Organon & Co.

NYSE:OGN 주식 리포트

시가총액: US$3.5b

Organon 과거 순이익 실적

과거 기준 점검 0/6

Organon의 수입은 연평균 -24.3%의 비율로 감소해 온 반면, Pharmaceuticals 산업은 수입이 연평균 9.7% 증가했습니다. 매출은 연평균 0.08%의 비율로 감소해 왔습니다. Organon의 자기자본이익률은 27.2%이고 순이익률은 4%입니다.

핵심 정보

-24.30%

순이익 성장률

-24.69%

주당순이익(EPS) 성장률

Pharmaceuticals 산업 성장률5.95%
매출 성장률-0.076%
자기자본이익률27.24%
순이익률3.99%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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 Alpha
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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...
분석 기사 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...
분석 기사 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 Alpha
분석 기사 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 Alpha

매출 및 비용 세부 내역

Organon가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NYSE:OGN 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 266,1632461,723363
31 Dec 256,2161871,719366
30 Sep 256,3015011,747405
30 Jun 256,2817001,754432
31 Mar 256,2947501,738453
31 Dec 246,4038641,749469
30 Sep 246,4091,3011,677473
30 Jun 246,3461,0001,793499
31 Mar 246,3471,0471,807511
31 Dec 236,2631,0231,891528
30 Sep 236,1505851,892536
30 Jun 236,1687541,794526
31 Mar 236,1457461,766504
31 Dec 226,1749171,702471
30 Sep 226,2921,0111,717439
30 Jun 226,3551,1071,665398
31 Mar 226,3651,3041,658368
31 Dec 216,3041,3511,669339
30 Sep 216,3141,5251,620289
30 Jun 216,3271,7621,553257
31 Mar 216,2581,9171,421232
31 Dec 206,5322,2561,356210
31 Dec 197,7773,3061,443220
31 Dec 189,7772,1531,956365
31 Dec 1710,5001,8012,250355

양질의 수익: OGN는 $204.0M 규모의 큰 일회성 손실이 있어 31st March, 2026까지 지난 12개월 재무 결과에 영향을 미쳤습니다.

이익 마진 증가: OGN의 현재 순 이익률 (4%)은 지난해 (11.9%)보다 낮습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: OGN의 수익은 지난 5년 동안 연평균 24.3% 감소했습니다.

성장 가속화: OGN은 지난 1년 동안 수익이 감소하여 5년 평균과 비교할 수 없습니다.

수익 대 산업: OGN은 지난 1년 동안 수익이 감소(-67.2%)하여 Pharmaceuticals 업계 평균(-5%)과 비교하기 어렵습니다.


자기자본이익률

높은 ROE: OGN의 자본 수익률(27.24%)은 높음이지만 높은 부채 수준으로 인해 왜곡되어 있습니다.


총자산이익률


투하자본수익률


우수한 과거 실적 기업을 찾아보세요

기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/25 14:18
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

데이터 소스

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패키지데이터기간미국 소스 예시 *
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분석가 소스

Organon & Co.는 14명의 분석가가 다루고 있습니다. 이 중 6명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Glen SantangeloBarclays
Navann Ty DietschiBNP Paribas
Jason Matthew GerberryBofA Global Research