NYSE$NEU

NewMarket Corporation · Q1 2024 earnings

Q1 2024 earnings · · Investor relations

Briefing

NewMarket's financial performance was marked by increased net income and earnings per share, driven by strong petroleum additives performance and the acquisition of American Pacific Corporation.

NewMarket Corporation reported a net income of $107.7 million, or $11.23 per share, for the first quarter of 2024. The company's petroleum additives business showed strong performance, with shipments up 4.7%. The acquisition of American Pacific Corporation (AMPAC) was completed in January, contributing to the company's new specialty materials segment.

  • Net income increased to $107.7 million, with earnings per share at $11.23.
  • Petroleum additives shipments rose by 4.7%, demonstrating growth in lubricant and fuel additives across most regions.
  • The acquisition of American Pacific Corporation was completed, adding a specialty materials segment to the company.
  • Operating costs were effectively managed, contributing to a sixth consecutive quarter with petroleum additives operating profit exceeding $100 million.

Headline financials

Total Revenue

$697M

Previous: $703M-0.9%
EPS (adj)

$11.23

Previous: $10.09+11.3%
Capital Expenditures

-$13.6M

Previous: -$11.9M-14.2%
Free Cash Flow

$94.2M

Previous: $85.7M+9.9%
Net Income

$108M

Previous: $97.6M+10.4%
Operating Income

$141M

Previous: $125M+12.6%
Gross Profit

$216M

Previous: $198M+9.3%
Cash & Equivalents

$117M

Previous: $70.1M+67.0%
Total Assets

$3.16B

Previous: $2.35B+34.3%
R&D Expense

$31.2M

No prior period

Revenue & EPS history

NewMarket · Revenue · Quarterly

$697M

Q1 2024-0.9%vs Q1 2023

Revenue by segment

NewMarket · $685M total across 2 segments · Q2 2023

  • Petroleum Additives
    $684M-5.1%
  • All Other
    $1.16M

Forward guidance

NewMarket anticipates continued strength in its petroleum additives segment and looks forward to the ongoing integration of AMPAC into the NewMarket family of companies.

Tailwinds

  • Continued strength in the petroleum additives segment.
  • Ongoing integration of AMPAC.
  • Focus on long-term value for shareholders and customers.
  • Commitment to a long-term view.
  • Technology-driven product offerings.

Headwinds

  • Availability of raw materials and distribution systems.
  • Disruptions at production facilities.
  • Hazards common to chemical businesses.
  • Failure to protect intellectual property rights.
  • Sudden, sharp, or prolonged raw material price increases.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 20 quarterly earnings reports · overlaid with Q1 2024

Historical avgQ1 2024

-0.2%

Avg return

Earnings day

-0.1%

Avg return

5 days after

+2.1%

Avg return

30 days after

47%

32 / 68 earnings

Positive

+14.5%

Q3 2012

Best reaction

-14.4%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q1 2026+6.2%+6.3%+14.8%
Q4 2025-14.4%-14.0%-16.2%
Q3 2025+3.0%+4.9%+2.1%
Q1 2025+5.4%+4.0%+11.2%
Q4 2024+5.0%+6.5%+12.6%
Q3 2024+4.0%+3.4%+4.4%
Q2 2024+0.8%-2.0%-0.8%
Q1 2024-9.0%-8.8%-7.4%
Q4 2023+5.0%+3.1%+13.8%
Q3 2023+8.6%+6.5%+17.6%
Q2 2023+1.4%+2.4%+3.2%
Q1 2023+8.3%+9.6%+8.8%
Q4 2022+8.5%+6.7%+3.2%
Q3 2022-4.8%-2.1%+1.6%
Q2 2022-2.8%-3.4%-8.7%
Q1 2022+5.5%+7.4%+7.3%
Q4 2021-9.9%-11.2%-1.4%
Q3 2021-11.5%-9.3%-8.7%
Q2 2021+3.9%+5.3%+13.5%
Q1 2021-7.0%-6.5%-10.3%
Q4 2020-3.0%-3.3%-4.2%
Q3 2020+2.6%+5.5%+7.9%
Q2 2020-10.0%-11.4%-11.8%
Q1 2020+4.5%+8.6%+10.2%
Q4 2019-2.8%-3.2%-4.9%
Q3 2019+4.0%+4.2%+7.2%
Q2 2019+3.6%+3.6%+10.5%
Q1 2019-4.8%-3.1%-5.9%
Q4 2018+6.9%+7.1%+10.8%
Q3 2018-2.7%-0.9%+6.3%
Q2 2018-8.0%-7.2%-2.5%
Q1 2018+1.7%-4.1%-4.8%
Q4 2017+2.7%+1.9%+10.5%
Q3 2017-5.0%-7.0%-8.1%
Q2 2017-4.6%-5.2%-9.0%
Q1 2017+2.3%+1.0%+1.7%
Q4 2016-0.0%-0.5%+1.1%
Q3 2016-0.2%-0.0%+2.5%
Q2 2016+5.4%+2.7%+3.4%
Q1 2016-1.5%
Q4 2015-9.0%
Q3 2015-3.8%
Q2 2015-6.1%
Q1 2015+1.9%
Q4 2014+5.8%
Q3 2014-2.0%
Q2 2014+0.1%
Q1 2014-6.7%
Q4 2013+5.9%
Q3 2013-0.1%
Q2 2013+0.4%
Q1 2013-0.7%
Q4 2012-9.1%
Q3 2012+14.5%
Q2 2012-0.1%
Q1 2012+14.4%
Q4 2011-1.2%
Q4 2008-1.2%
Q3 2011+2.2%
Q2 2011-5.1%
Q1 2010+1.1%
Q1 2011+0.5%
Q4 2010-6.3%
Q3 2010-0.1%
Q3 2009-0.1%
Q4 2009-1.6%
Q2 2010-1.6%
Q2 2009-1.6%

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