)
Overview
<ul>
<li>Healthcare firm’s Q4 revenue fell 5%, missing analyst expectations</li>
<li>Adjusted EPS for Q4 missed analyst expectations, declining 30% yr/yr</li>
<li>Company reported a net loss of $205 mln due to goodwill impairment</li>
</ul>
Outlook
<ul>
<li>Organon expects full-year 2026 revenue of approximately $6.2 bln</li>
<li>Company anticipates 2026 Adjusted EBITDA of approximately $1.9 bln</li>
<li>Organon sees flat constant currency revenue growth for 2026</li>
</ul>
Result Drivers
<ul>
<li>WOMEN’S HEALTH DECLINE - Revenue fell 15% due to changes in U.S. wholesaler practices, access restrictions, and increased rebates</li>
<li>BIOSIMILARS GROWTH - Revenue rose 11% driven by Hadlima and new product contributions</li>
<li>ESTABLISHED BRANDS PRESSURE - Revenue declined 2% due to pricing pressure and volume declines in respiratory products</li>
</ul>
Key Details
Metric Beat/Mis Actual Consensu
s s
Estimate
Q4 Miss $1.51 $1.54
Revenue bln bln (5
Analysts
)
Q4 Miss $0.63 $0.73 (7
Adjusted Analysts
<h3>EPS )</h3>
<h3>Q4 EPS -$0.79</h3>
Q4 Miss $165 mln $192.63
Adjusted mln (5
Net Analysts
Income )
Q4 Net -$205
Income mln
Q4 Gross 49.20%
Margin
<h3>Q4 25.40%</h3>
Adjusted
<h3>EBITDA</h3>
Margin
Analyst Coverage
<ul>
<li>The current average analyst rating on the shares is “hold” and the breakdown of recommendations is 1 “strong buy” or “buy”, 4 “hold” and 4 “sell” or “strong sell”</li>
<li>The average consensus recommendation for the pharmaceuticals peer group is “buy.”</li>
<li>Wall Street’s median 12-month price target for Organon &amp; Co is $9.00, about 17% above its February 11 closing price of $7.69</li>
<li>The stock recently traded at 2 times the next 12-month earnings vs. a P/E of 2 three months ago</li>
</ul>
Press Release: For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact . (This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)

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Organon

Organon Q4 sales, profit miss estimates on women's health, respiratory products decline