NYSE$OGN

Organon & Co. · Q4 2025 earnings

Q4 2025 earnings · · Before market open · Investor relations

Briefing

OGN reported Q4 2025, revenue of $1.55B, net income of $109M, diluted EPS of $0.72.

For Q4 2025, OGN reported revenue of $1.55B, net income of $109M, diluted EPS was $0.72. Management discusses segment performance, capital allocation, and outlook in the earnings release.

  • Revenue $1.55B.
  • Net income $109M.
  • Diluted EPS $0.72.

Headline financials

Total Revenue

$1.55B

Previous: $1.59B-2.6%
EPS (adj)

$0.72

Previous: $0.90-20.0%
Gross Margin

49.2%

Previous: 56.3%-12.6%
Non-GAAP Adjusted Gross Margin

56.7%

Previous: 60.6%-6.4%
Adjusted EBITDA Margin

25.4%

Previous: 28.1%-9.6%
Net Income

$109M

Previous: $109M+0.0%
Operating Income

-$148M

Previous: $129M-214.7%
Gross Profit

$741M

Previous: $896M-17.3%

Revenue & EPS history

Organon · Revenue · Quarterly

$1.55B

Q4 2025-2.6%vs Q4 2024
Beat estimate in 8 of 15 quarters(53%)
ActualEstimate

Revenue by segment

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

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

Forward guidance

The release discusses OGN's outlook for upcoming periods, including capital allocation, operating priorities, and market risks.

Tailwinds

  • OGN cites operational execution and demand trends supporting the outlook.
  • Balance sheet and capital actions aim to fund growth and shareholder returns.

Headwinds

  • Macro, pricing, and input-cost volatility could pressure margins.
  • Segment mix and one-time items may affect quarter-to-quarter comparability.

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 2025

Historical avgQ4 2025

-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
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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