종목/KOP
Koppers Holdings Inc.
2026 Forecast: Net sales $1.9 - $2.0 billion; Adjusted EBITDA $240 - $260 million; Effective tax rate on adjusted net income 28 percent; Adjusted EPS $3.80 - $4.60; Operating cash flow $165 - $185 million; Capital expenditures $55 million.
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Koppers Holdings Inc. provides treated wood products, wood preservation chemicals, and carbon compounds in the United States, Australasia, Europe, and internationally. It operates through three segments: Railroad and Utility Products and Services; Performance Chemicals; and Carbon Materials and Chemicals. The company procures and treats crossties, switch ties, and various types of lumber used for railroad bridges and crossings; offers utility products, including pressure treatment of transmission and distribution poles for electric and telephone utilities; untreated wood products and rail joint bars; provides railroad markets and inspection services to the utility markets; and operate a business related to the recovery of used crossties. It also provides copper-based wood preservatives comprising micronized copper azole, micronized pigments, alkaline copper quaternary, amine copper azole, dichloro-octyl-isothiazolinone, chromated copper arsenate under the MicroPro and MicroShades brands for decking, fencing, utility poles, construction lumber and timbers, and various agricultural applications; and supplies fire-retardant chemicals under the FlamePro brand for pressure treatment of wood applications. In addition, the company offers creosote for the treatment of wood or as a feedstock in the production of carbon black; carbon pitch, a raw material used in the production of aluminum and steel; naphthalene for use as a surfactant in the production of concrete; and carbon black feedstock. It serves the railroad, specialty chemical, utility, residential lumber, agriculture, aluminum, steel, rubber, and construction sectors. Koppers Holdings Inc. was founded in 1988 and is headquartered in Pittsburgh, Pennsylvania.
| 발표일 | 분기 | EPS 예상 | EPS 실제 | Surprise | 매출 실제 | 발표 직후 반응 |
|---|---|---|---|---|---|---|
| 5월 8일 (금) | 2026 Q1 | $0.44 | $0.57 | +29.7% | $455M | — |
| 5월 1일 (금) | 2026 Q1 | $0.44 | — | — | — | −4.9% |
| AEM |
| Agnico Eagle Mines Limited |
| 98B |
| — |
| — |
| FCX | 프리포트 맥모란 | 95B | +23.1% | 100% (4/4) |
결과는 매출은 전년과 유사했으나 조정 EBITDA·Adjusted EPS는 컨센서스(회사 내부 기대치 기준) 하향 반영으로 소폭 약화. Stickney 공장 중단 관련 대규모 일회성 비용 공시로 단기적 불확실성과 비용 리스크가 부각되나, PC 부문의 견조한 실적과 강한 현금흐름은 투자자들에게 긍정적 신호로 작용할 가능성이 큼. 전반적 톤은 '구조조정 통한 내성 제고'로 해석될 것임.