NYSE$OGN

Organon & Co. · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Organon & Co. reported Q2 2025 worldwide sales of $1.594 billion, down 1% year-over-year amid ongoing portfolio transitions and an internal investigation into wholesaler sales practices.

Worldwide revenue for the three months ended June 30, 2025 totaled $1.594 billion. Gross profit declined 7% to $874 million due to unfavorable pricing, product mix, and foreign exchange. The company disclosed material weaknesses in internal controls related to tone at the top and information flow concerning Nexplanon wholesaler sales practices.

  • Q2 revenue of $1.594 billion declined 1% versus prior year, with U.S. sales up 7% and international sales down 3%.
  • Gross profit fell 7% to $874 million, reflecting unfavorable price, mix, and FX impacts.
  • Audit Committee investigation identified improper Nexplanon wholesaler sales practices in the U.S. during Q2 2025, contributing to material weaknesses in internal control over financial reporting.
  • Leadership changes included resignation of CEO Kevin Ali and appointment of Joseph Morrissey as Interim CEO.

Headline financials

Total Revenue

$1.59B

Previous: $1.61B-0.8%
Capital Expenditures

-$71M

Previous: -$78M+9.0%
Gross Profit

$874M

Previous: $939M-6.9%
Cash & Equivalents

$599M

Previous: $704M-14.9%

Revenue & EPS history

Organon · Revenue · Quarterly

$1.59B

Q2 2025-0.8%vs Q2 2024
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

Organon · $1.52B total across 4 segments · Q3 2023

  • Established Brands
    $959M
  • Women's Health
    $376M
  • Biosimilars
    $144M
  • Other
    $40M

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports

Historical avg

-0.9%

Avg return

Earnings day

-1.6%

Avg return

5 days after

-4.8%

Avg return

30 days after

40%

10 / 25 earnings

Positive

+14.4%

Q4 2023

Best reaction

-26.9%

Q1 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026-0.6%+0.1%+0.1%
Q4 2025-8.2%-5.3%-17.4%
Q3 2025+14.0%+11.1%+5.9%
Q1 2025-26.9%-29.4%-28.7%
Q4 2024+11.0%+5.3%+4.1%
Q3 2024+0.8%-8.2%-11.5%
Q2 2024-5.6%-0.2%+5.8%
Q1 2024+4.1%+8.3%+13.3%
Q4 2023+14.4%+13.0%+11.7%
Q3 2023-9.2%-15.3%-21.5%
Q2 2023+6.2%+6.2%-10.7%
Q1 2023-7.1%-12.4%-18.5%
Q4 2022-11.1%-7.6%-25.9%
Q3 2022-6.1%-9.1%+3.0%
Q2 2022-3.3%-3.6%-12.5%
Q1 2022+4.8%+4.7%+12.0%
Q4 2019+0.8%-0.3%-4.9%
Q4 2021-0.7%-1.0%-3.5%
Q3 2020-3.9%-5.1%-17.2%
Q3 2021-8.0%-8.4%-21.5%
Q2 2020+3.4%-2.9%-1.4%
Q2 2021+14.3%+18.2%+13.2%
Q4 2020-1.5%+0.7%+1.6%
Q1 2020-1.5%+0.7%+1.6%
Q1 2021-1.5%+0.7%+1.6%

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