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Company

NEWMARKET CORP

Ticker
NEU
Sector
Industry
Report date
August 2, 2026
Valye AI Score

94

Very high visibility
Recent developments
Recent developments summary

Recent developments include quarterly earnings call highlights and transcripts for Q2 2026, Q1 2026, Q3 2025, and Q4 2024, as well as dividend yield milestones and dividend reminders.

Recent developments:
  • NewMarket reported Q2 2026 earnings call highlights detailing operational performance and financial results [N1].
  • The Q1 2026 earnings transcript provides insights into company strategy and market conditions [N2].
  • Q3 2025 earnings call transcript offers historical context on company performance [N3].
  • Q4 2024 earnings call transcript is available for reference on prior year results [N4].
  • NewMarket was featured in a discussion of overlooked dividend stocks for choppy markets in 2026 [N5].
  • The company passed through a 2% dividend yield mark in early 2026, indicating dividend growth [N6].
  • A notable two hundred day moving average cross was reported in December 2025 [N7].
  • Ex-dividend reminders including NewMarket were issued in September 2025 [N8].
Overview

NewMarket Corporation is a publicly traded company listed on the New York Stock Exchange under the ticker NEU. The company operates in segments including Petroleum Additives, Specialty Materials, Lubricant Additives, and Fuel Additives. It is incorporated in Virginia with principal offices in Richmond. The company has a history of steady revenue and profitability, with recent quarterly net sales around $747 million and net income exceeding $133 million. NewMarket has demonstrated consistent dividend payments and maintains a solid liquidity profile with a current ratio above 2.0 as of mid-2026.

Executive summary

Financial figures (if any) are summarized from the latest available SEC filings and are provided for informational purposes only — not financial advice. NewMarket Corporation reported net sales of $747.1 million and net income of $133.8 million for Q2 2026, with earnings per share of $14.54. The company maintains a strong liquidity position with a current ratio of 2.25 and cash and cash equivalents of $93.6 million as of June 30, 2026 [S2].

Scenarios for NEU

Bull case model:

NewMarket's consistent profitability and strong liquidity position indicate operational stability. The company’s diversified product segments in additives and specialty materials provide resilience against market fluctuations. Its history of dividend increases and positive earnings per share trends reflect disciplined capital allocation and shareholder returns. The availability of detailed earnings call transcripts and financial disclosures enhances transparency and investor confidence.

Bear case model:

Risks include exposure to commodity price volatility impacting raw material costs and demand in the petroleum additives segment. The company carries significant long-term debt, which could affect financial flexibility. Market conditions affecting the chemical industry and regulatory changes could impact operations. Currency translation adjustments have shown variability, which may affect reported results. Operational risks inherent in specialty chemical manufacturing also apply.

Moat:

NewMarket's moat is supported by its specialized operating segments in petroleum additives and specialty materials, which require technical expertise and established customer relationships. The company's intangible assets such as trademarks, trade names, and trade secrets, as well as customer relationships, contribute to competitive advantages. Its scale and operational efficiency in these niche chemical markets provide barriers to entry for competitors.

Risks overview
Risks summary
Commodity price volatility and significant long-term debt represent key risks to NewMarket's financial and operational stability.
Risks details:

• Commodity Price Volatility: Fluctuations in raw material and petroleum prices can impact cost structures and demand for additives products.
• Debt Levels: Long-term debt of approximately $854.8 million as of June 30, 2026 may constrain financial flexibility.
• Regulatory and Market Risks: Changes in environmental regulations and market demand in chemical sectors could affect operations.
• Currency Translation Exposure: Foreign currency translation adjustments have shown variability, potentially impacting financial results.

FINAL FORECAST FOR NEU

Final take one line
NewMarket Corporation exhibits very high visibility with detailed recent SEC filings and earnings disclosures supporting a clear understanding of its business and financial position.
Final take 12 to 24 month view

Business trends: Continued steady revenue and profitability with dividend growth and operational focus on petroleum and specialty additives segments.
Execution milestones: Regular quarterly earnings disclosures and dividend payments maintaining transparency and shareholder returns.
Key risks: Commodity price volatility, significant long-term debt, regulatory changes, and currency translation exposure.

Valye AI Visibility Research Score

Very high visibility

Visibility score reflects the breadth and consistency of available disclosure across SEC filings, recent public reporting, and baseline business context (research-only; not investment advice).

