Organon Earnings: What To Look For From OGN

Organon Earnings: What To Look For From OGN

Kayode Omotosho

Wed, February 11, 2026 at 12:05 PM GMT+9 2 min read

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Pharmaceutical company Organon (NYSE:OGN) will be announcing earnings results this Thursday morning. Here’s what you need to know.

Organon beat analysts’ revenue expectations by 2% last quarter, reporting revenues of $1.60 billion, up 1.3% year on year. It was a mixed quarter for the company, with a decent beat of analysts’ revenue estimates but full-year revenue guidance slightly missing analysts’ expectations.

Is Organon a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Organon’s revenue to decline 5.2% year on year to $1.51 billion, a deceleration from its flat revenue in the same quarter last year. Adjusted earnings are expected to come in at $0.73 per share.

Organon Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Organon has only missed Wall Street’s revenue estimates once over the last two years, exceeding top-line expectations by 1.7% on average.

Looking at Organon’s peers in the branded pharmaceuticals segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Eli Lilly delivered year-on-year revenue growth of 42.6%, beating analysts’ expectations by 7.4%, and Bristol-Myers Squibb reported revenues up 1.4%, topping estimates by 4.8%. Eli Lilly traded up 1.7% following the results while Bristol-Myers Squibb was also up 7.6%.

Read our full analysis of Eli Lilly’s results here and Bristol-Myers Squibb’s results here.

Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. While some of the branded pharmaceuticals stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 3.7% on average over the last month. Organon’s stock price was unchanged during the same time and is heading into earnings with an average analyst price target of $9.36 (compared to the current share price of $7.97).

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