Inferra AI / Company / KWR

Quaker Chemical Corp

KWR · Materials

Last earnings Oct 29, 2026

Key results

Net incomequarter

$30.5 million

net income of $30.5 million and earnings per diluted share of $1.75

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Non-GAAP net incomequarter

$36.3 million

Non-GAAP net income of $36.3 million and non-GAAP earnings per diluted share of $2.08, an increase of 10% Y Y Delivered adjusted EBITDA of $82.9 million, a 5% increase Y Y, and adjusted EBITDA margins of 16.8% Generated $51.4 million of operating cash flow in Q 3 25 Reduced net leverage ratio to

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

The Company reported net income in the third quarter of 2025 of $30.5 million, or $1.75 per diluted share, compared to $32.3 million, o r $1.81 per diluted share, in the third quarter of 2024.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Excluding non-recurring and non-core items in each period, the Company s non-GAAP net income and non-GAAP earnings per diluted share were $36.3 million and $2.08 respectively in the third quarter of 2025 compared to $34.0 million and $1.89 respectively in the third quarter of 2024.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Net revenuequarter

Net sales in the EMEA segment increased 7% in the third quarter of 2025 compared to the same period in 2024, due to an increase in organic sales volumes, a further increase in sales from acquisitions, an increase in selling price and product mix, and a favorable impact of foreign currency translation.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Net sales in the Americas segment increased 1% in the third quarter of 2025 compared to the same period in 2024, due to a contribution in sales from acquisitions and a favorable impact from foreign currency translation, partially offset by a decline in selling price and product mix.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

net income of associated companies - adjusted (b) 12,860 12,811 33,964 40,417 Plus Acquisition-related depreciation and amortization 1,656 3,337 Non-GAAP net income $ 36,270 $

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

AI analysis

Q3 2025 · reported Oct 30, 2025

Based on: Earnings release + Q3 2025 deck + parent 8-K + 10-Q — transcript not held

Net income · Q3 2025

$30.5M

EX-99 · Oct 30, 2025

Non-GAAP net income · Q3 2025

$36.3M

EX-99 · Oct 30, 2025

Headline figures

Metric	Q3 2025	Prior qtr	Year ago
Net income	$30.5 million	—	—
Non-GAAP net income	$36.3 million	—	—
Net revenue	7%	1%	—

EX-99 · Oct 30, 2025

Guidance · company-stated

Net Sales

“* Americas $ 222,787”

EBITDA

“of $292.2 million”

Guidance stated in the release for the third quarter of 2025; figures as stated.

Next earningsNo verified date on fileNo date is estimated or imported

Capital allocation

Solid cash generation enabled us to further strengthen our balance sheet and return cash to shareholders through dividends and share repurchases.

As of September 30, 2025, the Company s total gross debt was $875.2 million and its cash and cash equivalents was $172.0 million, which resulted in net debt of approximately $703.2 million .

General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Quaker Chemical Corp Q3 2025 — net income of $30.5 million and earnings per diluted share of $1.75

Based on: Earnings release + Q3 2025 deck + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Net Sales: “Net Sales * Americas $ 222,787”

EBITDA: “EBITDA of $292.2 million”

Net Sales (“the third quarter of 2025”)
“Three Months Ended September 30, Nine Months Ended September 30, 2025 2024 2025 2024 Net Sales * Americas $ 222,787 $ 220,275 $ 657,560 $ 673,546 EMEA 143,900 134,135 413,101 410,558 Asia Pacific 127,155 107,864 349,495 311,496 Total net sales $ 493,842 $ 462,274 $ 1,420,156”

EBITDA (“full year 2024”)
“The Company's reference to trailing twelve months adjusted EBITDA within this press release refers to the twelve month period ended September 30, 2025 adjusted EBITDA of $292.2 million, which consists of (i) the nine months ended September 30, 2025 adjusted EBITDA of $227.4 million, as presented in the non-GAAP reconciliations below, and (ii)”

Guidance stated in the release for the third quarter of 2025; figures as stated.

Capital allocation

Solid cash generation enabled us to further strengthen our balance sheet and return cash to shareholders through dividends and share repurchases.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

As of September 30, 2025, the Company s total gross debt was $875.2 million and its cash and cash equivalents was $172.0 million, which resulted in net debt of approximately $703.2 million .

