Organon (OGN) Q3 Earnings: Taking a Look at Key Metrics Versus Estimates

Core Insights - Organon reported $1.6 billion in revenue for Q3 2025, a year-over-year increase of 1.3% and an EPS of $1.01, up from $0.87 a year ago, exceeding Zacks Consensus Estimates for both revenue and EPS [1] Revenue Performance - Revenue from Established Brands in the U.S. for Respiratory (Clarinex) was $1 million, matching the average estimate [4] - Revenue from Established Brands in the U.S. for Non-Opioid Pain, Bone, and Dermatology (Other) was $4 million, a decrease of 20% year-over-year, below the average estimate of $4.87 million [4] - Revenue from Women's Health International (NuvaRing) was $17 million, slightly above the average estimate of $16.73 million, with no year-over-year change [4] - Revenue from Women's Health U.S. (NuvaRing) was $9 million, exceeding the average estimate of $6.48 million, representing a 28.6% increase year-over-year [4] - Revenue from Women's Health (Nexplanon/Implanon NXT) was $223 million, below the average estimate of $246.08 million, reflecting an 8.2% decrease year-over-year [4] - Total revenue from Established Brands was $956 million, slightly above the average estimate of $925.97 million, with a 0.5% year-over-year increase [4] - Total revenue from Biosimilars was $196 million, exceeding the average estimate of $167.07 million, with an 18.8% year-over-year increase [4] - Total revenue from Women's Health was $429 million, below the average estimate of $456.13 million, representing a 2.5% year-over-year decrease [4] - Total revenue from Other was $21 million, in line with the average estimate of $21.14 million, reflecting a 19.2% year-over-year decrease [4] - Revenue from Women's Health (NuvaRing) was $26 million, exceeding the average estimate of $23.21 million, with a 13% year-over-year increase [4] - Revenue from Biosimilars (Renflexis) was $70 million, slightly above the average estimate of $63.61 million, with a 2.8% year-over-year decrease [4] Stock Performance - Organon's shares have returned -29.4% over the past month, contrasting with the Zacks S&P 500 composite's +0.3% change, indicating underperformance [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]