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

Quaker Chemical

23/02/2026 21:41

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.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)