Jun 2026 (Q2 FY26) — Jul 29, 2026
Stepan Company Q2 FY26 — Strong Earnings Growth Driven by Volume and Margin Recovery
Read the full callStepan Company (SCL) earnings
- Jun 2026
- Jun 2026 (Q2 FY26)
- Dec 2025
Stepan Company earnings: last reported Wed, 29 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 684 | +15.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | 5.4 | +2.4 pts YoY | Operating profit / revenue | Quarter to Jun 2026 | For the quarter; a change is in percentage points. |
| Net profit | 22.9 | +102.0% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Price
$62.03 +0.26% · +$0.16
Performance +31.7% 1Y
1Y: $47.1 on 15 Oct 2025 → $62.03. High $67.23 (20 Feb 2026), low $42.31 (4 Nov 2025).
- Previous close
- $61.87
- 52-week range
- $42.31 – $67.23
- One year
- +34.18%
Overview
- Symbol
- SCL
- Sector
- Materials
- Exchange
- US
- Currency
- USD
Call summaries
Every analysed call
Stepan Company earnings calls (SCL)
Financials
What the filings say
Net profit, year on year: +102% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 547 | 526 | 593 | 595 | 590 | 554 | 605 | 684 |
| Operating profit | 24 | 8 | 28 | 18 | 22 | 11 | -50 | 37 |
| Operating margin | 4.4% | 1.5% | 4.8% | 3.0% | 3.7% | 1.9% | −8.2% | 5.4% |
| Other income | -3 | -5 | -4 | -4 | -5 | -6 | -5 | -5 |
| Profit before tax | 21 | 2 | 25 | 14 | 17 | 5 | -54 | 33 |
| Tax rate | −10.7% | −36.4% | 20.1% | 17.7% | 34.4% | −1.3% | 24.0% | 29.6% |
| Net profit | 24 | 3 | 20 | 11 | 11 | 5 | -41 | 23 |
| EPS ($ per share) | 1.03 | — | 0.86 | 0.50 | 0.47 | — | -1.81 | 1 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 26 | 26 | 27 | 27 | 27 | 27 | 27 | 27 |
| Reserves | 837 | 922 | 1,024 | 1,134 | 1,250 | 1,257 | 1,274 | 1,286 |
| Total liabilities | 706 | 687 | 764 | 991 | 1,267 | 1,147 | 1,135 | 1,114 |
| Fixed assets | 609 | 639 | 683 | 851 | 1,073 | 1,207 | 1,198 | 1,220 |
| Total assets | 1,515 | 1,579 | 1,752 | 2,066 | 2,433 | 2,363 | 2,305 | 2,358 |
| Line item | Dec 2018 | Dec 2019 | Dec 2020 | Dec 2021 | Dec 2022 | Dec 2023 | Dec 2024 | Dec 2025 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 171 | 218 | 235 | 72 | 161 | 175 | 162 | 148 |
| Cash from investing | -108 | -113 | -139 | -377 | -308 | -259 | -117 | -89 |
| Cash from financing | -52 | -90 | -65 | 117 | 166 | 33 | -65 | -35 |
| Net cash flow | 1 | 15 | 35 | -191 | 15 | -44 | -30 | 33 |
| Capital expenditure | -87 | -106 | -126 | -194 | -302 | -260 | -123 | -123 |
| Free cash flow | 84 | 113 | 109 | -122 | -141 | -85 | 39 | 25 |
Insider filings
49 filings between Dec 23, 2025 and Aug 26, 2026.
Open market
decisions to buy or sellNobody bought or sold SCL on the open market in this window. The filings below are 14 awards, 18 option exercises, 15 tax withholdings and 2 gifts.
