Koppers (NYSE:KOP) Releases FY 2026 Earnings Guidance

Key Points

• FY 2026 guidance: Koppers issued EPS guidance of 3.800–4.600 (consensus 4.17) and revenue guidance of $1.9B–$2.0B (consensus $1.9B).
• Q1 beat but margin pressure: The company beat estimates with Q1 EPS $0.57 (consensus $0.44) and revenue $455.3M, yet results remain below last year and management announced a conditional closure of Stickney, IL operations to improve margins and cash flow.
• Shareholder returns and market reaction: Koppers declared a quarterly dividend of $0.09 (annualized $0.36, ~0.8% yield), the stock rose to $44.34 on the news, and analysts are split between Buy and Hold with an average price target of $52.50.

Koppers (NYSE:KOP - Get Free Report) issued an update on its FY 2026 earnings guidance on Friday morning. The company provided EPS guidance of 3.800-4.600 for the period, compared to the consensus EPS estimate of 4.170. The company issued revenue guidance of $1.9 billion-$2.0 billion, compared to the consensus revenue estimate of $1.9 billion.

Wall Street Analyst Weigh In

A number of brokerages recently weighed in on KOP. Zacks Research raised shares of Koppers from a "strong sell" rating to a "hold" rating in a report on Monday, February 9th. Barrington Research reaffirmed an "outperform" rating and issued a $55.00 price objective on shares of Koppers in a research report on Monday. Weiss Ratings raised shares of Koppers from a "hold (c)" rating to a "hold (c+)" rating in a research report on Wednesday, April 29th. Finally, Wall Street Zen upgraded shares of Koppers from a "hold" rating to a "buy" rating in a research note on Saturday, February 28th. Two equities research analysts have rated the stock with a Buy rating and two have issued a Hold rating to the company's stock. Based on data from MarketBeat, the stock has an average rating of "Moderate Buy" and an average price target of $52.50.

Koppers Stock Performance

Shares of KOP stock traded up $3.18 on Friday, hitting $44.34. 146,426 shares of the stock were exchanged, compared to its average volume of 188,221. The firm's 50 day moving average is $38.02 and its two-hundred day moving average is $32.36. Koppers has a one year low of $25.00 and a one year high of $46.40. The firm has a market capitalization of $857.31 million, a PE ratio of 16.01, a P/E/G ratio of 9.95 and a beta of 1.28. The company has a current ratio of 2.94, a quick ratio of 1.13 and a debt-to-equity ratio of 1.59.

Koppers (NYSE:KOP - Get Free Report) last announced its quarterly earnings data on Friday, May 8th. The specialty chemicals company reported $0.57 earnings per share (EPS) for the quarter, beating analysts' consensus estimates of $0.44 by $0.13. The business had revenue of $455.30 million for the quarter, compared to analysts' expectations of $402.70 million. Koppers had a return on equity of 15.47% and a net margin of 2.98%.The firm's quarterly revenue was down .3% compared to the same quarter last year. During the same period in the previous year, the business posted $0.71 EPS. Koppers has set its FY 2026 guidance at 3.800-4.600 EPS. Sell-side analysts expect that Koppers will post 4.18 earnings per share for the current fiscal year.

Koppers Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, June 15th. Shareholders of record on Friday, May 29th will be given a dividend of $0.09 per share. The ex-dividend date is Friday, May 29th. This represents a $0.36 annualized dividend and a dividend yield of 0.8%. Koppers's dividend payout ratio is currently 13.00%.

Insider Buying and Selling at Koppers

In other news, CEO M Leroy Ball sold 2,489 shares of Koppers stock in a transaction on Tuesday, March 17th. The stock was sold at an average price of $37.91, for a total value of $94,357.99. Following the completion of the transaction, the chief executive officer directly owned 447,459 shares in the company, valued at approximately $16,963,170.69. The trade was a 0.55% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Company insiders own 7.28% of the company's stock.

Key Stories Impacting Koppers

Here are the key news stories impacting Koppers this week:

• Positive Sentiment: Q1 beat — Koppers reported EPS of $0.57 vs. the $0.44 consensus and revenue of $455.3M that topped analyst expectations, signaling better-than-expected near-term performance. Koppers (KOP) Q1 Earnings and Revenues Beat Estimates
• Positive Sentiment: Restructuring announced — Management unveiled a conditional plan to discontinue distillation and chemical manufacturing at the Stickney, IL facility (affecting ~85 employees) as part of an enterprise-wide effort to improve margins and cash flow, which investors view as proactive cost control. Koppers Announces Conditional Plan to Discontinue Production Activities at Facility in Stickney, Illinois
• Positive Sentiment: Dividend maintained — The board declared a quarterly cash dividend of $0.09 per share (payable June 15), supporting income-oriented investors and signaling corporate confidence in cash generation. Koppers Holdings Inc. Declares Quarterly Cash Dividend
• Neutral Sentiment: Sales roughly flat — Q1 sales of $455.3M were essentially unchanged from $456.5M a year ago (down 0.3%), indicating stable top-line demand but limited growth headroom this quarter. KOPPERS REPORTS FIRST QUARTER 2026 RESULTS
• Negative Sentiment: Profitability YoY pressure — While the quarter beat estimates, EPS and net income remain below the prior-year period (EPS was $0.71 a year ago and net income was modest at $7.1M), highlighting ongoing margin pressure in parts of the business that the restructuring aims to address. Koppers Q1 Press Release / Slide Deck

Institutional Inflows and Outflows

Hedge funds have recently added to or reduced their stakes in the stock. Tower Research Capital LLC TRC lifted its holdings in shares of Koppers by 258.1% in the second quarter. Tower Research Capital LLC TRC now owns 1,930 shares of the specialty chemicals company's stock worth $62,000 after buying an additional 1,391 shares in the last quarter. Quantbot Technologies LP increased its holdings in Koppers by 95.6% during the 2nd quarter. Quantbot Technologies LP now owns 2,130 shares of the specialty chemicals company's stock worth $68,000 after acquiring an additional 1,041 shares during the period. BNP Paribas Financial Markets increased its holdings in Koppers by 23.5% during the 2nd quarter. BNP Paribas Financial Markets now owns 3,235 shares of the specialty chemicals company's stock worth $104,000 after acquiring an additional 615 shares during the period. Kestra Advisory Services LLC purchased a new stake in Koppers in the 4th quarter worth approximately $114,000. Finally, Quadrant Capital Group LLC bought a new position in Koppers in the 3rd quarter valued at $160,000. Hedge funds and other institutional investors own 92.75% of the company's stock.

About Koppers

Koppers Company, Inc is a global specialty chemicals and materials manufacturer serving diverse industrial markets. The company operates through two primary segments: Carbon Materials & Chemicals, which produces a range of coal tar–based products, phenolic specialties and carbon compounds; and Railroad Products & Services, which offers wood treating and infrastructure services for rail and utility customers.

In its Carbon Materials & Chemicals segment, Koppers supplies coal tar pitch, refined creosote, coal tar‐based distillates and phenolic resins used in aluminum smelting, graphite electrode manufacture, carbon fiber production, and water treatment applications.

This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.