The earnings call depicted a company with strong financial discipline and growth in key segments like Women's Health and Biosimilars. Despite challenges like the loss of exclusivity for Atozet and funding issues affecting Nexplanon sales, Organon showed resilience through debt repayment and strategic investments, suggesting a stable outlook.

Company Guidance -

Q3 2025

During the Organon Second Quarter 2025 Earnings Call, the company provided updated guidance and insights into its financial performance and strategic initiatives. Organon reported a second-quarter revenue of $1.6 billion, down 1% at constant currency, and raised its full-year revenue guidance by $100 million at the midpoint. The company achieved an adjusted EBITDA of $522 million, representing a 32.7% margin, and affirmed its adjusted EBITDA margin guidance range of 31% to 32%. Organon highlighted its commitment to reducing its debt burden, having repaid approximately $350 million of principal on long-term debt in the second quarter, and aims to achieve a net leverage ratio below 4x by year-end, with a goal of 3.5x or below by the end of 2026. The Women's Health franchise grew 2% at constant currency, with fertility business growth of 15% and Jada's double-digit growth. However, Nexplanon sales declined 1% at constant currency, attributed to federal funding headwinds in the U.S., despite a 10% growth outside the U.S. Organon remains committed to building Nexplanon into a $1 billion franchise. The General Medicines segment, including biosimilars like Hadlima, showed promising growth, with Hadlima's revenues up 68% year-over-year. Vtama's revenue increased by 70% year-over-year to $31 million, with over 20,000 new prescribers added since its launch. Organon also announced a revised full-year revenue guidance, attributing the adjustment to favorable foreign exchange trends and operational performance.

Revenue and EBITDA Performance

Revenue for the second quarter was $1.6 billion, down 1% at constant currency, with notable contributions from new assets. Adjusted EBITDA was $522 million with a 32.7% margin, setting strong year-to-date performance.

Debt Repayment Milestone

Organon repaid approximately $350 million of principal on long-term debt instruments in Q2, setting a path to achieving net leverage below 4x by year-end.

Women's Health and Fertility Business Growth

The Women's Health franchise grew 2% at constant currency, and the fertility business saw a 15% increase driven by increased demand and favorable comparisons.

Biosimilars Segment Success

Biosimilars outperformed expectations, with Hadlima generating almost $100 million by June, up 68% compared to the prior year period.

Vtama Revenue Growth

Vtama revenue was $31 million, up 35% sequentially and 70% year-over-year, showing strong performance among peer set.

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

Daily Earnings Calendar >

OGN Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	0.94 / -	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.

What companies are reporting earnings today?

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 0.94.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing