{"filings":[{"id":99926,"accession_number":"0001193125-26-194098","cik":94049,"company_name":"STEPAN CO","ticker":"SCL","form_type":"8-K","filed_at":"2026-04-30T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Stepan stockholders elect all three director nominees; approve say-on-pay and auditor ratification","event_type":"other_material","confidence":"high","bullets":["Directors Delgado, Painter, and Stepan each elected with over 17.7M votes for.","Advisory vote on named executive officer compensation passed: 17.0M for, 1.2M against.","Ratification of Deloitte & Touche as 2026 auditor approved with 19.63M for (98.5% of votes cast).","Quorum of 19,939,848 shares (approx. 73% of outstanding) present at the annual meeting."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99925,"accession_number":"0001193125-26-183483","cik":94049,"company_name":"STEPAN CO","ticker":"SCL","form_type":"8-K","filed_at":"2026-04-28T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Stepan Q1 net loss $41.4M on $65.4M restructuring charge; adj. EBITDA down 14%","event_type":"earnings","confidence":"high","bullets":["Net loss of $1.81/diluted share vs $0.86 income in prior year; adj. EPS $0.45 down 46%.","Adj. EBITDA $49.6M, down 14%; revenue $604.5M up 2%; organic volume flat.","Surfactants adj. EBITDA down 15% due to cost pressures; Polymers up 8% on N.A. volume.","Declared quarterly dividend $0.395/share, payable June 15, 2026, record June 1.","Agreement to sell land near Millsdale for $30M expected close H2 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":-1.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":604509000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116224,"accession_number":"0001193125-26-062405","cik":94049,"company_name":"STEPAN CO","ticker":"SCL","form_type":"8-K","filed_at":"2026-02-23T23:59:59+00:00","items":["2.05","7.01","9.01"],"status":"ready","headline":"Stepan announces Project Catalyst restructuring targeting $100M pre-tax savings","event_type":"other_material","confidence":"high","bullets":["Project Catalyst targets approximately $100M in pre-tax savings over two years.","Company to close Fieldsboro, NJ site and decommission assets at Elwood, IL and Stalybridge, UK by mid-2026.","Restructuring charges of $70-80M in 2026, with $52-62M expected in Q1 2026; cash impact $29-44M, non-cash $58-62M.","Plan follows sale of Philippines and Lake Providence sites at end of 2025; aims to optimize global manufacturing footprint.","CEO Luis Rojo says plan partially offsets inflationary pressures and supports strategic investments for growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116223,"accession_number":"0001193125-26-062391","cik":94049,"company_name":"STEPAN CO","ticker":"SCL","form_type":"8-K","filed_at":"2026-02-23T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Stepan Q4 adj. net loss; launches Project Catalyst for $100M savings","event_type":"earnings","confidence":"high","bullets":["Q4 2025 adj. net loss $0.5M vs prior year adj. income $2.8M; adj. EPS ($0.02).","Full year 2025 adj. net income $41.7M, down 17%; adj. EBITDA $198.9M, up 6%.","Project Catalyst restructuring to close Fieldsboro NJ, decommission select assets; targets $100M pre-tax savings over 2 years.","Quarterly dividend $0.395 per share payable March 13, 2026 (record March 2, 2026); 58th consecutive annual increase.","Net sales up 5% to $553.9M in Q4; Surfactant adj. EBITDA down 7%, Polymer up 9%."],"consensus_eps_estimate":null,"consensus_eps_actual":2.05,"consensus_revenue_estimate":null,"consensus_revenue_actual":2332114000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132679,"accession_number":"0001193125-25-302557","cik":94049,"company_name":"STEPAN CO","ticker":"SCL","form_type":"8-K","filed_at":"2025-11-28T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Stepan adopts Key Executive Severance Benefit Plan for CEO and NEOs","event_type":"other","confidence":"high","bullets":["Plan effective Nov 26, 2025; covers named executive officers with automatic participation.","Tier 1 (CEO Rojo): cash severance of 18 months (non-CIC) or 36 months (CIC) of base salary plus target bonus.","Tier 2 (other NEOs): cash severance of 12 months (non-CIC) or 24 months (CIC) of base salary plus target bonus.","Health insurance premium subsidy for up to the severance period; lump-sum cash severance paid 60 days post-separation.","Plan replaces prior individual severance agreements for participants; requires signed release and restrictive covenants."