Stepan Company, together with its subsidiaries, produces and sells specialty and intermediate chemicals to other manufacturers for use in various end products ...
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$1.57 per share
Est. EPS $0.72 · Revenue $634.30M · 2 analysts
Est. EPS $0.34 · Revenue $608.75M · 2 analysts
Est. EPS $2.69 · Revenue $2.53B · 1 analysts
$1.57 per share
| Metric | Latest | YoYYoY means Year-over-Year. It compares the latest annual value with the previous annual value to show long-term trend strength. | QoQQoQ means Quarter-over-Quarter. It compares the latest quarter with the immediately previous quarter to show short-term momentum changes. |
|---|---|---|---|
| RevenueThe total money that came through the front door from selling things, before paying a single bill. Think of it as the grand total of every credit card swipe from customers. (YoY compares this year to last year's performance, while QoQ compares the current three months to the previous three). | $2.3B | +7.0% | +13.2% |
| Net IncomeThe absolute bottom line. If the company paid every single supplier, employee, banker, and tax collector, this is the actual money left in their pocket at the end of the day. | $46.9M | -6.9% | +155.3% |
| Gross MarginThe basic markup. If they sell a $100 pair of sneakers, this percentage tells you how much of that price tag is profit right after paying for the rubber and shoelaces, but before paying for things like store rent or TV commercials. | +11.6% | -7.3% | +36.2% |
| Operating MarginThe 'day job' efficiency score. Out of every dollar a customer spends, this shows how many cents the company keeps after making the product AND paying for all the everyday corporate overhead (like salaries, marketing, and keeping the lights on). | +3.0% | -8.0% | +136.4% |
| Net MarginThe final take-home percentage. When you strip away every conceivable cost, tax, and interest payment, this is the exact number of cents the company truly gets to keep from every dollar in sales. | +2.0% | -13.0% | +148.9% |
| Free Cash FlowThe holy grail of corporate cash. It's the spendable, physical money left over after the business pays for its daily operations AND buys the big, expensive upgrades (like new factories or servers) it needs to survive. This is the 'free' money they can use to pay dividends or buy back stock. | $25.4M | -35.4% | -107.8% |
| FCF MarginThe ultimate cash conversion rate. It shows how good the company is at turning regular sales directly into cold, hard, spendable cash. A high percentage means the business is an absolute cash-printing machine. | +1.1% | -39.6% | -83.6% |
| Debt / EquityThe financial risk gauge. It compares how much of the company's empire was built using borrowed money (loans) versus the owners' own money (shareholders). A high number means they are heavily leveraged and playing a riskier game; a low number means they are playing it safe. | 55.5% | -4.8% | -2.4% |
| Current RatioThe 12-month survival check. It simply compares the cash they have right now (plus things they can quickly turn into cash) against the immediate bills they absolutely must pay this year. A score above 1 means they have enough in the wallet to cover the upcoming bills without panicking. | 1.29x | +6.4% | -8.5% |
| Total AssetsThe absolute size of the company's empire. It bundles together absolutely everything of value they own—from the cash in the register and the inventory in the warehouse, to the software patents in the vault and the factories on the ground. | $2.4B | +2.3% | +2.5% |
| Metric | Annual (A vs E) | Annual Surprise | Quarter (A vs E) | Quarter Surprise |
|---|---|---|---|---|
| EPS Surprise | 2.05 vs 2.24 | -8.6% | 1.00 vs 0.61 | +63.9% |
| Revenue Surprise | $2.3B vs $2.3B | -0.7% | $684.1M vs $635.9M | +7.6% |
| Date | Executive | Title | Security | Side | Shares | Price |
|---|---|---|---|---|---|---|
| Mar 2, 2027 | Eaken Matthew John | officer: VP, Controller & PAO | Restricted Stock Units | — | 1,249 | — |
| Mar 2, 2027 | Eaken Matthew John | officer: VP, Controller & PAO | Stock Appreciation Right | — | 1,789 | $50.06 |
| Mar 2, 2027 | Galimberti Afonso Adriano Jose | officer: VP and GM Surfactants NA | Restricted Stock Units | — | 1,748 | — |
| Mar 2, 2027 | Galimberti Afonso Adriano Jose | officer: VP and GM Surfactants NA | Stock Appreciation Right | — | 2,504 | $50.06 |
| Mar 2, 2027 | Weitkamp Robin Joseph | officer: VP and GM Surfactants-INT | Restricted Stock Units | — | 1,498 | — |
