Category Archives: OGN

23Q2 revenues were $1.61 billion, up 1.5% YOY and up 4% at constant currency.  GAAP diluted EPS was $0.95, better than 22Q2’s $0.92 and above my estimate of $0.87.  Non-GAAP EPS of $1.31 was higher than last year’s $1.25 and … Continue reading →

23Q1 revenues were $1.538 billion, down 1.9% year-over-year, but up 3% at constant currency.  GAAP diluted EPS was $0.69, below 22Q1’s $1.36 and below my estimate of $0.88.  Non-GAAP EPS of $1.08 was below last year’s $1.65 and also below … Continue reading →

22Q4 revenues were $1.485 billion, down 7.4% year-over-year, but up 1% at constant currency.  GAAP diluted EPS was $0.43, below 21Q4’s $0.80 and below my estimate of $0.54.  Non-GAAP EPS of $0.82 was below last year’s $1.18 and a penny … Continue reading →

22Q3 revenues were $1.537 billion, down 3.9% year-over-year, but up 3% at constant currency.  GAAP diluted EPS was $0.92, below 21Q3’s $1.27, but above my estimate of $0.82.  Non-GAAP EPS of $1.36 was below last year’s $1.61, but also above … Continue reading →

22Q2 revenues of $1.585 billion were flat year-over-year, but up 5% at constant currency.  GAAP EPS of $0.92, was below 21Q2’s $1.68 and also below my $1.11 estimate.  Non-GAAP EPS of $1.25 was below last year’s $1.72 and also below … Continue reading →

Organon reported 21Q3 GAAP EPS of $1.38 which exceeded my estimate of $1.31.  Revenues were in line with my estimates and operating costs were lower, except for a $25 million increase associated with the acquisition of in-process research & development.

21Q2 Performance in Line with Expectations; Raising Performance Rating and Lowering Price Target 21Q2 GAAP EPS of $1.68 was lower than 20Q2’s $2.14.  Although sales increased 4.5% to $1.6 billion, costs were higher as a result of new tolling arrangements … Continue reading →