The earnings call reflected a mixed performance for Organon. While there were strong achievements in adjusted EBITDA and biosimilars growth, challenges such as the decline in U.S. Nexplanon sales and the revenue impact from loss of exclusivity in the EU were notable. The decision to discontinue the endometriosis program was another setback. Overall, the company's financial discipline and strategic debt repayment were positives against a backdrop of operational challenges.

Company Guidance

During the second quarter of 2025, Organon reported revenue of $1.6 billion, which represented a 1% decrease at constant currency. Despite this decline, the company raised its full-year revenue guidance by $100 million at the midpoint, influenced by favorable foreign exchange movements. Adjusted EBITDA for the quarter stood at $522 million, marking a 32.7% margin, with year-to-date adjusted EBITDA reaching $1 billion or a 32.4% margin. Organon reaffirmed its adjusted EBITDA margin guidance range of 31% to 32% and projected over $900 million in free cash flow for the year. The Women's Health franchise saw a 2% growth at constant currency, driven by a 15% rise in the fertility business and double-digit growth from Jada. Nexplanon experienced a 1% decline in constant currency, with a 5% decrease in the U.S. but a 10% increase outside the U.S. The biosimilars segment outperformed expectations, with Hadlima contributing significantly, almost reaching $100 million in revenue by June, up 68% year-over-year. Vtama revenue reached $31 million for the quarter, showing a 35% sequential increase and a 70% rise compared to the previous year. Organon also repaid approximately $350 million of principal on long-term debt, aiming to achieve a net leverage ratio below 4x by year-end, with a long-term target of 3.5x or below by the end of 2026.

Strong Adjusted EBITDA Performance

Adjusted EBITDA for the quarter was $522 million, representing a 32.7% margin. Year-to-date, adjusted EBITDA is $1 billion with a 32.4% margin.

Debt Repayment

Organon repaid approximately $350 million of principal on long-term debt in the second quarter, aiming to achieve net leverage below 4x by year-end.

Growth in Women's Health and Biosimilars

The Women's Health franchise grew 2% at constant currency, with the fertility business up 15%. Biosimilars, led by Hadlima, grew 68% compared to the prior year.

Vtama Performance

Vtama revenue reached $31 million, up 35% sequentially and 70% year-over-year, adding over 20,000 new prescribers since launch.

Organon (OGN) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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OGN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.93 / -	0.87	―	―	―
Aug 05, 2025	2025 (Q2)	0.95 / 1.00	1.12	-10.71% (-0.12)
May 01, 2025	2025 (Q1)	0.89 / 1.02	1.22	-16.39% (-0.20)
Feb 13, 2025	2024 (Q4)	0.87 / 0.90	0.88	2.27% (+0.02)
Oct 31, 2024	2024 (Q3)	0.90 / 0.87	0.87	0.00% (0.00)
Aug 06, 2024	2024 (Q2)	1.08 / 1.12	1.31	-14.50% (-0.19)
May 02, 2024	2024 (Q1)	0.98 / 1.22	1.08	12.96% (+0.14)
Feb 15, 2024	2023 (Q4)	0.81 / 0.88	0.81	8.64% (+0.07)
Nov 02, 2023	2023 (Q3)	1.05 / 0.87	1.32	-34.09% (-0.45)
Aug 08, 2023	2023 (Q2)	0.97 / 1.31	1.25	4.80% (+0.06)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

OGN Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Aug 05, 2025	$9.65	$8.38	-13.16%
May 01, 2025	$12.87	$9.41	-26.88%
Feb 13, 2025	$14.37	$15.95	+11.00%
Oct 31, 2024	$17.22	$18.04	+4.76%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Organon (OGN) report earnings?

Organon (OGN) is schdueled to report earning on Oct 30, 2025, Before Open (Confirmed).

What is Organon (OGN) earnings time?

Organon (OGN) earnings time is at Oct 30, 2025, Before Open (Confirmed).

Where can I see when companies are reporting earnings?

You can see which companies are reporting today on our designated earnings calendar.

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You can see a list of the companies which are reporting today on TipRanks earnings calendar.

What is OGN EPS forecast?

OGN EPS forecast for the fiscal quarter 2025 (Q3) is 0.93.

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