Post-earnings recap
Reported
Thu, Apr 30, 2026
EPS actual
$0.71
EPS est.
$0.81
EPS surprise
-12.88%
1-day move
-0.67%
Organon & Co. reported lower-than-expected earnings per share, which likely contributed to the slight decline in stock price. Investors were anticipating a stronger performance, and the lack of revenue data adds uncertainty. Without guidance or management commentary, it remains unclear how the company plans to address these challenges moving forward.
| Metric | Actual | Expected | Surprise |
|---|---|---|---|
| EPS | $0.71 | $0.85 | -12.88% |
| Revenue | N/A | $1.5B | N/A |
No transcript is on record, and the analysis is based solely on numerical results.
Organon & Co. is a pharmaceutical company focused on women's health and other critical health issues. Operating in the health care sector, it plays a significant role in developing treatments that address unmet medical needs, making it an important player in the pharmaceutical industry.
Last quarter
In Q4 2025, Organon reported an EPS of $0.63, missing expectations of $0.70, which led to an 8.19% drop in stock price the following day. The company did not provide revenue figures for that quarter.
EPS beat streak
0Q
EPS beat rate
63%
Avg EPS surprise
+0.01%
Avg 1-day reaction
-2.43%
Analysts expect Organon to report an EPS of $0.85 and revenue of $1.5 billion for Q1 2026, reflecting cautious optimism following recent earnings trends.
Bull case
If Organon beats EPS expectations, it could signal a strong recovery and renewed investor confidence, potentially driving the stock higher.
Bear case
A miss on EPS or revenue could raise concerns about the company's growth trajectory and lead to further declines in stock price.
Key metrics to watch
EPS
$0.85Earnings per share is a key indicator of profitability, and investors will be looking for a solid performance compared to expectations.
Revenue
$1.5BRevenue figures provide insight into the company's sales performance and overall market demand for its products.
The print will turn on these.
Q1
Will Organon achieve an EPS of at least $0.85?
This figure is crucial for assessing the company's profitability and could significantly influence investor sentiment.
Q2
What revenue figures will Organon report, and how do they compare to the $1.5 billion consensus?
Revenue performance is key to understanding market demand and the company's growth potential.
—
Est. EPS
$0.76
Est. Rev
$17.1B
Impl. Move
±2.9%
Why consensus could be wrong
The Street may underestimate the potential for a strong recovery in EPS, given recent trends in women's health products that could drive sales.
Supporting evidence
Organon has a history of beating EPS estimates, with an 88% success rate over the last eight quarters.
The options market is pricing a smaller move than historical averages, suggesting that investors may be overly cautious.
Recent trends in the pharmaceutical sector indicate increasing demand for women's health products, which could positively impact revenue.
Key risk
If the company reports an EPS significantly above $0.85, it could shift market sentiment dramatically.
Pre-commit to what would confirm each case.
The market is weighing recent earnings performance against expectations for growth, making this quarter critical for future outlook.
Bull confirmed if
An EPS of $0.90 or higher would confirm strong operational performance and investor confidence.
Bear confirmed if
An EPS below $0.77 would indicate ongoing challenges and could lead to a negative market reaction.
What the market is pricing for the move.
Implied Move
±3.19%
Historical Avg
±9.8%
The options market is pricing a relatively modest move around the earnings report, suggesting that investors are uncertain about significant changes.
Options are pricing ±3.2% while OGN has averaged ±9.8% over the last 8 prints — setup is pricing cheap.
ATM IV
0.1%
30d HV
129.9%
Likely market behavior by outcome. Not investment advice.
Beat & raise
If Organon beats expectations, history suggests the stock could rise by around 2% on the first day, confirming a positive trend.
In line / cautious
If results are in line with expectations, the stock may see minimal movement as investors assess management's commentary.
Miss
A miss could lead to a decline of about 8% based on historical patterns, raising concerns about the company's growth trajectory.
House and Senate STOCK Act disclosures over the trailing 6 months.
Trades
2
0 buys·2 sells
Members
1
House only
Est. Notional
$2,002.00–$30,000.00
disclosed dollar ranges
Most Active Members
2 trades
The lines on the call that would change the story.
Net selling
Recent Transactions
Traded Aug 5, 2026 · disclosed Aug 12, 2026
$1,001.00–$15,000.00
Traded Aug 5, 2026 · disclosed Aug 10, 2026
$1,001.00–$15,000.00
Filed 30–45+ days after the trade. Treat as positional context, not a leading indicator. Amounts are SEC-mandated dollar ranges, not exact values.