94
LLM visibility overview
LLM Visibility known facts
  • NewMarket Corporation is a publicly traded company on the New York Stock Exchange under the ticker NEU.
  • As of June 30, 2026, NewMarket had 9,196,406 shares outstanding.
  • The company filed a 10-Q quarterly report on July 30, 2026, covering the period ended June 30, 2026 [S2].
  • For Q2 2026, NewMarket reported net sales of $747.1 million and net income of $133.8 million [S2].
  • Earnings per share (basic and diluted) for Q2 2026 were $14.54 [S2].
  • The company declared cash dividends of $3.00 per share for Q2 2026 [S2].
  • Total current assets as of June 30, 2026 were approximately $1.15 billion, with current liabilities of about $510.8 million, resulting in a current ratio of 2.25 [S2].
  • Cash and cash equivalents were $93.6 million as of June 30, 2026 [S2].
  • Long-term debt was approximately $854.8 million as of June 30, 2026 [S2].
  • The company operates segments including Petroleum Additives, Specialty Materials, Lubricant Additives, and Fuel Additives as indicated in SEC filings [S2].
  • Recent earnings call transcripts and highlights are available for Q2 2026, Q1 2026, Q3 2025, and Q4 2024, providing insights into operational performance and strategy [N1][N2][N3][N4].
  • NewMarket has been noted in dividend stock discussions and has passed through a 2% dividend yield mark in early 2026 [N5][N6].
  • The company has a history of dividend increases, with cash dividends declared per share increasing from $2.75 in Q2 2025 to $3.00 in Q2 2026 [S2].
  • Liquidity ratios derived from SEC data show a cash ratio of 0.18 as of June 30, 2026 [S2].
  • The company is incorporated in Virginia and maintains its principal executive offices in Richmond, Virginia [S1].
Sources
Sources - Context summary

Generated 2026-08-02

Sources - Earning calls
Sources - Other context
Sources - SEC Filings
  • S1 | 2026-02-12 | 10-K
  • S2 | 2026-07-30 | 10-Q
Sources - News headlines
  • N1 | 2026-07-31 | www.nasdaq.com | NewMarket Q2 Earnings Call Highlights | https://www.nasdaq.com/articles/newmarket-q2-earnings-call-highlights
  • N2 | 2026-04-23 | www.nasdaq.com | NewMarket (NEU) Q1 2026 Earnings Transcript | https://www.nasdaq.com/articles/newmarket-neu-q1-2026-earnings-transcript
  • N3 | 2026-04-14 | www.nasdaq.com | NewMarket (NEU) Q3 2025 Earnings Call Transcript | https://www.nasdaq.com/articles/newmarket-neu-q3-2025-earnings-call-transcript
  • N4 | 2026-04-14 | www.nasdaq.com | NewMarket (NEU) Q4 2024 Earnings Call Transcript | https://www.nasdaq.com/articles/newmarket-neu-q4-2024-earnings-call-transcript
  • N5 | 2026-02-18 | www.nasdaq.com | 3 Overlooked Dividend Stocks for Choppy Markets in 2026 | https://www.nasdaq.com/articles/3-overlooked-dividend-stocks-choppy-markets-2026
  • N6 | 2026-02-12 | www.nasdaq.com | NewMarket (NEU) Passes Through 2% Yield Mark | https://www.nasdaq.com/articles/newmarket-neu-passes-through-2-yield-mark
  • N7 | 2025-12-24 | www.nasdaq.com | Notable Two Hundred Day Moving Average Cross - NEU | https://www.nasdaq.com/articles/notable-two-hundred-day-moving-average-cross-neu
  • N8 | 2025-09-11 | www.nasdaq.com | Ex-Dividend Reminder: KBR, AMETEK and NewMarket | https://www.nasdaq.com/articles/ex-dividend-reminder-kbr-ametek-and-newmarket
Important legal disclaimer

This material is for informational purposes only and does not constitute investment, financial, legal or tax advice, or an offer or solicitation to buy or sell any security. The Valye AI Score is a model-based estimate derived from public information and is subject to change without notice. No representation or warranty, express or implied, is made as to the accuracy, completeness or fairness of the information herein. Past performance is not indicative of future results. Investors should conduct their own research and consult a qualified financial adviser before making any investment decisions.

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