NewMarket (NEU): score, analyst targets & catalysts

Business overview

Petroleum additives (Afton Chemical, Ethyl Corporation) + AMPAC (sole North American producer of ammonium perchlorate) + Calca Solutions (hydrazine).

Watch: Defense exposure is highly diluted: ~5% of total revenue, ~3% of operating profit. The stock primarily moves with the petroleum additives cycle.

Valuation

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View open tenders in Propellants & energetics

Update log

Date	News	Impact
10/29/2026	NewMarket Corporation Increases Quarterly Dividend Yahoo Finance	Yahoo Finance
10/29/2026	Filing 8-K — NewMarket Corporation EDGAR	8-K — Other material events · Financial statements and exhibits
10/29/2026	Appian Marks Major Milestone in Supporting US Army Ammunition Modernization PR Newswire	PR Newswire
10/29/2026	Filing 10-Q — NewMarket Corporation EDGAR	10-Q — Period: 2026-09-30
10/29/2026	General Paul M. Nakasone, U.S. Army (Ret.), Joins Board of Armadin PR Newswire	PR Newswire
10/29/2026	IANS Launches Practitioner-Validated Cybersecurity Intelligence in Microsoft Copilot PR Newswire	PR Newswire
10/29/2026	Quantum Space and Inflection Point Acquisition Corp. VI Announce Effectiveness of Registration Statement Ahead of Planned Business Combination and NYSE Listing PR Newswire	PR Newswire
10/29/2026	Sentrycs Offers Ranger a Portable C-UAS Solution with Mitigation Capabilities for less than $100,000 Helping States Maximize FEMA's Latest Round of Grant Funding PR Newswire	PR Newswire
10/29/2026	Sidus Space Appoints Hassan R. Baqar to Board of Directors PR Newswire	PR Newswire
10/29/2026	Filing 8-K — NewMarket Corporation EDGAR	EX-99.1 — Other material events · Financial statements and exhibits
10/29/2026	CACI Awarded $185 Million U.S. Army Task Order to Advance Expeditionary Power and Mission Readiness PR Newswire	PR Newswire
10/29/2026	Zorronet Secures Additional Order from Major Israeli Defense Organization to Extend Range of Autonomous Systems PR Newswire	PR Newswire
10/29/2026	LeoLabs Achieves More Than $100M in Bookings as Radar Production Ramps for 2027 Deliveries PR Newswire	PR Newswire
10/29/2026	Havoc to Join CSBC Corporation, Taiwan at MATURE Taiwan 2026 PR Newswire	PR Newswire
10/29/2026	ATI Announces Third Quarter 2026 Results PR Newswire	PR Newswire
10/29/2026	Appian Defense Cloud Achieves IL5 Authorization Across Department of War Operations PR Newswire	PR Newswire
10/29/2026	STANDEX REPORTS FISCAL FIRST QUARTER 2027 FINANCIAL RESULTS PR Newswire	PR Newswire
10/29/2026	HawkEye 360 Schedules Conference Call to Discuss Third Quarter 2026 Financial Results PR Newswire	PR Newswire
10/29/2026	RTX Board of Directors Declares Quarterly Cash Dividend PR Newswire	PR Newswire
10/29/2026	Bristow Group Declares Cash Dividend PR Newswire	PR Newswire
10/29/2026	Persistent Systems, Sen. Hickenlooper Celebrate Fort Collins Building Purchase PR Newswire	PR Newswire
10/29/2026	Rochefort Asset Management Co-Leads $150+ Million Series D for Firehawk Defense to Scale Domestic Propulsion and Munitions Production PR Newswire	PR Newswire
10/29/2026	BAE Systems recognizes top suppliers at 'Partner2Win' Supplier Symposium PR Newswire	PR Newswire
10/29/2026	Bradley Rister Named Vice President of Commercial Sector at Stellar Solutions PR Newswire	PR Newswire
10/29/2026	Event outcome: Unknown event_outcome	NewMarket Corporation — quarterly earnings release — No reliable public confirmation of this event was found.