Operator : Thank you. Good morning, and welcome to the Stepan Company Second Quarter 2026 Earnings Conference Call. [Operator Instructions] As a reminder, this call is being recorded on Wednesday, July 29, 2026. It's now my pleasure to turn the call over to Mr. Ruben Velasquez, Vice President and Chief Financial Officer of Stepan Company. Mr. Velasquez, please go ahead. Ruben Velasquez : Thanks, Marvin. Good morning, and thank you for joining Stepan Company's second quarter 2026 financial review. Before we begin, please note that information in this conference call contains forward-looking statements which are not historical facts. These statements involve risks and uncertainties that could cause actual results to differ materially, including but not limited to prospects for our foreign operations, global and regional economic conditions, and factors of the global economy detailed in our Securities and Exchange Commission filings. In addition, this conference call will include discussions of adjusted net income, adjusted EBITDA, free cash flow, net debt, and leverage-related metrics, which are non-GAAP measures. We provide reconciliations to the compatible GAAP measures in the earnings presentation and press release, which we have made available at www.stepan.com under the Investors section of our website. Whether you are joining us online or over the phone, we encourage you to review the investment slide presentation. We make these slides available at approximately the same time as when the earnings release is issued, and we hope that you find the information and perspectives helpful. With that, I would like to turn the call over to Mr. Luis Rojo, our President and Chief Executive Officer. Luis Rojo : Thank you, Ruben. Good morning, and thank you all for joining us today to discuss our second quarter 2026 results. I will share the highlights of the quarter and an update on our key strategic priorities, and Ruben will take you through the financial details. Before reviewing the quarter, I want to recognize our teams around the world for their commitment to safety. Safety remains our top priority and the foundation on everything we do at Stepan. That focus was evident again this quarter, as we now have delivered the strongest safety performance on record in the last 12 months. Congratulations, team. The second quarter was a strong quarter of execution for Stepan. Broad-based volume growth and margin recovery, together with the initial benefits from Project Catalyst actions, drove significant improvement in earnings. I want to highlight a few elements of our second quarter performance. Adjusted EBITDA was $74 million, up 45% versus the prior year, with all three levers contributing to the results. First, volume growth. Organic volume grew 6% with growth across all our end markets. We're growing share in many of our strategic end markets. Second, margin recovery. The pricing actions we are implementing, together with the discipline and …
| Name | Title | Compensation | Gender | Year Born | Status |
|---|---|---|---|---|---|
Luis E. Rojo | President, Chief Executive Officer & Director | USD 1,247,293 | Male | 1973 | Active |
Robert Haire | Executive Vice President of Supply Chain | USD 757,147 | Male | 1974 | Active |
Shawn G. Lisle | Vice President, General Counsel & Secretary | USD 603,497 | Male | 1967 | Active |
Ruben Velasquez | Vice President & Chief Financial Officer | USD 578,632 | Male | 1976 | Active |
Richard Finn Stepan | Vice President & General Manager of Polymers | USD 513,342 | — | — | Active |
Matthew John Eaken | Principal Accounting Officer & Corporate Controller | USD 369,189 | Male | 1963 | Active |
Adriano Jose-Galimberti Afonso | VP of Surfactants & GM of North America - Surfactants | — | — | — | Active |
Andrea J. Barry | Vice President & Chief Human Resources Officer | — | Female | 1963 | Active |
David Mattingly | Vice President and Chief Compliance & Risk Officer | — | — | — | Active |
Stepan NYSE: SCL is in the early stages of a margin recovery, supported by growth in higher-margin product areas, cost reductions and broader-based volume gains, Chief Financial Officer Ruben Velasquez said during a company presentation.
First Trust Advisors LP lifted its stake in shares of Stepan Company (NYSE: SCL) by 11.2% during the first quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 94,340 shares of the basic materials company's stock after acquiring an additional 9,534 shares during the quarter.
Stepan NYSE: SCL reported higher second-quarter earnings as broad-based volume growth, margin recovery and early savings from its Project Catalyst program lifted results, while management cautioned that some demand may have been pulled forward amid geopolitical and raw-material uncertainty.
Stepan Company (NYSE: SCL - Get Free Report) shares gapped up prior to trading on Wednesday after the company announced better than expected quarterly earnings. The stock had previously closed at $58.01, but opened at $62.71. Stepan shares last traded at $61.8130, with a volume of 23,201 shares traded. The basic materials company reported $1.18 earnings
Stepan Company (SCL) Q2 2026 Earnings Call Transcript
