SCL · Stepan Co
Price & Indicators
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Metrics snapshot
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AI Brief
Q2 FY26 earnings call · Jul 29, 2026TL;DR. Stepan reported strong Q2 2026 results with adjusted EBITDA of $74.4 million, up 45% year-over-year, driven by broad-based surfactant volume growth (organic +7%), polymer volume growth (+5%), margin recovery, and Project Catalyst savings. Management reaffirmed full-year 2026 guidance for adjusted EBITDA growth, positive free cash flow, and continued deleveraging, while flagging potential customer pre-buying and softness in Europe/Asia polymers as risks.
- + Q2 adjusted EBITDA rose 45% to $74.4 million on broad-based volume, margin recovery, and Project Catalyst savings
- + Surfactant segment delivered double-digit EBITDA growth and broad 7% organic volume gain across all regions and end markets
- + Adjusted EPS more than doubled to $1.18 from $0.52 on stronger segment earnings
- + Polymer EBITDA grew 22% on North America double-digit volume growth and spray-foam momentum
- + Project Catalyst delivering ahead-of-plan savings; workforce reduction announced to add to run-rate
- − CEO indicated potential customer pre-buying inflated Q2 EBITDA by $5–$10 million, suggesting softer Q3
- − Polymer volumes declined in Europe and Asia, partially offsetting North America strength
- − Management cited ongoing geopolitical and raw-material uncertainty as a continuing risk to demand and margins
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Specialty Chemicals — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
SCL
this stock
Stepan Co
|
$1.44B | +33.9% | -2.1% | — | 3.0% |
|
LIN
Linde PLC
|
$220.15B | +12.0% | +3.0% | 30.8 | 1.1% |
|
AIQUF
L Air Liquide SA /Fi
|
$126.02B | +4.9% | — | — | 0.0% |
|
SHW
Sherwin Williams Co
|
$81.01B | +3.0% | +2.1% | 30.8 | 2.6% |
|
ECL
Ecolab Inc.
|
$78.29B | +6.4% | +2.2% | 37.5 | 1.2% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| SCL | +1.2% | -2.7% | +35.1% | +1.3% | +33.9% |
| SPY | +0.1% | -0.4% | +15.1% | +0.4% | +12.9% |
| vs SPY | +1.1% | -2.3% | +19.9% | +0.9% | +21.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.