NewMarket Corporation Q4 2025 Earnings Call Summary

Petroleum Additives performance was impacted by a 6% decline in Q4 shipments, primarily driven by broader market softness and a strategic decision to exit low-margin business to protect portfolio profitability. Operating profit in the core additives segment faced headwinds from higher unit costs as the company intentionally lowered production volumes to optimize and manage inventory levels. The Specialty Materials segment saw significant growth driven by increased volume demand at AMPAC and the strate ...