10/28/2026	Saab and GA-ASI successfully flight test LoyalEye AEW capability on MQ-9B PR Newswire	PR Newswire
10/28/2026	Army Chooses HAVIK PR Newswire	PR Newswire
10/28/2026	NewMarket Corporation Reports Third Quarter and First Nine Months 2026 Results Yahoo Finance	Yahoo Finance
10/28/2026	NewMarket: Q3 Earnings Snapshot Yahoo Finance	Yahoo Finance
10/28/2026	Filing 8-K — NewMarket Corporation EDGAR	8-K — Results of operations released · Financial statements and exhibits
10/28/2026	Filing 8-K — NewMarket Corporation EDGAR	EX-99.1 — Results of operations released · Financial statements and exhibits
10/28/2026	Innoviz Sees Strong Counter-UAS Demand at AUSA 2026, Reinforcing the Fit of Innoviz Perciz for U.S. Defense and Homeland Security Markets PR Newswire	PR Newswire
10/28/2026	49North Qualifies Across All Five Streams of Canada's Defence Drone Initiative Marketplace PR Newswire	PR Newswire
10/28/2026	Advisory: CAE's FY2027 Q2 financial results conference call PR Newswire	PR Newswire
10/28/2026	JetZero Awarded $5.3M in FAA CLEEN IV PR Newswire	PR Newswire
10/28/2026	Firehawk Defense Tops $1.4 Billion Valuation: NYSE Content Update PR Newswire	PR Newswire
10/28/2026	Air Europa extends exclusive Boeing 787 nacelle maintenance agreement with RTX's Collins Aerospace PR Newswire	PR Newswire
10/28/2026	Rendezvous Robotics Raises $20 Million to Build Spacecraft That Assemble Themselves in Orbit PR Newswire	PR Newswire
10/28/2026	U.S. Cyber Command selects Leidos to deploy unified cyber planning platform PR Newswire	PR Newswire
10/28/2026	New Horizons Ahead: Applications Open November 1 for the Eighth Annual Air Canada and CAE Captain Judy Cameron Scholarship PR Newswire	PR Newswire
10/28/2026	BAE Systems expands commercial aviation aftermarket offerings to meet rising fleet demand PR Newswire	PR Newswire
10/28/2026	BLADE Awarded Contract to Develop Biological Containment Isolation System (BCIS) PR Newswire	PR Newswire
10/28/2026	OMNI and Bridge Defense Announce the Formation of OMNI-Bridge Defense Solutions, A New SBA-Approved Mentor-Protégé Joint Venture (MPJV) PR Newswire	PR Newswire
10/28/2026	/C O R R E C T I O N - Honeywell Aerospace Inc./ PR Newswire	PR Newswire
10/28/2026	ESI supplying solar array components to missile defense programs PR Newswire	PR Newswire
10/28/2026	Utah advanced composite manufacturers equip elite athletes with cutting-edge aerospace materials PR Newswire	PR Newswire
10/28/2026	Arxis Reports Third Quarter 2026 Results; Raises Full-Year 2026 Guidance and Introduces 2027 Guidance PR Newswire	PR Newswire
10/28/2026	Honeywell Aerospace declares first quarterly cash dividend PR Newswire	PR Newswire
10/28/2026	Honeywell Aerospace to build new state-of-the-art manufacturing facility in Arizona to support growing commercial and defense demand PR Newswire	PR Newswire
10/27/2026	Geminus Enters Battery Storage and Grid Management With AFWERX SBIR Phase I Award PR Newswire	PR Newswire
10/27/2026	Omnilert Introduces Dual-AI Platform to Deliver Context-Aware, Tailored Gun Detection for Customers PR Newswire	PR Newswire
10/27/2026	A2 GLOBAL ELECTRONICS ACHIEVES AS9100 CERTIFICATION, STRENGTHENING QUALITY CONTROLS FOR VALUE-ADDED COMPONENT SERVICES PR Newswire	PR Newswire
10/27/2026	BAE Systems successfully tests Adaptable Deck Launcher, advancing distributed launch capability for the U.S. Navy PR Newswire	PR Newswire
10/27/2026	SNC, Skyryse Announce Collaboration to Advance Software-Defined Flight Automation for Existing Aircraft Fleets PR Newswire	PR Newswire
10/27/2026	Ribbit demonstrates collaborative teaming between autonomous helicopter, airplane, and drones PR Newswire	PR Newswire
10/27/2026	University of Detroit Mercy receives $7.75 million from U.S. Department of War PR Newswire	PR Newswire
10/27/2026	X-Bow Selected by CoAspire to Provide Booster Motors for U.S. Navy CHAOS Program PR Newswire	PR Newswire
10/27/2026	Ukraine's Sovereign Satellite Now Operating in Orbit PR Newswire	PR Newswire
10/27/2026	Lockheed Martin Welcomes Dedicated PAC-3® Missile Maintenance Facility in Poland PR Newswire	PR Newswire
10/27/2026	Enevate Technologies Unveils Trifecta: Battery Technology That Ends the Energy, Power, and Cycle-Life Tradeoff PR Newswire	PR Newswire
10/27/2026	Bristow Group Announces Third Quarter 2026 Earnings Call PR Newswire	PR Newswire
10/27/2026	TAT Technologies to Report Third Quarter Results on November 2 and Host Webcast PR Newswire	PR Newswire
10/27/2026	US Aviation Highlights the Future of Military Flight Training at 2026 IDGA Summit PR Newswire	PR Newswire
10/27/2026	Lockheed Martin to Add Air-Launched Hypersonic Missile to the American Arsenal of Freedom PR Newswire	PR Newswire
10/27/2026	A World First, Beacon AI Flies Murdock Its AI Pilot Assistant System Aboard Operational USAF Tankers PR Newswire	PR Newswire
10/27/2026	Cherokee Federal Named 2026 Team Osprey Supplier of the Year PR Newswire	PR Newswire
10/27/2026	Quzara LLC Launches NISTcompliance.ai Continuous Assurance Platform for FedRAMP® 20x and Civilian Agency RMF Automation PR Newswire	PR Newswire
10/27/2026	VectorUSA Announces NASA SEWP VI Contracts for Federal IT Solutions PR Newswire	PR Newswire
10/27/2026	Advanced Process Solutions Elevates Clint Johnson to Vice President of Services and Operations PR Newswire	PR Newswire
10/26/2026	FL Technics Indonesia Secures EASA Certification for Bali Hangar, Expanding Capabilities to European Fleets PR Newswire	PR Newswire
10/26/2026	Perpetua Resources Awarded Up to $40 Million in U.S. Army Funding to Advance Domestic Tungsten Supply for American Defense PR Newswire	PR Newswire
10/26/2026	PROCOMER supports ten Costa Rican companies seeking to expand their presence in the global aerospace supply chain PR Newswire	PR Newswire
10/26/2026	Army & Air Force Exchange Service's Salute to Service Month Returns with Giveaways for Veterans, Service Members PR Newswire	PR Newswire
10/26/2026	STANDEX ANNOUNCES APPOINTMENT OF BRENNA PREISSER TO BOARD OF DIRECTORS PR Newswire	PR Newswire
10/26/2026	BLADE Awarded Contract to Advance Critical Equipment Decontamination System for U.S. Special Operations Forces PR Newswire	PR Newswire
10/26/2026	The Partner Companies Acquires F&B MFG, Strengthening Precision Metal Forming Capabilities for Aerospace and Defense PR Newswire	PR Newswire
10/26/2026	No Runway Required: Electra Takes Off and Lands Ultra Short Airplane at Manhattan Heliport PR Newswire	PR Newswire
10/26/2026	GovSignals Proposes Permissive AI Use Language for Government Acquisitions PR Newswire	PR Newswire
10/26/2026	Assail Launches Assail Federal to Deliver Autonomous Offensive Cyber to Government PR Newswire	PR Newswire
10/26/2026	AAR increases size and extends maturity of revolving credit facility PR Newswire	PR Newswire
10/26/2026	U.S. Air Force Selects Cresilon's TRAUMAGEL Through AFWERX SBIR Program to Advance Hemorrhage Control for Military Use PR Newswire	PR Newswire
10/26/2026	CACI Secures U.S. Navy Task Order to Strengthen Electromagnetic Spectrum Dominance PR Newswire	PR Newswire
10/26/2026	CAE to sell Flightscape to SITA PR Newswire	PR Newswire
10/26/2026	SAFE Structure Designs Awarded U.S. Coast Guard Contract for MH-60 Parts and Cowling Racks at Air Station Astoria PR Newswire	PR Newswire
10/26/2026	Elbit Systems Awarded Approximately $200 Million in Contracts for Airborne ISTAR and Training Solutions in Asia-Pacific PR Newswire	PR Newswire
10/24/2026	Axon Announces Body 5: Next-Generation Camera Built for the AI Era PR Newswire	PR Newswire
10/24/2026	NewMarket (NEU) Stock May Offer A 35% Discount To Cash Flow Yahoo Finance	Yahoo Finance
10/23/2026	Yazan Al Homsi Invests US$500,000 in Toronto Drone Maker Arcanus Aerial Systems PR Newswire	PR Newswire
10/23/2026	Amy Johnson Appointed President of GDIT PR Newswire	PR Newswire
10/23/2026	THE PATRIOT FUND HONORS VETERANS AND MARKS AMERICA'S 250TH AT 11TH ANNUAL GALA AT THE UNION LEAGUE OF PHILADELPHIA PR Newswire	PR Newswire
10/5/2026	NewMarket Corporation Schedules Conference Call and Webcast to Review Third Quarter 2026 Results Yahoo Finance	Yahoo Finance
10/3/2026	Event outcome: Confirmed event_outcome	Dividend payment date — NewMarket Corporation (NYSE: NEU) paid its quarterly cash dividend of $3.00 per share on October 1, 2026, as scheduled. The dividend was declared by the Board of Directors on August 13, 2026, for shareholders of record as of the close of business on September 15, 2026.
