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Stock impact report

NewMarket (NEU) Q1 2026 Earnings Transcript [Globe and Mail, The (Toronto, Canada)]

NewMarket Corp (NEU) 
President and Chief Executive Officer — Timothy K. Fitzgerald TAKEAWAYS Net Income -- $118 million, representing a decrease from $126 million. EPS -- $12.62 per share, down from $13.26 per share. Petroleum Additives Sales -- $610 million, lower than the prior period's $646 million. Petroleum Additives Operating Profit -- $135 million, declining from $142 million, attributed mainly to a 7% drop in shipments. Petroleum Additives Shipments -- Down 7% due to both market softness and a strategic reduction in low-margin business. Petroleum Additives Operating Profit Margin -- Described as "strong" by management despite volume declines. Later-Quarter Shipments -- Management noted an increase in shipments "in the latter part of the quarter." Price Adjustments -- Implemented to address higher "raw materials, utilities, and logistics" costs. Global Production -- Rebalanced to match "customer demands in a dynamically evolving market." Specialty Materials Sales -- $58 milli Show less Read more
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