earnings
confidence high
sentiment negative
materiality 0.75
Organon reports FY2025 rev $6.2B (-3%), GAAP EPS $0.72; guides FY2026 rev ~$6.2B, Adj EBITDA ~$1.9B
Organon & Co.
2025-FY EPS reported
$0.72
revenue$6,216,000,000
- Full year 2025 revenue $6.2B, down 3% YoY; GAAP diluted EPS $0.72, adjusted diluted EPS $3.66.
- Q4 2025 revenue $1.507B (-5% as-reported, -8% ex-FX); Q4 GAAP net loss $205M vs income $109M prior year; adjusted diluted EPS $0.63 vs $0.90.
- Women's Health Q4 revenue down 15%, Nexplanon down 20% ex-FX due to ceased U.S. wholesaler practices and policy access restrictions.
- Biosimilars Q4 revenue up 11%, led by Hadlima and new assets (Bildyos, Bilprevda, Tofidence).
- FY2026 guidance: revenue ~$6.2B, Adjusted EBITDA ~$1.9B, both in line with FY2025 performance.