The earnings call reflects a mixed performance with robust growth in adjusted net income and EBITDA, supported by strong results in the Polymers and Crop Productivity sectors. However, the company faced margin pressures due to raw material costs, negative free cash flow, and costs related to environmental and regulatory issues. Despite these challenges, there is optimism about future growth driven by production ramp-up at the new facility and strategic market expansions.

Company Guidance -

Q3 2025

During the Stepan Company's Second Quarter 2025 Earnings Conference Call, several key financial metrics and strategic updates were discussed. The company reported an adjusted EBITDA of $51.4 million, reflecting an 8% increase from the previous year, driven primarily by double-digit growth in the Polymers segment, although Surfactants experienced a slight decline due to high oleochemical raw material costs. Adjusted net income rose by 27% to $12 million, with improvements attributed to earnings growth in Polymers and Crop Productivity segments, alongside a lower effective tax rate of 19.2%, down from the usual 24-26%. Despite these gains, free cash flow was negative at $14.4 million due to inventory builds and start-up expenses at the new Pasadena facility. The company also announced a $0.385 per share quarterly dividend, marking the 57th consecutive year of dividend increases. Looking ahead, Stepan aims to recover Surfacent margins and anticipates additional benefits from the Pasadena site ramp-up and strategic asset optimizations, including the planned sale of their Philippines site by the fourth quarter of 2025.

Adjusted EBITDA Growth

The company reported second quarter adjusted EBITDA of $51.4 million, up 8% versus the prior year. Polymers delivered double-digit adjusted EBITDA growth.

Net Income Increase

The company finished the second quarter of 2025 with $12 million of adjusted net income, up 27% versus the prior year, driven by earnings growth in polymers and crop productivity as well as a lower tax rate.

Production Expansion

Production at the new Pasadena, Texas site is ramping up and should provide incremental benefits in the second half of the year. Specialty alkoxylation volumes continue to grow strong double digits in the second quarter.

Dividend Payments

During the second quarter of 2025, the company paid $8.7 million in dividends to shareholders. The company has increased its dividend for 57 consecutive years.

Surfactant Selling Price Increase

Surfactant net sales were $411.5 million for the quarter, an 8% increase versus prior year. Selling prices were up 11%, primarily due to improved product and customer mix.

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)	0.61 / -	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 0.62.

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