← BackNEWMARKET CORP · Industrial Organic ChemicalsNEU
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The short versionA high-quality, profitable business with steady sales. Institutions are adding.
Going well
- Profitable every year for 10 years
- Brings in more cash than it spends
- Buying back shares: share count down 6.5% in 3 years
Money moves
- No insider buying or selling in the last 30 days
- Institutions added 4.1% to their holdings in the quarter ending June 2026 (212 bought, 180 sold)
- Held by Ray Dalio (Bridgewater)
Facts from SEC filings, not a recommendation.
What the price means
Price as of Oct 26
$878.50+0.9% that day
- Company value
- $8.1B
- Share price times all shares
- Price vs profit (P/E)
- 18.9x
- You pay about $19 for each $1 of yearly profit
- Price vs sales
- 2.9x
- Company value is 2.9 times a year of sales
- Dividend yield
- 1.3%
- Yearly dividend as a share of today's price
- Cash vs value
- 1%
- Cash as a share of company value
- Debt vs value
- 11%
- Debt as a share of company value
From NEU's last IEX trade and its SEC filings (profits and sales over the last four quarters). A starting point for research, not a verdict.
The business over time
Last 12 quarters, from SEC filings
Sales, Jun '26$747.1M+7.0% vs a year earlier
Sep '23Tap a barJun '26
Last 12 months: $2.7B, down 1.3% from the 12 months before. Over 5 years, sales grew about 6.3% a year.
Business quality
The checklist Warren Buffett-style investors use. Annual numbers for 2025.- PassReturn on equity 15%+Earns a lot on the money owners have in the business.25.8%
- PassDebt under half of equityNot relying on borrowed money.0.50x equity
- PassNet margin 10%+Keeps at least 10 cents of profit from each dollar of sales.15.4%
- PassProfitable every yearSteady profits, not one good year.10 of 10 years
- PassFree cash flow positiveBrings in more cash than it spends to run and grow.$491.3M
- PassShare count not growingNot diluting owners. Falling means buybacks.-6.5% in 3 years
- MissGross margin 40%+Pricing power: sells for well above what it costs to make.31.5%
- Revenue
- $2.7B
- -2.2% vs prior year
- 5-year growth
- +6.3%/yr
- revenue, per year
- Total debt
- $883.4M
- 0.50x equity
- Current ratio
- 2.53x
- short-term assets / bills due
From annual reports filed with the SEC. A checklist is a starting point for research, not a verdict.
Latest quarter
Quarter ended Jun 30, 2026- Revenue
- $747.1M
- +7.0% YoY
- EPS
- $14.54
- vs $11.84
- Op. margin
- 21.9%
- +1.4 pts
- Gross margin
- 32.4%
- +0.8 pts
- Free cash flow
- $134.7M
- Share count
- -2.2%
- vs a year ago
Insider rating
Last 90 days
No open-market insider buys or sells in the last 90 days.
Weekly insider trendNo trades to chart yet.
Filing buzz
Last 7 days vs normal
0/ 100
- This week
- 0
- Normal week
- 0.4
- vs normal
- 0.0x
SEC filings of any kind. 50 means a normal week.
Institutional ownership
▲Accumulating+4.1%Institutions added 4.1% to their holdings. 212 bought, 180 sold.
Shares held by institutions6.0M
Sep '24Jun '26
Share count growthYearly rate, last 3 years
-1.4%Cash runwayAt last year's cash burn
Cash flow positiveDebt to equityLatest balance sheet: debt compared with what owners have
0.5x · $854.8M debtShares outstandingLatest reported
9MNext reportIn 1 days (est.)Estimated from the same quarter last year
- Results filedJul 29
- Results filedApr 22
- Results filedFeb 11
- Results filedOct 30, 2025
- Results filedJul 30, 2025
Flags and big holders
Offerings 6 months, flags 12 months, holders 90 days
No offerings, red flags or new big holders. Clean record.
Insider trades
Open-market buys and sells, last 90 days
No open-market buys or sells in 90 days. Grants and option exercises are left out.
"Owns after" is the insider's holding right after the trade. Pre-planned (10b5-1) sales are set up months ahead, a weaker signal.