Analyst’s Disclosure: I/we have a beneficial long position in the shares of SCL, BNTGY either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. While this article may sound like financial advice, please observe that the author is not a CFA or in any way licensed to give financial ...

Stepan Company Q4 2025 Earnings Call Summary - Moby Strategic Performance and Operational Context Delivered 6% adjusted EBITDA growth in 2025 despite unprecedented raw material inflation, tariff impacts, and a challenging chemical sector macro environment. Performance was driven by disciplined pricing and favorable mix in crop productivity, oilfield, and specialty products, which offset softer demand in global consumer surfactants. Successfully commissioned the Pasadena alkoxylation facility, markin ...

Core Insights - Stepan Company (NYSE:SCL) is recognized as one of the Best Dividend Stocks and is included in the Dividend Champions List [1] - The company reported strong financial performance with double-digit adjusted EBITDA growth in the first half of 2025, despite challenges from higher oleochemical costs [2] Financial Performance - In Q2, Stepan Company reported adjusted EBITDA of $51.4 million, an 8% increase year-over-year, with overall volumes up 1% [3] - The Polymers segment saw a 7% increase, while the NCT product line experienced a significant 49% jump [3] - Adjusted net income was $12 million, reflecting a 27% increase compared to the previous year, aided by solid earnings in polymers and crop productivity, as well as a lower tax rate [3] Business Developments - The company added over 400 new customers during the quarter, with both crop productivity and oilfield businesses showing double-digit growth [4] - Stepan Company is on track to close the sale of its site in the Philippines later this year, while optimizing its global footprint [4] Dividend Information - Stepan Company has a strong dividend history, having increased its payout for 57 consecutive years [5] - The current quarterly dividend is $0.385 per share, resulting in a yield of approximately 3.16% as of October 2 [5]