NYSE$NEU

NewMarket Corporation · Q2 2024 earnings

Q2 2024 earnings · · Investor relations

Briefing

NewMarket reported second quarter results with increased net income and earnings per share.

NewMarket Corporation reported a net income of $111.6 million, or $11.63 per share, for the second quarter of 2024, compared to $99.6 million, or $10.36 per share, for the same period last year. The increase in petroleum additives operating profit was mainly due to lower raw material and operating costs as well as increased shipments, partially offset by lower selling prices.

  • Second quarter net income reached $112 million, with earnings per share at $11.63.
  • Petroleum additives operating profit for the first half of the year totaled $299 million.
  • AMPAC results are consistent with pre-acquisition expectations.
  • Debt reduction of $171 million has been achieved since the AMPAC acquisition.

Headline financials

Total Revenue

$710M

Previous: $685M+3.7%
EPS

$11.63

Previous: $10.36+12.3%
Capital Expenditures

-$28.5M

Previous: -$26M-9.7%
Free Cash Flow

$83.1M

Previous: $73.6M+12.9%
Net Income

$112M

Previous: $99.6M+12.0%
Operating Income

$147M

Previous: $124M+18.3%
Gross Profit

$218M

Previous: $196M+11.7%
Cash & Equivalents

$87.6M

Previous: $131M-33.1%
Total Assets

$3.15B

Previous: $2.37B+33.1%
R&D Expense

$28.7M

No prior period

Revenue & EPS history

NewMarket · Revenue · Quarterly

$710M

Q2 2024+3.7%vs Q2 2023

Revenue by segment

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

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

Forward guidance

The company anticipates continued strength in its petroleum additives segment and looks forward to the ongoing integration of AMPAC.

Tailwinds

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

Headwinds

  • Availability of raw materials and distribution systems.
  • Disruptions at production facilities, including single-sourced facilities.
  • Hazards common to chemical businesses.
  • Ability to respond effectively to technological changes.
  • Failure to protect intellectual property rights.

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 Q2 2024

Historical avgQ2 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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