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Quaker Chemical's Q4 adjusted profit misses estimates after organic sales dip

ReutersFeb 23, 2026 9:41 PM


Overview

  • Industrial process fluids leader's Q4 revenue slightly beat analyst expectations

  • Adjusted EPS for Q4 missed analyst expectations

  • Company completed three strategic acquisitions and returned $75.9 mln to shareholders


Outlook

  • Company expects revenue and adjusted EBITDA growth in 2026

  • Quaker Chemical forecasts improved gross margins in Q1 2026


Result Drivers

  • ACQUISITIONS - Acquisitions contributed 6% to Q4 2025 revenue growth, positively impacting results

  • FOREIGN CURRENCY - Favorable foreign currency translation contributed 2% to Q4 2025 revenue growth

  • ORGANIC VOLUME DECLINE - Organic sales volumes declined 1% in Q4 2025 due to soft market conditions in Americas and EMEA


Company press release: ID:nPnb1qlHXa


Key Details

Metric

Beat/Miss

Actual

Consensus Estimate

Q4 Sales

Slight Beat*

$468.48 mln

$466.08 mln (4 Analysts)

Q4 Adjusted EPS

Miss

$1.65

$1.77 (5 Analysts)

Q4 Adjusted Net Income

Miss

$28.86 mln

$30.13 mln (4 Analysts)

Q4 Net Income

$20.70 mln

Q4 Adjusted EBITDA

Miss

$71.86 mln

$72.84 mln (5 Analysts)

*Applies to a deviation of less than 1%; not applicable for per-share numbers.


Analyst Coverage

  • The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"

  • The average consensus recommendation for the commodity chemicals peer group is "buy"

  • Wall Street's median 12-month price target for Quaker Chemical Corp is $167.50, about 4% below its February 20 closing price of $174.44

  • The stock recently traded at 21 times the next 12-month earnings vs. a P/E of 17 three months ago


For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

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