Core Insights - Quaker Houghton has been recognized as one of America's Most Responsible Companies for the third consecutive year, highlighting its commitment to corporate responsibility and sustainability [1][2] Company Overview - Quaker Houghton is the global leader in industrial process fluids, operating in over 25 countries and serving thousands of advanced and specialized companies across various industries including steel, aluminum, automotive, aerospace, and mining [3] - The company employs approximately 4,400 individuals, including chemists, engineers, and industry experts, focusing on delivering high-performing, innovative, and sustainable solutions [3] Recognition and Commitment - The recognition by Newsweek is based on environmental, social, and governance performance indicators derived from sustainability reports and an independent perception survey [1] - The CEO emphasized that this award reflects the company's disciplined approach and the investments made towards achieving meaningful progress in corporate responsibility [2]

Core Insights - The SCCM Small Cap Value Equity Strategy reported a strong performance in Q3 2025, with a gross return of 14.4% and a net return of 14.2%, outperforming the Russell 2000 and Russell 2000 Value indices which returned 12.4% and 12.6% respectively [1] Company Overview - Quaker Chemical Corporation (NYSE:KWR) is recognized as a global leader in industrial process fluids, lubricants, and specialty chemicals, serving various industries including metalworking, steel, automotive, and aerospace [3] - The company has a market capitalization of $2.368 billion, with its stock closing at $136.15 per share on November 24, 2025 [2] Performance Metrics - Quaker Chemical Corporation experienced a one-month return of 2.48%, but its shares have declined by 13.72% over the past 52 weeks [2] Business Model and Strategy - Quaker Houghton has established a resilient business model characterized by high customer retention, strong pricing power, and disciplined execution through economic cycles [3] - The management effectively navigates raw material volatility while expanding margins through operational efficiencies and innovation-driven product differentiation [3] Market Position and Growth Potential - The company's exposure to industrial production, infrastructure investment, and reshoring trends positions it to benefit from a sustained recovery in global manufacturing [3] - Continued penetration in international markets, especially in emerging economies, along with prudent capital allocation and sustainability initiatives, supports durable earnings growth and attractive long-term compounding potential [3] Financial Health - Quaker Houghton boasts a strong balance sheet and solid free cash flow generation, which, combined with expanding strategic partnerships, positions it as a high-quality franchise likely to outperform in the next phase of the economic cycle [3]

Core Points - Quaker Houghton is set to release its third quarter 2025 earnings on October 30, 2025, after market close, with a subsequent investor call scheduled for October 31, 2025, at 8:30 a.m. (ET) [1] - The company is a global leader in industrial process fluids, operating in over 25 countries and serving advanced industries such as steel, aluminum, automotive, aerospace, and mining [2] - Quaker Houghton has approximately 4,400 employees, including chemists and engineers, focusing on innovative and sustainable solutions for its customers [2] Earnings Release and Investor Call - Earnings Release Date: October 30, 2025, after market close [1] - Investor Call Date: October 31, 2025, at 8:30 a.m. (ET) [1] - Participation Options: Live phone call or audio webcast available on the company's investor relations website [1] Dividend Announcement - The Board of Directors declared a quarterly cash dividend of $0.508 per share, representing a 4.7% increase over the previous dividend [5]

Group 1 - Quaker Houghton will release its second quarter 2025 earnings on July 31, 2025, after market close [1][2] - The investor call is scheduled for August 1, 2025, at 8:30 a.m. (ET) [2] - Quaker Houghton is a global leader in industrial process fluids, operating in over 25 countries and serving various advanced industries [3] Group 2 - The company employs approximately 4,400 individuals, including chemists, engineers, and industry experts [3] - Quaker Houghton focuses on providing innovative and sustainable solutions backed by advanced technology and deep process knowledge [3] - The headquarters of Quaker Houghton is located in Conshohocken, Pennsylvania, near Philadelphia [3]

Core Insights - Quaker Houghton reported a decline in net sales and net income for Q1 2025 compared to Q1 2024, attributed to soft end market conditions and tariff uncertainties [3][4][10] - The company experienced a decrease in sales volumes across its segments, with a slight increase in the Asia/Pacific segment [3][10] - Strategic acquisitions in 2025 are expected to enhance growth opportunities despite current market challenges [5][15] Financial Performance - Net sales for Q1 2025 were $442.9 million, down approximately 6% from $469.8 million in Q1 2024 [3][4] - Net income attributable to Quaker Chemical Corporation was $12.9 million, or $0.73 per diluted share, compared to $35.2 million, or $1.95 per diluted share in the prior year [4][32] - Non-GAAP net income for Q1 2025 was $28.0 million, with non-GAAP earnings per diluted share at $1.58, down from $37.7 million and $2.09 respectively in Q1 2024 [4][23] Segment Performance - In the Americas segment, net sales decreased by 7% to $213.7 million, while EMEA also saw a 7% decline to $129.3 million; Asia/Pacific segment net sales decreased by 2% to $99.9 million [9][27] - Segment operating earnings for Q1 2025 were $107.8 million, down from $126.7 million in Q1 2024, with declines noted across all segments [9][27] Cash Flow and Liquidity - The company reported net cash used by operating activities of $3.1 million for Q1 2025, a significant decrease from $27.2 million provided in Q1 2024 [13] - As of March 31, 2025, total gross debt was $737.0 million, with cash and cash equivalents at $186.2 million, resulting in net debt of approximately $550.8 million [14] Strategic Acquisitions - In 2025, Quaker Houghton made three strategic acquisitions: Chemical Solutions & Innovations for approximately $3.9 million, Natech for about $6.5 million, and Dipsol Chemicals for approximately $155.2 million [15][31] - These acquisitions are expected to strengthen the company's portfolio and provide avenues for growth in 2025 and beyond [5][15]

Core Insights - Quaker Houghton released its 2024 Sustainability Report, showcasing its commitment to sustainability and progress in adapting to industry changes [1][2] - The company achieved 90% of its internal sustainability goals and received the EcoVadis Silver Award for its efforts [2] Sustainability Achievements - A 7% reduction in Scope 2 greenhouse gas emissions compared to 2023 [5] - Elimination of over 23,000 metric tons of waste in 2024 at QH FLUIDCARE™ partner locations, totaling over 70,000 metric tons since 2022 [5] - 76% of global electricity consumption sourced from renewable or zero carbon sources [5] - A 75% increase in average hours of employee training compared to 2023 [5] - Improvement in recordable incidents (TRIR) for the fifth consecutive year, reinforcing the company's "Life Safe" core value [5]

Core Viewpoint - Quaker Houghton is set to release its first quarter 2025 earnings on May 1, 2025, followed by an investor call on May 2, 2025, indicating the company's ongoing commitment to transparency and communication with investors [1][2]. Company Overview - Quaker Houghton is recognized as the global leader in industrial process fluids, operating in over 25 countries and serving thousands of advanced and specialized companies across various sectors including steel, aluminum, automotive, aerospace, and mining [3]. - The company employs approximately 4,400 individuals, including chemists, engineers, and industry experts, focusing on providing innovative and sustainable solutions backed by advanced technology and deep process knowledge [3]. - Quaker Houghton is headquartered in Conshohocken, Pennsylvania, near Philadelphia, emphasizing its strategic location in the United States [3].