Quaker Chemical Corporation

NYSE:KWR 株式レポート

時価総額:US$2.4b

Quaker Chemical マネジメント

マネジメント 基準チェック /24

Quaker Chemicalの CEO はJoseph Berquistで、 Nov2024年に任命され、 の在任期間は 1.5年です。 の年間総報酬は$ 3.71Mで、 21.6%給与と78.4%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.09%を直接所有しており、その価値は$ 2.18M 。経営陣と取締役会の平均在任期間はそれぞれ1.5年と6.4年です。

主要情報

Joseph Berquist

最高経営責任者

US$3.7m

報酬総額

CEO給与比率21.57%
CEO在任期間1.5yrs
CEOの所有権0.09%
経営陣の平均在職期間1.5yrs
取締役会の平均在任期間6.4yrs

経営陣の近況

Recent updates

ナラティブの更新 May 20

KWR: Margin Strength And Share Gains Will Support Future P/E Re Rating

Analysts have raised their average price target on Quaker Houghton by $6, citing higher assumed profit margins and a lower future P/E multiple as the main factors behind the updated outlook. Analyst Commentary Recent Street research has highlighted a mix of price target revisions and rating changes on Quaker Houghton, with several bullish analysts pointing to supportive factors for the stock.
ナラティブの更新 May 01

KWR: Share Gains And M&A Execution Will Support Future P/E Premium

Analysts have modestly reduced the fair value estimate for Quaker Chemical to $180 from $184. This reflects updated views on slightly higher long term revenue growth, a somewhat stronger profit margin profile, a lower assumed future P/E multiple, and a marginally lower discount rate following a mix of recent target cuts and upgrades on the stock.
ナラティブの更新 Apr 17

KWR: Market Share Gains And M&A Activity Will Support Future P/E Premium

Analysts have trimmed their average price target for Quaker Chemical to about $184 from roughly $203 as they factor in softer revenue growth assumptions, a lower future P/E, and updated views from recent research that cites more moderate sales and EBITDA expectations despite ongoing share gains in subdued end markets. Analyst Commentary Recent research on Quaker Houghton has been mixed, but several bullish analysts still see room for upside based on execution, valuation, and the company’s ability to grow share even in softer end markets.
ナラティブの更新 Apr 01

KWR: M&A Execution And Share Gains Will Support Future Upside

Narrative Update: Quaker Chemical Analyst Price Target Shift Analysts now center their price target for Quaker Chemical around $183, reflecting a blend of Seaport's downgrade, Deutsche Bank's lift to $170, and RBC Capital's reset to $184 after Q4 results and softer 2026 guidance, while still acknowledging ongoing share gains in flat to slightly weaker end markets. Analyst Commentary Recent research on Quaker Chemical highlights a split view on how the story stacks up after Q4 results and updated guidance, with price targets clustering in the mid to high $100s.
ナラティブの更新 Mar 17

KWR: Market Share Gains And M&A Focus Will Support Premium P/E Multiple

Quaker Chemical's updated analyst price target has moved from $190 to $203, with analysts pointing to revised assumptions on revenue growth, profit margins, and a higher future P/E multiple, informed by recent target changes at firms covering Quaker Houghton. Analyst Commentary Recent research on Quaker Chemical, which operates as Quaker Houghton, reflects a mix of higher and lower price targets and at least one ratings downgrade, giving you a range of views on how the company is executing and how the stock is valued today.
ナラティブの更新 Mar 03

KWR: Higher Earnings Multiple And M&A Activity Will Support Future Upside

Analysts have lifted their blended price target for Quaker Houghton to about $183, up from roughly $172, as they weigh softer guidance and margin assumptions against continued share gains and updated P/E expectations reflected in recent research moves. Analyst Commentary Recent research on Quaker Houghton reflects a mix of optimism and caution, with price targets being fine tuned around updated growth, margin and P/E expectations following the latest earnings and guidance.
ナラティブの更新 Feb 17

KWR: Updated Assumptions And Mixed Ratings Will Shape Balanced Future Expectations

Analysts have raised their price target on Quaker Chemical to $172.25 from $166. This change reflects updated views on fair value, a slightly lower discount rate, modest adjustments to long-term revenue and margin assumptions, and a somewhat higher assumed future P/E multiple.
ナラティブの更新 Feb 03

