The earnings call highlights significant achievements in adjusted EBITDA growth, strategic market expansions, and operational advancements, while also addressing notable challenges in surfactant margins, regulatory costs, and free cash flow. Despite these challenges, the company's strategic initiatives and growth in key segments provide a promising outlook.

Company Guidance -

Q3 2025

During the Stepan Company Second Quarter 2025 Earnings Conference Call, the company reported several key metrics and guidance updates. The company delivered an 8% increase in adjusted EBITDA, totaling $51.4 million, compared to the previous year. Adjusted net income for the quarter was $12 million, marking a 27% increase from the prior year, bolstered by growth in polymers and crop productivity as well as a lower tax rate. Surfactant net sales increased by 8% to $411.5 million, although sales volume slightly declined by 1%. Polymers experienced a 7% increase in sales volume, contributing to a 17% rise in adjusted EBITDA. Specialty Products saw a 22% increase in net sales, though adjusted EBITDA decreased by 24% due to order timing changes. Additionally, free cash flow was negative at $14.4 million, impacted by inventory builds and capital investments. Despite these challenges, the company remains optimistic about delivering full-year adjusted EBITDA, adjusted net income growth, and positive free cash flow in 2025.

Double-Digit Adjusted EBITDA Growth in First Half of 2025

Stepan Company achieved an 8% increase in adjusted EBITDA in the second quarter, reaching $51.4 million compared to the prior year. Polymers and crop productivity showed significant growth, contributing to a 27% rise in adjusted net income.

Polymers Segment Performance

Polymers delivered double-digit adjusted EBITDA growth, with a 7% increase in sales volume and a 17% rise in adjusted EBITDA. The North American and European Rigid Polyols volume grew, despite challenging environments.

Strategic Growth in Crop Productivity and Oilfield Markets

The company experienced double-digit volume growth in the crop productivity and oilfield end markets, contributing positively to the overall business performance.

Pasadena, Texas Site Progress

Production ramp-up at the new alkoxylation facility in Pasadena is underway, with full contribution expected in Q4 2025, promising future benefits.

Consistent Dividend Payments

The company paid $8.7 million in dividends, continuing its 57-year streak of dividend payments and increases.

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
Oct 15, 2025	2025 (Q3)	0.91 / -	1.03	―	―	―
Jul 30, 2025	2025 (Q2)	0.90 / 0.52	0.41	26.83% (+0.11)
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)

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
Jul 30, 2025	$55.24	$49.90	-9.67%
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%

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 Oct 15, 2025, Before Open (Confirmed).

What is Stepan Company (SCL) earnings time?

Stepan Company (SCL) earnings time is at Oct 15, 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 (Q3) is 0.91.

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