---
title: "Organon Q4 sales, profit miss estimates on women's health, respiratory products decline"
type: "News"
locale: "en"
url: "https://longbridge.com/en/news/275757291.md"
datetime: "2026-02-12T12:40:38.000Z"
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  - [en](https://longbridge.com/en/news/275757291.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/275757291.md)
---

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

)

Overview

-   Healthcare firm’s Q4 revenue fell 5%, missing analyst expectations
-   Adjusted EPS for Q4 missed analyst expectations, declining 30% yr/yr
-   Company reported a net loss of $205 mln due to goodwill impairment

Outlook

-   Organon expects full-year 2026 revenue of approximately $6.2 bln
-   Company anticipates 2026 Adjusted EBITDA of approximately $1.9 bln
-   Organon sees flat constant currency revenue growth for 2026

Result Drivers

-   WOMEN’S HEALTH DECLINE - Revenue fell 15% due to changes in U.S. wholesaler practices, access restrictions, and increased rebates
-   BIOSIMILARS GROWTH - Revenue rose 11% driven by Hadlima and new product contributions
-   ESTABLISHED BRANDS PRESSURE - Revenue declined 2% due to pricing pressure and volume declines in respiratory products

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

### EPS )

### Q4 EPS -$0.79

Q4 Miss $165 mln $192.63

Adjusted mln (5

Net Analysts

Income )

Q4 Net -$205

Income mln

Q4 Gross 49.20%

Margin

### Q4 25.40%

Adjusted

### EBITDA

Margin

Analyst Coverage

-   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”
-   The average consensus recommendation for the pharmaceuticals peer group is “buy.”
-   Wall Street’s median 12-month price target for Organon & Co is $9.00, about 17% above its February 11 closing price of $7.69
-   The stock recently traded at 2 times the next 12-month earnings vs. a P/E of 2 three months ago

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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