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Quaker Houghton Q3'26: Solid price/mix growth, margin gain, but macro headwinds persist

Oct 29, 2026, 4:43 PM EDT1 sourcesAI-analyzed

Why it may matterVerify against the original reporting

Strong YoY top-line growth, non-GAAP earnings expansion, and a manageable leverage profile may prompt near-term multiple expansion, even as macro headwinds temper upside.

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What happened, with direct paths to the underlying reporting

Quaker Houghton reported Q3'26 net sales of $544.5M, up 10% YoY, with non-GAAP EPS of $2.39 and adjusted EBITDA of $89.8M. Growth was driven by higher selling prices and favorable product mix across all regions, alongside new business wins. The company sees Q4 improving YoY but lower than Q3 on seasonality, with Asia softer due to China conditions and raw-material costs remaining elevated amid Middle East tensions, supporting a cautious but positive 2027 trajectory.

Q3'26 net sales $544.5M, +10% YoY; GAAP net income $29.98M, EPS $1.73.
Non-GAAP EPS $2.39; adjusted EBITDA $89.78M, +8% YoY; margin 16.5%.
Americas +14%, Asia/Pacific +9%, EMEA +6% in Q3 sales; new business wins drive volumes.
Outlook: Q4 revenue/EBITDA expected to grow YoY but decline sequentially; Asia soft, costs elevated.
Net debt/TTM Adj EBITDA 2.3x; cash $167M; repurchased 21,781 shares for $3.3M.

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Quaker Houghton Q3'26: Solid price/mix growth, margin gain, but macro headwinds persist

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