
Stepan Company (SCL) Q3 2026 Earnings Call Transcript
Stepan Company produces and sells specialty and intermediate chemicals to other manufacturers for use in various end products in North America, Europe, Latin America, and Asia. The company is headquartered in Northfield, Illinois.
| Revenue (TTM) | $2.53B |
| Gross Profit (TTM) | $303.93M |
| EBITDA | $217.71M |
| Operating Margin | 4.56% |
| Return on Equity | 0.35% |
| Return on Assets | 2.33% |
| Revenue/Share (TTM) | $110.72 |
| Book Value | $53.61 |
| Price-to-Book | 1.27 |
| Price-to-Sales (TTM) | 0.60 |
| EV/Revenue | 0.837 |
| EV/EBITDA | 9.00 |
| Quarterly Earnings Growth (YoY) | 65.50% |
| Quarterly Revenue Growth (YoY) | 17.30% |
| Shares Outstanding | $22.73M |
| Float | $21.44M |
| % Insiders | 5.80% |
| % Institutions | 89.74% |
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Stepan Company (SCL) Q3 2026 Earnings Call Transcript

Stepan NYSE: SCL reported higher third-quarter earnings as volume growth, margin recovery and cost savings lifted results across its three operating segments, while the company continued efforts to reduce debt and optimize its manufacturing footprint.

SCL and ACIU made it to the Zacks Rank #1 (Strong Buy) momentum stocks list on September 30, 2026.

MSGM, GTN, HLIO, EMBJ and SCL have been added to the Zacks Rank #1 (Strong Buy) List on September 30, 2026.

Stepan Company is regaining momentum, with strong margin recovery and robust volume and pricing growth across core segments. SCL's pass-through mechanisms and Project Catalyst cost savings are driving significant EBIT and net income improvements despite volatile feedstock costs. North American sales, particularly in surfactants and polymers for data center construction, are outpacing global growth and expanding SCL's market share.

Stepan NYSE: SCL is in the early stages of a margin recovery, supported by growth in higher-margin product areas, cost reductions and broader-based volume gains, Chief Financial Officer Ruben Velasquez said during a company presentation.

Stepan NYSE: SCL reported higher second-quarter earnings as broad-based volume growth, margin recovery and early savings from its Project Catalyst program lifted results, while management cautioned that some demand may have been pulled forward amid geopolitical and raw-material uncertainty.

Stepan Co. (SCL) came out with quarterly earnings of $1.18 per share, beating the Zacks Consensus Estimate of $0.61 per share. This compares to earnings of $0.52 per share a year ago.

NORTHBROOK, Ill., July 29, 2026 /PRNewswire/ -- Stepan Company (NYSE: SCL) today reported: The Board of Directors of Stepan Company has declared a quarterly cash dividend on the Company's common stock of $0.395 per share.

NORTHBROOK, Ill., July 29, 2026 /PRNewswire/ -- Stepan Company (NYSE: SCL) today reported: Second Quarter 2026 Highlights Reported net income was $22.9 million, up 102% versus the prior year.
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