SCL · Stepan Co
$65.17
-0.11 (-0.17%)
At close · Aug 14
Market Cap
$1.48B
Shares
22.73M
Stepan Co Earnings Call Transcripts
Every quarterly earnings call for Stepan Co (SCL) — the full transcript with speaker labels, the audio replay, AI call highlights and a management-tone score, plus the matching 8-K earnings release and the quarter's 10-Q or 10-K. Investor days and conferences appear here too.
Revenue & result across quarters
Revenue Net income YoY up YoY down artefacts
▲19.3%
$719.18M
$39.38M
'22 Q3
22-10-19
▲2.8%
$627.18M
$10.83M
'22 Q4
23-02-16
▼3.5%
$651.44M
$16.14M
'23 Q1
23-04-25
▼22.8%
$579.98M
$12.68M
'23 Q2
23-07-26
▼21.8%
$562.23M
$12.57M
'23 Q3
23-10-18
▼15.2%
$532.13M
−$1.19M
'23 Q4
24-02-20
▼15.4%
$551.42M
$13.89M
'24 Q1
24-04-30
▼4.1%
$556.40M
$9.52M
'24 Q2
24-07-31
▼2.7%
$546.84M
$23.61M
'24 Q3
24-10-30
▼1.2%
$525.61M
$3.35M
'24 Q4
25-02-19
▲7.6%
$593.25M
$19.71M
'25 Q1
25-03-31
▲6.9%
$594.69M
$11.34M
'25 Q2
25-07-30
▲7.9%
$590.28M
$10.84M
'25 Q3
25-09-30
▲5.4%
$553.89M
$5.00M
'25 Q4
26-02-23
▲1.9%
$604.51M
−$41.41M
'26 Q1
26-04-28
LATEST
▲15%
$684.11M
$22.91M
'26 Q2
26-07-29
Earnings call
FY26 · Q2
2026-07-29
Q2 2026 Stepan Company Earnings Conference Call
Confident tone
Project Catalyst restructuring and cost savings
Raw materials and geopolitical uncertainty
Volume growth and market share
Revenue
$684.11M
▲ 15% YoY Diluted EPS
$1.00
▲ 100% YoY Gross margin
14.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY26 · Q1
2026-04-28
Stepan Co Q1 FY2026 Earnings Call
Balanced tone
Strategic end markets growth
Polymers segment
Surfactants performance
Revenue
$604.51M
▲ 1.9% YoY Diluted EPS
$-1.81
▼ 310.5% YoY Gross margin
10.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q4
2026-02-23
Stepan Co Q4 FY2025 Earnings Call
Balanced tone
Project Catalyst footprint optimization
Surfactants segment
Financial performance and balance sheet
Revenue
$553.89M*
▲ 5.4% YoY Gross margin
9.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY25 · Q3
2025-09-30
Stepan Co Q3 FY2025 Earnings Call
Positive tone
Free cash flow and balance sheet discipline
Polymers volume growth vs. price/mix headwinds
Surfactants margin and volume pressure
Revenue
$590.28M
▲ 7.9% YoY Diluted EPS
$0.47
▼ 54.4% YoY Gross margin
12.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q2
2025-07-30
Stepan Co Q2 FY2025 Earnings Call
Positive tone
Polymers growth and Rigid Polyol demand
Capital allocation, dividends, and free cash flow
Crop productivity and agricultural end market
Revenue
$594.69M
▲ 6.9% YoY Diluted EPS
$0.50
▲ 19% YoY Gross margin
12.1%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY25 · Q1
2025-03-31
Stepan Co Q1 FY2025 Earnings Call
Positive tone
Polymers segment performance
Surfactants segment performance
Tariff impact and raw materials
Revenue
$593.25M
▲ 7.6% YoY Diluted EPS
$0.86
▲ 41% YoY Gross margin
12.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q4
2025-02-19
Stepan Co Q4 FY2024 Earnings Call
Balanced tone
Surfactants segment
Earnings and profitability
Pasadena Texas facility
Revenue
$525.61M*
▼ 1.2% YoY Gross margin
10.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY24 · Q3
2024-10-30
Stepan Co Q3 FY2024 Earnings Call
Positive tone
Surfactants segment performance
Leadership transition
Strategic growth priorities and CapEx opportunities
Revenue
$546.84M
▼ 2.7% YoY Diluted EPS
$1.03
▲ 87.3% YoY Gross margin
13.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q2
2024-07-31
Stepan Co Q2 FY2024 Earnings Call
Positive tone
Pasadena alkoxylation investment and EBITDA outlook
Agricultural market destocking weakness
