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.
A big recent earnings miss has sent estimates lower and pushed the Zacks Rank for this stock to #5.
Stepan Company (SCL) stands out with a 3.1% yield, strong dividend growth, low price to free cash flow, and a 56-year dividend increase streak. I focus on quality, dividend-paying companies with strong fundamentals, favoring income and total return for long-term financial security and lower volatility. The specialty chemicals industry, out of favor since 2022, is poised for recovery as macroeconomic headwinds ease and margins rebound.
Stepan Company (NYSE:SCL ) Q2 2025 Earnings Conference Call July 30, 2025 9:00 AM ET Company Participants Luis E. Rojo - President, CEO & Director Ruben Velasquez - VP & Chief Financial Officer Conference Call Participants David Joseph Storms - Stonegate Capital Partners, Inc., Research Division Michael Joseph Harrison - Seaport Research Partners Operator Good morning, and welcome to the Stepan Company Second Quarter 2025 Earnings Conference Call.
Stepan Co. (SCL) came out with quarterly earnings of $0.52 per share, missing the Zacks Consensus Estimate of $0.92 per share. This compares to earnings of $0.41 per share a year ago.
Stepan Company continues to deliver strong top- and bottom-line growth, driven by higher selling prices and increased volumes, especially in polymers. Profit margins are improving, with administrative and R&D costs declining as a percentage of sales, boosting overall profitability and cash flow. Shares remain attractively valued both absolutely and relative to peers, trading at low multiples and offering compelling upside potential.
The headline numbers for Stepan Co. (SCL) give insight into how the company performed in the quarter ended March 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Stepan Company (NYSE:SCL ) Q1 2025 Earnings Conference Call April 29, 2025 8:00 AM ET Company Participants Sam Hinrichsen - VP & Interim CFO Luis Rojo - President & CEO Conference Call Participants Mike Harrison - Seaport Research Partners Dave Storms - Stonegate David Silver - C.L. King & Associates Dmitry Silversteyn - Water Tower Research Operator Good morning, and welcome to the Stepan Company First Quarter 2025 Earnings Conference Call.
Stepan Co. (SCL) came out with quarterly earnings of $0.84 per share, beating the Zacks Consensus Estimate of $0.51 per share. This compares to earnings of $0.64 per share a year ago.