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Dec 31, 2025
Organon Q4 2025 Earnings Report
Organon reported a decrease in revenue and net loss for the fourth quarter of 2025, with a significant goodwill impairment impacting net income.
Key Takeaways
Organon's fourth quarter of 2025 saw total revenue decline by 5% to $1.507 billion, with a reported net loss of $205 million, or $0.79 per diluted share, primarily due to a $301 million goodwill impairment. Adjusted EBITDA decreased by 15% to $383 million.
Total revenue for Q4 2025 was $1.507 billion, a 5% decrease from Q4 2024.
The company reported a net loss of $205 million in Q4 2025, compared to a net income of $109 million in Q4 2024.
Diluted earnings per share (EPS) was -$0.79, a significant decline from $0.42 in Q4 2024.
Adjusted EBITDA for Q4 2025 was $383 million, down 15% from $448 million in Q4 2024.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
Organon expects to achieve approximately $6.2 billion in revenue and $1.9 billion in Adjusted EBITDA for the full year 2026, maintaining performance in-line with 2025, with favorable currency translation offsetting revenue foregone from the JADA® system divestiture.
Positive Outlook
- Full year 2026 revenue is expected to be approximately $6.2 billion, in-line with 2025 performance.
- Full year 2026 Adjusted EBITDA is expected to be approximately $1.9 billion, in-line with 2025 performance.
- Favorable currency translation is expected to approximately offset the annual revenue foregone with the sale of the JADA® system.
- Constant currency revenue growth is expected to be about flat with prior year, pro forma for the JADA® system divestiture.
- The company remains committed to disciplined expense management and capital deployment to achieve progress on deleveraging efforts.
Challenges Ahead
- Adjusted gross margin is expected to be ~75-100 bps lower than 2025.
- R&D expenses are projected to be in the mid-single digit range.
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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