Koppers (NYSE:KOP) Updates FY 2026 Earnings Guidance

Koppers (NYSE:KOP) issued an update on its FY 2026 earnings guidance on Thursday. The company provided earnings per share 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 analysts have weighed in on KOP shares. Weiss Ratings reiterated a “hold (c+)” rating on shares of Koppers in a research note on Friday, July 24th. Wall Street Zen raised shares of Koppers from a “buy” rating to a “strong-buy” rating in a research report on Saturday, May 16th. Singular Research upgraded shares of Koppers to a “strong-buy” rating in a research note on Friday, May 15th. Finally, Barrington Research restated an “outperform” rating and issued a $55.00 target price on shares of Koppers in a research note on Monday, May 4th. One investment analyst has rated the stock with a Strong Buy rating, two have issued a Buy rating and two have issued a Hold rating to the stock. According to data from MarketBeat, the stock has an average rating of “Moderate Buy” and an average price target of $52.50.

Koppers Price Performance

Shares of NYSE:KOP traded down $1.22 during trading on Friday, reaching $51.11. The company had a trading volume of 478,655 shares, compared to its average volume of 153,314. Koppers has a twelve month low of $25.00 and a twelve month high of $53.00. The firm has a market capitalization of $982.95 million, a PE ratio of -10.83, a price-to-earnings-growth ratio of 12.66 and a beta of 1.25. The firm’s fifty day moving average is $46.46 and its 200 day moving average is $40.16. The company has a debt-to-equity ratio of 2.31, a quick ratio of 1.11 and a current ratio of 2.33.

Koppers (NYSE:KOP) last issued its quarterly earnings results on Thursday, August 6th. The specialty chemicals company reported $1.37 earnings per share (EPS) for the quarter, beating the consensus estimate of $1.12 by $0.25. The company had revenue of $520.10 million for the quarter, compared to analysts’ expectations of $506.10 million. Koppers had a positive return on equity of 14.98% and a negative net margin of 4.59%.The firm’s revenue for the quarter was up 3.0% on a year-over-year basis. During the same period last year, the firm earned $1.48 EPS. Koppers has set its FY 2026 guidance at 3.800-4.200 EPS. On average, equities analysts forecast that Koppers will post 4.13 EPS for the current year.

Koppers Announces Dividend

The firm also recently disclosed a quarterly dividend, which will be paid on Monday, September 14th. Stockholders of record on Friday, August 28th will be paid a $0.09 dividend. The ex-dividend date of this dividend is Friday, August 28th. This represents a $0.36 annualized dividend and a dividend yield of 0.7%. Koppers’s payout ratio is currently -7.63%.

Insider Activity

In other news, CEO M Leroy Ball sold 3,412 shares of the stock in a transaction on Thursday, June 18th. The stock was sold at an average price of $43.90, for a total transaction of $149,786.80. Following the completion of the sale, the chief executive officer owned 436,243 shares in the company, valued at approximately $19,151,067.70. This represents a 0.78% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Corporate insiders own 7.28% of the company’s stock.

More Koppers News

Here are the key news stories impacting Koppers this week:

• Positive Sentiment: Second-quarter results exceeded expectations: Koppers reported adjusted earnings of $1.37 per share, above the $1.12 analyst consensus, while revenue rose 3% year over year to $520.1 million versus the $506.1 million estimate. Koppers Q2 Earnings and Revenues Beat Estimates
• Positive Sentiment: Management maintained a sizable 2026 earnings outlook: Full-year EPS guidance is $3.80-$4.20, with revenue expected at $1.9 billion-$2.0 billion. The company also outlined adjusted EBITDA of $240 million-$250 million, providing investors with visibility into expected operating performance. Koppers 2026 EBITDA Outlook
• Positive Sentiment: Valuation-focused coverage could support the stock: Zacks is assessing whether investors are undervaluing Koppers based on value, growth, momentum, earnings estimates and revisions. Are Investors Undervaluing Koppers?
• Neutral Sentiment: Koppers declared a quarterly dividend of $0.09 per share, payable September 14 to shareholders of record August 28. The approximately 0.7% yield offers modest income support but is unlikely to materially change the investment case. Koppers Dividend Announcement
• Negative Sentiment: Reported net loss and restructuring costs overshadowed the adjusted earnings beat: Koppers recorded 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 prior-year quarter to $1.37. Koppers Reports Second Quarter 2026 Results
• Negative Sentiment: Guidance is slightly below expectations at the midpoint: The $3.80-$4.20 EPS range has a $4.00 midpoint, below the roughly $4.10 consensus estimate, potentially limiting upside despite the quarterly beat.
• Negative Sentiment: Plant-closure execution risk remains: Koppers is accelerating the closure of its Illinois facility and moving production to Denmark, while the Stickney distillation operation is expected to end by September 30, 2026. These actions may improve efficiency over time but create near-term costs and operational uncertainty. Koppers Accelerates Illinois Plant Closure

Institutional Investors Weigh In On Koppers

Several institutional investors and hedge funds have recently bought and sold shares of KOP. Tower Research Capital LLC TRC boosted its holdings in Koppers by 258.1% during the second quarter. Tower Research Capital LLC TRC now owns 1,930 shares of the specialty chemicals company’s stock valued at $62,000 after purchasing an additional 1,391 shares in the last quarter. Quantbot Technologies LP grew its stake in Koppers by 95.6% during the second quarter. Quantbot Technologies LP now owns 2,130 shares of the specialty chemicals company’s stock worth $68,000 after buying an additional 1,041 shares during the last quarter. BNP Paribas Financial Markets increased its holdings in shares of Koppers by 23.5% during the second quarter. BNP Paribas Financial Markets now owns 3,235 shares of the specialty chemicals company’s stock worth $104,000 after buying an additional 615 shares in the last quarter. Kestra Advisory Services LLC bought a new stake in Koppers during 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. 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.