Organon Performance degli utili passati
Criteri Il passato verificati 0/6
Gli utili di Organon sono diminuiti a un tasso medio annuo di -24.3%, mentre il settore Pharmaceuticals ha visto gli utili crescere a un tasso medio annuo di 9.7%. I ricavi sono cresciuti diminuire a un tasso medio annuo di 0.08%. Il ritorno sul capitale proprio di Organon è 27.2% e ha margini netti di 4%.
Informazioni chiave
-24.30%
Tasso di crescita degli utili
-24.69%
Tasso di crescita dell'EPS
| Pharmaceuticals Crescita del settore | 5.95% |
| Tasso di crescita dei ricavi | -0.076% |
| Rendimento del capitale proprio | 27.24% |
| Margine netto | 3.99% |
| Ultimo aggiornamento sugli utili | 31 Mar 2026 |
Aggiornamenti sulle prestazioni recenti
Recent updates
Aggiornamento della narrazione • May 07
OGN: Deal Premium And Mixed Ratings Will Limit Further Upside Potential
Analysts have lifted their Organon fair value estimate from $9.00 to $11.25, citing updated assumptions for revenue growth, profit margins, discount rate, and future P/E following a mix of recent rating changes, deal interest commentary, and a revised $8.00 price target from Barclays. Analyst Commentary Recent Street research on Organon shows a split view, with some analysts highlighting potential upside drivers and others focusing on execution risks and valuation constraints.
Aggiornamento della narrazione • Apr 22
OGN: Takeover Talk Will Likely Leave Shares Struggling Below Deal Level
Analysts have nudged Organon’s target higher, reflecting updated models that incorporate recent takeover interest around $15 per share and sector valuation readthroughs, along with revised assumptions for revenue growth, margins, discount rate, and future P/E. Analyst Commentary Recent research highlights a mix of interest and caution around Organon, with potential deal scenarios and updated sector comparisons feeding into valuation work.Seeking Alpha • Apr 13
Organon Takeover At $15? Probably Not, Here's Why
Summary Organon & Co. stock surged nearly 30% after a report of a $12 billion enterprise value all-cash takeover offer from Sun Pharmaceutical Industries. Analysts were quick to argue that the enterprise value could imply an equity value of $15 per share. However, based on a balance sheet deep dive detailed in this article, I will demonstrate that the consideration paid to shareholders could end up being significantly lower. At the same time, there are other arguments in favor of an enterprise valuation translating to almost $15 per share equity valuation. Following the announcement, I no longer have any interest in buying OGN shares outright, but I might consider an options-based strategy. Read the full article on Seeking AlphaAggiornamento della narrazione • Apr 07
OGN: Raised Price View Will Likely Leave Shares Trapped Near Lows
Analysts have nudged their Organon price target to $8 from $7.50, reflecting updated models after the latest Q4 report and adjusted assumptions around discount rate, revenue growth, profit margins and future P/E expectations. Analyst Commentary Recent research reflects a cautious stance around Organon, even as the price target was adjusted to US$8 from US$7.50 after the latest Q4 report.Aggiornamento della narrazione • Mar 24
OGN: Cautious Q4 Reassessment Will Likely Keep Shares Anchored Near Lows
Analysts have nudged their price target on Organon up to $8 from $7.50, reflecting updated models after the recent Q4 report and a fresh look at the company’s fundamentals. Analyst Commentary Bearish analysts are treating the latest price target move as a fine tuning of a cautious view rather than a shift in conviction.Aggiornamento della narrazione • Mar 10
OGN: Refreshed Earnings Assumptions And M&A Interest Will Support Future Repricing
Analysts have trimmed their fair value estimate for Organon to $9.00, while Barclays lifted its price target to $8.00 from $7.50 after updating its model following the Q4 report, prompting a reassessment of growth, margins and future P/E assumptions in our narrative update. Analyst Commentary Recent Street research reflects a cautious stance on Organon, even as some price targets are adjusted following the Q4 update.
