Stepan Q1 adjusted EPS falls 46%

Stepan

28/04/2026 12:12

Overview

Specialty chemicals maker's Q1 revenue rose, adjusted EPS down 46%

Outlook

Stepan expects full-year adjusted EBITDA growth in 2026

Company expects positive free cash flow and continued balance sheet deleveraging in 2026

Stepan sees growth opportunities in Crop Productivity, Oilfield, Surfactants and North American Polymers

Result Drivers

SURFACTANTS PRESSURE - Lower Surfactant earnings driven by higher oleochemical costs, U.S. weather impacts, Asian production timing, and competition in Mexico

POLYMERS MIXED PERFORMANCE - North American Polymers volume and margin gains offset by continued weakness in Europe

SPECIALTY PRODUCTS MARGIN - Higher Specialty Products volume offset by lower margins from product mix and increased raw material costs

Company press release: ID:nPn10mXvwa

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q1 Sales
Miss
$604.51 mln
$612.95 mln (2 Analysts)
Q1 Adjusted EPS
Beat
$0.45
$0.44 (2 Analysts)
Q1 EPS
-$1.81


Analyst Coverage

The one available analyst rating on the shares is "buy"

The average consensus recommendation for the specialty chemicals peer group is "buy"

Wall Street's median 12-month price target for Stepan Co is $75.00, about 42.4% above its April 27 closing price of $52.66

The stock recently traded at 17 times the next 12-month earnings vs. a P/E of 13 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)