
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
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