Stepan Reports Q4 Revenue of $553.89M
Reports Q4 revenue $553.89M vs. $525.61M last year. "2025 was a transformational year for Stepan as we divested two plant sites and completed preliminary work that has positioned us to further optimize our footprint and asset base in 2026. Despite many challenges in 2025, we delivered growth in several of our core businesses, advanced several strategic initiatives and have an operational plan in place to accelerate profitable growth moving forward. Full year adjusted EBITDA grew 6% versus prior year despite a significant increase in oleochemical raw material costs and start-up expenses at our Pasadena site. Volume grew 1%, organic volume grew 2% and net sales were up 7% driven by pricing actions and favorable product and customer mix. We delivered $25.4 million of free cash flow and increased our dividend for the 58th consecutive year, while reducing our Net Debt by $31.7 million and our Leverage Ratio to 2.5," said Luis E. Rojo, President and CEO. "Fourth quarter adjusted EBITDA was down 3% primarily due to a challenging North American Surfactant environment. We continue to recover margins in Surfactants despite an unprecedented run-up in raw material costs. Polymer volume was up 11% as our Rigid, Specialty Polyols and Phthalic Anhydride businesses all delivered volume growth. I want to personally thank all of our Stepan colleagues around the world for their hard work and resilience during the year."
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- Earnings Release Schedule: Stepan Company will issue its Q2 2026 earnings results on July 29 at 7:00 a.m. ET, providing supporting slides to ensure investors receive key information promptly.
- Conference Call Details: A conference call will be held the same day at 9:00 a.m. ET, hosted by CEO Luis E. Rojo and CFO Ruben Velasquez, aimed at discussing financial and operational performance to enhance transparency and investor confidence.
- Access Methods: Investors can join the call via phone or webcast, with a recommendation to dial in ten minutes early to avoid delays, ensuring smooth participation and interaction during the discussion.
- Company Profile: Stepan Company is a major manufacturer of specialty chemicals, focusing on surfactants and polyurethane polyols, serving multiple industries, showcasing its significant market position and potential for continued growth.
- Earnings Release Schedule: Stepan Company will issue its Q2 2026 earnings results on July 29, 2026, at 7:00 a.m. ET, providing supporting slides to ensure investors receive key information promptly.
- Conference Call Details: On the same day at 9:00 a.m. ET, the company will hold a conference call hosted by CEO Luis E. Rojo and CFO Ruben Velasquez to discuss financial and operational performance, enhancing transparency and investor confidence.
- Access Methods: Investors can access the call via phone or webcast, with a recommendation to dial in ten minutes early to avoid delays, ensuring smooth participation and interaction during the discussion.
- Company Profile: Stepan Company is a major manufacturer of specialty chemicals, focusing on surfactants and polyurethane polyols, serving multiple industries, showcasing its significant market position and potential for continued growth.
- Dividend Increase: Stepan Company has declared a quarterly dividend of $0.395 per share, representing a 2.6% increase from the previous $0.385, indicating the company's ongoing commitment to stable cash flow and shareholder returns, which is likely to boost investor confidence.
- Yield Metrics: The forward yield of this dividend stands at 3.0%, providing investors with a relatively attractive return rate, reflecting the company's financial health in the current economic environment.
- Record Dates: The dividend will be payable on June 15, with a record date of June 1 and an ex-dividend date also set for June 1, offering investors a clear timeline for their investment decisions.
- Cost Savings Initiative: Stepan is implementing a $100 million cost savings plan, which is expected to drive EBITDA growth in 2026 amid restructuring efforts, demonstrating the company's strategic commitment to optimizing operations and enhancing profitability.