Aggiornamento della narrazione • Feb 24
OGN: Potential Takeover Interest Will Drive Future Upside Opportunity
Analysts have trimmed their price target on Organon from $18.00 to $12.00, citing updated assumptions that include a revised fair value estimate, a slightly higher discount rate, a modestly adjusted revenue growth outlook, a lower projected profit margin, and a reduced future P/E multiple. What's in the News Organon issued earnings guidance for full year 2026, targeting approximately US$6.2b in revenue, giving investors a reference point for management's current expectations (Corporate guidance).Aggiornamento della narrazione • Feb 10
OGN: Acquisition Interest And New Approvals Will Support A Rerated Earnings Profile
Analysts have revised their price targets on Organon. The updated view reflects changes in the discount rate, revenue growth assumptions, profit margin outlook, and future P/E expectations.Articolo di analisi • Jan 29
The Market Lifts Organon & Co. (NYSE:OGN) Shares 25% But It Can Do More
Organon & Co. ( NYSE:OGN ) shares have continued their recent momentum with a 25% gain in the last month alone. Not all...Aggiornamento della narrazione • Jan 26
OGN: Governance Reset And Policy Headwinds Will Shape A Steady Execution Path
Narrative update on Organon Analysts have trimmed their price target on Organon to US$9 from US$10, reflecting updated views on U.S. policy headwinds for Nexplanon, recent sales practice issues limited to that product, and softer expectations in the respiratory business that also feed into slightly lower discount rate and future P/E assumptions. Analyst Commentary Recent commentary focuses on how the updated guidance and product specific issues could affect Organon’s valuation, execution risk, and medium term growth profile.Aggiornamento della narrazione • Jan 11
OGN: Governance Reset Around Nexplanon Controls Will Gradually Restore Market Confidence
Analysts have trimmed their price targets on Organon, with cuts such as US$10 to US$9 and US$18 to US$5. These changes reflect ongoing concerns about the Nexplanon related investigation, recent leadership changes, and updated revenue guidance.Aggiornamento della narrazione • Dec 26
OGN Internal Control Failures Will Likely Drive Shares Toward Mid Single Digits
Analysts have sharply reduced their Organon price target to about $5 from roughly $9, citing downgraded ratings and heightened concerns over internal controls, Nexplanon related channel stuffing, and softer revenue guidance, which is being weighed down by U.S. policy headwinds and respiratory portfolio challenges. Analyst Commentary Bearish analysts are signaling a more cautious stance on Organon, reflecting heightened skepticism around the company’s execution, governance, and growth outlook.Aggiornamento della narrazione • Dec 12
OGN: Governance Reset And New Leadership Will Restore Confidence Over Time
Analysts trimmed their price target on Organon by about one dollar to reflect a slightly lower fair value estimate, modestly higher perceived risk, and concerns over internal control breakdowns and Nexplanon-driven revenue headwinds. Analyst Commentary Recent Street research reflects a far more cautious stance on Organon, with reduced price targets and weaker ratings signaling diminished confidence in the company’s near term execution and growth trajectory.Aggiornamento della narrazione • Nov 28
OGN: Leadership Changes And Governance Reforms Will Drive Renewed Confidence
Analysts have lowered their price target for Organon and now expect $9.67 per share, compared to the prior estimate of $10.33. The change is attributed to continued headwinds from internal control concerns and weaker revenue growth forecasts.Articolo di analisi • Nov 14
Earnings Release: Here's Why Analysts Cut Their Organon & Co. (NYSE:OGN) Price Target To US$9.67
It's been a pretty great week for Organon & Co. ( NYSE:OGN ) shareholders, with its shares surging 14% to US$7.62 in...Aggiornamento della narrazione • Nov 12