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

The Company s net debt divided by its trailing twelve months adjusted EBITDA was approximately 2.4x.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

The increase in the company s leverage ratio compared to the prior year primarily reflects the Company s acquisition of Dipsol, which was completed in April 2025, and was funded with borrowings under the Company s existing credit facility.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

In the third quarter of 2025, the Company reduced outstanding gross debt by approximately $61.5 million compared to the second quarter of 2025, and repurchased 29,791 shares for $3.8 million.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

All Rights Reserved $494m Net Sales $83m Adjusted EBITDA1 5 $2.08 Non-GAAP Earnings per Diluted Share1 $51m Operating Cash Flow 1 This is a non-GAAP measure, refer to the reconciliations of our non-GAAP measures to their most comparable GAAP measures provided within this presentation and in our SEC filings 2 Leverage ratio defined as gross debt minus cash and cash equivalents divided by trailing twelve month adjusted EBITDA $1,420m Net Sales $227m Adjusted EBITDA1 $5.37 Non-GAAP Earnings per Diluted Share1 $90m Operating Cash Flow Q3 25 YTD 2025 Share Repurchases $36m2.4x Leverage Ratio1,2 ©2025 Quaker Houghton.

SEC original ↗Quaker Chemical Corp — Presentation / slide deck (8-K exhibit)EX-99Oct 30, 2025

Strategy & priorities

Joe Berquist, Chief Executive Officer and President, commented, Third quarter results were strong, resulting from the team s disciplined execution of our strategy.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

We are advancing our strategic initiatives, leveraging our scale and managing costs to enhance our global competitiveness and improve margins.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

We are confident in our ability to convert our sales pipeline and have line of sight to execute our ongoing cost and productivity initiatives.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

We expect to deliver year-over-year revenue and earnings growth in the fourth quarter, and are building momentum on our enterprise strategy to sustain above market growth in 2026 and beyond.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Restructuring activity primarily consists of the following programs: 16 Table of Contents Quaker Chemical Corporation Notes to Condensed Consolidated Financial Statements - Continued (Unaudited; Dollars in thousands, except per share amounts, unless otherwise stated) 2026 Global Business Transformation Program In 2026, the Company initiated a global business transformation program (the 2026 program ), encompassing several strategic transformation and restructuring initiatives.

SEC original ↗Quaker Chemical Corp — 10-Q Quarterly report10-QOct 29, 2026

Risks & headwinds

These forward-looking statements include statements with respect to our beliefs, plans, objectives, goals, expectations, anticipations, intentions, financial condition, results of operations, future performance, and business, which may differ materially from our actual results, including but not limited to the potential benefits or uncertainties of acquisitions and divestitures, the impacts on our business as a result of global supply chain constraints, and our current and future results and plans and statements that include the words may, could, should, would, believe, expect, anticipate, estimate, intend, outlook, target , possible , potential , plan or similar expressions.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

A major risk is that demand for the Company s products and services is largely derived from the demand for our customers products, which subjects the Company to uncertainties related to downturns in a customer s business and unanticipated customer production slowdowns and shutdowns.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Our forward-looking statements are subject to risks, uncertainties and assumptions about the Company and its operations that are subject to change based on various important factors, some of which are beyond our control.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

These risks, uncertainties, and possible inaccurate assumptions relevant to our business could cause our actual results to differ materially from expected and historical results.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

For more information regarding these risks and uncertainties as well as certain additional risks that we face, refer to the Risk Factors section, which appears in Item 1A of our Annual Report on Form 10-K for the year ended December 31, 2024, and in subsequent reports filed from time to time with the Securities and Exchange Commission.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

What changed vs prior quarter

Net income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Non-GAAP net income — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Net revenue — prior quarter passage and this quarter's passage are both cited.

SEC original ↗Quaker Chemical Corp — Earnings release (8-K exhibit)EX-99Oct 30, 2025

Documents

Earnings deck slides

0 decks with slide view

Quaker Chemical Corp — Presentation / slide deck (8-K exhibit) — Slide view unavailable — this deck was filed as a web document, whose text has no page boundaries.

Competitors