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Apr 30, 2026·SEC
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Stepan Company(SCL)Earnings, Financials & Key Ratios
SCL•NYSE
$55.71
27.2× P/E·Price updated Jun 27, 2026
SectorBasic MaterialsIndustrySpecialty ChemicalsSub-IndustrySpecialty additives and formulation chemicals
AboutStepan Company, together with its subsidiaries, produces and sells specialty and intermediate chemicals to other manufacturers for use in various end products. It operates through three segments: Surfactants, Polymers, and Specialty Products. The Surfactants segment offers surfactants that are used as principal ingredients in consumer and industrial cleaning products, including detergents for washing clothes, dishes, carpets, and floors and walls, as well as shampoos and body washes; and other applications, such as fabric softeners, germicidal quaternary compounds, disinfectants, and lubricating ingredients. Its surfactants are also used in various applications, including emulsifiers for spreading agricultural products; and industrial applications comprising latex systems, plastics, and composites. The Polymers segment provides polyurethane polyols that are used in the manufacture of rigid foam for thermal insulation in the construction industry, as well as a base raw material for coatings, adhesives, sealants, and elastomers (CASE); polyester resins, including liquid and powdered products, which are used in CASE applications; and phthalic anhydride that is used in unsaturated polyester resins, alkyd resins, and plasticizers for applications in construction materials, as well as components of automotive, boating, and other consumer products. The Specialty Products segment offers flavors, emulsifiers, and solubilizers for use in food, flavoring, nutritional supplement, and pharmaceutical applications. It serves in the United States, France, Poland, the United Kingdom, Brazil, Mexico, and internationally. Stepan Company was founded in 1932 and is headquartered in Northbrook, Illinois.Show more
- Revenue$2.33B+7.0%
- EBITDA$195M+7.0%
- Net Income$47M-6.9%
- EPS (Diluted)2.05-6.8%
- Gross Margin11.57%-7.3%
- EBITDA Margin8.38%
- Operating Margin2.98%-8.0%
- Net Margin2.01%-13.0%
- ROE3.89%-8.0%
SCL Price & Volume
Stepan Company (SCL) stock price & volume — 10-year historical chart
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Persistent Margin Compression Challenges Stepan's Profitability
Investment Thesis • Updated 2026Q1
VerdictNegative
Growth:Mixed
Profitability:Strained
Financial Position:Healthy
Cash Flow:Deteriorating
Primary Risk:Feedstock cost volatility
"Stepan Company faces a challenging fundamental outlook characterized by stagnant revenue growth and significant earnings volatility, as evidenced by a $41.4 million net loss in 2026Q1. While the company maintains a conservative capital structure with a 0.60 debt-to-equity ratio, its heavy reliance on asset-intensive manufacturing and exposure to volatile feedstock costs limits operating leverage. Investors should monitor whether the firm can improve its thin 2.6% operating margin, as current capital expenditure levels—reaching 16.4% of revenue in 2025Q4—continue to pressure free cash flow generation."
Verdict Logic
the company's inability to scale operating income effectively, evidenced by a thin 2.6% operating margin in 2026Q1, suggests significant execution risks in a commodity-linked environment.
SCL Growth Metrics
Stepan Company (SCL) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Revenue CAGR
10 Years2.76%
5 Years4.52%
3 Years-5.61%
TTM5.46%
Profit CAGR
10 Years-4.71%
5 Years-18.04%
3 Years-31.7%
TTM-125.31%
EPS CAGR
10 Years-4.71%
5 Years-17.76%
3 Years-31.51%
TTM-125.2%
Return on Capital
10 Years9.94%
5 Years7.18%
3 Years3.89%
Last Year4.17%
SCL Recent Earnings
Stepan Company (SCL) EPS & revenue vs analyst estimates — last 4 quarters
●Beat EPS 5/12 qtrs (42%)●Beat Revenue 4/12 qtrs (33%)
Q2 2026Latest
Apr 28, 2026Metric
Actual
Est
EPS
$0.45+16.9%
$0.39
Rev
$605M-1.3%
$612M
Q1 2026
Feb 23, 2026Metric
Actual
Est
EPS
$0.02-105.7%
$0.35
Rev
$554M-2.9%
$571M
Q4 2025
Oct 29, 2025Metric
Actual
Est
EPS
$0.48+33.3%
$0.36
Rev
$590M+3.4%
$571M
Q3 2025
Jul 30, 2025Metric
Actual
Est
EPS
$0.52-43.5%
$0.92
Rev
$595M+1.6%
$585M
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 28, 2026 | $0.45vs $0.39+16.9% | $605Mvs $612M-1.3% |
| Q1 2026 | Feb 23, 2026 | $0.02vs $0.35-105.7% | $554Mvs $571M-2.9% |
| Q4 2025 | Oct 29, 2025 | $0.48vs $0.36+33.3% | $590Mvs $571M+3.4% |
| Q3 2025 | Jul 30, 2025 | $0.52vs $0.92-43.5% | $595Mvs $585M+1.6% |
Based on last 12 quarters of dataView full earnings history →
Peers Comparison
Key metrics vs top competitors for Stepan Company (SCL)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $55.71 | $1.27B | 27.18 | 6.96% | 2.01% | 3.89% | 2.75% | |
| $82.63 | $2.04B | 17.69 | -3.65% | 6.38% | 8.64% | — | |
| $171.22 | $5.48B | 36.05 | 8.75% | 14.95% | 12.38% | — | |
| $161.59 | $3.37B | 41.33 | 11.21% | 7.52% | 15.96% | — | |
| $20.27 | $546.46M | 11.26 | 0.31% | 0.67% | 1.28% | — | |
| $160.63 | $2.78B | -1147.36 | 2.66% | 0.22% | 0.31% | — |
Compare SCL vs Peers
Stepan Company (SCL) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
SCL SEC Filings & Documents
Stepan Company (SCL) SEC filings — annual & quarterly reports (10-K, 10-Q)
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SCL Frequently Asked Questions
Stepan Company (SCL) stock FAQ — growth, dividends, profitability & financials explained
Growth & Financials
What is Stepan Company's revenue?
Stepan Company (SCL) reported $2.34B in revenue for fiscal year 2025. This represents a 337% increase from $536.6M in 1996.
How fast is Stepan Company growing?
Stepan Company (SCL) grew revenue by 7.0% over the past year. This is steady growth.
Is SCL profitable?
Stepan Company (SCL) reported a net loss of $14.2M for fiscal year 2025.
Dividend & Returns
Does SCL pay dividends?
Yes, Stepan Company (SCL) pays a dividend with a yield of 2.75%. This makes it attractive for income-focused investors.
What is SCL's return on equity?
Stepan Company (SCL) has a return on equity (ROE) of 3.9%. This is below average, suggesting room for improvement.
What is Stepan Company's free cash flow?
Stepan Company (SCL) had negative free cash flow of $19.3M in fiscal year 2025, likely due to heavy capital investments.