NEU · NYSE · Chemicals - Specialty

NewMarket (NEU)

Makes petroleum-performance additives and expands into specialty materials for space-launch and defense applications.

$889.60
vs last close+0.82 (+0.09%)
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NewMarket CorporationNEU
Materials

Sells petroleum-performance additives through Afton Chemical and Ethyl, then added specialty materials through AMPAC and Calca. The core additives business has a global footprint, while AMPAC provides materials for solid rocket motors used in space-launch and military-defense applications.

Petroleum additives are the core business, conducted through Afton Chemical and Ethyl. The global segment includes petroleum-performance additives and antiknock operations; past additives acquisitions broadened its research, testing, product lines, and manufacturing-support footprint. Current market softness and global economic uncertainty affect the business.

Specialty materials broaden the portfolio through AMPAC and Calca. AMPAC supplies performance additives for solid rocket motors used in space launch and military defense, as well as Halotron BrX fire-extinguishing agent; Calca is managed separately. Recent capacity expansion and supply-chain strengthening shape the newer business alongside petroleum additives.

Company facts

CEOThomas E. Gottwald
ListedMar 17, 1980
ExchangeNYSE
HeadquartersRichmond, VA
CountryUnited States
Employees2,050
CIK0001282637
ISINUS6515871076

Market cap$8.17B
EPS (ttm)$46.39
P/E (ttm)19.16
ROE24.6%
P/B4.45
P/S2.98
Dividend yieldDiv yield1.35%
Beta0.64vs XLB 0.32

No analyst consensus on record.

Next report
Nov 5, 26
estimated · in 43 days
EPS estimate
Revenue estimate
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Nov '26
Reported$11.56$13.26$11.84$10.67$8.65$12.62$14.54Pending
Estimate
Surprise

RevenueReportedEstimate

Feb '25Apr '25Jul '25Oct '25Feb '26Apr '26Jul '26Nov '26
Reported$654.6M$700.9M$698.5M$690.3M$635.4M$669.7M$747.1MPending
Estimate
Surprise
Estimate
ReportedDue Nov 5, 2026
Estimate
ReportedDue Nov 5, 2026
View details

Debt to equity51.10%
Current ratio225.20%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$724.9M$654.6M$700.9M$698.5M$690.3M$635.4M$669.7M$747.1M
Net income$132.3M$110.7M$125.9M$111.2M$100.3M$81.3M$118.1M$133.8M
Net margin18.3%16.9%18.0%15.9%14.5%12.8%17.6%17.9%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$169.5M$132.8M$159.9M$143.2M$130.7M$110.0M$143.2M$163.7M
YoY growth+28.0%+31.0%+13.5%−2.6%−22.9%−17.1%−10.4%+14.3%

Balance sheet, Jun 30, 2026Cash & short-term investments $93.6M · Total debt $939.9M · Total assets $3.62B · Shareholders' equity $1.84B

Revenue
$747.1M
Operating income
$163.7M
Net income
$133.8M
View details

Dividend yield
1.35%
Next ex-date
Dec 15, 26
estimated · in 83 days
Annual dividend
$12.00
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Dec '24Mar '25Jun '25Sep '25Dec '25Mar '26Jun '26Sep '26
Dividend$2.50$2.75$2.75$2.75$3.00$3.00$3.00$3.00
Annual yield1.82%1.92%1.64%1.29%1.52%1.90%1.44%1.36%
Ex-dateDec 16Mar 17Jun 16Sep 15Dec 15Mar 16Jun 15Sep 15
Payment dateJan 2Apr 1Jul 1Oct 1Jan 2Apr 1Jul 1Oct 1
View details

Institutions66.45%6.11M shares
432 holders · as of Jun 30, 2026
Insiders18.28%1.68M shares
14 holders · as of Sep 10, 2026
Other15.27%1.40M shares
remainder

9.20M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
Bruce C. Gottwald1Insider10 percent owner
10.28%948,729filed Sep 10, 2026
BlackRock, Inc.Institution
7.65%703,123as of Jun 30, 2026
Floyd D. Gottwald, Jr.Insider
6.43%591,584filed Feb 14, 2022
Managed Account Advisors LLCInstitution
5.53%508,294filed Feb 1, 2019
London Co of VirginiaInstitution
5.31%488,482as of Jun 30, 2026
  1. Bruce C. Gottwald's transaction reports restate only vehicles that traded; the 2026 ownership statement (948.7K) less the 3.1K net shares sold since is used instead.

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Feb 24, 2026Ting Xudirector+400$619.21
View details

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