Stepan Company (SCL)
NYSE:SCL
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Earnings Data
Report Date
Jul 29, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.63Last Year’s EPS
0.52Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced results: the company showed strong operational progress in strategic end markets (double-digit volume growth in several areas, polymers EBITDA growth, specialty product expansion), meaningful strategic actions (Project Catalyst, Pasadena ramp, asset sale) and maintained shareholder returns and deleveraging momentum. Offsetting these positives were material near-term earnings and margin pressures driven by a large restructuring charge, surfactants margin impacts (lower absorption, production timing, oleochemical cost pass-through), a 14% decline in adjusted EBITDA and negative free cash flow in the quarter. Management characterized several headwinds as timing or one-time items and expects recovery across the year, while also emphasizing ongoing macro and supply risks.Company Guidance
Safety Performance
Delivered the strongest safety performance on record in Q1 2026, highlighted as foundational to operations and execution.
Organic Net Sales Growth
Organic net sales increased 4% year-over-year, demonstrating topline resilience in a challenging macro environment.
Strategic End-Market Volume Gains
Organic volume overall was flat, but the company delivered double-digit volume growth in Crop Productivity, Oilfield, Industrial Cleaning and in Tier 2/ Tier 3 customer segments; Specialty Products volume rose 30%.
Surfactants Net Sales and Pricing
Surfactants net sales were $454 million, up 8% on an organic basis; selling prices increased ~2% and organic volume grew 2% with volume growth in all regions except Asia; foreign currency translation added ~5% to net sales.
Polymers Margin Improvement
Polymer adjusted EBITDA increased 8% year-over-year driven by North America (Spray Foam and commodity Phthalic Anhydride growth) and global margin improvement despite polymer net sales being down 11%.
Specialty Products Growth
Specialty Products net sales were $21 million, up 24% versus prior year, driven by a 30% increase in volume (notably the MCT product line).
Project Catalyst Progress & Balance Sheet Actions
Project Catalyst remains on track to deliver ~ $100 million in pretax savings over two years with ~60% of savings expected in 2026; entered into agreement to sell Millsdale nonproductive land for $30 million to strengthen the balance sheet.
Pasadena Ramp-Up
Pasadena, Texas facility is ramping up; company expects ~80% utilization on average in 2026 and full utilization in 2027, supporting future supply chain savings and growth in specialty alkoxylates.
Shareholder Returns & Deleveraging
Paid $8.9 million in dividends in Q1 and declared a quarterly dividend of $0.395 per share; net debt was $511 million with a leverage ratio of 2.7x (lower than Q1 2025), underscoring focus on deleveraging.
Cash from Operations
Generated $17 million of cash from operations in Q1 2026, with free cash flow seasonally negative at -$14 million due to typical first-quarter working capital build.
SCL Earnings History
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 28, 2026 | $52.66 | $49.33 | -6.32% |
Feb 23, 2026 | $66.71 | $53.11 | -20.38% |
Oct 29, 2025 | $43.62 | $43.45 | -0.38% |
Jul 30, 2025 | $53.92 | $48.70 | -9.67% |
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 29, 2026, Before Open (Confirmed).
What is Stepan Company (SCL) earnings time?
Stepan Company (SCL) earnings time is at Jul 29, 2026, 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 2026 (Q2) is 0.63.