KWR|QUAKER CHEMICAL CORP
Miscellaneous Products Of Petroleum & Coal
- Revenue
- $1.9B
- ▲ 2.7% YoY
- Operating margin
- 2.8%
- ▼ 73% YoY
- EBITDA
- $119M
- ▼ 54% YoY
- Market cap
- $2.6B
- Employees
- 4,700
- $402K revenue each
- Net debt / EBITDA
- 5.6×
- $668M net debt
- AI in 10-K
- 1.6
- mentions per 10K words
TSR below peersNo
—
3+ of last 5 years
High CEO pay despite TSRNo
—
Median CEO pay ≥ $15M while TSR trails
Earnings not backed by cashNo
—
Cash flow under 80% of net income
Dilutive SBCNo
1% of revenue
Over 10% of revenue
Payouts exceed cash flowNo
56% of cash flow
Buybacks + dividends over cash flow
Goodwill-heavyNo
17% of assets
Over 40% of assets
Shareholder dissentNo
96% lowest support
Any vote under 80% support
Buyer economics 2 of 4
Low revenue per employeeYes
$402K · 11th pct
Bottom quartile of its SIC industry
Quiet on AINo
1.6 per 10K words · 48th pct
Bottom quartile of AI mentions in 10-Ks
Net cashNo
5.6× EBITDA net debt
More cash than debt, positive EBITDA
Buyout-sizedYes
$2.6B market cap
Market cap $500M–$5B
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY | Trend |
|---|
| Revenue | $1.8B | $1.9B | $2.0B | $1.8B | $1.9B | ▲ 2.7% | |
|---|
| Operating income | $150M | $52M | $214M | $195M | $53M | ▼ 73% | |
|---|
| Net income | $121M | −$16M | $113M | $117M | −$2M | ▼ 102% | |
|---|
| Operating cash flow | $49M | $42M | $279M | $205M | $136M | ▼ 33% | |
|---|
| Capex | $21M | $29M | $39M | $42M | $56M | ▲ 34% | |
|---|
| Stock-based comp | $11M | $12M | $15M | $15M | $14M | ▼ 9.2% | |
|---|
| Buybacks | — | $0 | $0 | $49M | $42M | ▼ 16% | |
|---|
| Dividends | $29M | $30M | $32M | $33M | $34M | ▲ 3.7% | |
|---|
13D filers
| Filed | Filer | Form | Stake | Intent |
|---|
| Aug 24, 2026 | Gulf Hungary Holding Korlatolt Felelossegu Tarsasag | SCHEDULE 13D/A | 21.1% | Passive |
| May 28, 2026 | Gulf Hungary Holding Korlatolt Felelossegu Tarsasag | SCHEDULE 13D/A | 21.0% | Passive |
| Nov 28, 2025 | Gulf Hungary Holding Korlatolt Felelossegu Tarsasag | SCHEDULE 13D/A | 21.0% | Passive |
| May 27, 2025 | Gulf Hungary Holding Korlatolt Felelossegu Tarsasag | SCHEDULE 13D/A | 21.0% | Passive |
| Feb 11, 2025 | Gulf Hungary Holding Korlatolt Felelossegu Tarsasag | SCHEDULE 13D/A | 20.9% | Passive |
| Feb 6, 2025 | Gulf Hungary Holding Korlatolt Felelossegu Tarsasag | SCHEDULE 13D/A | 21.0% | Passive |
| Feb 3, 2025 | Gulf Hungary Holding Korlatolt Felelossegu Tarsasag | SCHEDULE 13D/A | 21.1% | Passive |
| Jan 29, 2025 | Gulf Hungary Holding Korlatolt Felelossegu Tarsasag | SCHEDULE 13D/A | 21.2% | Passive |
| Jan 24, 2025 | Gulf Hungary Holding Korlatolt Felelossegu Tarsasag | SCHEDULE 13D/A | 21.3% | Passive |
| Jan 21, 2025 | Gulf Hungary Holding Korlatolt Felelossegu Tarsasag | SCHEDULE 13D/A | 21.4% | Passive |
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $208K · 2
- Net
- −$208K
Pay vs performance
No pay-versus-performance disclosure yet.