Quaker Houghton Reports Third-Quarter Results, Sets Investor Call for Oct. 30
Key Facts
Quaker Houghton reported third-quarter 2026 results after the market close on Oct. 29 and scheduled an investor call to discuss them the following morning. The results follow a strong second quarter, when the company posted year-over-year growth in sales and adjusted operating earnings. CEO Joe Berquist had described core markets at the time as stable to slightly positive, with demand expected to remain stable entering the third quarter. He said the company had achieved its fourth consecutive quarter of year-over-year profitability growth. The call is scheduled to begin on Oct. 30 at 8:00 a.m. Eastern time.
Net sales were $532.6 million in the second quarter of 2026, up 10% from $483.4 million in the year-earlier quarter, according to the company’s results. Sequentially, consolidated sales rose about 11% from the first quarter of 2026. The company attributed the quarterly increase to higher sales volumes and improved selling prices and product mix across all segments. Those figures provide context for assessing third-quarter performance, after the company entered the period with sales momentum compared with the start of the year. The year-over-year comparison also showed continued revenue growth in the second quarter.
The company posted adjusted earnings before interest, taxes, depreciation and amortization of $85.2 million in the second quarter, an increase of about 13% from $75.5 million a year earlier. The company said sales growth was the main driver of the improvement, while higher selling, general and administrative expenses limited the increase. Berquist said the second quarter marked a fourth consecutive period of annual profitability growth and delivered a record level of adjusted earnings before interest, taxes, depreciation and amortization. The results reflect improved profitability alongside revenue growth, with operating expenses remaining a partial drag. The statements included in the second-quarter results did not specify the amount of the impact from those expenses.
In its second-quarter announcement, Berquist said: "We achieved our fourth consecutive quarter of year-over-year profitability growth in the second quarter of 2026, resulting in record adjusted EBITDA." In that announcement, the company expected demand to remain stable at the start of the third quarter and end markets to stay stable to slightly positive through the rest of the year. That assessment provides context for management’s expectations ahead of the third-quarter results. Improved pricing, product mix and volumes across segments also supported sales in the prior period. Whether that momentum continued is a focus of the upcoming investor call.
The company scheduled the release of its third-quarter results for after the market close on Oct. 29, 2026, and said its investor call would take place on Friday, Oct. 30, at 8:00 a.m. Eastern time. The conference call gives management an opportunity to discuss the published results and answer investors’ questions about business performance. The date had been announced in advance on the investor relations calendar. The call follows the results announcement directly, as markets monitor how sales and profitability compare with the second quarter. The available information did not record a share-price reaction after the announcement.