Quaker Houghton
Supplies process fluids and on-site chemical management for metal-intensive manufacturing.
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Profile
Develops and sells formulated process fluids, surface treatments, lubricants and Fluidcare chemical-management services for steel, aluminum, automotive and other industrial producers. Revenue spans the Americas, EMEA and Asia-Pacific, while demand follows manufacturing volumes and margins depend on raw-material costs and pricing.
Develops, manufactures and markets industrial process fluids and provides Fluidcare chemical-management services for heavy manufacturing. The portfolio includes metal-removal fluids, rolling lubricants, hydraulic fluids, surface-treatment chemistry, cleaners, corrosion inhibitors, forming and die-casting fluids, greases, quenchants and offshore subsea control fluids.
Serves steel, aluminum, automotive, aerospace, can, mining, offshore and metalworking customers across the Americas, EMEA and Asia-Pacific. Technical employees work directly at customer plants, supported by applied-research laboratories and proprietary formulations, to tailor fluids and manage chemical programs.
Demand tracks production volumes in metal-intensive industries. Raw-material costs are exposed to crude-oil and natural-gas derivatives, and international results depend on currency movements, trade policy and local environmental and workplace-safety requirements.
Company facts
Key statistics
Year to date +19.5% · Average volume (30d) 149.8K
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Prior rating | Rating | Prior target | Target |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | Deutsche Bank | Reiterate | Buy | $190 | $185 | |
| Aug 3, 2026 | RBC Capital | Reiterate | Outperform | $177 | $198 | |
| Jul 17, 2026 | RBC Capital | Reiterate | Outperform | $157 | $177 | |
| Jun 8, 2026 | Truist Financial | Target | $172 | |||
| May 4, 2026 | RBC Capital | Reiterate | Outperform | $151 | $157 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 30, 2026Q2 FY26 | $1.66 | $2.19 | +31.9% | $504.6M | $532.6M | +5.5% | +3.61% |
| Apr 30, 2026Q1 FY26 | $1.66 | $1.63 | −1.8% | $463.7M | $480.5M | +3.6% | +4.81% |
| Feb 23, 2026Q4 FY25 | $1.71 | $1.65 | −3.5% | $465.2M | $468.5M | +0.7% | −6.86% |
| Oct 30, 2025Q3 FY25 | $1.94 | $2.08 | +7.2% | $465.2M | $493.8M | +6.2% | +10.46% |
Financial highlights
| 12 quarters | Q1 FY25 | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $442.9M | $483.4M | $493.8M | $468.5M | $480.5M | $532.6M | |
| Gross profit | $161.3M | $171.7M | $164.5M | $149.2M | $176.7M | $189.2M | |
| Operating income | $27.6M | −$52.5M | $54.4M | $35.2M | $41.0M | $48.7M | |
| Net income | $12.9M | −$66.6M | $30.5M | $20.7M | $19.7M | $26.8M | |
| Diluted EPS | $0.73 | −$3.78 | $1.75 | $1.19 | $1.13 | $1.55 | |
| Gross margin | 36.4% | 35.5% | 33.3% | 31.9% | 36.8% | 35.5% | |
| Operating margin | 6.2% | -10.9% | 11.0% | 7.5% | 8.5% | 9.1% |
Fiscal years (4-quarter sums)FY21 $1.76B · FY22 $1.94B · FY23 $1.95B · FY24 $1.84B · FY25 $1.89B
Revenue by product · Q2 FY26
Revenue by geography · Q2 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $155.1M · Total debt $911.1M · Total assets $2.85B · Shareholders' equity $1.38B
Dividends
Raised for 40 straight years — most recently to $0.508 from $0.485 in Oct 2025. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Jul 17, 2026 | Jul 17 | Jul 31 | $0.508 | |
| Apr 16, 2026 | Apr 16 | Apr 30 | $0.508 | |
| Jan 16, 2026 | Jan 16 | Jan 30 | $0.508 | |
| Oct 17, 2025 | Oct 17 | Oct 31 | $0.508 | raised from $0.485 |
| Jul 17, 2025 | Jul 17 | Jul 31 | $0.485 | |
| Apr 16, 2025 | Apr 16 | Apr 30 | $0.485 | |
| Jan 17, 2025 | Jan 17 | Jan 31 | $0.485 | |
| Oct 17, 2024 | Oct 17 | Oct 31 | $0.485 | raised from $0.455 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 17.28M · Float 13.42M · 77.7% free float
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| Gulf Hungary Holding Korlatolt Felelossegu Tarsasag · 10 percent owner | 3.64M | 21.06% | Form 4 | Aug 24, 2026 |
| QH Hungary Holdings Ltd · 10 percent owner | 3.64M | 21.04% | Form 4 | Nov 28, 2025 |
| BlackRock, Inc. | 2.11M | 12.21% | 13F | Aug 7, 2026 |
| Vanguard Portfolio Management LLC | 944.9K | 5.47% | 13F | Aug 13, 2026 |
| Royce & Associates LP | 860.5K | 4.98% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 4, 2026 | William H. Osborne | director | −600 | $168.31 |
| May 26, 2026 | Jeewat Bijlani | officer: EVP, Glob. Spec. & CGO | −731 | $145.77 |
Peers
- BP (ADR)
Castrol overlaps in cleaners, coolants, forming, and quench fluids.
- ExxonMobil
Mobilcut and Mobilmet overlap in metal removal and machine-shop oils.
- TotalEnergies
Metalworking range spans cutting, forming, quenching, and rust protection.
- Element Solutions
MacDermid Enthone overlaps in surface finishing and plating chemistry.
- Shell (ADR)
Industrial lubricants pressure metals-sector fluids and process oils.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| Quaker Houghton | $165.91 | −0.11% | $2.87B | 29.5 | 19.4 | 1.5 | +10.2% |
| BP (ADR) | $42.30 | +0.38% | $110.54B | 21.1 | 8.3 | 0.5 | +46.5% |
| ExxonMobil | $156.80 | +0.08% | $649.44B | 20.2 | 13.2 | 1.8 | +46.0% |
| TotalEnergies | $86.31 | −0.05% | $192.30B | 10.9 | 8.4 | 1.0 | +26.2% |
| Element Solutions | $35.42 | +1.43% | $8.51B | 47.5 | 18.0 | 2.7 | +56.4% |
| Shell (ADR) | $91.47 | +0.63% | $253.47B | 10.0 | 9.2 | 0.8 | +44.7% |
| Median | 20.2 | 9.2 | 1.0 | +46.0% |