Overview

* Quaker Chemical ( KWR ) Q2 sales rise 4% yr/yr, beating analyst expectations, per LSEG data

* Adjusted EPS for Q2 misses consensus, impacted by impairment charge

* Co repurchased $32.7 mln in shares in Q2, raised dividend by 5%

Outlook

* Company expects full-year 2025 revenue and earnings similar to 2024

* Quaker Chemical ( KWR ) anticipates $20 mln cost savings by end of 2026

* Company sees economic conditions remaining challenging in H2 2025

* Quaker Chemical ( KWR ) plans to leverage strong balance sheet for shareholder value

Result Drivers

* SALES GROWTH - Driven by 2% increase in organic volumes and 6% contribution from acquisitions, partially offset by 4% decline in selling price and product mix

* ASIA/PACIFIC PERFORMANCE - 8% organic volume growth in Asia/Pacific segment, offsetting soft market conditions in Americas and EMEA

* IMPAIRMENT CHARGE - $88.8 mln non-cash goodwill impairment in EMEA segment contributed to net loss

Key Details

Metric Beat/Mis Actual Consensu

s s

Estimate

Q2 Sales Beat $483.40 $461.10

mln mln (4

Analysts

)

Q2 Miss $1.71 $1.83 (5

Adjusted Analysts

EPS )

Q2 $30 mln

Adjusted

Net

Income

Q2 Net -$66.58

Income mln

Q2 $75.48

Adjusted mln

EBITDA

Analyst Coverage

* The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 5 "strong buy" or "buy", no "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 ( KWR ) is $150.00, about 23.5% above its July 30 closing price of $114.71

* The stock recently traded at 15 times the next 12-month earnings vs. a P/E of 15 three months ago

Press Release:

(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.)