Millsdale operational issues and Phthalic Anhydride
Revenue
$556.40M
▼ 4.1% YoY Diluted EPS
$0.42
▼ 23.6% YoY Gross margin
12.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY24 · Q1
2024-04-30
Stepan Co Q1 FY2024 Earnings Call
Positive tone
Surfactants volume growth
Agricultural destocking
Millsdale operational issues
Revenue
$551.42M
▼ 15.4% YoY Diluted EPS
$0.61
▼ 12.9% YoY Gross margin
12.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q4
2024-02-20
Stepan Co Q4 FY2023 Earnings Call
Balanced tone
Volume and demand softness
Surfactants performance
Strategic capital investments
Revenue
$532.13M*
▼ 15.2% YoY Gross margin
12.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY23 · Q3
2023-10-18
Stepan Co Q3 FY2023 Earnings Call
Revenue
$562.23M
▼ 21.8% YoY Diluted EPS
$0.55
▼ 67.8% YoY Gross margin
12.7%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q2
2023-07-26
Stepan Co Q2 FY2023 Earnings Call
Revenue
$579.98M
▼ 22.8% YoY Diluted EPS
$0.55
▼ 75.7% YoY Gross margin
11.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY23 · Q1
2023-04-25
Stepan Co Q1 FY2023 Earnings Call
Revenue
$651.44M
▼ 3.5% YoY Diluted EPS
$0.70
▼ 63.7% YoY Gross margin
11.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q4
2023-02-16
Stepan Co Q4 FY2022 Earnings Call
Revenue
$627.18M*
▲ 2.8% YoY Gross margin
10.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY22 · Q3
2022-10-19
Stepan Co Q3 FY2022 Earnings Call
Revenue
$719.18M
▲ 19.3% YoY Diluted EPS
$1.71
▲ 7.5% YoY Gross margin
16.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q2
2022-07-27
Stepan Co Q2 FY2022 Earnings Call
Revenue
$751.63M
▲ 26.2% YoY Diluted EPS
$2.26
▲ 22.2% YoY Gross margin
17.5%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY22 · Q1
2022-04-26
Stepan Co Q1 FY2022 Earnings Call
Revenue
$675.28M
▲ 25.6% YoY Diluted EPS
$1.93
▲ 10.9% YoY Gross margin
16.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q4
2022-02-17
Stepan Co Q4 FY2021 Earnings Call
Revenue
$610.03M*
▲ 23.3% YoY Gross margin
13.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY21 · Q3
2021-10-20
Stepan Co Q3 FY2021 Earnings Call
Revenue
$602.69M
▲ 29.8% YoY Diluted EPS
$1.59
▲ 11.2% YoY Gross margin
15.2%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q2
2021-07-28
Stepan Co Q2 FY2021 Earnings Call
Revenue
$595.51M
▲ 29.3% YoY Diluted EPS
$1.85
▲ 20.1% YoY Gross margin
18.8%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY21 · Q1
2021-04-27
Stepan Co Q1 FY2021 Earnings Call
Revenue
$537.74M
▲ 19.5% YoY Diluted EPS
$1.74
▲ 47.5% YoY Gross margin
20.3%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q4
2021-02-18
Stepan Co Q4 FY2020 Earnings Call
Revenue
$494.73M*
▲ 11.2% YoY Gross margin
22.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Earnings call
FY20 · Q3
2020-10-21
Stepan Co Q3 FY2020 Earnings Call
Revenue
$464.48M
▲ 2.9% YoY Diluted EPS
$1.43
▲ 28.8% YoY Gross margin
20.9%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q2
2020-07-22
Stepan Co Q2 FY2020 Earnings Call
Revenue
$460.55M
▼ 2.6% YoY Diluted EPS
$1.54
▲ 18.5% YoY Gross margin
21.4%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY20 · Q1
2020-04-21
Stepan Co Q1 FY2020 Earnings Call
Revenue
$449.99M
▼ 8% YoY Diluted EPS
$1.18
▲ 10.3% YoY Gross margin
17.6%
Rev · 8q
Audio
Transcript
Slides
8-K10-Q
Earnings call
FY19 · Q4
2020-02-20
Stepan Co Q4 FY2019 Earnings Call
Revenue
$444.99M
▼ 4.6% YoY Diluted EPS
$0.95
▼ 7.8% YoY Gross margin
19.0%
Rev · 8q
Audio
Transcript
Slides
8-K10-K
Showing 1–27 of 27 earnings calls
Key facts
CIK
94049
CUSIP
858586100
13F (30d)
217 filings
216 filers
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