KWR: Higher Margin Assumptions Will Reframe Earnings Risk Ahead Of Results

Analysts have raised their fair value estimate for Quaker Chemical to $190 from $165, reflecting updated assumptions around discount rates, revenue growth, profit margins and future P/E levels in recent research. Analyst Commentary Recent Street research on Quaker Chemical points to a mixed but increasingly engaged analyst view, with some firms revisiting their assumptions around earnings and valuation ahead of upcoming results.
ナラティブの更新 Jan 20

KWR: Completed Buybacks And Steady Assumptions Will Shape Balanced Future Prospects

Analysts have reaffirmed their view on Quaker Chemical, keeping the fair value estimate steady at $166.00 as small tweaks to discount rate, revenue growth, profit margin and future P/E assumptions did not materially shift their overall price target framework. What's in the News From July 1, 2025 to September 30, 2025, Quaker Chemical repurchased 29,791 shares for $3.81 million, representing 0.17% of its shares.
分析記事 Jan 11

These 4 Measures Indicate That Quaker Chemical (NYSE:KWR) Is Using Debt Reasonably Well

The external fund manager backed by Berkshire Hathaway's Charlie Munger, Li Lu, makes no bones about it when he says...
ナラティブの更新 Jan 06

KWR: Share Repurchases And Stable Assumptions Will Support Future Upside Potential

Analysts kept their price target for Quaker Chemical steady at $166, reflecting only small model tweaks to the discount rate, revenue growth, profit margin, and future P/E assumptions rather than a change in their overall view of the shares. What's in the News From July 1, 2025 to September 30, 2025, Quaker Chemical repurchased 29,791 shares for $3.81 million, representing 0.17% of its shares.
ナラティブの更新 Dec 20

KWR: Ongoing Share Repurchases Will Likely Support Strong Future Share Performance

Narrative Update Analysts have raised their price target on Quaker Chemical by $0.00 to account for slightly lower discount rate assumptions and modest adjustments to long-term growth and profitability forecasts. What's in the News Completed share repurchase of 638,901 shares, about 3.59% of outstanding shares, for a total of $85.75 million under the buyback program announced on February 28, 2024 (company filing) Between July 1, 2025 and September 30, 2025, repurchased 29,791 shares, representing 0.17% of shares, for $3.81 million as the final tranche of the current authorization (company filing) Ongoing capital return via buybacks signals management confidence in long term cash generation and balance sheet strength (company filing) Valuation Changes Fair Value: unchanged at $166.00 per share, reflecting no net impact from the updated assumptions.
分析記事 Dec 19

There's Been No Shortage Of Growth Recently For Quaker Chemical's (NYSE:KWR) Returns On Capital

What are the early trends we should look for to identify a stock that could multiply in value over the long term...
ナラティブの更新 Dec 06

KWR: Ongoing Share Repurchases Will Likely Support Strong Future Share Performance

Narrative Update on Quaker Chemical Analysts have maintained their price target for Quaker Chemical at approximately 166 dollars, as modest adjustments to the discount rate and long term growth assumptions were not deemed sufficient to warrant a change in fair value. What's in the News The company completed its share repurchase program announced on February 28, 2024, buying back a total of 638,901 shares, or about 3.59% of shares outstanding, for approximately 85.75 million dollars (company filing).
ナラティブの更新 Nov 22

KWR: Share Repurchases Are Expected To Drive Positive Market Reactions

Narrative Update on Quaker Chemical Analysts have raised their price target for Quaker Chemical from $162 to $166, reflecting a modest increase based on updated assessments of company valuation metrics and market outlook. What's in the News Between July 1, 2025 and September 30, 2025, Quaker Chemical repurchased 29,791 shares for $3.81 million, representing 0.17 percent of its outstanding shares (Key Developments).
ナラティブの更新 Nov 03

KWR: Expanding Share Buybacks Will Drive Stronger Profit Margins Ahead

Analysts have raised their price target for Quaker Chemical from $155.40 to $162.00. They cite improved profit margin forecasts and higher projected revenue growth as key factors in the revised valuation.
Seeking Alpha Oct 08

Quaker Chemical: The Worst Should Be Behind Us Now

Summary Quaker Chemical remains a leader in industrial process fluids, with strong R&D investment and a robust underlying cash flow engine. Despite reported net losses from impairment and restructuring, KWR's underlying free cash flow reached $53M in H1, with pro forma FCF at $90M. Management expects stable revenue and earnings for 2025 (compared to the 2024 performance), with capex guidance lowered and leverage expected to decline after the Dipsol acquisition. KWR is rated a 'speculative buy' due to anticipated cost savings, improving free cash flow, and a projected 6% FCF yield, despite not being cheap. Read the full article on Seeking Alpha
分析記事 Oct 02

