NewMarket第三季度净利1.241亿美元增24%：每股收益13.50美元，特种材料收入增62%
总部位于弗吉尼亚州 Richmond 的化工控股公司 NewMarket Corporation（NYSE: NEU）发布截至2026年9月30日的第三季度及前九个月业绩：第三季度净利1.241亿美元、每股收益13.50美元，上年同期为净利1.003亿美元、每股10.67美元；前九个月净利3.759亿美元、每股40.64美元，上年同期为3.375亿美元、每股35.78美元。公司表示，营业利润提高与实际税率下降是两个期间净利增长的主要驱动。
第三季度净销售额7.165亿美元，上年同期为6.903亿美元。主力业务石油添加剂销售额6.510亿美元，与上年同期的6.491亿美元基本持平，营业利润1.309亿美元，上年同期为1.313亿美元。公司称，润滑油添加剂市场整体走软、出货量下降8%，公司以附加费对冲中东供应链扰动带来的成本上升，并靠运营效率维持了较强的营业利润率。
特种材料业务增长明显：第三季度销售额6,200万美元，上年同期为3,820万美元，营业利润1,640万美元，上年同期为600万美元，增长来自出货产品结构变化，以及2025年10月1日收购的 Calca Solutions 业务并表。该分部生产用于固体火箭发动机的特种材料与高纯度肼推进剂，公司预计其高氯酸铵与高纯度肼产能扩建项目在2026年底前完工。
现金流方面，前九个月公司投入资本开支8,850万美元、支付股息8,310万美元，并以1.264亿美元回购逾20万股普通股，净债务与EBITDA之比降至1.0倍。董事长兼首席执行官 Thomas E. Gottwald 表示，公司将继续监测中东局势、宏观环境与国际贸易关系变化的影响，年内早些时候为应对原材料、公用事业与物流成本上涨而实施的附加费与运营措施继续有效。
NewMarket Q3 Net Income Rises 24% to $124.1 Million, or $13.50 a Share, as Specialty Materials Sales Jump 62%
NewMarket Corporation (NYSE: NEU), the Richmond, Virginia-based chemical holding company, reported results for the third quarter and first nine months of 2026. Third-quarter net income was $124.1 million, or $13.50 per share, compared with $100.3 million, or $10.67 per share, a year earlier. Net income for the first nine months was $375.9 million, or $40.64 per share, versus $337.5 million, or $35.78, in the same period of 2025. The company said higher operating profit and a reduced effective tax rate were the primary drivers of the increases.
Third-quarter net sales were $716.5 million, versus $690.3 million a year earlier. Petroleum additives sales were $651.0 million, little changed from $649.1 million, with operating profit of $130.9 million versus $131.3 million. The company said broader softness in lubricant additives cut shipments by 8%, and that surcharges offset higher costs from supply chain disruptions in the Middle East, while a continued focus on operational efficiency sustained strong operating profit margins.
Specialty materials sales rose to $62.0 million from $38.2 million, and operating profit increased to $16.4 million from $6.0 million, driven by a shift in product shipment mix and the inclusion of Calca Solutions, acquired on October 1, 2025. The segment makes specialty materials used in solid rocket motors and high-purity hydrazine propellants, and the company expects its ammonium perchlorate and high-purity hydrazine capacity expansion projects to be completed by the end of 2026.
Over the first nine months the company funded capital expenditures of $88.5 million, paid dividends of $83.1 million, and repurchased over 200 thousand shares for $126.4 million, while reducing its net debt to EBITDA ratio to 1.0x. Chairman and CEO Thomas E. Gottwald said the company continues to monitor the Middle East conflict, the uncertain macroeconomic environment, and changes in international trade relations and tariffs, and that the surcharges and operational actions taken earlier this year remain in place.
来源：GSM·美国（原文链接）
图片来源：图：化工厂实景（资料图）。The Bushranger摄，CC BY-SA 4.0，经Wikimedia Commons。 / A chemical plant (file photo). Photo by The Bushranger, CC BY-SA 4.0, via Wikimedia Commons.
