The earnings call presented a mixed view with notable achievements in adjusted EBITDA growth and specialty products, but also highlighted significant challenges in the surfactants segment and a sharp decline in adjusted net income due to tax and depreciation impacts.

Company Guidance

During the Stepan Company Third Quarter 2025 Earnings Conference Call, several key metrics were highlighted, providing a comprehensive overview of the company's financial performance and strategic direction. The company reported a 9% growth in adjusted EBITDA for the first nine months of 2025, amounting to $165 million, despite challenges such as increased oleochemical raw material prices and start-up costs at the new Pasadena, Texas facility. Third quarter adjusted EBITDA rose by 6% year-on-year to $56 million, while adjusted net income decreased by 54% to $10.9 million, impacted by a higher effective tax rate, increased interest expenses, and depreciation. Sales volumes grew by 1%, with Polymers up 8% and the NCT product line up 26%, although Surfactants volume declined by 2%. Free cash flow was positive at $40 million, and dividends of $8.7 million were paid to shareholders. The Board declared a quarterly cash dividend of $0.395 per share, marking a 2.6% increase. The new Pasadena site began operations, contributing to future growth, and the company anticipates fully recovering from raw material cost impacts by 2026. Looking ahead, Stepan remains focused on enhancing operational excellence, improving product and customer mix, and delivering positive free cash flow for the full year 2025.

Adjusted EBITDA Growth

The company delivered a 9% adjusted EBITDA growth for the first 9 months of 2025, totaling $165 million year-to-date.

Specialty Products Segment Success

Specialty Products adjusted EBITDA increased by 113% due to favorable order timing, and net sales rose by 68% compared to the prior year.

Free Cash Flow Improvement

Free cash flow was positive at $40 million during the quarter, driven by reduced working capital and disciplined capital spending.

Dividend Increase

The Board of Directors declared a quarterly cash dividend of $0.395 per share, a 2.6% increase, marking 58 consecutive years of dividend 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
Feb 25, 2026	2025 (Q4)	0.40 / -	0.12	―	―	―
Oct 29, 2025	2025 (Q3)	0.61 / 0.48	1.03	-53.40% (-0.55)
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)

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
Oct 29, 2025	$44.35	$44.18	-0.38%
Jul 30, 2025	$54.82	$49.52	-9.67%
Apr 29, 2025	$47.49	$50.85	+7.08%
Feb 19, 2025	$61.20	$61.24	+0.07%

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 Feb 25, 2026, Before Open (Confirmed).

What is Stepan Company (SCL) earnings time?

Stepan Company (SCL) earnings time is at Feb 25, 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 2025 (Q4) is 0.4.

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