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Organon
Organon (OGN) investor relations material
Organon Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary12 Feb, 2026
Executive summary
Full year 2025 revenue was $6.2 billion, down 3% year-over-year on both reported and constant currency bases, with adjusted EBITDA of $1.91 billion and adjusted diluted EPS of $3.66, reflecting a 30.7% margin.
Results were impacted by loss of exclusivity, pricing pressures, and divestitures, partially offset by growth in biosimilars (notably HADLIMA), Emgality, Vtama, and the fertility business.
FDA approved sNDA to extend Nexplanon duration from three to five years, broadening its market potential.
Divested JADA System for $390 million in net proceeds, with funds directed to debt reduction; divestiture completed in January 2026.
Achieved over $200 million in cost savings, keeping adjusted EBITDA margins flat despite gross margin pressure.
Financial highlights
Revenue declined 3% year-over-year to $6.2 billion; adjusted EBITDA decreased 3% to $1.91 billion, with adjusted gross margin at 60.1% (down from 61.6% in 2024) and adjusted EBITDA margin at 30.7% (flat year-over-year).
Adjusted diluted EPS fell 11% year-over-year to $3.66.
Net loss for Q4 2025 was $205 million, including a $301 million non-cash goodwill impairment; full-year non-GAAP adjusted net income was $954 million.
Free cash flow before one-time costs was $960 million for 2025; after one-time costs, $659 million.
Outlook and guidance
2026 revenue and adjusted EBITDA expected to be flat with 2025 at $6.2 billion and $1.9 billion, respectively; adjusted gross margin expected to decline 75-100 bps.
Expects volume growth of $150 million (2.4%) in 2026, driven by Vtama, Emgality, biosimilars, and ex-US Nexplanon.
Net leverage targeted below 4x by end of 2026, aided by JADA divestiture proceeds.
Non-GAAP tax rate for 2026 estimated at 27.5%-29.5%, up due to OECD Pillar Two and other tax changes.
Which products drove Q4 goodwill impairment
What is the scope of biosimilars purchase review
Explain drivers of flat 2026 Adjusted EBITDA
Nexplanon 5-year label: net impact on sales?
Assurance of comprehensive internal reviews?
Long-term OpEx strategy vs. gross margin pressure?
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Next Organon earnings date
Q1 202630 Apr, 2026
Organon
Next Organon earnings date
Q1 202630 Apr, 2026
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Frequently asked questions
Organon & Co., a health care company, develops and delivers health solutions through a portfolio of prescription therapies in the United States and internationally. The company operates under the Organon & Co. Pharmaceuticals and Organon brands. Its products include hormone contraceptives; biosimilars; women's health products consisting of fertility, menopause, contraception, osteoporosis and gynecological cancer; and treatments for psychiatric and neurological disorders comprising schizophrenia, bipolar mania disorder and depression. The company also offers food animal health products, including pain relief for horses, cattle and sheep; and anti-infectives for poultry.
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