Stepan Co. (SCL) Q1 Earnings: How Key Metrics Compare to Wall Street Estimates

Core Insights - Stepan Co. reported revenue of $593.26 million for Q1 2025, a 7.6% year-over-year increase, with an EPS of $0.84 compared to $0.64 a year ago [1] - The revenue exceeded the Zacks Consensus Estimate of $558.6 million by 6.20%, and the EPS surpassed the consensus estimate of $0.51 by 64.71% [1] Financial Performance Metrics - Specialty Products net sales were $16.80 million, exceeding the estimated $16.50 million, reflecting an 11.4% increase year-over-year [4] - Polymers net sales reached $146.12 million, slightly above the estimated $138.70 million, with a year-over-year increase of 0.4% [4] - Surfactants net sales amounted to $430.34 million, surpassing the estimated $403.45 million, marking a 10.1% year-over-year increase [4] - Operating income for Surfactants was $28.93 million, exceeding the average estimate of $25.90 million [4] - Operating income for Specialty Products was $5.51 million, above the average estimate of $3.70 million [4] - Operating income for Polymers was $8.02 million, below the average estimate of $11.25 million [4] Stock Performance - Stepan Co. shares have returned -12.5% over the past month, compared to a -0.8% change in the Zacks S&P 500 composite [3] - The stock currently holds a Zacks Rank 5 (Strong Sell), indicating potential underperformance relative to the broader market in the near term [3]