NYSE$OGN
Organon & Co. · Q4 2024 earnings
Q4 2024 earnings · · Before market open · Investor relations
Briefing
Organon's Q4 2024 revenue remained stable at $1.592 billion, with growth in Established Brands offsetting declines in Biosimilars. Net income fell significantly due to a one-time tax benefit in Q4 2023.
Headline financials
Revenue & EPS history
Organon · Revenue · Quarterly
$1.59B
Revenue by segment
Organon · $1.52B total across 4 segments · Q3 2023
- Established Brands$959M—63.1%
- Women's Health$376M—24.8%
- Biosimilars$144M—9.5%
- Other$40M—2.6%
Forward guidance
Organon expects 2025 revenue between $6.125B and $6.325B, facing FX headwinds and Atozet’s loss of exclusivity. The company targets cost discipline to maintain an adjusted EBITDA margin of at least 31.0%.
Tailwinds
- 2025 revenue expected to remain above $6.1B despite headwinds
- Adjusted EBITDA margin projected to improve to 31.0%-32.0%
- Continued expansion of Nexplanon and Hadlima sales
- Disciplined cost management to protect profitability
- Ongoing growth potential in women's health and biosimilars
Headwinds
- Approx. $200M FX impact expected in 2025 revenue
- Loss of exclusivity for Atozet in key markets
- Competitive pricing pressure in biosimilars segment
- Higher inflation affecting material and distribution costs
- Slightly lower adjusted gross margin guidance (60.0%-61.0%)
Historical earnings impact
How earnings announcements have historically affected this stock's price.
Avg. return before/after earnings
Based on 20 quarterly earnings reports · overlaid with Q4 2024
-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
| Quarter | Report date | Reaction (Day 0) | +5 days | +30 days |
|---|---|---|---|---|
| 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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