Organon Q4 sales, profit miss estimates on women's health, respiratory products decline

Organon & Co.

12/02/2026 12:40

Overview

Healthcare firm's Q4 revenue fell 5%, missing analyst expectations

Adjusted EPS for Q4 missed analyst expectations, declining 30% yr/yr

Company reported a net loss of $205 mln due to goodwill impairment

Outlook

Organon expects full-year 2026 revenue of approximately $6.2 bln

Company anticipates 2026 Adjusted EBITDA of approximately $1.9 bln

Organon sees flat constant currency revenue growth for 2026

Result Drivers

WOMEN'S HEALTH DECLINE - Revenue fell 15% due to changes in U.S. wholesaler practices, access restrictions, and increased rebates

BIOSIMILARS GROWTH - Revenue rose 11% driven by Hadlima and new product contributions

ESTABLISHED BRANDS PRESSURE - Revenue declined 2% due to pricing pressure and volume declines in respiratory products

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$1.51 bln
$1.54 bln (5 Analysts)
Q4 Adjusted EPS
Miss
$0.63
$0.73 (7 Analysts)
Q4 EPS
-$0.79
Q4 Adjusted Net Income
Miss
$165 mln
$192.63 mln (5 Analysts)
Q4 Net Income
-$205 mln
Q4 Gross Margin
49.20%
Q4 Adjusted EBITDA Margin
25.40%


Analyst Coverage

The current average analyst rating on the shares is "hold" and the breakdown of recommendations is 1 "strong buy" or "buy", 4 "hold" and 4 "sell" or "strong sell"

The average consensus recommendation for the pharmaceuticals peer group is "buy."

Wall Street's median 12-month price target for Organon & Co is $9.00, about 17% above its February 11 closing price of $7.69

The stock recently traded at 2 times the next 12-month earnings vs. a P/E of 2 three months ago

Press Release: ID:nBw7QXN1Ha

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)