024.

Oct 30, 2025, 9:27 PM

NewMarket Corporation Reports Third Quarter and First Nine Months 2025 Results

NEU

Earnings

Dividends

M&A

NewMarket Corporation reported net income of $100.3 million (or $10.67 per share) for the third quarter of 2025 and $337.5 million (or $35.78 per share) for the first nine months of 2025.
The Petroleum additives segment's operating profit decreased to $131.3 million in Q3 2025 and $413.2 million for the first nine months of 2025, primarily due to one-time charges, a 4.1% decline in Q3 shipments, and a 4.6% decline in nine-month shipments.
The Specialty materials segment's operating profit was $6.0 million in Q3 2025, but $39.7 million for the first nine months of 2025, reflecting the acquisition of American Pacific Corporation in January 2024. The company also acquired Calca Solutions, LLC on October 1, 2025, expanding its investment in this segment.
The company increased its quarterly dividend by 9% to $3.00 per share and reduced its long-term debt by $188.2 million during the first nine months of 2025, resulting in a Net Debt to EBITDA ratio of 0.9 as of September 30, 2025.

Oct 30, 2025, 9:05 PM

NewMarket Corporation Completes Calca Solutions Acquisition

NEU

M&A

New Projects/Investments

NewMarket Corporation completed the acquisition of Calca Solutions, LLC on October 1, 2025.
Calca Solutions is a leading producer of UltraPure and high-purity hydrazine for advanced aerospace and defense applications, with annual revenue of less than $100 million and approximately 30 employees.
This acquisition strengthens NewMarket's investment in high-technology sectors and is part of a broader acquisition and diversification strategy that has committed approximately $1 billion since 2024.
The acquisition was funded by cash on hand and borrowings under a revolving credit facility, and is expected to be accretive to net income in 2026.