Organon (OGN) Q4 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Organon reported $1.59 billion in revenue for Q4 2024, a slight year-over-year decline of 0.4% but a positive surprise of +1.68% over the Zacks Consensus Estimate of $1.57 billion [1] - The earnings per share (EPS) for the quarter was $0.90, which is an increase from $0.88 a year ago, and represents a surprise of +4.65% over the consensus estimate of $0.86 [1] Revenue Performance by Segment - Revenue from Established Brands in the U.S. for Respiratory was $13 million, exceeding the estimated $9.49 million, marking a significant year-over-year increase of +62.5% [4] - Revenue from Biosimilars in the U.S. for Renflexis was $52 million, below the estimated $57.86 million, reflecting a year-over-year decline of -17.5% [4] - International revenue from Women's Health for NuvaRing was $18 million, surpassing the estimated $16.25 million, but showing a year-over-year decrease of -5.3% [4] - U.S. revenue from Women's Health for NuvaRing was $6 million, significantly lower than the estimated $8.33 million, indicating a year-over-year decline of -62.5% [4] - Revenue from Women's Health for Nexplanon/Implanon NXT was $258 million, exceeding the estimated $239.15 million, with a year-over-year increase of +11.7% [4] - Total revenue from Established Brands was $934 million, above the estimated $895.83 million, representing a year-over-year increase of +2.1% [4] - Revenue from Women's Health for NuvaRing was $24 million, slightly below the estimated $24.58 million, with a year-over-year decline of -31.4% [4] - Revenue from Women's Health for Ganirelix Acetate Injection was $28 million, exceeding the estimated $26.34 million, showing a year-over-year increase of +27.3% [4] - Revenue from Biosimilars for Renflexis was $65 million, below the estimated $73.61 million, reflecting a year-over-year decline of -15.6% [4] - Revenue from Biosimilars for Ontruzant was $34 million, slightly below the estimated $35.90 million, with a year-over-year decline of -45.2% [4] - Revenue from Biosimilars for Brenzys was $15 million, significantly lower than the estimated $22.07 million, indicating a year-over-year decline of -46.4% [4] - Revenue from Biosimilars for Aybintio was $6 million, below the estimated $10.13 million, reflecting a year-over-year decline of -33.3% [4] Stock Performance - Over the past month, Organon shares have returned -6.6%, contrasting with the Zacks S&P 500 composite's +3.9% change [3] - The stock currently holds a Zacks Rank 3 (Hold), suggesting it may perform in line with the broader market in the near term [3]