OGN: Internal Control Improvements Will Restore Confidence Amid Leadership Transition
Organon’s analyst price target was reduced from $10 to $9, as analysts cited concerns around internal controls, lowered revenue guidance, and lingering effects from recent leadership and business challenges. Analyst Commentary Recent Street research reflects a challenging outlook for Organon, with analysts closely scrutinizing both the company's fundamentals and the longer-term prospects following significant leadership changes and internal control issues.Articolo di analisi • Nov 06
Investors Give Organon & Co. (NYSE:OGN) Shares A 41% Hiding
Organon & Co. ( NYSE:OGN ) shareholders won't be pleased to see that the share price has had a very rough month...Aggiornamento della narrazione • Oct 27
Leadership Changes And Regulatory Concerns Will Shape Near-Term Market Prospects
Organon's analyst price target has dropped sharply from $13.17 to $10.83. Analysts cite lingering concerns about internal controls and leadership stability following recent executive changes and investigations.Aggiornamento della narrazione • Aug 06
New Product Launches And Biosimilars Will Open Global Healthcare Markets
Despite improved revenue growth forecasts for Organon, a higher discount rate has outweighed these gains, resulting in a lower consensus price target from $13.33 to $12.60. What's in the News Organon raised full-year 2025 revenue guidance to $6.275–$6.375 billion and slightly improved its nominal revenue growth outlook.Articolo di analisi • May 08
Why Investors Shouldn't Be Surprised By Organon & Co.'s (NYSE:OGN) 30% Share Price Plunge
To the annoyance of some shareholders, Organon & Co. ( NYSE:OGN ) shares are down a considerable 30% in the last month...Articolo di analisi • May 04
Organon's (NYSE:OGN) Dividend Is Being Reduced To $0.02
Organon & Co. ( NYSE:OGN ) is reducing its dividend from last year's comparable payment to $0.02 on the 12th of June...Articolo di analisi • Apr 28
Organon (NYSE:OGN) Use Of Debt Could Be Considered Risky
David Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...Articolo di analisi • Mar 24
Earnings Working Against Organon & Co.'s (NYSE:OGN) Share Price
With a price-to-earnings (or "P/E") ratio of 4.6x Organon & Co. ( NYSE:OGN ) may be sending very bullish signals at the...Seeking Alpha • Mar 18
Why Organon Is A Top Pick For Income Investors
Summary In mid-February, Organon pleasantly surprised me with its financial results for the fourth quarter of 2024. So, sales of Hadlima, a biosimilar to Humira, amounted to $44 million in the last three months of 2024, an increase of 83.3% year-on-year. Organon's dividend yield is 7.32%, which is significantly higher than that of the healthcare sector. In this article, you'll learn more about why I believe Organon is an attractive stock for income-oriented investors. Read the full article on Seeking AlphaArticolo di analisi • Feb 17
Organon's (NYSE:OGN) Dividend Will Be $0.28
Organon & Co.'s ( NYSE:OGN ) investors are due to receive a payment of $0.28 per share on 13th of March. The dividend...Seeking Alpha • Jan 17
Organon: A Tricky 2025 Awaits, But I'm Happy With A >7% Dividend Yield
Summary Organon has faced significant price volatility and underperformance since its spin-off from Merck, with shares down ~50% since 2021. Key products like Nexplanon and VTAMA are crucial for future growth, but uncertainties and competition pose significant risks to revenue projections. Organon's high debt and interest payments are significant concerns, despite low P/S and P/E ratios suggesting undervaluation, and a strong dividend yield. I recommend a "Hold" for 2025, focusing on collecting dividends and avoiding the downside, with the potential for improved performance in 18–24 months. Read the full article on Seeking AlphaRipartizione dei ricavi e delle spese
Ripartizione dei ricavi e delle spese
Come Organon guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.
