NYSE$SCL

Stepan Company · Q2 2025 earnings

Q2 2025 earnings · · Before market open · Investor relations

Briefing

Stepan Company reported net sales of $594.7 million and net income of $11.3 million for the second quarter ended June 30, 2025.

Stepan Company achieved consolidated net sales of $594.7 million in Q2 2025, up 7% year-over-year, driven by higher average selling prices and modest volume growth. Net income rose to $11.3 million with operating income of $18.0 million. Segment performance showed strength in Polymers offset by declines in Surfactants and Specialty Products.

  • Q2 2025 net sales increased 7% to $594.7 million with Polymers sales volume up 7%.
  • Surfactants operating income declined 22% to $13.4 million while Polymers operating income rose 26% to $17.2 million.
  • Net income reached $11.3 million ($0.50 per diluted share) compared to $9.5 million in Q2 2024.
  • Cash and cash equivalents stood at $88.9 million with total debt at $658.0 million as of June 30, 2025.

Headline financials

Total Revenue

$595M

Previous: $556M+6.9%
EPS (adj)

$0.50

Previous: $0.42+19.0%
Surfactants Operating Income

$13.4M

Previous: $17.1M-21.7%
Polymers Operating Income

$17.2M

Previous: $13.6M+26.2%
Specialty Products Operating Income

$5.26M

Previous: $7.32M-28.2%
Capital Expenditures

-$58.3M

Previous: -$59.9M+2.5%
Net Income

$11.3M

Previous: $9.52M+19.1%
Operating Income

$18M

Previous: $18.7M-3.8%
Gross Profit

$71.9M

Previous: $69.6M+3.4%
Cash & Equivalents

$88.9M

Previous: $125M-28.7%
Total Assets

$2.42B

Previous: $2.35B+2.9%

Revenue & EPS history

Stepan · Revenue · Quarterly

$595M

Q2 2025+6.9%vs Q2 2024
Beat estimate in 9 of 16 quarters(56%)
ActualEstimate

Revenue by segment

Stepan · $595M total across 3 segments · Q2 2025

  • Surfactants
    $411M
  • Polymers
    $163M
  • Specialty Products
    $20.5M

Forward guidance

The company continues to monitor raw material costs, competitive dynamics, and operational initiatives including the new alkoxylation facility.

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

-0.5%

Avg return

Earnings day

-1.1%

Avg return

5 days after

-0.7%

Avg return

30 days after

43%

28 / 65 earnings

Positive

+12.4%

Q1 2015

Best reaction

-20.4%

Q4 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q2 2025
Q1 2026+1.1%-0.7%-2.7%
Q4 2025-20.4%-24.3%-25.2%
Q3 2025-0.4%-4.1%+2.2%
Q1 2025+7.1%+13.8%+15.2%
Q4 2024+0.1%-0.0%-7.3%
Q3 2024-0.8%-0.2%+5.4%
Q2 2024-11.0%-18.9%-13.8%
Q1 2024-0.6%+1.4%+0.2%
Q4 2023-2.5%-2.3%-3.2%
Q3 2023+7.9%+9.1%+18.7%
Q2 2023-3.8%-0.6%-10.1%
Q1 2023-10.2%-7.2%-5.8%
Q4 2022-2.4%-4.5%-13.3%
Q3 2022-2.9%-0.3%+10.5%
Q2 2022+8.6%+5.4%+2.0%
Q1 2022+4.9%+3.9%+11.7%
Q4 2021-3.5%-5.6%-9.7%
Q3 2021+2.4%+1.2%+1.9%
Q2 2021-0.1%+0.2%-1.0%
Q1 2021-0.7%-0.8%+2.1%
Q4 2020-2.9%-2.1%+4.7%
Q3 2020-0.5%+2.0%+7.0%
Q2 2020+7.5%+7.6%+12.8%
Q1 2020-1.9%-0.3%+4.8%
Q4 2019-1.6%-8.3%-26.6%
Q3 2019+0.1%+3.6%+1.4%
Q2 2019+3.7%+3.2%-2.0%
Q1 2019-0.2%-0.2%-6.2%
Q4 2018+1.5%+0.9%-7.7%
Q3 2018+3.0%+1.0%-2.1%
Q2 2018+5.3%+6.4%+8.8%
Q1 2018-17.2%-18.5%-20.0%
Q4 2017+5.8%+10.3%+11.3%
Q3 2017-7.0%-7.3%-4.3%
Q2 2017-7.2%-10.2%-15.9%
Q1 2017+9.7%+4.8%+7.4%
Q4 2016-10.3%-5.9%-0.7%
Q3 2016+6.6%+2.9%+11.9%
Q2 2016+4.2%+2.4%+11.6%
Q1 2016+6.6%
Q4 2015+12.0%
Q3 2015+8.8%
Q2 2015-10.6%
Q1 2015+12.4%
Q4 2014-0.6%
Q3 2014-5.2%
Q2 2014-1.5%
Q1 2014-1.7%
Q4 2013-5.1%
Q3 2013+0.6%
Q2 2013+0.7%
Q1 2013-11.4%
Q2 2010-0.5%
Q4 2012-0.1%
Q3 2012-3.8%
Q2 2012-8.0%
Q1 2011+3.6%
Q1 2012+3.9%
Q4 2009+4.7%
Q4 2011+4.7%
Q3 2011-4.5%
Q3 2010-4.5%
Q4 2010-2.0%
Q2 2011-2.0%
Q1 2010+1.7%

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