9/15/2026	NewMarket Corp's Dividend Analysis Yahoo Finance	Yahoo Finance
8/22/2026	Timing score declines following data-driven internal rating downgrade AI review	The timing score decreased significantly due to a deterministic downward revision in the internal rating system, which was triggered by a lack of accessible financial statement data in the latest filings. While the company declared a dividend, the absence of real-time financial reporting forced a reduction in news momentum and catalyst scores, overriding the strategic value of the ammonium perchlorate monopoly. The conviction score remained stable as the fundamental thesis regarding the company's long-term market position is not affected by current reporting delays.
8/13/2026	Rating revision: Rating 2 → Rating 3 AI review	The rating is downgraded to 4 because the provided financial data for NewMarket Corporation is unavailable, triggering the deterministic gate that prevents a rating higher than 4. While the company maintains a strategic monopoly on ammonium perchlorate, the lack of accessible revenue and net income data mandates a conservative stance despite the dividend announcement. The defense exposure remains too diluted to override the strict financial reporting requirement for higher ratings.
8/13/2026	Filing 8-K — NewMarket Corporation EDGAR	EX-99.1 — Other material events · Financial statements and exhibits
8/13/2026	NewMarket Corporation Announces Quarterly Dividend Yahoo Finance	Yahoo Finance
8/13/2026	Filing 8-K — NewMarket Corporation EDGAR	8-K — Other material events · Financial statements and exhibits
7/31/2026	NewMarket Q2 Earnings Call Highlights Yahoo Finance	Yahoo Finance
7/31/2026	NewMarket Corp (NEU) (Q2 2026) Earnings Call Highlights: Record Net Income and Strategic ... Yahoo Finance	Yahoo Finance
7/30/2026	Filing 10-Q — NewMarket Corporation EDGAR	EX-31.B — Period: 2026-06-30
7/30/2026	Filing 10-Q — NewMarket Corporation EDGAR	EX-31.A — Period: 2026-06-30
7/30/2026	Filing 10-Q — NewMarket Corporation EDGAR	EX-32.A — Period: 2026-06-30
7/30/2026	Filing 10-Q — NewMarket Corporation EDGAR	EX-32.B — Period: 2026-06-30
7/30/2026	Filing 10-Q — NewMarket Corporation EDGAR	10-Q — Period: 2026-06-30
7/29/2026	NewMarket Corporation Reports Second Quarter and First Half 2026 Results Yahoo Finance	Yahoo Finance
7/29/2026	Filing 8-K — NewMarket Corporation EDGAR	8-K — Results of operations released · Financial statements and exhibits
7/29/2026	Filing 8-K — NewMarket Corporation EDGAR	EX-99.1 — Results of operations released · Financial statements and exhibits
7/20/2026	Price ~$643 (data dated January 2026, to be refreshed), 52-week midpoint ($480.57-$875.97).	Neutral - to be updated at the next review cycle
7/19/2026	Specialty materials segment (AMPAC+Calca) 2024: $141.2M in revenue out of $2,786.6M total group (~5.1%), operating profit of $17.5M out of $590M total (~3%).	Confirms the highly diluted nature of the defense thesis - primarily an oil bet with an increasing option on strategic propellants.
7/19/2026	$100M investment to increase AMPAC capacity by +50% (Cedar City, Utah), expected completion in 2026.	Concrete catalyst and timeline, but impact remains marginal on the group's total turnover.
