Summary
Stepan Company's Discount Isn't Over Yet
Stepan Company remains a 'buy' due to attractive valuation, despite recent underperformance versus the S&P 500. Recent results show mixed fundamentals: revenue growth driven by Surfactants, but profitability pressured by restructuring charges and raw material costs. Project Catalyst targets $100 million in pre-tax cost savings over two years, with 60% expected this year and the remainder next.
Stepan Company (SCL) Q1 2026 Earnings Call Transcript
Stepan Company (SCL) Q1 2026 Earnings Call Transcript
Stepan Co. (SCL) Beats Q1 Earnings Estimates
Stepan Co. (SCL) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.84 per share a year ago.
Stepan Company Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 64 | $3,319.68 | $3,744 | $424.32 | 12.78% |
| PER Paul E. Rasmussen SIT INVESTMENT ASSOCIATES Inc. | 5,400 | $519,666.43 | $314,766 | -$204,900.43 | -39.43% |
| ABB Alexander Bjornager Bonde Danske Bank A/S | 200 | $9,472 | $11,700 | $2,228 | 23.52% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5 | $249.9 | $293.2 | $43.3 | 17.33% |
| SN Stephanie Nee HARBOR CAPITAL ADVISORS Inc. | 120 | $6,409.3 | $6,994.8 | $585.5 | 9.14% |
Stepan Company (SCL) FAQ
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Stepan Company Profile
| Specialty Retail Industry | Consumer Discretionary Sector | Luis E. Rojo CEO | NYSE Exchange | 858586100 CUSIP |
| US Country | 2,328 Employees | 1 Jun 2026 Last Dividend | 17 Dec 2012 Last Split | 17 Mar 1992 IPO Date |
Overview
Founded in 1932 and headquartered in Northbrook, Illinois, Stepan Company and its subsidiaries engage in the production and sale of specialty and intermediate chemicals. These chemicals are utilized by manufacturers worldwide in a variety of end products. Stepan Company operates through three primary segments: Surfactants, Polymers, and Specialty Products, catering to diverse industries ranging from consumer goods to construction, and more.
Products and Services
- Surfactants:
This segment delivers a broad range of surfactants that find applications in both consumer and industrial cleaning and disinfection products. These include a variety of detergents for cleaning clothes, dishes, carpets, floors, and walls, in addition to personal care products like shampoos and body washes. Beyond cleaning agents, surfactants from Stepan Company serve as fabric softeners, germicidal quaternary compounds, disinfectants, and lubricating ingredients. Their versatility also extends to emulsifiers for agricultural products and industrial uses such as in latex systems, plastics, and composites.
- Polymers:
Stepan’s Polymers segment offers polyurethane polyols used in creating rigid foam for thermal insulation, primarily in the construction industry. These polyols also serve as a foundational raw material in the production of coatings, adhesives, sealants, and elastomers (CASE). The segment further provides polyester resins for CASE applications, both in liquid and powdered forms, and phthalic anhydride, catering to the production of unsaturated polyester resins, alkyd resins, and plasticizers. These materials find applications in construction, automotive, boating, and various consumer products.
- Specialty Products:
Focused on the food, flavoring, nutritional supplement, and pharmaceutical sectors, this segment produces flavors, emulsifiers, and solubilizers. These specialty products enhance the taste, usability, and effectiveness of a wide range of consumer goods, contributing to the quality and appeal of final products in these industries.
