Core Viewpoint - Stepan Company (SCL) is currently rated as a Zacks Rank 5 (Strong Sell) due to a recent earnings miss and subsequent stock sell-off [1]. Company Overview - Stepan Company is a significant manufacturer of specialty and intermediate chemicals utilized across various industries, particularly known for producing surfactants, which are essential in consumer and industrial cleaning products [2]. Earnings History - The company has beaten the Zacks Consensus Estimate in two of the last four quarters but has also missed in two quarters, indicating mixed performance [4]. - In the most recent quarter, Stepan reported an EPS of $0.52, falling short of the consensus estimate of $0.92, resulting in a negative earnings surprise of 43.5% [5]. Earnings Estimates - Recent trends show a decline in earnings estimates for Stepan, with the current fiscal year consensus remaining at $3.33, while the next year's estimate has decreased from $4.43 to $4.01 over the past 60 days [6]. - The negative movement in earnings estimates is a key factor contributing to the stock's Zacks Rank of 5 (Strong Sell) [6]. Market Context - Many stocks within the Zacks universe are experiencing negative earnings estimate revisions, leading to a broader trend of stocks falling to a Zacks Rank 5 (Strong Sell) [7].

NORTHBROOK, Ill., July 30, 2025 /PRNewswire/ -- Stepan Company (NYSE: SCL) today reported: Second Quarter 2025 Highlights First Half 2025 Highlights | | | Three Months Ended | | | | Six Months Ended | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | June 30, | | | | June 30, | | | | | | ($ in thousands, except per share data) | 2025 | 2024 | % | | 2025 | 2024 | | % | | | | | | Change | | | | | Change | | | Net Sales | $594,689 | $556,405 | 7 | % | $1,187,944 | $ | 1,107,823 | 7 | % | ...

NORTHBROOK, Ill., July 23, 2025 /PRNewswire/ -- Stepan Company (NYSE: SCL) will issue its second quarter 2025 earnings results on Wednesday, July 30, 2025 at approximately 7:00 a.m. ET (6:00 a.m. CT). Supporting slides will be posted at approximately the same time on the Investors/Presentations page at www.stepan.com. The Company will hold a conference call to discuss and answer questions about its financial and operational performance on the same day at 9:00 a.m. ET (8:00 a.m. CT).The call will be hosted b ...

Group 1 - Stepan Company announced the appointment of Ruben Velasquez as Vice President and Chief Financial Officer, effective July 15, 2025, succeeding Samuel Hinrichsen [1] - Mr. Velasquez has over two decades of global finance leadership experience across various industries, including industrial conglomerates and oil and gas [3] - The company is a major manufacturer of specialty and intermediate chemicals, leading in surfactants and polyurethane polyols for various markets [3][4] Group 2 - Stepan Company is headquartered in Northbrook, Illinois, and operates modern production facilities across North and South America, Europe, and Asia [4] - The company's common stock is traded on the New York Stock Exchange under the symbol SCL [4]

Core Viewpoint - Stepan Company has announced the sale of its manufacturing assets in the Philippines to Masurf, Inc., aligning with its strategy to focus on core growth areas and maintain service to its customer base in Southeast Asia [1][2]. Group 1: Transaction Details - The manufacturing assets located in Bauan, Batangas, Philippines will be sold to Masurf, a subsidiary of Musim Mas Holdings Pte. Ltd. [1] - A tolling agreement will be established between Stepan Philippines Quaternaries, Inc. (SPQI) and Masurf to continue serving customers post-transaction [2]. - The terms of the transaction have not been disclosed, and it is subject to normal closing conditions [2]. Group 2: Company Profile - Stepan Company is a major manufacturer of specialty and intermediate chemicals, particularly known for its surfactants used in cleaning, disinfection, and agricultural solutions [3]. - The company also supplies polyurethane polyols for the thermal insulation market and CASE (Coatings, Adhesives, Sealants, and Elastomers) industries [3]. - Headquartered in Northbrook, Illinois, Stepan operates a network of modern production facilities across North and South America, Europe, and Asia [4].

Core Insights - The company reported strong earnings and volume growth in Q1 2025, with adjusted EBITDA growing double digits, driven by the Surfactant and Specialty Product businesses [2][6][9] - Net sales increased by 8% year-over-year, reflecting a 4% increase in sales volume and higher selling prices, despite a negative impact from foreign currency translation [4][6] - The company is optimistic about continued growth in key strategic end markets and expects to improve free cash flow generation in 2025 [9] Financial Performance - Net Sales for Q1 2025 were $593.3 million, up from $551.4 million in Q1 2024, marking an 8% increase [3][19] - Operating Income rose to $28.3 million, a 40% increase from $20.2 million in the previous year [3][19] - Net Income was reported at $19.7 million, a 42% increase compared to $13.9 million in Q1 2024 [3][19] Segment Performance - Surfactants segment net sales increased by 10% to $430.3 million, driven by a 12% increase in selling prices and a 3% increase in sales volume [7][14] - Polymers segment net sales remained flat at $146.1 million, with a 7% increase in sales volume offset by a 7% decrease in selling prices [14] - Specialty Products segment net sales grew by 11% to $16.8 million, primarily due to higher selling prices [14] Cash Flow and Working Capital - Cash from operations was $6.9 million, while free cash flow was negative at $25.8 million due to higher working capital requirements [6][11] - The company’s total debt increased by $33.9 million, with net debt rising by $26.1 million compared to the end of 2024 [32][33] Tax and Corporate Expenses - The effective tax rate decreased to 20.1% in Q1 2025 from 28.6% in Q1 2024, attributed to favorable discrete items from a tax audit settlement [8] - Total corporate expenses decreased by 24% to $14.2 million, with adjusted corporate expenses down by 1% [29]

NORTHBROOK, Ill., April 14, 2025 /PRNewswire/ -- Stepan Company (NYSE: SCL) will issue its first quarter 2025 earnings results on Tuesday, April 29, 2025 at approximately 7:00 a.m. ET (6:00 a.m. CT). Supporting slides will be posted at approximately the same time on the Investors/Presentations page at www.stepan.com. The Company will hold a conference call to discuss and answer questions about its financial and operational performance on the same day at 8:00 a.m. ET (7:00 a.m. CT). There are a number of ris ...