Quaker Chemical's (NYSE:KWR) Upcoming Dividend Will Be Larger Than Last Year's

Quaker Chemical Corporation ( NYSE:KWR ) will increase its dividend from last year's comparable payment on the 31st of...
分析記事 Sep 24

Is There An Opportunity With Quaker Chemical Corporation's (NYSE:KWR) 48% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Quaker Chemical fair value estimate is US$258 Quaker...
分析記事 Aug 30

Quaker Chemical Corporation's (NYSE:KWR) 26% Price Boost Is Out Of Tune With Revenues

Despite an already strong run, Quaker Chemical Corporation ( NYSE:KWR ) shares have been powering on, with a gain of...
ナラティブの更新 Aug 28

Sustainable Chemistries And Asia Expansion Will Empower Manufacturing Automation

The upward revision in Quaker Chemical’s consensus price target reflects a minor increase in forecasted future P/E ratio, while valuation inputs like the discount rate remain stable, resulting in a fair value target rising to $155.40. What's in the News Reported an $88.8 million goodwill impairment charge related to the EMEA segment, resulting in a quarterly net loss.
分析記事 May 28

Is Now An Opportune Moment To Examine Quaker Chemical Corporation (NYSE:KWR)?

Quaker Chemical Corporation ( NYSE:KWR ), might not be a large cap stock, but it saw a decent share price growth of 15...
分析記事 Apr 25

Quaker Chemical Corporation (NYSE:KWR) Shares Could Be 49% Below Their Intrinsic Value Estimate

Key Insights Quaker Chemical's estimated fair value is US$206 based on 2 Stage Free Cash Flow to Equity Quaker...
分析記事 Apr 08

Risks Still Elevated At These Prices As Quaker Chemical Corporation (NYSE:KWR) Shares Dive 27%

Quaker Chemical Corporation ( NYSE:KWR ) shareholders that were waiting for something to happen have been dealt a blow...
Seeking Alpha Mar 26

Quaker Chemical: Starting To Look More Attractive

Summary Quaker Chemical Corporation's valuation has become more compelling, but I'm cautious due to economic concerns and recent CEO turnover. Despite a 6% sales drop in early 2024, earnings held up, and net debt decreased to $519 million. The $153 million acquisition of Dipsol Chemicals is expected to slightly boost earnings and maintain a manageable debt level. While the KWR earnings multiple has improved, economic uncertainties and tariff impacts make me hesitant to buy now. Read the full article on Seeking Alpha
分析記事 Feb 03

We Like These Underlying Return On Capital Trends At Quaker Chemical (NYSE:KWR)

There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
分析記事 Jan 19

Does Quaker Chemical (NYSE:KWR) Have A Healthy Balance Sheet?

Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 Jan 03

Quaker Chemical Corporation's (NYSE:KWR) Earnings Haven't Escaped The Attention Of Investors

It's not a stretch to say that Quaker Chemical Corporation's ( NYSE:KWR ) price-to-sales (or "P/S") ratio of 1.3x seems...
分析記事 Dec 15

Is There An Opportunity With Quaker Chemical Corporation's (NYSE:KWR) 46% Undervaluation?

Key Insights Using the 2 Stage Free Cash Flow to Equity, Quaker Chemical fair value estimate is US$282 Current share...
分析記事 Nov 02

Quaker Chemical (NYSE:KWR) Shareholders Will Want The ROCE Trajectory To Continue

If you're not sure where to start when looking for the next multi-bagger, there are a few key trends you should keep an...
分析記事 Oct 17

Why Quaker Chemical Corporation (NYSE:KWR) Could Be Worth Watching

Quaker Chemical Corporation ( NYSE:KWR ), might not be a large cap stock, but it saw significant share price movement...

CEO報酬分析

Quaker Chemical の収益と比較して、Joseph Berquist の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$4m

