earnings
confidence high
sentiment negative
materiality 0.75
Organon Q3 revenue $1.6B, adj. EPS $1.01; FY2025 guidance lowered
Organon & Co.
2025-Q3 EPS reported
$1.50
revenue$4,709,000,000
- Q3 revenue $1.602B (+1% as-reported, -1% ex-FX); net income $160M vs $359M YoY (-55%).
- GAAP diluted EPS $0.61; non-GAAP adjusted diluted EPS $1.01 (up 16% YoY).
- Adjusted EBITDA $518M (32.3% margin), up from $459M (29.0%) YoY.
- FY2025 revenue guidance cut to $6.200-6.250B; Adj EBITDA margin guidance ~31.0% (lowered).
- Nexplanon sales down 9% ex-FX due to lower U.S. government funding; Biosimilars up 19% on Hadlima.