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132678,"accession_number":"0001193125-25-254604","cik":94049,"company_name":"STEPAN CO","ticker":"SCL","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Stepan Q3 net income falls 54% to $10.8M; adjusted EBITDA up 6%, dividend raised","event_type":"earnings","confidence":"high","bullets":["Q3 net income $10.8M (-54% YoY); adjusted EPS $0.48 vs $1.03; revenue $590.3M (+8% on higher prices/mix).","Adj. EBITDA $56.2M (+6%); free cash flow $40.2M; Surfactants adj. EBITDA -14% on Pasadena start-up costs.","Polymers volume +8%; Specialty Products adj. EBITDA +113% on pharma order timing; Consumer demand soft.","Quarterly dividend raised $0.01 to $0.395/share, marking 58th consecutive annual increase, payable Dec 15.","Management reaffirms full-year adjusted EBITDA growth; Philippines asset sale on track to close in Q4."],"consensus_eps_estimate":null,"consensus_eps_actual":1.83,"consensus_revenue_estimate":null,"consensus_revenue_actual":1778228000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132677,"accession_number":"0001193125-25-237880","cik":94049,"company_name":"STEPAN CO","ticker":"SCL","form_type":"8-K","filed_at":"2025-10-14T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Stepan VP and Interim CFO Samuel Hinrichsen resigns effective Oct 31, 2025","event_type":"leadership","confidence":"high","bullets":["Samuel S. Hinrichsen notified Stepan on Oct 10, 2025 of resignation effective Oct 31, 2025.","He served as VP and Interim CFO from Oct 30, 2024 to July 15, 2025, then Global VP, Finance and IR.","Resignation not due to any disagreement with Stepan's operations, policies, or practices.","No successor announced for the departing officer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149199,"accession_number":"0000950170-25-099875","cik":94049,"company_name":"STEPAN CO","ticker":"SCL","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Stepan Q2 2025 net income $11.3M (+19%), adj EPS $0.52, revenue +7%","event_type":"earnings","confidence":"high","bullets":["Net income $11.3M ($0.50 diluted EPS); adjusted net income $12.0M ($0.52 adj EPS), up 27% YoY.","Revenue $594.7M, up 7% YoY; global sales volume +1% and Polymers volume +7%.","Adjusted EBITDA $51.4M, up 8% YoY; free cash flow negative $14.4M due to working capital build.","Surfactants volume -1% (offset by Ag & Oilfield growth); Polymers volume +7% (Rigid & Phthalic Anhydride).","Dividend $0.385/share, payable Sept 15, record Aug 29; 57th consecutive annual increase."],"consensus_eps_estimate":null,"consensus_eps_actual":1.36,"consensus_revenue_estimate":null,"consensus_revenue_actual":1187944000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149198,"accession_number":"0001193125-25-158429","cik":94049,"company_name":"STEPAN CO","ticker":"SCL","form_type":"8-K","filed_at":"2025-07-14T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Stepan appoints Ruben Velasquez as CFO effective July 15, 2025","event_type":"leadership","confidence":"high","bullets":["Ruben Velasquez appointed VP and CFO, effective July 15, 2025, succeeding interim CFO Samuel Hinrichsen.","Annual base salary of $475,000; target short-term incentive of 75% of base salary.","Initial LTI grant includes $200,000 in RSUs, $100,000 in performance shares, and $100,000 in SARs.","Velasquez previously served as VP Global Finance Transformation at 3M; also held senior finance roles at 3M and Ecopetrol.","Hinrichsen returns to VP of Finance role after serving as interim CFO."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.55,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168214,"accession_number":"0001193125-25-137427","cik":94049,"company_name":"STEPAN CO","ticker":"SCL","form_type":"8-K","filed_at":"2025-06-09T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Stepan Company appoints Corning Painter (CEO of Orion S.A.) to Board of Directors","event_type":"leadership","confidence":"high","bullets":["Board expanded to 8 directors; Corning Painter appointed effective June 9, 2025.","Mr. Painter has been CEO of Orion S.A. since 2018; previously EVP at Air Products.","Assigned to Class I (term until 2026 annual meeting) and four board committees.","Will receive standard non-employee director compensation as described in proxy statement."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168213,"accession_number":"0001193125-25-124025","cik":94049,"company_name":"STEPAN CO","ticker":"SCL","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["2.03","9.01"],"status":"ready","headline":"Stepan issues $75M in senior notes at 6.17% due 2033","event_type":"debt","confidence":"high","bullets":["Issued $37.5M Series 2025-A and $37.5M Series 2025-B senior notes, each at 6.17% fixed rate.","Notes mature May 21, 2033; equal annual principal payments begin May 21, 2029.","Interest payable semi-annually; prepayment allowed at 100% plus make-whole premium.","Subsidiaries Stepan Specialty Products and Stepan Surfactants Holdings guarantee the notes.","Issued under existing shelf agreements with PGIM/Prudential and NYL Investors/New York Life."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":null}