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NewMarket Corporation(NEU)Earnings, Financials & Key Ratios
NEU•NYSE
$795.68
17.9× P/E·Price updated Jul 7, 2026
SectorBasic MaterialsIndustrySpecialty ChemicalsSub-IndustrySpecialty additives and formulation chemicals
AboutNewMarket Corporation, through its subsidiaries, engages in the petroleum additives business. The company offers lubricant additives for use in various vehicle and industrial applications, including engine oils, transmission fluids, off-road powertrain and hydraulic systems, gear oils, hydraulic oils, turbine oils, and other applications where metal-to-metal moving parts are utilized; engine oil additives designed for passenger cars, motorcycles, on and off-road heavy duty commercial equipment, locomotives, and engines in ocean-going vessels; driveline additives designed for products, such as transmission fluids, axle fluids, and off-road powertrain fluids; and industrial additives designed for products for industrial applications consisting of hydraulic fluids, grease, industrial gear fluids, and industrial specialty applications, such as turbine oils. It also provides fuel additives that are used to enhance the oil refining process and the performance of gasoline, diesel, biofuels, and other fuels to industry, government, original equipment manufacturers, and individual customers. In addition, the company engages in the antiknock compounds business, as well as contracted manufacturing and services activities; and owns and manages a real property in Virginia. It operates in North America, Latin America, the Asia Pacific, Europe, the Middle East, Africa, and India. NewMarket Corporation was founded in 1887 and is headquartered in Richmond, Virginia.Show more
- Revenue$2.73B-2.2%
- EBITDA$666M-5.8%
- Net Income$419M-9.4%
- EPS (Diluted)44.44-7.8%
- Gross Margin31.46%-1.1%
- EBITDA Margin24.44%-3.7%
- Operating Margin19.95%-5.8%
- Net Margin15.37%-7.4%
- ROE25.85%-29.0%
NEU Price & Volume
NewMarket Corporation (NEU) stock price & volume — 10-year historical chart
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Resilient Margins Offset Secular Lubricant Demand Headwinds
Investment Thesis • Updated 2026Q1
VerdictNeutral
Growth:Decelerating
Profitability:Strong
Financial:Healthy
Cash Flow:Stable
Primary Risk:Secular ICE demand decline
Key Thesis Takeaways
- NewMarket Corporation maintains a robust competitive moat through disciplined operational efficiency and consistent cash generation, as evidenced by its 21.4% operating margin in 2026Q1.
- While the company successfully deleveraged its balance sheet to a 0.54 debt-to-equity ratio by 2025Q4, long-term growth remains constrained by the secular decline of internal combustion engine markets.
- Investors should monitor whether the company's strategic acquisitions, which drove goodwill to $941.2 million, can effectively pivot the business model toward sustainable growth sectors.
Verdict Logic
while the company exhibits strong cash conversion and a healthy 2.53 current ratio, the 4.5% revenue contraction in 2026Q1 highlights significant risks regarding the long-term sustainability of its core lubricant additive business.
NEU Growth Metrics
NewMarket Corporation (NEU) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years2.44%
5 Years6.27%
3 Years-0.48%
TTM-3.47%
Profit CAGR
10 Years5.79%
5 Years9.13%
3 Years14.42%
TTM-14.52%
EPS CAGR
10 Years8.61%
5 Years12.52%
3 Years16.97%
TTM-13.04%
Return on Capital
10 Years22.51%
5 Years20.38%
3 Years22.79%
Last Year18.66%
NEU Recent Earnings
NewMarket Corporation (NEU) EPS & revenue vs analyst estimates — last 4 quarters
Q2 2026Latest
Apr 22, 2026Metric
Actual
Est
EPS
$12.62
—
Rev
$670M
—
Q1 2026
Feb 11, 2026Metric
Actual
Est
EPS
$8.65
—
Rev
$635M
—
Q4 2025
Oct 30, 2025Metric
Actual
Est
EPS
$10.67
—
Rev
$690M
—
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$11.84
—
Rev
$699M
—
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 22, 2026 | $12.62 | $670M |
| Q1 2026 | Feb 11, 2026 | $8.65 | $635M |
| Q4 2025 | Oct 30, 2025 | $10.67 | $690M |
| Q3 2025 | Jul 30, 2025 | $11.84 | $699M |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for NewMarket Corporation (NEU)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $795.68 | $7.48B | 17.90 | -2.2% | 15.37% | 25.85% | 1.42% | |
| $129.02 | $15.22B | -22.44 | -4.37% | -4.24% | -2.29% | — | |
| $81.66 | $2.01B | 17.49 | -3.65% | 6.38% | 8.64% | — | |
| $136.26 | $2.84B | 34.85 | 11.21% | 7.52% | 15.96% | — | |
| $153.41 | $2.66B | -1095.79 | 2.66% | 0.22% | 0.31% | — | |
| $283.08 | $79.67B | 38.88 | 2.16% | 12.8% | 21.63% | — |
Compare NEU vs Peers
NewMarket Corporation (NEU) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
NEU SEC Filings & Documents
NewMarket Corporation (NEU) SEC filings — annual & quarterly reports (10-K, 10-Q)
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NEU Frequently Asked Questions
NewMarket Corporation (NEU) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is NewMarket Corporation's revenue?
NewMarket Corporation (NEU) reported $2.69B in revenue for fiscal year 2025. This represents a 134% increase from $1.15B in 1996.
How fast is NewMarket Corporation growing?
NewMarket Corporation (NEU) saw revenue decline by 2.2% over the past year.
Is NEU profitable?
Yes, NewMarket Corporation (NEU) is profitable, generating $410.9M in net income for fiscal year 2025 (15.4% net margin).
Dividend & Returns
Does NEU pay dividends?
Yes, NewMarket Corporation (NEU) pays a dividend with a yield of 1.42%. This makes it attractive for income-focused investors.
What is NEU's return on equity?
NewMarket Corporation (NEU) has a return on equity (ROE) of 25.9%. This is excellent, indicating efficient use of shareholder capital.
What is NewMarket Corporation's free cash flow?
NewMarket Corporation (NEU) generated $483.7M in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.