Stepan Co Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
1analyst covering
FY Revenue (est.)
$2.5Bnext fiscal year
FY EPS (est.)
$2.69next fiscal year
Monitoring Framework
Key Performance Indicators
Project Catalyst Pre-Tax Savings Quarterly100MTarget: $100 million in pre-tax savings over two years
Pasadena Facility Utilization Rate AnnuallyTarget: 80% average utilization in 2026, full utilization in 2027
Watch Items
- Project Catalyst Restructuring Charges and Cash OutflowsTrigger: Restructuring charges exceeding the projected $70 million to $80 million range for 2026Action: Re-evaluate the net benefit timeline of the operational consolidation and adjust free cash flow projections.
- Surfactant Segment Margin RecoveryTrigger: Continued margin compression in North American and Latin American commodity surfactantsAction: Assess pricing power, raw material pass-through efficiency, and shift mix toward higher-margin functional surfactants.
Research as of 19 Jun 2026