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Stepan Company (SCL)
NYSE:SCL
Earnings Data
Report Date
Apr 28, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.81Last Year’s EPS
0.84Same Quarter Last Year
Moderate Buy
Based on 1 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed a generally positive strategic and financial position: management delivered adjusted EBITDA growth for the full year, generated positive free cash flow, reduced net debt and leverage, commissioned the Pasadena facility, announced Project Catalyst with meaningful targeted savings, and achieved record safety results. Offsetting these positives were near-term pressures: Surfactants volume and margin weakness driven by oleochemical inflation and softer consumer/commodity demand, a modest Q4 EBITDA decline, tariff and macro uncertainty, planned site closures with community impacts, and a weather-driven estimated ~$6 million EBITDA hit in Q1 2026. Management expects catalyst savings, recovering raw material costs, and demand improvement to drive stronger performance in H2 2026.Company Guidance
Full-Year Adjusted EBITDA Growth
Adjusted EBITDA for fiscal 2025 increased 6% year-over-year to $199.0 million (EBITDA up 11% to $208.0 million), driven by disciplined pricing, cost management, favorable mix, and growth across strategic businesses.
Positive Free Cash Flow and Improved Leverage
Generated positive free cash flow of $25.4 million (Q4 free cash flow $25.4 million vs. negative $0.2 million prior-year Q4); cash from operations for the year was $148 million. Net debt decreased to $494 million (a $32 million reduction year-over-year) and net leverage improved from 2.8x to ~2.5x.
Organic Volume and Segment Volume Wins
Global organic sales volume grew 2% for the full year. Polymers delivered strong volume growth (Q4 volume +11%; Polymers net sales $132 million vs $113 million prior year, approximately +16.8%) and Polymers adjusted EBITDA increased ~9% in Q4.
Commissioning and Ramp of Pasadena Facility
Successfully commissioned the Pasadena alkoxylation facility; production ramp underway with management expecting ~70%-80% utilization in 2026 and full utilization in 2027, supporting footprint optimization and future growth.
Project Catalyst: Large Cost-Savings Program Announced
Launched Project Catalyst targeting approximately $100 million in pretax savings over the next two years, with ~60% (~$60 million) expected in 2026. Program focuses on footprint optimization, operational efficiency, and organizational effectiveness.
Dividend Increase and Shareholder Returns
Declared quarterly cash dividend of $0.395 per share payable 03/13/2026 (a 2.6% increase vs prior year). Company increased its dividend for the 58th consecutive year and paid $8.9 million in dividends in 2025.
Best Safety Performance
Delivered the best year on safety results in company history, a notable operational achievement and risk-reduction indicator.
Selective Growth in Strategic End Markets
Strong growth in crop productivity, oilfield (tier two/three customers), global Polymers, and Specialty Products (including double-digit volume growth in medium chain triglycerides), with mid-single-digit growth in tier two/three customer segment.
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 |
|---|---|---|---|
Feb 23, 2026 | $67.23 | $53.53 | -20.38% |
Oct 29, 2025 | $43.96 | $43.80 | -0.36% |
Jul 30, 2025 | $54.34 | $49.09 | -9.66% |
Apr 29, 2025 | $47.08 | $50.41 | +7.07% |
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 Apr 28, 2026, Before Open (Confirmed).
What is Stepan Company (SCL) earnings time?
Stepan Company (SCL) earnings time is at Apr 28, 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 (Q1) is 0.81.