Koppers (NYSE:KOP) Issues FY 2026 Earnings Guidance

Koppers (NYSE:KOP) updated its FY 2026 earnings guidance on Thursday morning. The company provided earnings per share (EPS) guidance of 3.800-4.200 for the period, compared to the consensus estimate of 4.100. The company issued revenue guidance of $1.9 billion-$2.0 billion, compared to the consensus revenue estimate of $1.9 billion.

Wall Street Analysts Forecast Growth

Several equities research analysts have recently weighed in on the company. Wall Street Zen upgraded Koppers from a “buy” rating to a “strong-buy” rating in a research note on Saturday, May 16th. Singular Research upgraded Koppers to a “strong-buy” rating in a research report on Friday, May 15th. Weiss Ratings reiterated a “hold (c+)” rating on shares of Koppers in a research note on Friday, July 24th. Finally, Barrington Research reiterated an “outperform” rating and set a $55.00 target price on shares of Koppers in a research report on Monday, May 4th. One research analyst has rated the stock with a Strong Buy rating, two have assigned a Buy rating and two have given a Hold rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $52.50.

Koppers Price Performance

KOP stock traded up $1.24 during midday trading on Thursday, reaching $52.27. 251,530 shares of the company’s stock traded hands, compared to its average volume of 148,716. The company has a 50-day simple moving average of $46.25 and a two-hundred day simple moving average of $40.08. Koppers has a 1-year low of $25.00 and a 1-year high of $53.00. The company has a market cap of $1.01 billion, a price-to-earnings ratio of 13.76, a PEG ratio of 12.35 and a beta of 1.25. The company has a quick ratio of 1.11, a current ratio of 2.71 and a debt-to-equity ratio of 1.67.

Koppers (NYSE:KOP) last posted its quarterly earnings data on Thursday, August 6th. The specialty chemicals company reported $1.37 EPS for the quarter, topping analysts’ consensus estimates of $1.12 by $0.25. The company had revenue of $520.10 million for the quarter, compared to analyst estimates of $506.10 million. Koppers had a return on equity of 14.53% and a net margin of 4.10%.The business’s revenue was up 3.0% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.48 earnings per share. Koppers has set its FY 2026 guidance at 3.800-4.200 EPS. On average, analysts anticipate that Koppers will post 4.13 earnings per share for the current year.

Koppers Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Monday, September 14th. Stockholders of record on Friday, August 28th will be given a dividend of $0.09 per share. This represents a $0.36 dividend on an annualized basis and a dividend yield of 0.7%. The ex-dividend date is Friday, August 28th. Koppers’s dividend payout ratio is presently 9.47%.

Insider Buying and Selling at Koppers

In related news, CEO M Leroy Ball sold 3,412 shares of the business’s stock in a transaction that occurred on Thursday, June 18th. The shares were sold at an average price of $43.90, for a total value of $149,786.80. Following the completion of the transaction, the chief executive officer owned 436,243 shares in the company, valued at $19,151,067.70. The trade was a 0.78% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at the SEC website. 7.28% of the stock is currently owned by corporate insiders.

Key Headlines Impacting Koppers

Here are the key news stories impacting Koppers this week:

• Positive Sentiment: Second-quarter adjusted results exceeded expectations: EPS was $1.37 versus the $1.12 analyst consensus, while revenue rose 3% year over year to $520.1 million, topping estimates of $506.1 million. The earnings and revenue beats are the primary reasons investors have responded favorably. Koppers Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Koppers outlined 2026 adjusted EBITDA guidance of $240 million to $250 million and maintained full-year revenue guidance of approximately $1.9 billion to $2.0 billion, indicating continued expectations for solid operating performance. Koppers 2026 EBITDA Guidance
• Positive Sentiment: The board declared a quarterly cash dividend of $0.09 per share, payable September 14 to shareholders of record August 28. The dividend provides ongoing shareholder support, though its annualized yield is modest at roughly 0.7%. Koppers Quarterly Cash Dividend
• Neutral Sentiment: Analysts’ longer-term estimates remain constructive, with Sidoti projecting $5.24 EPS for fiscal 2028 versus the current-year consensus of $4.13, but these projections do not materially change the immediate earnings reaction.
• Negative Sentiment: Koppers reported a $147.5 million net loss, including $215.8 million in impairment, restructuring and plant-closure costs. EPS also declined from $1.48 in the year-ago quarter, highlighting the effect of one-time charges and ongoing operational pressure. Koppers Second Quarter 2026 Results
• Negative Sentiment: The company is accelerating the closure of its Illinois plant and plans to shift production to Denmark. While the move may improve efficiency over time, near-term execution risk, transition costs and potential disruption could weigh on sentiment. Koppers Accelerates Illinois Plant Closure
• Negative Sentiment: Full-year EPS guidance of $3.80 to $4.20 brackets the $4.10 consensus estimate, leaving room for a result below expectations despite the quarterly beat.

Hedge Funds Weigh In On Koppers

Hedge funds have recently added to or reduced their stakes in the company. Aristides Capital LLC bought a new position in Koppers during the 3rd quarter worth approximately $259,000. Franklin Resources Inc. raised its holdings in Koppers by 10.3% in the third quarter. Franklin Resources Inc. now owns 13,381 shares of the specialty chemicals company’s stock worth $375,000 after purchasing an additional 1,254 shares during the period. Vestcor Inc acquired a new stake in Koppers in the third quarter worth $204,000. Intech Investment Management LLC boosted its position in shares of Koppers by 20.3% during the third quarter. Intech Investment Management LLC now owns 11,844 shares of the specialty chemicals company’s stock worth $332,000 after purchasing an additional 2,001 shares in the last quarter. Finally, The Manufacturers Life Insurance Company acquired a new position in shares of Koppers in the 2nd quarter valued at $231,000. 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.