Dec 31 2025US$4mUS$800k

-US$2m

Sep 30 2025n/an/a

-US$9m

Jun 30 2025n/an/a

-US$7m

Mar 31 2025n/an/a

US$94m

Dec 31 2024US$2mUS$576k

US$116m

Sep 30 2024n/an/a

US$122m

Jun 30 2024n/an/a

US$123m

Mar 31 2024n/an/a

US$118m

Dec 31 2023US$2mUS$536k

US$112m

Sep 30 2023n/an/a

US$16m

Jun 30 2023n/an/a

US$9m

Mar 31 2023n/an/a

-US$6m

Dec 31 2022US$1mUS$513k

-US$16m

Sep 30 2022n/an/a

US$78m

Jun 30 2022n/an/a

US$83m

Mar 31 2022n/an/a

US$102m

Dec 31 2021US$1mUS$452k

US$121m

Sep 30 2021n/an/a

US$151m

Jun 30 2021n/an/a

US$147m

Mar 31 2021n/an/a

US$106m

Dec 31 2020US$1mUS$399k

US$40m

Sep 30 2020n/an/a

US$6m

Jun 30 2020n/an/a

-US$34m

Mar 31 2020n/an/a

-US$11m

Dec 31 2019US$1mUS$377k

US$32m

報酬と市場: Josephの 総報酬 ($USD 3.71M ) は、 US市場 ($USD 7.05M ) の同様の規模の企業の平均を下回っています。

報酬と収益: Josephの報酬は 20% 以上増加しましたが、会社の収益は過去 1 年間で 20% 以上減少しました。


CEO

Joseph Berquist (54 yo)

1.5yrs
在職期間
US$3,709,451
報酬

Mr. Joseph A. Berquist has been Chief Executive Officer, President & Director of Quaker Chemical Corporation since November 18, 2024 and was its Executive Vice President and Chief Commercial Officer since...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Joseph Berquist
CEO, President & Director1.5yrsUS$3.71m0.090%
$ 2.2m
Thomas Coler
Executive VP & CFO1.9yrsUS$1.64m0.0085%
$ 205.6k
Robert Traub
Senior VP14.2yrsUS$1.24m0.032%
$ 780.9k
Jeewat Bijlani
Executive VP of Global Specialty & Chief Growth Officer6.8yrsUS$1.45m0.039%
$ 947.4k
Steve Dassing
VP, Corporate Controller & Principal Accounting Officer4.3yrsデータなし0.0021%
$ 51.2k
Melissa McClain
Director of Communicationsno dataデータなしデータなし
Kristin Rokosky
Senior VP & Chief Human Resources Officer1.3yrsデータなし0.0064%
$ 154.4k
Anna Ransley
Senior VP & Chief Digital Information Officer2.8yrsデータなし0.011%
$ 272.5k
Miguel Moreno Hernandez
Senior Vice President of Regional Commercial Lead – EMEA1.2yrsデータなし0.013%
$ 304.0k
Renato Carvalho
Senior Vice President of Regional Commercial Lead – Americas1.2yrsデータなし0.0049%
$ 118.9k
Albert Ma
Senior Vice President of Regional Commercial Lead – APAC1.2yrsデータなしデータなし
Christine Johnson
Senior VP & Chief Transformation Officerless than a yearデータなし0.0011%
$ 27.1k
1.5yrs
平均在職期間
51yo
平均年齢

経験豊富な経営陣: KWRの経営陣は 経験豊富 とはみなされません ( 1.5年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Joseph Berquist
CEO, President & Director1.5yrsUS$3.71m0.090%
$ 2.2m
Ronald Naples
Chairman Emeritino dataUS$511.75kデータなし
Peter Benoliel
Chairman Emeritino dataデータなしデータなし
Jeffry Frisby
Independent Director20.3yrsUS$252.41k0.035%
$ 846.2k
Sanjay Hinduja
Independent Director6.8yrsUS$214.91k0.023%
$ 553.3k
Nandita Bakhshi
Independent Director1.8yrsUS$224.91k0.0082%
$ 198.9k
Mark Douglas
Independent Chairman of the Board13.3yrsUS$332.41k0.025%
$ 597.8k
William Osborne
Independent Director10.3yrsUS$239.91k0.036%
$ 874.4k
Fay West
Independent Director10.3yrsUS$244.91k0.038%
$ 912.1k
Russell Shaller
Independent Director2.8yrsUS$224.91k0.014%
$ 336.1k
Charlotte Henry
Independent Director6yrsUS$224.91k0.019%
$ 455.2k
Lucrece J. Foufopoulos-De Ridder
Independent Director1.8yrsUS$219.91k0.0082%
$ 198.9k
6.4yrs
平均在職期間
62.5yo
平均年齢

経験豊富なボード: KWRの 取締役会経験豊富 であると考えられます ( 6.4年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/05/22 09:09
終値2026/05/22 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Quaker Chemical Corporation 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。13

アナリスト機関
Michael GauglerBrean Capital Historical (Janney Montgomery)
Liam BurkeB. Riley Securities, Inc.
Jonathan TanwantengCJS Securities, Inc.