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Sep 30, 2025
Organon Q3 2025 Earnings Report
Organon reported third quarter 2025 results with net income of $160 million and revenue of $1.602 billion.
Key Takeaways
Organon delivered modest revenue growth in Q3 2025, with strong biosimilars performance and disciplined cost management supporting a solid adjusted EBITDA margin of 32.3%.
Total revenue for Q3 2025 was $1.602 billion, up 1% year-over-year.
Net income dropped to $160 million compared to $359 million in Q3 2024.
Adjusted EPS rose to $1.01 from $0.87 the previous year.
Free cash flow for the year is expected to exceed $900 million before one-time costs.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Organon lowered its full-year 2025 revenue and EBITDA margin guidance amid currency fluctuations and market challenges.
Positive Outlook
- Full-year adjusted gross margin guidance remains unchanged at 60.0%-61.0%
- SG&A and R&D expense ranges remain steady
- Company expects over $900M in free cash flow before one-time costs
- Biosimilars continue to show strong growth
- Focus on debt reduction and cost discipline remains intact
Challenges Ahead
- Revenue guidance lowered to $6.200B–$6.250B
- Ex-FX revenue growth revised to a decline of (3.7%)–(3.1%)
- FX impact expected to be a tailwind of $35M–$45M vs prior headwind of $50M
- Adjusted EBITDA margin guidance reduced to ~31.0%
Revenue & Expenses
Visualization of income flow from segment revenue to net income
Historical Earnings Impact
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Avg. Return Before/After Earnings
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