NewMarket Corp
NEU
Jodie read · what matters now
Operating cash flow covered net income at 1.05x, improving versus the comparable period.
The story is only the start. Jodie keeps watching the filing evidence, the companies connected to NEU, and whether its market group begins moving.
Latest filing assessment · baseline
The latest filing shows material pressure
10-Q filed 2026-04-23 against the comparable filing from 2025-04-24.
What improved
- Operating cash flow covered net income at 1.05x, improving versus the comparable period.
What weakened
- Revenue decreased 4.5% versus the comparable filing period.
- Operating margin fell 1.4 percentage points.
- Gross margin fell 0.7 percentage points.
Filing receipts
“For the three months comparison periods of 2026 and 2025, the specialty materials segment reported higher net sales due to the acquisition of Calca in the fourth quarter of 2025, but lower operating profit primarily due to the impact of product shipment mix at AMPAC.”
“This increase was partially offset by the impact of product shipment mix at AMPAC.”
“The following table details the approximate components of the changes in petroleum additives net sales between the first three months of 2026 and 2025. (in millions) Three Months Period ended March 31, 2025 $ 645.5 Lubricant additives shipments (38.9) Fuel additives shipments 3.1 Selling prices, including product mix (9.9) Foreign currency impact, net 10.0 Period ended March 31, 2026 $ 609.8 When comparing the first three months of 2026 and 2025, lower lubricant additives shipments, partially offset by an increase in fuel additives shipments, resulted in the decrease in petroleum additives net sales.”
Retrospective baseline calibration. It was generated after the filing date and is not part of Jodie's live track record.
Who this business touches
The relationships behind NEU
Customers, suppliers, partners and competitors named in company filings—not inferred from headlines.
Depends on
Filing peers
No filing peers are available for this name yet.
You can see the shape of the network here. Pro opens the original filing receipts, and alerts when connected names begin moving. See Pro →
What is moving around it
Live connections
NEU is currently a Early Follower in the organic co-movement group Integrated Freight Logistics. This group is discovered from market behaviour rather than assigned from an industry taxonomy. 3 filing-linked names are in the relationship map; none is currently confirmed as moving with the group.
This group is retained as the last observed read for NEU; it is not active in the latest market snapshot.
Theme membership history
No durable theme membership has been observed for this name yet.