Storico di utili e ricavi
| Data | Ricavi | Utili | Spese G+A | Spese di R&S |
|---|---|---|---|---|
| 31 Mar 26 | 6,163 | 246 | 1,723 | 363 |
| 31 Dec 25 | 6,216 | 187 | 1,719 | 366 |
| 30 Sep 25 | 6,301 | 501 | 1,747 | 405 |
| 30 Jun 25 | 6,281 | 700 | 1,754 | 432 |
| 31 Mar 25 | 6,294 | 750 | 1,738 | 453 |
| 31 Dec 24 | 6,403 | 864 | 1,749 | 469 |
| 30 Sep 24 | 6,409 | 1,301 | 1,677 | 473 |
| 30 Jun 24 | 6,346 | 1,000 | 1,793 | 499 |
| 31 Mar 24 | 6,347 | 1,047 | 1,807 | 511 |
| 31 Dec 23 | 6,263 | 1,023 | 1,891 | 528 |
| 30 Sep 23 | 6,150 | 585 | 1,892 | 536 |
| 30 Jun 23 | 6,168 | 754 | 1,794 | 526 |
| 31 Mar 23 | 6,145 | 746 | 1,766 | 504 |
| 31 Dec 22 | 6,174 | 917 | 1,702 | 471 |
| 30 Sep 22 | 6,292 | 1,011 | 1,717 | 439 |
| 30 Jun 22 | 6,355 | 1,107 | 1,665 | 398 |
| 31 Mar 22 | 6,365 | 1,304 | 1,658 | 368 |
| 31 Dec 21 | 6,304 | 1,351 | 1,669 | 339 |
| 30 Sep 21 | 6,314 | 1,525 | 1,620 | 289 |
| 30 Jun 21 | 6,327 | 1,762 | 1,553 | 257 |
| 31 Mar 21 | 6,258 | 1,917 | 1,421 | 232 |
| 31 Dec 20 | 6,532 | 2,256 | 1,356 | 210 |
| 31 Dec 19 | 7,777 | 3,306 | 1,443 | 220 |
| 31 Dec 18 | 9,777 | 2,153 | 1,956 | 365 |
| 31 Dec 17 | 10,500 | 1,801 | 2,250 | 355 |
Guadagni di qualità: OGN ha un grande una tantum perdita di $204.0M che ha avuto un impatto sui suoi ultimi 12 mesi di risultati finanziari pari a 31st March, 2026.
Margine di profitto in crescita: Gli attuali margini di profitto netti di OGN (4%) sono inferiori rispetto allo scorso anno (11.9%).
Flusso di cassa libero e analisi degli utili
Analisi della crescita degli utili nel passato
Andamento degli utili: Gli utili di OGN sono diminuiti del 24.3% all'anno negli ultimi 5 anni.
Accelerare la crescita: OGN ha avuto una crescita negativa degli utili nell'ultimo anno, quindi non può essere confrontata con la sua media quinquennale.
Guadagni vs Settore: OGN ha avuto una crescita negativa degli utili ( -67.2% ) nell'ultimo anno, rendendo difficile il confronto con la media del settore Pharmaceuticals ( -5% ).
Rendimento del capitale proprio
ROE elevato: Sebbene il Return on Equity ( 27.24% ) di OGN sia elevato, questa metrica è distorta a causa del loro elevato livello di debito.
Rendimento delle attività
Rendimento del capitale investito
Scoprire le aziende con forti performance passate
Analisi aziendale e situazione dei dati finanziari
| Dati | Ultimo aggiornamento (ora UTC) |
|---|---|
| Analisi dell'azienda | 2026/05/22 11:45 |
| Prezzo dell'azione a fine giornata | 2026/05/22 00:00 |
| Utili | 2026/03/31 |
| Utili annuali | 2025/12/31 |
Fonti dei dati
I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.
| Pacchetto | Dati | Tempistica | Esempio Fonte USA * |
|---|---|---|---|
| Dati finanziari della società | 10 anni |
| |
| Stime di consenso degli analisti | +3 anni |
|
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| Prezzi di mercato | 30 anni |
| |
| Proprietà | 10 anni |
| |
| Gestione | 10 anni |
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| Sviluppi principali | 10 anni |
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* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.
Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.
Modello di analisi e Snowflake
I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; abbiamo anche guide su come utilizzare i nostri report e tutorial su Youtube.
Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.
Metriche di settore e industriali
Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.
Fonti analitiche
Organon & Co. è coperta da 14 analisti. 6 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.
| Analista | Istituzione |
|---|---|
| Glen Santangelo | Barclays |
| Navann Ty Dietschi | BNP Paribas |
| Jason Matthew Gerberry | BofA Global Research |