Koppers (NYSE:KOP) Issues Earnings Results

Koppers (NYSE:KOP) posted its quarterly earnings data on Friday. The specialty chemicals company reported $0.77 earnings per share for the quarter, missing analysts’ consensus estimates of $1.37 by ($0.60), FiscalAI reports. The company had revenue of $499.10 million for the quarter, compared to analyst estimates of $518.60 million. Koppers had a positive return on equity of 14.98% and a negative net margin of 4.59%. The firm’s revenue was up 2.8% compared to the same quarter last year. During the same period in the previous year, the business posted $1.21 earnings per share. Koppers updated its FY 2026 guidance to 3.100-3.250 EPS.

Here are the key takeaways from Koppers’ conference call:

• Higher input and logistics costs pressured results: Third-quarter adjusted EBITDA fell 18% year over year to $58 million, and adjusted EPS declined to $0.77 from $1.21. Koppers lowered its 2026 outlook to adjusted EBITDA of $220 million–$225 million and adjusted EPS of $3.10–$3.25.
• Cash generation reached year-to-date records: Operating cash flow was $127 million and free cash flow was $92 million through September, compared with $77 million and $56 million, respectively, a year earlier. The company cited working-capital improvements and expects full-year free cash flow of $115 million–$135 million.
• Performance Chemicals and utility products showed resilience: Performance Chemicals volume grew 10% year over year, while domestic utility pole sales rose 5% in the quarter and 11% year to date. Management expects pricing actions—already agreed for more than 80% of Performance Chemicals’ 2027 business—to help offset cost inflation beginning in January, though residential demand remains subdued.
• Restructuring and cost initiatives are intended to support future earnings: Koppers reported $42 million in year-over-year Catalyst benefits through September and completed major production milestones at its Stickney facility. It expects the Stickney initiative to generate $15 million–$20 million in annual adjusted EBITDA benefits, while acknowledging near-term transition costs.

Koppers Price Performance

KOP stock traded down $9.78 on Friday, reaching $29.86. 354,349 shares of the company’s stock were exchanged, compared to its average volume of 143,465. The stock has a fifty day moving average of $44.13 and a 200-day moving average of $41.68. Koppers has a twelve month low of $25.00 and a twelve month high of $53.00. The firm has a market cap of $564.69 million, a PE ratio of -6.33 and a beta of 1.23. The company has a quick ratio of 1.01, a current ratio of 2.33 and a debt-to-equity ratio of 2.31.

Koppers Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, December 14th. Investors of record on Friday, November 27th will be issued a dividend of $0.09 per share. This represents a $0.36 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend is Friday, November 27th. Koppers’s dividend payout ratio is currently -7.63%.

Wall Street Analyst Weigh In

Several equities research analysts recently weighed in on the company. Weiss Ratings downgraded Koppers from a “hold (c+)” rating to a “sell (d+)” rating in a report on Tuesday, August 11th. Wall Street Zen lowered shares of Koppers from a “buy” rating to a “hold” rating in a research note on Saturday. One research analyst has rated the stock with a Strong Buy rating, one has given a Buy rating, one has issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average target price of $55.00.

Trending Headlines about Koppers

Here are the key news stories impacting Koppers this week:

• Positive Sentiment: Koppers declared a quarterly cash dividend of $0.09 per share, payable December 14 to shareholders of record November 27. Dividend announcement
• Neutral Sentiment: Third-quarter sales rose 2.8% year over year to $499.1 million, though the company’s revenue guidance of $1.9 billion was broadly in line with consensus. Third-quarter results
• Negative Sentiment: Adjusted EPS was $0.77, well below the $1.37 analyst consensus and down from $1.21 a year earlier; revenue of $499.1 million also fell short of the $518.6 million estimate. Higher raw-material and logistics costs weighed on results. Koppers lowered its 2026 EPS guidance to $3.10–$3.25, below the roughly $4.05 consensus, reinforcing concerns about profitability. MarketWatch report on results and costs

Insiders Place Their Bets

In other Koppers news, SVP Stephen Lucas sold 1,308 shares of the firm’s stock in a transaction on Wednesday, August 12th. The stock was sold at an average price of $44.55, for a total value of $58,271.40. Following the completion of the sale, the senior vice president owned 34,345 shares of the company’s stock, valued at approximately $1,530,069.75. This trade represents a 3.67% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, CAO Bradley Pearce sold 2,000 shares of the firm’s stock in a transaction on Monday, August 10th. The shares were sold at an average price of $51.01, for a total value of $102,020.00. Following the completion of the sale, the chief accounting officer directly owned 41,037 shares of the company’s stock, valued at approximately $2,093,297.37. This trade represents a 4.65% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 17,808 shares of company stock worth $856,651. 7.28% of the stock is owned by insiders.

About Koppers

Koppers Holdings Inc (NYSE:KOP) is a global provider of treated wood products, carbon compounds and performance chemicals. The company serves infrastructure, industrial and utility markets with products designed to preserve, protect and extend the service life of wood and other materials.

Koppers operates through two primary business areas: Railroad and Utility Products and Services, and Performance Chemicals. Its offerings include treated railroad crossties, utility poles, pilings and other wood products, as well as wood preservatives and related treatment services.