NewMarket Corporation (NEU) Earnings: Q3 2026 Results

The quarter ended September 30, 2026 and NewMarket Corporation published the results on October 28, 2026. Revenue and diluted EPS are shown against Q3 2025, the same quarter a year earlier, which takes seasonal swings out of the comparison.

• NewMarket reports one earnings per share figure, basic and diluted, and no adjusted EPS. Its only non-GAAP measures are EBITDA, Net Debt and Net Debt to EBITDA.
• Specialty materials includes Calca Solutions, acquired on October 1, 2025, so the Q3 2025 comparison does not include Calca.

Source: NewMarket Q3 2026 results, October 28, 2026. Also in the Form 10-Q for the quarter ended September 30, 2026. Figures as reported; checked against the release on November 10, 2026.

How NewMarket Corporation splits revenue in its own release, under its own labels, for Q3 2026 against Q3 2025. Indented lines are parts of the line above them.

• NewMarket Corporation's Petroleum additives revenue was $651 million in Q3 2026, flat on $649 million in Q3 2025, 91% of total revenue.
• NewMarket Corporation's Specialty materials revenue was $62.0 million in Q3 2026, up 62% from $38.2 million in Q3 2025, 9% of total revenue.
• NewMarket Corporation's All other revenue was $3.5 million in Q3 2026, up 16% from $3.0 million in Q3 2025, under 1% of total revenue.

Segment lines are the figures writers cite most often, because they show where the growth in a quarter came from. Companies redraw their segments from time to time and restate the prior year to match, so a year-ago figure here can differ from the one printed a year ago. When that has happened, the note above says so.

Revenue and diluted EPS for the last 5 quarters. Each date links to that quarter's release.

Net sales in millions and earnings per share (basic and diluted), each as first reported in that quarter's release.

We do not hold a confirmed date for NewMarket Corporation's next report. Companies post the date on their investor relations site a few weeks ahead, usually with the time of the conference call.

Each quarter keeps its own page with the figures as reported, so a link to one stays pointed at the same numbers after the next report.

• Q3 2026 (this page), reported Oct 28, 2026

NewMarket's Q3 2026 net sales were $716.5 million, against $690.3 million a year earlier. Petroleum additives, sold through Afton Chemical and Ethyl, brought in $651.0 million of that, split between lubricant additives ($549.3 million) and fuel additives ($101.6 million). Specialty materials, the AMPAC and Calca businesses that make propellant materials for aerospace and defense, had sales of $62.0 million, up from $38.2 million. (NewMarket Q3 2026 release, Oct 28, 2026; NewMarket Form 10-Q, Q3 2026, Oct 29, 2026)

Petroleum additives sales rose 0.3% even though shipment volume fell 7.7%. NewMarket's bridge shows lower lubricant additives shipments cut sales by $46.9 million and fuel additives shipments by $1.8 million, while selling prices, including product mix, added $52.3 million. Those prices included surcharges put in place to cover higher costs from supply chain disruptions in the Middle East, and NewMarket attributed the volume drop to broad market softness, particularly in lubricant additives. (NewMarket Form 10-Q, Q3 2026, Oct 29, 2026; NewMarket Q3 2026 release, Oct 28, 2026)

By region, petroleum additives sales rose 8.3% in Latin America, 1.7% in North America and 1.3% in EMEAI, and fell 8.1% in Asia Pacific. Lubricant additives shipments were lower in every region in the quarter. No single customer accounted for 10% or more of NewMarket's total net sales in 2025. (NewMarket Form 10-Q, Q3 2026, Oct 29, 2026; NewMarket Form 10-K, 2025, Feb 12, 2026)

The specialty materials increase came from a shift in product shipment mix and the inclusion of Calca Solutions, acquired on October 1, 2025. Segment operating profit there rose to $16.4 million from $6.0 million, and NewMarket says it expects quarterly results in this segment to vary because of the nature of the business. (NewMarket Q3 2026 release, Oct 28, 2026)

NewMarket reported net income of $124.1 million, or $13.50 per share, in Q3 2026, against $100.3 million, or $10.67 per share, a year earlier. It reports one per-share figure, basic and diluted, with no adjusted EPS. NewMarket named higher operating profit and a lower effective tax rate as the main drivers. (NewMarket Q3 2026 release, Oct 28, 2026)

The tax rate did much of the work. NewMarket's effective tax rate was 17.9% in Q3 2026, against 26.1% a year earlier, which it attributed mainly to changes in estimates related to prior year taxes and lower taxes on foreign earnings. Income before income tax expense rose to $151.1 million from $135.6 million, while income tax expense fell to $27.0 million from $35.3 million. (NewMarket Form 10-Q, Q3 2026, Oct 29, 2026)

NewMarket has a small and shrinking share count: 9,196,910 shares outstanding at September 30, 2026, against 9,397,364 at the end of 2025. In the first nine months of 2026 it repurchased over 200 thousand shares for $126.4 million and paid dividends of $83.1 million. The quarterly dividend declared was $3.00 per share, up from $2.75. (NewMarket Q3 2026 release, Oct 28, 2026)

Diluted EPS divides net income by the weighted average number of shares outstanding in the quarter, plus the shares that options and other equity awards could add. Buybacks shrink that count and lift EPS for the same profit; share issuance and stock awards enlarge it.

NewMarket does not publish a numeric outlook in its earnings release. The Q3 2026 letter says the petroleum additives surcharges and operational actions taken earlier in the year to address higher raw materials, utility and logistics costs remain in place, and that capacity expansion projects for ammonium perchlorate and high-purity hydrazine are expected to be completed by the end of 2026. (NewMarket Q3 2026 release, Oct 28, 2026)

A consensus figure is the average of the models published by the analysts who cover NewMarket Corporation, collected by a data provider and revised up to the day of the report. A quarter that lands above it says how expectations were set as much as how the business did, and the share price on the day also reflects the guidance and the lines no consensus covers.

The consensus figures on this page are Yahoo Finance's, as pulled on the date shown. Each comes with the number of analysts behind it; the smaller that number, the more one revised estimate can move the average.

The figures below are the ones NewMarket Corporation's own release and filings put weight on for Q3 2026, with the latest reported value for each.

What the quarter means for a holding is a separate question from what it reported. The case for and against owning NEU is on is NEU a buy or a sell?, what analysts expect next is on the NEU forecast, and what the company does is on the NewMarket Corporation (NEU) stock page.

Every number on this page can be traced to a document NewMarket Corporation published. Checking one takes a couple of minutes, and it is worth doing before you quote a figure anywhere.

• The results release is the document linked in the source line above. Companies publish it on their investor relations site at the moment results go out, and it carries the headline tables: revenue, operating income, net income and EPS for the quarter and the year-ago quarter.
• The same release is filed with the SEC as Exhibit 99.1 to a Form 8-K under Item 2.02, usually on the day of the report. The SEC copy does not change after the fact, which makes it the safer thing to link when you cite a number.
• The quarterly report (Form 10-Q) follows within a few weeks and carries the full financial statements, the segment note and management's discussion of what changed. The fourth quarter is covered by the annual report (Form 10-K) instead.
• Restated comparisons are flagged in the notes on this page. When a company redraws its segments or changes how it adjusts EPS, it restates the year-ago column, so the year-ago figure in a new release can differ from the one printed a year ago. This page always uses the comparison in the newer release, because that is the like-for-like one.

A walk-through of every line in a release, with what each one tells you, is in how to read an earnings report.