Stepan Co

SCL

Market cap $1.17B

Stepan Company (SCL) Q1 2026 Earnings Call Transcript

Stepan Co. (SCL) came out with quarterly earnings of $0.45 per share, beating the Zacks Consensus Estimate of $0.21 per share. This compares to earnings of $0.84 per share a year ago.

NORTHBROOK, Ill., April 28, 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., April 28, 2026 /PRNewswire/ -- Stepan Company (NYSE: SCL) today reported: First Quarter 2026 Highlights Reported net income was a $41.4 million loss versus $19.7 million of income in the prior year.

Dividend Kings are outperforming SPY year-to-date, with 36 of 58 beating the index with an average gain of 7.03% versus SPY's 4.18%. Twenty-seven Dividend Kings are both potentially undervalued and offer a long-term annualized expected return of at least 10%.

Stepan Co. (SCL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

NORTHBROOK, Ill., April 7, 2026 /PRNewswire/ -- Stepan Company (NYSE: SCL) will issue its first quarter 2026 earnings results on Tuesday, April 28, 2026 at approximately 7:00 a.m.

Stepan Company (SCL) is reaffirmed as a 'buy' due to compelling valuation and significant cost-saving initiatives. SCL's Project Catalyst targets $100M in pre-tax savings over two years, with 60% expected in the current year. Despite mixed profitability and cash flow, SCL remains attractively priced versus peers, especially on cash flow metrics.

Stepan Company remains a 'BUY' with a lowered fair value estimate of $85/share and a price target of $71/share, reflecting increased market uncertainty. SCL's 2025 results show early signs of operational recovery—6% EBITDA growth, reduced net debt, and positive FCF in 4Q25—driven by asset rationalization and cost savings. 2026E forecasts nearly double AEPS versus 2025, with 47% growth expected, but much of this upside appears priced in after the recent share price surge.

Dividend King stocks are surprisingly cheap across the board because most investors are still heavily leaning on growth stocks.