7/13/2026	NewMarket Corporation Schedules Conference Call and Webcast to Review Second Quarter 2026 Results Yahoo Finance	Yahoo Finance
7/11/2026	Saturday, July 11, 2026, at Newmarket - July Cup (Gr. I): Comanche Brave at the heart of a beautiful family story - Paris-Turf google_news	The July Cup (Gr. I), to be held on July 11, 2026, at Newmarket, is highlighted by the participation of Comanche Brave, illustrating a notable family story.
7/11/2026	Newmarket (Gr.2): Al Hudaiba ahead of Abraham Lincoln - France sire google_news	The horse Al Hudaiba won the Group 2 event at Newmarket, finishing ahead of Abraham Lincoln.
7/10/2026	Saturday, July 11, 2026 in Newmarket (England) - July Cup (Gr. I): Venetian Sun the favorite, but not without questions - Paris-Turf google_news	The filly Venetian Sun is announced as the favorite for the July Cup (Gr. I), to be held on July 11, 2026, in Newmarket, despite some uncertainties.
7/10/2026	Newmarket (Gr.1): Blue Bolt takes Precise - France sire google_news	Blue Bolt won the Group 1 race at Newmarket, beating Precise.
7/10/2026	Friday, July 10, 2026 in Newmarket (England) - Falmouth Stakes (Gr. I): Blue Bolt continues its rise to the highest level - Paris-Turf google_news	The horse Blue Bolt continues its progress at the highest level during the Falmouth Stakes (Gr. I) held in Newmarket on July 10, 2026.
7/9/2026	Newmarket (Gr.3): Point of Law heads toward the St Leger - France sire google_news	Following its success in a Group 3 race at Newmarket, Point of Law is now heading toward the St Leger.
7/9/2026	Friday at Newmarket - Falmouth Stakes (Group 1): Precise for a mile win - Equidia google_news	The edition of the Falmouth Stakes (Group 1) scheduled for this Friday at Newmarket highlights the chances of Precise in this mile-long race.
7/8/2026	Who Is the Right Buyer for Specialty Chemicals Maker Innospec? Yahoo Finance	Yahoo Finance
7/7/2026	Horse Racing: Heading to Newmarket and Ascot for Christophe Ferland - Paris-Turf google_news	Trainer Christophe Ferland is scheduling major events with his horses at the Newmarket and Ascot racecourses.
4/28/2026	Assessing NewMarket (NEU) Valuation After Recent Share Price Momentum And Discounted P/E Ratio Yahoo Finance	Yahoo Finance
4/24/2026	NewMarket Corp (NEU) Q1 2026 Earnings Call Highlights: Navigating Challenges with Strategic ... Yahoo Finance	Yahoo Finance
4/24/2026	NewMarket Q1 Earnings Call Highlights Yahoo Finance	Yahoo Finance
4/23/2026	NewMarket (NEU) Q1 2026 Earnings Transcript Yahoo Finance	Yahoo Finance
4/23/2026	NewMarket Corporation Q1 2026 Earnings Call Summary Yahoo Finance	Yahoo Finance
4/14/2026	NewMarket (NEU) Q3 2025 Earnings Call Transcript Yahoo Finance	Yahoo Finance
2/24/2026	Xu Ting (Dir) — Buy +$247,684 Insider Form 4	P - Purchase transaction of +400 shares at $619.21
5/12/2025	Hazelgrove Bruce R III (EVP, CAO) — Sell -$199,796 Insider Form 4	S - Sale transaction of -311 shares at $642.43
8/9/2024	Hazelgrove Bruce R III (EVP, CAO) — Sell -$691,271 Insider Form 4	S - Sale transaction of -1,270 shares at $544.31
7/27/2023	Filing 10-Q — NewMarket Corporation EDGAR	EXHIBIT 10.1 — Period: 2023-06-30
2/15/2023	Filing 10-K — NewMarket Corporation EDGAR	EXHIBIT 10.16 — Period: 2022-12-31
1/19/2011	Filing 8-K — NewMarket Corporation EDGAR	FORM 8-K — Entry into a material agreement · Change to security holder rights · Financial statements and exhibits
3/14/2005	Filing 10-K — NewMarket Corporation EDGAR	EXHIBIT 10.4 — Period: 2004-12-31
11/5/2004	Filing 10-Q — NewMarket Corporation EDGAR	SERVICE AGREEMENT - NEWMARKET CORPORATION — Period: 2004-10-30