Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of Kraton Performance Polymers (NYSE:KRA) fell 14% today after the company announced a profit delay for an acquisition.

So what: Kraton is buying LCY Chemical's SBY business, which the company expected to add to earnings in the first year after the merger is complete. But oversupply of co-polymers in China and lower demand for pavement and shoes has hit to earnings. It's now expected to be 2016 before the acquisition adds to earnings.  

Now what: Management said the acquisition is now expected to close in the fourth quarter of this year, after which it would dilute earnings by $0.19 in 2015 and add about $0.29 in 2016. The purchase price can't be adjusted due to SBC's deterioration, and Kraton's board reportedly doesn't want to pay the $25 million termination fee. This is bad news for earnings in the short term, but over the long term the deal will still add to earnings, which is a good deal for investors buying at a discount today.

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Travis Hoium has no position in any stocks mentioned. The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools may not all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.