Stepan Company (SCL) Q1 2026 Earnings Call Transcript
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 Co. (SCL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Stepan Company (SCL) is reaffirmed as a 'buy' due to compelling valuation and significant cost-saving initiatives. SCL's Project Catalyst targets $100M in pre-tax savings over two years, with 60% expected in the current year. Despite mixed profitability and cash flow, SCL remains attractively priced versus peers, especially on cash flow metrics.
Stepan Company remains a 'BUY' with a lowered fair value estimate of $85/share and a price target of $71/share, reflecting increased market uncertainty. SCL's 2025 results show early signs of operational recovery—6% EBITDA growth, reduced net debt, and positive FCF in 4Q25—driven by asset rationalization and cost savings. 2026E forecasts nearly double AEPS versus 2025, with 47% growth expected, but much of this upside appears priced in after the recent share price surge.
Stepan Company (SCL) Q4 2025 Earnings Call Transcript
Stepan Co. (SCL) came out with a quarterly loss of $0.02 per share versus the Zacks Consensus Estimate of $0.35. This compares to earnings of $0.12 per share a year ago.
SCL advances footprint optimization with the sale of Lake Providence, LA assets, following its SPQI divestiture to sharpen focus on core growth.
Stepan sells its Philippine unit to Masurf to sharpen core operations, backed by a tolling deal that maintains service across Southeast Asia.
Stepan Company remains a "Buy" despite a 25.7% share price drop, underperforming the S&P 500. Revenue growth is driven by organic gains and strong specialty products, but margins have contracted and net income fell sharply. SCL is investing in growth, with a new Texas plant and expansion into high-margin markets, positioning for future profitability.
Stepan Company ( SCL ) Q3 2025 Earnings Call October 29, 2025 9:00 AM EDT Company Participants Ruben Velasquez - VP & Chief Financial Officer Luis Rojo - President, CEO & Director Conference Call Participants Michael Harrison - Seaport Research Partners David Storms - Stonegate Capital Partners, Inc., Research Division Presentation Operator Good morning, and welcome to the Stepan Company Third Quarter 2025 Earnings Conference Call. [Operator Instructions] As a reminder, this call is being recorded on Wednesday, October 29, 2025.
Stepan Co. (SCL) came out with quarterly earnings of $0.48 per share, beating the Zacks Consensus Estimate of $0.36 per share. This compares to earnings of $1.03 per share a year ago.