The earnings call presented a mixed picture. While there were significant achievements, including strong growth in the Surfactant and Specialty Products segments, volume growth across several markets, and a successful startup of a new site, there were also notable challenges. These included decreased EBITDA in the Polymers segment, negative free cash flow, and increased expenses at the new site. The overall sentiment is balanced with positive and negative aspects.

Company Guidance -

Q2 2025

During the Stepan Company First Quarter 2025 Earnings Conference Call, the company provided guidance and discussed various financial metrics. For the first quarter of 2025, Stepan reported an adjusted EBITDA of $57.5 million, marking a 12% increase from the previous year, driven by double-digit growth in Surfactants and Specialty Products, despite a slight decrease in Polymers. The company also experienced a 4% growth in volume, with notable increases in Surfactants (3%) and Polymers (7%). Adjusted net income rose to $19.3 million, a 32% increase year-over-year, aided by a lower tax rate. However, free cash flow was negative at $25.8 million due to higher working capital requirements and raw material purchases. The company paid $8.7 million in dividends and announced a quarterly cash dividend of $0.385 per share. Stepan also highlighted the successful startup of its new Pasadena, Texas site, with expectations for full operational contribution in the second half of 2025. The company remains cautiously optimistic about delivering positive free cash flow for the full year and continuing growth in key strategic markets.

Surfactant and Specialty Products Growth

Surfactant and Specialty Products segments delivered double-digit adjusted EBITDA growth. Surfactant net sales increased by 10% and Specialty Product net sales increased by 11% compared to the prior year.

Volume Growth Across the Board

Overall volume grew by 4%, with Surfactants up 3%, Polymers up 7%, and MCT product line up 4%. Agricultural and oilfield end markets experienced double-digit volume growth.

Improved Financial Metrics

Adjusted EBITDA was $57.5 million, a 12% increase year-over-year. Adjusted net income was $19.3 million, up 32% year-over-year.

Successful Startup of Pasadena, Texas Site

The new Pasadena, Texas site is operational and produced six different products. The site is expected to reach full contribution in the second half of 2025.

Dividend Growth

The company paid $8.7 million in dividends and declared a quarterly cash dividend of $0.385 per share. Stepan has increased its dividend for 57 consecutive years.

Stepan Company (SCL) 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

Daily Earnings Calendar >

SCL Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Jul 23, 2025	2025 (Q2)	0.90 / -	0.41	―	―	―
Apr 29, 2025	2025 (Q1)	0.60 / 0.84	0.64	31.25% (+0.20)
Feb 19, 2025	2024 (Q4)	0.33 / 0.12	0.33	-63.64% (-0.21)
Oct 30, 2024	2024 (Q3)	0.65 / 1.03	0.64	60.94% (+0.39)
Jul 31, 2024	2024 (Q2)	0.67 / 0.41	0.53	-22.64% (-0.12)
Apr 30, 2024	2024 (Q1)	0.35 / 0.64	0.71	-9.86% (-0.07)
Feb 20, 2024	2023 (Q4)	0.37 / 0.33	0.59	-44.07% (-0.26)
Oct 18, 2023	2023 (Q3)	0.76 / 0.64	2.01	-68.16% (-1.37)
Jul 26, 2023	2023 (Q2)	1.17 / 0.53	2.3	-76.96% (-1.77)
Apr 25, 2023	2023 (Q1)	0.94 / 0.71	1.76	-59.66% (-1.05)

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

SCL Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Apr 29, 2025	$47.86	$51.24	+7.06%
Feb 19, 2025	$61.67	$61.71	+0.06%
Oct 30, 2024	$71.64	$73.10	+2.04%
Jul 31, 2024	$87.98	$82.70	-6.00%

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 Stepan Company (SCL) report earnings?

Stepan Company (SCL) is schdueled to report earning on Jul 23, 2025, Before Open (Confirmed).

What is Stepan Company (SCL) earnings time?

Stepan Company (SCL) earnings time is at Jul 23, 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.

What companies are reporting earnings today?

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

What is SCL EPS forecast?

SCL EPS forecast for the fiscal quarter 2025 (Q2) is 0.9.

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