Compensation
not trading decisions- 14
- Award — granted as compensation
- 18
- Option exercise — converted options into shares
- 15
- Tax withheld — shares kept back by the company to cover tax
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Aug 26, 2026 | Lisle Shawn G VP GC & Secretary | Tax withheld | 339 | $21.1K |
| Aug 26, 2026 | Lisle Shawn G VP GC & Secretary | Option exercise | 1,154 | $71.9K |
| Aug 10, 2026 | Velasquez Ruben Dario SVP & Chief Financial Officer | Option exercise | 1,358 | $87.8K |
| Aug 10, 2026 | Velasquez Ruben Dario SVP & Chief Financial Officer | Tax withheld | 398 | $25.7K |
| May 11, 2026 | Weitkamp Robin Joseph VP and GM Surfactants-INT | Option exercise | 90 | $4.7K |
| May 11, 2026 | Weitkamp Robin Joseph VP and GM Surfactants-INT | Tax withheld | 50 | $2.6K |
| May 8, 2026 | REED JAN STERN Director | Award | 2,566 | $135.0K |
| May 8, 2026 | Dearth Randall S. Director | Award | 2,566 | $135.0K |
| May 8, 2026 | Burgess Lorinda Director | Award | 2,566 | $135.0K |
| May 8, 2026 | Delgado Joaquin Director | Award | 2,566 | $135.0K |
| May 8, 2026 | STEPAN F QUINN JR Director | Award | 2,566 | $135.0K |
| May 8, 2026 | Painter Corning F. Director | Award | 2,566 | $135.0K |
| May 8, 2026 | Lewis Susan Director | Award | 2,566 | $135.0K |
| May 1, 2026 | Haire Robert Joseph EVP, Supply Chain | Tax withheld | 162 | $8.2K |
| May 1, 2026 | Haire Robert Joseph EVP, Supply Chain | Option exercise | 550 | $27.7K |
| Mar 4, 2026 | Rojo Luis President & CEO | Option exercise | 857 | $42.5K |
| Mar 4, 2026 | Haire Robert Joseph EVP, Supply Chain | Tax withheld | 168 | $8.3K |
| Mar 4, 2026 | Haire Robert Joseph EVP, Supply Chain | Option exercise | 571 | $28.3K |
| Mar 4, 2026 | Rojo Luis President & CEO | Tax withheld | 252 | $12.5K |
| Mar 4, 2026 | Moriarty Sean Thomas VP & GM Surfactants | Option exercise | 571 | $28.3K |
| Mar 4, 2026 | Moriarty Sean Thomas VP & GM Surfactants | Tax withheld | 166 | $8.2K |
| Mar 4, 2026 | Stepan Richard Finn V.P. and Gen'l. Mgr., Polymers | Tax withheld | 149 | $7.4K |
| Mar 4, 2026 | Stepan Richard Finn V.P. and Gen'l. Mgr., Polymers | Option exercise | 429 | $21.3K |
| Mar 3, 2026 | Rojo Luis President & CEO | Tax withheld | 1,306 | $64.0K |
| Mar 3, 2026 | Rojo Luis President & CEO | Option exercise | 4,455 | $218.2K |
| Mar 3, 2026 | Haire Robert Joseph EVP, Supply Chain | Tax withheld | 490 | $24.0K |
| Mar 3, 2026 | Haire Robert Joseph EVP, Supply Chain | Option exercise | 1,670 | $81.8K |
| Mar 3, 2026 | Moriarty Sean Thomas VP & GM Surfactants | Option exercise | 1,670 | $81.8K |
| Mar 3, 2026 | Moriarty Sean Thomas VP & GM Surfactants | Tax withheld | 570 | $27.9K |
| Mar 3, 2026 | Stepan Richard Finn V.P. and Gen'l. Mgr., Polymers | Option exercise | 1,253 | $61.4K |
| Mar 3, 2026 | Stepan Richard Finn V.P. and Gen'l. Mgr., Polymers | Tax withheld | 434 | $21.3K |
| Feb 27, 2026 | Stepan Richard Finn V.P. and Gen'l. Mgr., Polymers | Award | 57 | $3.0K |
| Feb 27, 2026 | Velasquez Ruben Dario VP and Chief Financial Officer | Award | 36 | $1.9K |
| Feb 27, 2026 | Haire Robert Joseph EVP, Supply Chain | Award | 57 | $3.0K |
| Feb 27, 2026 | Barry Andrea Jean VP & CHRO | Award | 16 | $865 |
| Feb 27, 2026 | Rojo Luis President & CEO | Award | 57 | $3.0K |
| Feb 27, 2026 | Lisle Shawn G VP GC & Secretary | Award | 26 | $1.3K |
| Feb 27, 2026 | Moriarty Sean Thomas VP & GM Surfactants | Award | 57 | $3.0K |
| Feb 17, 2026 | Moriarty Sean Thomas VP & GM Surfactants | Option exercise | 455 | $30.2K |
| Feb 17, 2026 | Moriarty Sean Thomas VP & GM Surfactants | Tax withheld | 158 | $10.5K |
| Feb 17, 2026 | Rojo Luis President & CEO | Tax withheld | 237 | $15.7K |
| Feb 17, 2026 | Rojo Luis President & CEO | Option exercise | 683 | $45.3K |
| Feb 17, 2026 | Stepan Richard Finn V.P. and Gen'l. Mgr., Polymers | Tax withheld | 118 | $7.8K |
| Feb 17, 2026 | Stepan Richard Finn V.P. and Gen'l. Mgr., Polymers | Option exercise | 341 | $22.6K |
| Jan 13, 2026 | STEPAN F QUINN JR Director | Option exercise | 34,741 | $1.52M |
| Dec 31, 2025 | Rojo Luis President & CEO | Option exercise | 4,202 | $198.4K |
| Dec 31, 2025 | Haire Robert Joseph EVP, Supply Chain | Option exercise | 1,891 | $89.3K |
| Dec 23, 2025 | Stepan Richard Finn V.P. and Gen'l. Mgr., Polymers | Gift | 96 | $0 |
| Dec 23, 2025 | STEPAN F QUINN JR Director | Gift | 96 | $0 |
| Aug 12, 2025 | STEPAN F QUINN JR Director | Code W | 2,448 | $0 |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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