OGN
Organon & Co.6.97
-0.05-0.71%
Dec 16, 4:00:02 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q4 '25
Nexplanon flat in 2026 guidance
Q&A offered granular color on Nexplanon, guiding it flat in 2026 as ex-U.S. growth offsets a 13% reinsertion dip from the 5-year label switch and lingering U.S. channel issues—headwinds peaking this year. Management shrugged off FDA biosimilar guidance as merely incremental, eyed Vtama growing 20-25% with rivals, and sized denosumab peak at $100M over five years. They stonewalled a new Audit Committee probe on biosimilar purchasing. OpEx savings partly reinvested in Vtama promo. Steady tone; watch Nexplanon execution amid deleveraging push.
Key Stats
Market Cap
1.81BP/E (TTM)
3.65Basic EPS (TTM)
1.91Dividend Yield
0.09%Recent Filings
10-K
FY2025 results
Organon posted $6.2B in FY2025 revenues, down 3% y/y, as Atozet lost exclusivity in France, Spain, and Japan while biosimilars like Hadlima ramped 60% on U.S. launch momentum. Women's Health dipped to $1.8B with Nexplanon off 4% from policy access curbs, yet Follistim grew 11% on U.S. demand; Established Brands slid on Singulair pricing hits in China/Japan. Q4 accelerated erosion in patent-protected U.S. lines, triggering $301M goodwill impairment and exposing the unit to further risks. Debt stands at $8.6B; dividend slashed 90% to fuel deleveraging, bolstered by Jada's $440M sale. Nexplanon patents expire 2026 ex-U.S., generics loom. Patent cliffs crush U.S. cash flows.
8-K
Organon holds steady amid headwinds
Organon posted full-year 2025 revenue of $6.2 billion, down 3% from 2024, with Adjusted EBITDA steady at $1.91 billion and 30.7% margin. Q4 revenue fell 5% to $1.507 billion amid Women's Health weakness, offset by biosimilars growth; a $301 million goodwill impairment swung net income to a loss. Guidance holds 2026 steady at ~$6.2 billion revenue, $1.9 billion Adjusted EBITDA. Audit Committee probes past biosimilars purchases.
8-K
Q3 revenue flat, guide trimmed
Organon posted Q3 revenue of $1.602 billion, up 1% reported but down 1% ex-FX, with biosimilars surging 19% on Hadlima strength while women's health dipped 4% ex-FX from Nexplanon weakness. Adjusted EBITDA hit $518 million at 32.3% margin, boosted by 14% operating expense cuts. Full-year revenue guide cut to $6.20-$6.25 billion. Biosimilars carry the load.
10-Q
Q3 FY2025 results
Organon & Co. filed its 10-Q for the quarter ended September 30, 2025, but the document provides only cover page details without financial statements, MD&A, or notes. No revenue, profitability, EPS, cash flow, debt, or segment figures appear in the provided filing. Non-GAAP metrics not disclosed in the 10-Q. Balance sheet and cash flow data absent. Competition pressures margins.
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